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Interesting that Paul Marriage at Tellworth has decided to trim their position by ~18%.
They’ve been long term holders here.
Enterprise value is between 30-40 pence. Without SIS.
100-200% upside.
Why cant I sing about it?
The fact you keep repeating yourself every 5 minutes is the giveaway, quoting numbers with no evidence or explanation. Same tactic used by all rampers on these boards. Give it a rest.
Simple arithmetic and speculation of a bid. The company has made itself open for offers and interested parties will make this known. Or the company will say there are not interested parties. Simple as. If there are two bidders then its instant 30-pence. Not much more than was paid for PHD.
For the whole group it could be 40-50 Pence. So it all upside from here and a very good chance to multibag.
Blatant ramping by another P&D merchant.
30 pence is my guess. Sell it and then return 15 pence to the stakeholders and then get rid of the debt with the rest. Or the whole company can be sold for 40 Pence. Either way massive potential for big rise here when party show their head and their interest. The company up for sale. Bidders to come out of the cupboard shortly. Then woooooooosh...
Its got to be worth 30 pence or more on a bid. That's 100% right there. Its got to be repeated a few times for it to sink in. Could be a double bagger and could be worth 10-20 pence on a return of capitol. There is a bidder out there and when they show themselves its woooosh...straight up and multibag
Does this parrot ever stop chirping or have you all filtered it?
SPECIAL DIVIDEND OR RETURN OF CAPITAL ON ANY OFFER.
30 pence bid is just a first shot. Then 40 pence. Depends if another bidder appears and offers 50 pence and above.
The company is still up for grabs. What ever price it is it will not be anywhere near this level. PHD must be worth 40 pence a share. Then we will get a special dividend
30p might sound good from here but this share was 80p a year ago and many thought the true value would be £2.....i would rather take a chance on a recovery then sell at over a quid.
It might take another year to do that but its a very real possibility imo.
I think that RNS yesterday is a precursor to something bigger. I believe that RNS was an update which the company is obliged to make but to provide info for a prospective bidder. The company has put itself up for sale at the right price.
It will not be anywhere near this price. Its going to have to be for 30 pence pence plus just for PHD protein. PHD protein could be a good fit for THG who could spin it off combined with My Protein. They could pay 40 pence a share as a premium.
Great potential for multi bag here. All upside and a big jump on any offer. More for an auction. Hold on guys. Hold on. Could be less than a week away now trading has improved.
You can guarantee a 100% rise. Even then it will be cheap. PHD is worth twice the market cap. All upside on an improving business with increase in margins coming on stream soon.
As prospects improve so will revenue and interest in the company. This is a buy on purely a prospective asset buy or company take-over. And on both scenario, the price will be much higher than now. For PDF alone is several times market cap.
This is a screaming buy. Far too cheap..
Joner
Haha. Yes it is about Revenue growth. Obviously. Yet we know due to Covid Gyms closing etc there was a slowdown in that growth. Then they had to leave Russia and took a hit. It is a known.
But on the last update and extra funding requirement it share how prices took off in its main ingredient, whey. And other cost increases. Now that has been stymied things are looking better. Yes on the surface 1.5% growth does not look good. Haha
Yet what it shows is everything is now capped. No more increase in prices. It does not need to report cash at this time. The big plus is the benefits of the new factory coming on line will now pay off. Plus the new contracts in the USA this is all a big positive.
If what you want a return on fundamentals you would be paying upwards of 20 pence or more 30 pence. The idea is you buy now in expectation of those things. Not the actual things, LOL.
A few months back things were looking poorly. Now things are looking brighter. And it is quite possible there could be an offer for the group of an asset. That asset could be multiples of the market cap. The company is clearly undervalued now on present income but on prospective income and a turnaround. Its a great buy price but not for you. So do not buy.
Come back when it is 20 plus then tell us all that you should have bought. This is the best turnaround play out there at the moment. Great products. And those products would look good in another folder or large international.
The plan for this business to ever reach decent profitability was all about substantial revenue growth - it was classic growth company - tapping shareholders with dilutions along the way when it ran out of money. That model is out of fashion, revenue growth is poor.
They’re keeping a lid on staff costs - but take a look at glassdoor reviews (I get attracts negativity, but my goodness)
I think the final results will still be poor.
So for me if it gets sold you’ll get a return, but not worth me re investing based on fundamentals at the moment.
I sold these at 84 pence. I expect by buying back in I will do so again. I got out on the high and back in on the low. The company now is in turnaround and a likely offer for the whole company is possible. Get two buyers and its an auction. For the brand it got to be worth about 40 pence in my estimation.
First stop is 23 pence. A bidder takes it up to about 30 pence. New bidder and final price 40 pence. All upside little downside now.
I’m looking more at where the SP is now compared to the SP over the last year. If bottom now with news released then good entry point at its year low…
Hi joner.....you might know better than me but i thought any growth was decent considering the business lost with russia etc.
Cash will be tight for a while and i suppose thats why they took the big haircut for the money back in september....lets see a bit of outperformance now i hope.
Feelers were put out that the could be put up for sale or an asset sold to the right buyer at the right price. An asset sale could be multiples of the market cap. To take the whole business it will not for for much less than 40 Pence. The real prise is that the new factory is yet to kick in. Costs all down. So profits can only go up. I see an expression of interest will be made soon. And an offer. Could get a couple and its an auction. Best to take out a company while it is weak. Company is going to improve from here and become stronger. All looking good for a recovery play.
Can’t get too excited about 1.5% group revenue growth. Also no mention of their cash situation which has always been the problem in the past.
I’m not sure the Boom moment suggested.
Yes I think an easy target of 20 pence is realistic. But if there is an expression of interest it must be much much much higher. This is too cheap. Far too cheap.
FANTASTIC RNS.
Take-over news next and it got to be closer to 40 Pence.
Already at 14p
Liked what I read this morning. Plus yearly bottom price so in for some on the bell….