The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Institutional looks at fundamentals. Retail looks at news and the house mortgage.
While it does continue to be a basket case, looking at the flow of trades all the sales have come from retail investors ultimately fed up (I dont blame them here). However, the big players, board, Align, Premier have stayed put, otherwise the the price would have been even lower. Even TP's last raise was at a 'premium'. The point is, there is some faith left even if I'm scraping at the bottom of a very empty barrel.
Sell dropped at that point of transaction
Buys?! Otherwise would have been way lower?
Someone is buying.... or selling. strange first 20m was below sell price?
Have I got this right? The whole facility, according to the previous RNS was mothballed awaiting new generators whilst also continuing development by third party of hydrogen usage in manufacturing process. Ironveld continue to tease us with Twitter/ X postings re how valuable and desirable HPI powders would be but there has been no smelting ops since pre Xmas. So, the recent fund raise was at almost twice current SP and here we are raising more funds. If the plant is mothballed, where has all the recent fundraise cash gone. It is surely time for some honest updates here as to what are the realities of getting this smelter in to full production and when.
Lots of big sells going through. Wonder who is on the other side of the trade or are the MM’s collecting shares…?
Good old tracarta all in house old cronies investment company, 11% on loan, not trust any of them, neither do markets, do or die, by 1st half of this year very high risk, 15 plus years Trying get this into production, smoke mirrors, lies, bad management,
'Effing', not 'effung' !!
The funding was due to close in 'early 2024' according to December's final results RNS. Today's RNS now says in H1 2024, or possibly never (I added that bit).
‘tumbleweed moment”
noun
A period of dead air or stony, unresponsive silence.
No surprise that there wasn’t.
Any semblance of investing in this company based on analysis is completely out the window. This is currently a “cross everything and hope for the best” disaster of an investment . Glad I sold half of my initial investment (at a loss) some time ago to invest elsewhere. In hindsight should have offloaded the entire holding.
This has tanked so much that the remaining holding is relatively worthless so I will hold for the miracle turn around or as a reminder of how AIM can bite hard.
Wonder if we will get an update before the AGM this week?
Taking a punt imo would be at HZM.
Throwing money down the drain would be IRON. Various BoDs has failed year after year.
Problem with ironveld as with kzg it's so much smoke mirrors, again poor management, Cox was waste time, along with Clark, again high risk now but very low market cap
Pure punt now, IF - funding transaction is well advanced and expected to close in early 2024 which, IF concluded, big if been here 4 10 years plus share price all time low market cap, markets dont like it, asume it don't get funding then sold off as going project, poor management really, but if like risk could reward well.
Well put, been disgrace, only interest they have is getting there money back, waddle brought in too salvage project, his another dishonest chap but feel will get this sold off and in too production, GLA.
I expanded to much energy and capital here before. I bought very long ago and sold out 18 or so months ago.
Simply look at the history of IRON it has been one failure after another for many years. The BoD Are utterly useless. Have diluted to oblivion.
One key lesson, the management of any resource is significantly more important than the resource itself. A competent, experienced and driven BoD can easily take an average resource forward. A incompetent BoD such as the ones which have always managed IRON just F up, back to back and dilute to oblivion.
IRON amazing resource, bottom Tier BoD.
Take off your rose-tinted glasses here.
Good luck all holders.
BoD - you don't even deserve a lump of coal from Santa this year.
Strangely. I find myself agreeing with you
Bed wetters today..... Within touching distance here.
I do feel like that myself sometimes CleverThoughts, but was your statement actually a clever thought? Could you expand?
Really not sure why folks are still here. This has so much bad precedent.....
There is always some sort of F up by the BoD.....
Wasn’t exactly a Christmas present was it? Be comforted by the old adage that no news is ever as good, or as bad, as you first thought. See you in a couple of years.
Next month Where's it state that, early 24, read into it what u like, this will be sold off I'm sure unlikely funding will be secured, all badly managed why other guy brought in,
Yes, we should be funded until Q3 next year. Nevertheless, since production to restart next month, revenue will start coming in as well.