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Thanks Ghia for the perspective on those Resolutions and Poly.
And thanks Manifesto for the positivity.
Also I have been wondering if the time intervals between variants are getting shorter - how short can they get? -Also I don't know to what extent the possible mutations of the virus/spike are finite or infinite. But this can all turn up the pressure on the Covid situation.
Ghia - FWIW I hope you contribute and check in more often than every 3 months.
I’m definitely more optimistic post AGM, but I’m not going to get carried away and think I’ll be making millions in the next few months. I’m still slightly nervous about us getting on another trial, regardless of what RM might have intimated. I’ll believe it when I see it, is now my mantra with Synairgen and to stop myself being disappointed!
AJ316 - it’s probably because I’m cranky due to isolating with covid currently! Avoided it for best part of two years but it finally found me.
Maybe so Ghia, whether you are sitting on a loss or not there is no need to push a negative narrative. All up for both sides of the coin and good discussions I just feel something off with your posting. Let’s leave it there.
Ghia - I think you're analysis is correct. The limited responsiveness of the sp to the good P3 Deep Dive data suggests the sp will be less volatile than it was prior to The RNS.
The market is also wary of the company after P3, the lustre is off Covid stocks, and there are wider world wide economic concerns.
AJ316 - Or perhaps I’m one of the fortunate ones who is not sitting on a loss and therefore can objectively view the situation.
Anyway I’ve said my piece I’ll check back in 3months who knows I may have read it all wrong.
"It’s not a stable place for reasonable discussion at the moment IMO. "
It never was.
Chia I would disagree completely. At the minute the discussions are realistic and balanced. You clearly haven’t been active much lately as the people in discussion since the AGM are not those who was asking for RM’s head as I remember.
I once saw you as one of the best contributors on here but this weekend I feel you are pushing an alternative narrative and picking fault with posters comments when there is no need.
No one is saying they expect to see £2+ this summer just that we have news due which will begin to move the SP north of today price. You seem to be picking fault unnecessarily with these comments.
I find it strange you’ve not contributed much at all this year to my memory to then come in this weekend so argumentative and disruptive. I know you are a LTH so are not pushing the negatives on purpose all I can assume is you’re sitting on a fair loss and are losing patience here. Some people here are on big losses to but would rather discuss the upcoming positives without the negative spin.
We are adults and are not expecting a quick turnaround here.
I have always maintained Poly do Not know anything more than us retail investors. I agree with Ghia that the market has lost nthusiasm and appetite for Covid stock.
Ghia knows his stuff and has essentially contributed excellent research to this board for well over 2 years.
Personally I believe the company will run out of cash.
Warm regards.
AJ316 - I just say it like I see it always have and I’m never afraid to admit when I’m wrong and discuss both sides of the coin in an investment that I hold.
This forum has gone from wanting to burn RM at the stake at the AGM to suggesting we are months away from significant share price gains.
It’s not a stable place for reasonable discussion at the moment IMO. Caution would be advised especially with the wider global economic prognosis.
I can't speak for anyone else but if I've got a 'meaningful return' price of 70p it doesn't matter if it drops to 35p after I've sold?
I know it's different now but things changed almost overnight on 2020. Anyway I've already posted that I'm disappointed to be 'barking up the wrong tree', what else would you like me to post?
B2HS2L.
Good to see you about.
Warm regards
Auto correct is a b*tch. That was supposed to read rampy* comments and I said you had d*ickhead vibe.
@ghia my comment about ramping was to whoever was mentioning people making Randy comments, if I had no life I’d scroll through over the weekends posts and find who called peoples comments rampy.. I don’t need to as I remember reading it and that was aimed at them.
This time last year I used to value your contributions but I’m getting a ******** vibe off you this weekend, I don’t know what changed but you seem more hostile and argumentative than I remember.
If poly are so important here why have they not pushed for a seat on the BoD?
I don't think Poly have any interest in the company or it's prospects beyond getting their price for the shares they hold.
IMO if/when the P3 trial is agreed, Poly will become more interested in finding a new home for their shareholding.
I don't see them having the patience / wanting to take the risk of seeing that P3 trial to conclusion.
Andrew- and back to 35p prior to readout some of us remember it well. It was also at the beginning of the pandemic when the stock market was going nuts for anything that mentioned covid.
The stock market does not have the same fizz to it now.
I've just checked, trial rns 18th March 20, share price 24p. 72p on 31st March.
Manifesto - You obviously didn’t attend the AGM so a lot of your recent enthusiasm is based on the write up that was shared here.
Here is a second set of notes from the day.
“They behave like any other institutional shareholder, they have not tried to influence the direction of the company and they have not requested a seat on the Board.”
And relating to resolutions 12 and 13.
“After talking with shareholders (retail and institutional) resolutions 12 (allotment of shares) and 13 (disapplication of shareholder pre-emption rights) have been withdrawn“
I think you’ve jumped to a few conclusions and if you’d attended and spoke to the BOD you may have had a fuller picture.
Poly realise that ACTIV2 results and acceptance onto a Platform trial
increase our value, so it makes sense we have not been taken over by now
as they are waiting for further news just as we are.. You need results
to make a judgement on our value.. They know how to play their hand....IMHO!
You do not need a seat on the Board when you have control with 27% of the Company do you?
Manifesto - If poly are so important here why have they not pushed for a seat on the BoD?
I don’t view them as pivotal as you obviously do.
The cash they stumped up after results was chump change for them and an easy choice for them to make .
Ghia
Let me translate your post for you.....
SNG were forced to withdraw their plans to be able to raise cash and dilute
existing shareholders....Resolutions 12/13 due to shareholder objections..
You think because you had objected that it was PI's that caused the change
of agenda....Really!!! Poly have a controlling interest and they were not going to
let SNG take that away.... Anyone who thinks otherwise must be barking up
the wrong tree...... That is the evidence that a TO is a strong possibility here..
Furthermore, Poly will most likely be approached before SNG.....IMHO!!
AJ316 - No one is ramping?? Can you seriously read comments like the one below and believe they have a shred of evidence to back them up.
“I would call a TO bid "Pivotal" That could land anytime !”
All the evidence suggests there will be no takeover of SNG prior to a successful P3 trial.
SNG are currently at their weakest position if someone wanted them they would have been taken out already.
I am 100% confident those will not prevail. I am the couldn’t be more optimistic if I tried.. Also the people saying ‘ramping’ I don’t think anyone is ramping I think the AGM has relighted the fire for some. There is a massive difference in optimism and hope to someone ramping for their own personal gain.
AJ
You can be pretty sure your two scenarios are remote. I
doubt RM would have stuck his neck out like he on did on winter trial and Activ either ditches you or progresses you for positive results and they clearly state in the protocol the scientific reasons for progression.
So rest easy and enjoy the recovery however long it takes.
Regardless of timelines what is a certain is with every bit of positive news to come over the rest of the year the SP will react accordingly. Many won’t see a profit for 12/18months and I think that’s where the bottom draw comments come from.
For the more emotionally invested (like myself I’m not scared to admit that at this stage) we will be watching every update and sp increase with excitement. For some more hardened PI’s they can bottom draw and relax and check back at longer intervals.
Everyone has there own way of doing things, so let’s not judge each other’s way of doing things.
What we can all agree on is the 20’s range has got to be the bottom unless we get poor activ results and no platform trial news before winter.
Good look to all and here’s to hopefully a positive 2nd half to this year.