Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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Shed, yes indeed (late response), but rather than 10/90 split, I think I'm going to be pragmatic, and see how it looks.
BB, a sale & special div would be good, but imo more likely that when a buyer pops up, other mining/metal bigboys will show an interest, giving sp enhancement. As to sudden versus steady rises, we'd all be happy with both at different times.
BricksSA exactly - when other other PI's realise we are so close and stop chasing UFO's then we will be at that point when we will fly and we will reach beyond the atmosphere.
@Chri5p....The resources have already been proven and so has the mining method for access....thats what the Jorc and SS were for. The current SS reads like a PFS. All that will happen imo is Bara will apply the latest Mets and ore sorting results to the existing SS. The mining method ito scenarios previously used ( and there were 3 scenarios painted) may change to mining the "high grade" only initially ....Still waiting for the 10 bagger then.....I think we all are :-)
Thought I would avoid the board today but made the mistake of checking in and Bobby I can't let that go - 'failed to attract a grown up investor'. DB aren't popular on the board but remember they only reduced their holding last year which was shrewd. They exist to protect the wealth of their customers and the fund manager would have to report their risk management to his / her seniors, I often think if I was forced to do that to my wife my portfolio would be significantly less funky. Okay so what did DB do after trimming their holding with a good profit? They increased their position at 0.025p late last year, a big premium on the previous raise and again this year at 12.75p, very slightly higher than 0.025p old money. My conclusion is that their analysts see this as a good investment but are likely to de-risk. There are plenty of other juniors looking for their cash, they didn't help us just on a whim.
First of all if the resources can be proved to be there and accessible then we have a 10 bagger. So why do we not see an higher share price! Most of the II do not invest in AIM exploration and never will but that doesn't stop PI's from saying or thinking they do. If you read the UFO/EUA boards which I do for fun any one would think Warren Buffett was about to take a stake (EUA has huge directors holdings) but that ain't going to happen. We have DB who just tuck part in a placing but that's it obscure II but not main stream. BB is right II's will only invest when there is an end game when the ducks are lined up, we have the finance arranged and the mine is going to be built. However, for me that is the time to reduce my holding because it won't 10 bag from here because the speculation is over and the markets can value the company to some extent. The funny thing is the mine could be seen as more risky because it has taken on debt and the mine might disappoint. So if you want to 10 bag you buy into a company you think can prove the resources but the market has overlooked and the II's can't get involved. We are that company I have no doubt.
Hi Bobby. I understand what you are saying but the consolidation was done in order to attract Institutional investors and to remain listed on the LSE. I am pretty sure once they are "on board" as such the day traders will be minimised. The day this happens we will be a "grown up" company and the value will be shown in the SP. All it will take is a TR1 with a large institutional investor. IMO.
That reads like a valediction Bobby. To be honest I'd imagine you'd be a lot happier getting out of EUZ altogether as you obviously don't like the company. Will be a shame to lose a cautionary voice on here but it doesn't make any sense staying in if you've finally lost all faith, you've been down to about 2% faith for the best part of a year :)
Did you manage to sell some over 30p Milnrow? On peaks and troughs, yes that's what we've seen in the past and is likely to happen again to an extent which is why I have been talking about how I hope we can overcome the problem of cyclical news flow. There's a good chance that news will become more multifaceted as we progress as we seem to have opened up several fronts on potential funding with Conrad and apparently we still have irons in the fire on EU grants, plus continuing B2B discussions, maybe something will come from the EMEA? The drill - assay - JORC - metallurgy cycle while obviously necessary and thankfully successful was too easy to trade (I've learnt all too late!). The hydrology and technical studies which are critical, even make or break work don't seem to carry the weight on the market that they should. However this is still exploration on the AIM market and there will be volatility, I took some off the table at 25p and bought back lower, though missing the bottom by some distance so I am watching the SP while waiting for an endgame, it doesn't have to be one or the other though I'm probably 90% investor 10% trader.
I remember 30p+, right good it was! 'Course, I've bought them back since, wouldn't want to be out when news hits.
Fear not Jed when the right news lands we'll have 100's of trades and 100's of posts predicting the earth and then suddenly the not so subtle change in sentiment. We just have to hope that intensifying news flow and perhaps some more institutional money after the EMEA conference will give us more stability. Certainly the narrative of localising supply chains in Europe is growing so we're sailing with the wind here. Also remember that we have multiple applications for EU grants, the CDTI partly refundable loan was very specific in its focus on drill deviation R&D, there's more up for grabs - "Europa Metals anticipates that the Grant will enable the Company to apply for reductions in taxes payable relating mainly to labour costs and is satisfied that the terms of the Grant will not prevent the Company from participating in other grant application processes save where there is a specific technological overlap". So perhaps we may qualify for something more practically targeted in contributing to raw materials security in Europe, finally to go full circle I bet this grant success will be heavily emphasised at the EMEA Strategic Investment Conference.
This stock is like a pimple on my face, just waiting for the right moment to explode!!! Wish it would hurry as it is not looking to pretty.
Thanks for the additional lucky 13 trades Shed. Looking forward to Monday already, maybe we can hit the magical 26 trades on both exchanges!!!!!