Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video 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.
Yes it does. I am very tempted.
perhaps...
Maybe worries about supply chains? or (perennial) worries about Israeli tech companies?
MWE has often (usually) looked weirdly under-valued
The engine is spluttering somewhat. Doubts over relationship with China? They have much invested there. Just trying to work out what is going on.
yep, more than a decade of holding & trading here...once held 100k++...not just 20k +/-
I started with a v different -defensive - perspective (it was a net net back then),
but now it seems the market has been v slow to accord it the rating it deserves (imnvho)
Let's hope so Jollyspeculator. I feel fairly safe holding this one as a long term investment whilst also trading the spikes. This company has had a permanent place on my watch list and I've bought and sold several times over the years. The last time was back in March of this year where I was fortunate to realise a capital gain and also picked up the 5% divi. It's worth keeping an eye on MTI Wireless.
shd prove a(nother) winner, Mr Smith
A bit of a drop today so dipped my toes into the water with a 9173 purchase. Been in here a few times in the past. See where we go from here
A concentration of "top" posters on the BB today. I often check your latest posts as a pointer for further investigation and have had some decent returns by doing so. Appreciate your analysis (which is far more informed than my own attempts). Cheers for posting.
bloody love in
Aw shucks Dibs61 :o))
You're not so bad yourself.......
Well of course present company excepted. ;)
(s)he cannot be *the* finest lol
Brilliant research as ever rivaldo. One of the, if not THE finest poster on LSE IMHO.
& right on cue...TICKED UP
the poor sod who got frit and sold at 33p
on pages 6 and 7 - here's the part about 5G and the conclusion:
https://tinyurl.com/y9xtnhvj
"good prospects for near-term growth lie in 5G backhaul (getting data from a mobile user to the core network) which doubled last year to 10% of the division’s revenues. This will become a $300-500m market and MTI sells to four of the seven mobile infrastructure manufacturers. The company is particularly strong in street-level backhaul which is a $100m addressable market. Volumes are expected to ramp up in 5G in 2021 and margins will respond positively given the gearing from a relatively fixed R&D cost base. Antennae accounted for around 30% of revenues last year and 15% of profits."
"Valuation and outlook We spoke to Moni Borovitz in early March and again in midMay after the Q1 results release. Covid-19 does not appear to be much of a factor given the company’s geographic diversification and the nature of its customers. The Indian antennae factory was locked down for a period in March but has returned to work, while MTI has ‘essential’ status in Israel. Therefore “the second quarter will not be soft” according to Borovitz, who is “cautiously optimistic”. There is a good order book across the three divisions with Q1 revenues up 5% and operating margins ahead. On 5G infrastructure prospects, the company is seeing tenders for business coming through and makes the point that demand for bandwidth has reached record levels on the back of home working. The near term outlook for MTI looks to be more secure than it will be for many companies who will have been more affected by the pandemic. Prospects seem good across the business and the coming period should see an acceleration in antennas from the 5G investment cycle. The balance sheet looks strong and unusually for a small tech company there is a commitment to paying dividends, no doubt influenced by the family shareholding. In these uncertain times for dividends the shares make sense as an income play; but the forecast growth in earnings and dividends suggest a rerating is in order. The chart is healthy with the stock price almost back to pre-covid-19 levels, having hit 42p in February."