Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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I'll give you that Jimzi ... :)
Did say it could re-rate ant any point but 30 mins later?
No sale, dilution from the 11p placing.
As markets become more wobbly, I can see this re-rating at any point - more sentiment / safety than precise analysis plus a curve ball announcement may be announced which has an immediate mcap [determinable] effect.
all i can find is on 1st april they had 7.89%, GL.
Blah.. Interesting perspective and I think you make some valid points. Certainly as the core business is services it will never re-rate expodentially in short timescales and will be prone to value judgements on the balance sheet margin hence the broker target of circa 19p...
Yes there is the lottery tickets element but as that is non core business so until that happens its a punt on higher valuations than the broker targets in my book. I mentioned last week that the core business pipeline expansion that is currently guided is a binary play on the success of the covid challenge study model. The key period is the next two months as the Venn contract tends to be low values compared to the Hvivo side. Being positive but also realistic helps make sticky PF holdings. :)
CF was guiding us not to expect too much from the interims - the substantial progress in H1 justifies the spectacular rise in the SP so far, but "operational" profitability is not expected until Q3, and to move the SP into a higher range would probably need something big, beyond the already impressive turnaround story. There are reasonable grounds to hope that may be forthcoming over the next few months, but some here seem a tad overconfident, overenthusiastic, or perhaps just impatient, imo. Fortunately OO senior staff seem to be sharp realists with a flair for solid business building.
Arh yes ... I forgot that bit Indy thanks.
From what I remember they went to 7.7% on the dilution. They have been good. They weren't the cause of our drop we all know the b'stards responsible.
So much for staying the course until December then... erm... :(
Correct deep it was 9.56%.
updated on their web site today.... I cant spot major differences but it provides all the info we are going to get in financial terms in the H1 report by the looks of it. I don't know why but i thought invesco held more than 7.91% I thought it was closer to 9% but probably me not paying attention...www.openorphan.com/investors/reports-and-presentations/year/2020