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.
Lol, commodity stocks are still stocks.
Sold all the PRE at a small profit and ZNWD (at a larger profit). All these stocks are about to get drilled again, maybe see you low teens now, but not any time soon. Keep flogging guys, maybe this mare will wake up. More likely not any time soon though. Keep up the good research!!!
Yes, buy commodities, not Pensana
Iron Ore price looking strong today and lithium carbonate above $55k/t today
2022-01-25
Seaborne index 58% Fe fines 87.50
Seaborne index 62% Fe fines 136.80
Seaborne index 65% Fe fines. 170.80
Commodities actually tend to do well in times of inflation.
Listen to what powell just said, none of this stuff is going up any time soon. Sell risk assets while you still can.
l wish eyeguy went back on his twatter account
Repetition, repetition, repetition. Doe's nothing to the share price so why bother?
I am quite surprised at the current SP given the prevailing Lithium and Iron Ore prices, 60p per share seems a good price target to me for the 27% ownership (i.e within the next few months) but there should be lots of other things e.g EMH, Sonora, Hastings, LT/LS, and further progress at Amapa (e.g PFS) that have the potential to push us beyond that in time.
Indeed @Evan, but perhaps most importantly larger players won't be able to or willing to buy in, until we have the 20% of Amapa well and truly under our belt. What we need is improved reach, improved understanding and a belief this is finally happening. Publicity around Amapa, the PFS, and being formally in possession of 20% of the project should tick the boxes! Hopefully starting in the next few weeks. And then there is potential news from our other assets, a few now imminent/overdue IMHO. Reminders at:
https://www.reddit.com/r/CadenceMinerals/comments/sbbixk/weekly_discussion_thread_upcoming_news_icymi/
Truth is there have been so many delays that people will not believe until it is RNS'd
Every dog on the street allready know that 20% deal is 99% done...,if you say 60p on the rns day,so IMHO 40p should be today or "tomorow"...but sp is circling around 25p???
l would say close to 60p then a slow drop down to 40 p any bets?
Indeed...... surprisingly few trades as well .... says to me there's a fair amount of pent up interest waiting for an outlet....
The PFS will clearly be a big help for ii's coming on board, should be a great year ahead for KDNC.
Just my personal opinion as I believe iis and the market will become more confident at the 27% and the shipping of the stockpiles. We have never broke through 33p on any of the 20% news, as I say just my view and I hope I am wrong very wrong
Jolanta and mr James. I’m surprised with low sp predictions after 20% considering as evb stated leads to 27% and hopefully 49%. If I had thought that low an sp I would’ve probably sold up in June and reinvested elsewhere. I hope you’re both wrong in the nicest possible way rather than me. All the best.
Nope I believe mid thirty’s on 20% but this will drastically improve on the sniff of the 27% and shipping of the stock piles. Remember though a sniff that we are in talks with Sonora and this will really go. I feel very confident for KDNC this year
Exactly. The Writing is on the wall for the brave
You have to consider that getting the 20% done unlocks 27% and very likely the 49% (for an estimated $20m-$30m).
The 49% could (on my cigar packet calculations) be worth around £550m NPV8 the market clearly can and should discount this but at a 30% risked basis (70% discount to NPV) it's still well above £1 per share (without considering other assets).
That would only value KDNC at £64m
No chance,43p max..IMHO
Only 230k here but here's to a pound.
Do we think this will jump to 50 - 60p on taking 20%?
I have been investing in this company since 2013.
And yes I have over a million reasons for this to hit a pound.
And can wait another few years if needed
A 10 year investment actually a pound doesn’t seem a lot as I was buying them at that price in 2013
You must be sitting on a fair few now then.
Yep 12.09 and 12.10. Cmon let’s be having you .