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.
Jonfon, the NOMAD will not allow it!
The problem is Scoobydoo the NOMAD system on AIM does not lend itself to over promotion for the sake of promotion. MTR are very reliant on SFR news. The NOMAD will only allow MTR to link refer to Sandfire. MTR cannot say things that SFR have not mentioned. The KML/Cobre deal will be presented to a GM next month for shareholder ratification. This is an ASX requirement. I am sure a huge amount of analysis and work has gone on behind the scenes.
Maybe they waiting for the ASX listing, then do a "big bang" news release to punt the new listing. At least I hope that's the case. I've never seen a board less enthusiastic about good news.
Been watching MTR for a long time. Back in sept 2020, when SP got to 28p, I thought that was kind of hard to sustain given that SFR at the time was way down. So IMO, at that time, MTR SP was a wee toppy and this was reflected in the retracement subsequently.
However, this time round, there is a big big difference, the so called supercycle for commodities has literally started, and MTR are right in the middle of it with one of the most richest resources on the planet in KCB. Also, Sandfire Resources Ltd SP is rocketing on the back of copper prices. So I hopped in a few weeks ago.
McNeily has been quiet in the past months. I do not think I have seen an interview with him anywhere fro the past 6 months. So more publicity would be good. It astounds me that such a rich resource like the KCB where MTR can gain via Cobra + Sandfire is not shouting this out loud when copper is at ATH.
Hello Illaquens. Yes, SFR, Cobre and KLM will be the ones to really propel the SP upwards but much of the news we expect to provide the serious uplift is some way ahead still. In the meantime couldn't MTR use the good news provided by the quoted investments to sustain the SP? All the gains we make seem to be temporary because once the news, whatever it is, is digested and the SP rises a bit, we then have weeks/months of silence , so the SP drifts back and we're no better off. Every time we develop a bit of momentum we let it dissipate, there must be some way of keeping the pot simmering until the next big news arrives.
Keithb1 Exactly! I feel better already ??
Hi KB, I imagine that there will be many other investments in the portfolio and the positions will be traded. I would agree an update on the main ones would be useful. To me it’s all about KCB. That’s where it will become very interesting.
Keeeffy
I know and I think all LTH”s here know my opinion.
On a much happier note did you see us v Athletico M...
Happy Days at least at the bridge
Morning Fiercey. Marimaca up 6%+ and Cobre up 8%+ as well. Why can't MTR give us update on the portfolio value. If Hydrogen can do it why can't someone at MTR?
Copper price ? My 2p worth is a range of 12-15000/ tonne. Why ? In all our lifetimes and over the next 10-25 years, the planet will electrify everything. Never been needed or required before.
The super cycle has slowly begun but is being blind sided by Crypto and shorters.
Crypto will have a savage swing period and a lot of people will get burnt even if Musky keeps announcing buys and obviously sells !
Shorters will become burnt in this area as this copper and rare metals juggernaut will gather pace and more importantly,stay there price wise.
All IMO and BDYOR