Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Thanks Marko
Parm is the one with Zak month ago only audio. Last minute of this interview is an info you looking for ;-)
@Parm
It does depend what one's days consist of. My user name covers most of it, but I was not playing today, so had some spare time.
I also think that if anyone believes that these BBs have ANY influence over the shares that are discussed then they really should not be 'investing' or 'gambling' (choose a word) on here, but give their money to a serious investment company (not woodford!). The only thing that moves shares up or down is the amount of income (dividends) they provide or the really serious 'big money' investments from Funds, Banks, Investment Houses, Pension Funds and the like.
Everyone else here is just along for the ride and really not doing much more than taking a punt, regardless of how much 'research' they believe they have done.
That is why it is important to understand your own personal risk profile before spending a bean directly in these markets.
As I said, feel free to ignore all of the above. Best of luck
As for am I invested? Honestly, as said, I was, but not now. I jumped before really matching the company to my personal risk profile, which was my mistake. As soon as I did that work, I jumped out. fortunately up on the deal a bit.
Thanks Marko, which one? I've seen the recent few.
Parm, have you seen interview? Couple weeks ago? They are making money since June all will be announced ;-)))
Hi Marko, just curious , looked up re rating, how could that happen here if no cash flow /PE etc?
Lot's of trades big buys in the last few weeks. Institutions all over the world can't see that this stock is **** and they buying like mad LOL LOL For all shorters and derampers you will end here in tears. 5 trading days until end of this month. NEWS imminent.. September/October will be a lot of fun!!! RE-RATE on way!!!
Beforegolf,
appreciate the good wishes, but makes ZERO sense. NOBODY would be posting on a BB when they don't need to. Not really light hearted and fun when people have savings invested and are either hoping for small gains or long term investment. Clearly you are invested, why deny, surely there must be smarter ways to spend your day if you weren't !
@Parm
I am not invested here now. Did a little while ago, not much and got in and then out fairly quickly once I had done my own research and risk profiling (that is a personal assessment, not a comment that implies anything).
I follow in a lighthearted fashion now as I find the opposing views and their equally extreme comments (note the recent 'serious fraud' posting!!) entertaining.
Sometimes, when I see things that I know a little about I cannot stop myself commenting, but never (I hope) in a way to promote or detract from the share itself. Certainly not on this BB, although I do realise that my post history can be seen by anyone bothered to look.
People are welcome to ignore anything I say, and most certainly do.
Have fun and I hope you get everything you wish for.
Beforegolf.
I'm curious, I'm new here, invested in Sept and taking it all in. I agree some posts can get carried away and I try my best to ignore (I'll confess I have posted a couple of replies in jest).
Are you invested here?
I am not invested in 7Digital for example, I am not on that BB making ANY comment whatsoever, why would I ???
Why would anyone post on a BB unless they were invested which obviously you are not or they have an agenda (e.g. are employed to do so!).
Surely you can see how obvious that is?? That is what I don't get. Why would anyone take anything you post seriously??
I did post this earlier under the thread "just a check in'
but thought I would repeat it here as it is one of (IMHO) the more extreme pieces of very interesting hype on here (there are others!) and I feel it only right to try to put the comments in some sort of context approximating to the real world (again IMHO) as opposed to the rarefied atmosphere of a share bulletin board.
i have absolutely no axe to grind here, I have no idea if SYME will fly or fail. It is way too far outside my risk profile to even worry about. So hopefully this will be seen as an honest comment (why do I doubt that? hmmmm?) Anyway, here goes...
One recent theme is the oft mentioned possibility of a tie up with RR (one presumes the aerospace lot, not the silver lady, as that is owned by BMW). That would be interesting if it were possible, or even remotely possible. As a long term holder of RR, alas, personally I feel it unlikely. RR... £4.5bn of inventory, spread across multiple operating companies and divisions. The vast majority of it in an intensely regulated operating environment and belonging to a company that can raise money as 'cheap as chips' at the drop of a hat. Doesn't seem like a SYME target profile company to me.
Ok, they can theoretically monetize something already ordered before being paid for, but why monetize something that is already sold (pending payment) if you know you will take a loss on that sale. The two choices are:
1. Wait a few weeks/months and get paid 100% on delivery of goods
2. Get paid right away, lose out on 5-10% of the money you would receive from this already signed for deal as you will be paying the bank + SYME extra for the privilege
Given RR had a -5% P/E ratio last year, I doubt they'd want to make that -10% (or more) unnecessarily. The raw materials, yes, I totally agree. I think we're on the same page there Neil, but I'm talking about the rampers cherry picking 2700 engines earlier in the thread from RR's wiki, when RR will only make engines to order. I'm sure SYME can help with raw materials, I'm not against SYME, I'm just against rampers who lie, manipulate and deceive for their own personal gain. This company has enough going for it without that.
HelloKittyKitty, yesterday you said they were making cars, today that T1000 goes to all the aircrafts, stop posting wrong information on the board! "A lot of engines that go on a lot of aeroplanes" means that each engines goes on a SPECIFIC aircraft!
FFS had to let it out.
Sorry guys - the rest of the board.
Neil, that is a prime example of what I have been saying about materials being bought repeatedly as they flow up the supply chain .
I should say In theory anyway. Not implying anything else
Roberto is right. RR works to firm order book. Whilst I cannot see how engines might be monetised, components and raw materials can. Subject to EC, IP and other compliance
Boberto,
Until you have paid for them, yes they can!
I,ll give you an example of my own.
We manufacture certain items for customers.
My customer sends me a contract to supply these items.
I have to buy in some components that are on a long lead time of 16 weeks. Nobody has paid me for them yest, so that is my inventory. I also have to buy raw materials to manufacture the thinks that these components go in. It takes us up to 20 weeks to fabricate the items. Again that is my inventory. With SYME, i can use their facility to monetize these items.
It is only when we have built these items, and delivered them to the customer, that they are not inventory stock. It only becomes their property when paid for, as stated in our contract terms.
I,m not trying to be funny or anything, just trying to point out that there is even more opportunity to monetize things than some people are aware of.
Neil
Neil,
It's not rubbish. If I order 2,700 pizzas from Dominoes, can Dominoes sell those to someone else?
Again, I said they will have stock, but this many are using this number of 2,700 already ordered engines as the magic number they can monetize. I'm sure they can monetize something, but something that is already bought cannot. It's like Barratt Homes taking out a loan on a house being built, that has already been sold to Mr and Mrs Smith, too many people talk nonsense here, links with RR are not substantiated in the first place, so nonsense on top of nonsense is not helping the share price in the slightest. There is enough good news in the last RNS...
Boberto like I say, I'm from the area. RR always have trouble with cashflow all the time. It's the nature of their market, business and products. Thousands of redundancies every do often. Covid has just made things really bad.
Roberto, have to agree there. Now it’s kind of half expected. Would of rather just seen it in an RNS and go wowwww .. just like I did on the last RNS
Lol
Gone again, good luck to all
Boberto, Rubbish
If that was the case, then everything my company makes, aand is in our stores, does not belong to me!
They are not the property of the purchaser until they have paid for them. Therfore the inventory is with RR.
Also, it is not just a case of the finished engines. They have a massive inventory of stock that goes into each build program,
Neil
To add to my last point, this is totally ambiguous speculation that RR are in talks with SYME, which, beyond a tweet (the same guys who circulated an article last week with erroneous and crazy information that had to be dismissed by an RNS) is just wild speculation and I would guess not true at all.
It totally depends on how long covid goes on for. I get your point about the engines being manufactured and being able to monetize them regardless of current demand. But that demand has to happen sooner or later, otherwise it's like making air conditioners in a never ending winter.
Good to see some informed posts this afternoon, without some of the usual carp
This is a very long term hold so don't expect fireworks straight away
I have before. I'm local to RR. They manufacture 400-500 every year. SYME enables RR to manufacture a consistent number of engines year round, year after year. This would help with cashflow problems. But also enables them to deliver more engines, sooner, to their buyers.
Allowing RR to grow and have a competitive advantage over other manufacturers of engines.
These babies don't depreciate, even if hundreds in a warehouse for years.