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Great post Sanchez599.
36 likes - there's life in the old LSE dog yet.
With regard to your final line re Amazon, exactly the same can be said for Apple, many years ago I sold out of Apple in a similar situation and have always lived to regret it!!!
And if you don't care for or like people's opinions...
Don't read them.
It seems pretty clear that after a grinding downward move over a number of years, the Q3 report will be the item that finally ends this protracted downward move.
Q3 will be the confirmation that production is fully back on an upward trajectory, after a Q2 that has in essence just steadied the ship. We then enter a very positive period that imo will finally reignite the story. We will be closing in on much increased production finally, a major upgrade at Vanchem, BelCo really motoring through the construction schedule towards commissioning and actual projects and of course Enerox. I am expecting and hoping for a H2 V price rally as the current major global covid wave subsides because the world simply has to get building and markets are already constrained. China have made much ground whilst the west have been struggling and are continuing to push on, despite a bit of a slow down lately. Its all there in their relaxing of steel prod. capacity limits & resilient pricing. The pressure is also on economically in the West and post COP26 the energy transition will have to accelerate and more critically it will be even more in the public eye.
We are in for an interesting summer in the meantime. Markets are clearly a bit risk off, but there is going to be an innate tension between those looking at what lies ahead beyond the summer and wanting to get in cheaply, fighting the tail end of frustration with the previous period. We have been in a market that has been making the majority of its money from selling down for a long time, despite all the efforts to be positive and with much justified frustration too as Bushveld have themselves acknowledged. We have clearly been fighting a losing battle as regards the SP for some time. I think we are going to see it finally start to flip during this period to accumulating shares & buyers at what will become a more and more pronounced undervaluation as we near the Q3 report, news and increasing Q4 production levels. Any newsflow relating to SA really going big on VRFB at that point (from BelCo contracts to Eskom, Coal to renewables re-purposing etc) will set the SP alight. It will help before then of course.
As for the LSE Vs Telegram thing. Each to their own. Most new investors will look at Twitter or here and that's just a fact. None are perfect - hence they all exist. I don't see Telegram, Twitter or LSE making the SP move atm. There will also always be contrasting opinions (and egos). That's life and something I think from this journey most people can now recognise and deal with talking about. It hasn't all been good. Paying more attention to that might have actually helped some to time buys and increase their holdings. Some of the most positive will have.
H2 however stands to be a stark contrast to H1 and I think will see us at the start of the longer term uptrend everybody really wants.
Who said this was easy. Amazon lost 70- 90% of its value multiple times.
Knuttie so good you named me twice
Mr R: thanks for saying what I was thinking. I'm sure telegram is great but I haven't time for it. I've got two jobs, 3 kids, 4 grandkids and other investments. Got time to read LSE once a day and have massively benefited from the research and commentary of many here: although don't understand where they get the time.
Pdub. Alfa, Knuttie. Sanches. Fara. Knuttie, Gambit. Lionel. Loudspeaker and many others please stick with it: The reasonably intelligent silent majority can see who the liars and obfuscators are. Filter them.
GLA.
Not posted for some time so have little weight behind my view. I would like the well researched to continue to post their info here despite any abuse or negativity they receive. If they don't then a lot of people could be left with overriding negative thoughts and act accordingly. We don't need any others selling unnecessarily.