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.
Pension maker - genuinely - even if you're 20 years old right now.
50+ years of revenues expected.. this is better than any mine!
Market is blind...for now :)
Loads of highlights CB I will write them up and post later
In short, the results of the UK is key for global scale up, lots of governments and oems interested
Various oems supplying us with recycle e-waste in the UK
results expected early Q3 (which I think is Q4 for us UK folk aka Oct/Nov)
Said multiple times the UK plant is going very well, derisking to increase value
In 6 months said the value of Maginito should increase considerably as we can then use the results of the pilot plants to expand in the US, specifically mentioned Texas/Dallas
Also not just processing RE's and creating the alloy powders but will be setting up a magnet manufacturing site so we become the one stop shop for EV / magnet demand etc.
Https://www.cotec.ca/_resources/presentations/corporate-presentation.pdf?v=0.912?v=0.049
This is the PDF file he used... Sounds like a plant will be coming in Dallas... timeline to expected achievable profitability is good ,the relationship with Mkango great... pity they ran out of time for Q&A as loads of Mkango investors were asking questions :)
Worst tree shake ever lol
Any highlights ?
V positive :)
Shocker :)
Some lumpy buys coming in now
If someone with a large holding wants out and there are no buyers, what can you do?
Doesn't mean there is anything wrong with the company
Quite - they are somewhat accomplished.
I just see this as the "market" doing what it does - taking advantage of a, likely meaningless, delay to pummel the SP when they know full well that this thing could end up 10x bagging in a few short months with the right macro/micro news - if China lift the rare earths drawbridge again in a meaningful way then you can forget about targets in the 40s here, it could be 2x that ...
I can’t think Julian and Cotec would have backed a stinker.
8p looks pretty decent in the here/now to my eyes - I doubt they'll get/keep her below there for any amount of time.
https://twitter.com/bonker_99/status/1679449126910533633?s=20
Indeed - I'm more patient and with a broader PF than most so I'm more than happy to keep picking these up at single digits and wait it out.
Picked up some more on this selling madness...clearly a distressed seller who wants out partially or fully for whatever reason. Market cap total disconnect from assets and projects!
Timely.
Quite unbelievable selling on no news.
No news = bad news?
Fear gripping investors?
A leak about bad news about to be announces?
Any thoughts on this level of selling?
Https://www.bigmarker.com/conferences/406da31d80f2/conference_registrations/confirmation
A conspicuous stop-hunt IMO but thanks for the opp :)
You never know, the update/presentation might surprise us, I can't imagine they are just going to give up on Songwe. We must be pretty close to Hypromag money down here regardless.
Here's hoping
Maybe it's just a corporate update.
If. however, there is news and it relates to Cotec, then no doubt they'll release it when Canada opens.
Excellent . See you in the 7s . Well done BoD . Well done indeed …..
Today/tonight's the night hopefully news of some kind to keep me interested here (please 🤞)
Fingers crossed for positive developments! What's this Twitter action!? Do you have a link Sir?