Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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Just filter the guy. I came across him on other boards and filtered him a long time ago. He has no credibility at all and you won't missing anything.
Good post Level 5, and what I was thinking.
This was massively oversold and is going to retrace upwards on its way to xd and beyond.
Alessandro is an unscrupulous idiot and should be ignored.
Short to medium term I see this back at 130-140.
Medium to long 140-180.
I think the 200 predictions aren't realistic unless dividends are increased significantly.
What I do believe though is that any true investor who wants a growth/return stock, at these prices you can't go far wrong.
This is a keeper.
GLA
Apple are already organising sourcing and building up an alternative supply chain outside of China.
Sure.India, Vietnam and even Africa are much better bets than China for continued, strong growth.Countries like Vietnam even more so potentially due to Taiwan conflict and Xi's policies in China hampering growth even for domestic investors.Mega caps such as Baba still trade at an even bigger discount to the likes of Amazon to reflect this.
allways good news - double bagger, glad i topped up
Could this be good news, non-exec buying the Dip.
Let's hope so.
Has gone up today (with the market?) despite the largest trades being sells. Some getting out while they can?! Who knows.
Growth …
Europe and US further growth is harder but possible
Africa and Asia a lot more growth for this decade is quite easily achievable
P
Barclays set a target price of 200 GBX - double bagger
To put a 50p prediction, without any evidence or arguments of how the SP price will fall, is quiet frankly laughable. Perhaps a update is due on your crystal ball for xmas
Alessandro - You seem to post nothing but negative comments on every share you write about here, generally predicting ridiculous levels of doom. Are you being paid to do so, or is the stock market maybe just not for you?
Comparison with VOD is misleading. Look at existing long term customer growth record and growth forecasts for Africa generally and Nigeria in particular. What do you mean by dodgy? This is backed and largely owned by the enormous Indian Airtel conglomerate, seems safe enough, proven technology and business acumen, and highly profitable.
You're probably right. I fear this is an overhyped and dodgy share.
Broker targets ludicrous as with vod although vod targets gradually being trimmed to reflect reality.
Who knows if the 4M buy was genuine...
this is set to go down to 50p. Watch it happen
If that was a £3.5 million buy on the spike, why did it drop back?
JP Morgan Cazenove set a target price of 215 GBX
SP recovery was a bit slow this week due to general market jitters & $ FX prices.
Confident this stock will climb throughout next week. How fast & how much? Worst case 2p per day.
130-135 next week - oversold - this share has good growth - im topping up early mondah
How does anyone view the link up with Mastercard and the desired float of the mobile money section in 3 to 4 years time. How would it impact the Sp.
Simply Wall Street has a fair value estimate of £4.80 and is generally optimistic about the future of AAF. However, the SP has been falling since the end of July and entered a "Death Cross" around the start of this October. I think the main cause for concern is the effect of higher interest rates on servicing its debt, as its net gearing is high at around 70%. Also, much of its revenue is in currencies that have lower resilience to the surging USD, adding to liquidity worries. I think that so much is right about this company that, so long as it can stay above water and keep paying down the debt, it will come good. As to how low it can go, I think 100p will be a psychological barrier. So some time during the next couple of weeks looks like an opportunity. I don't hold any AAF, but have been watching it for some time. I may even have convinced myself just by writing this to spend a bag on it right now.
Bought as per members advice
Thanks for the input
P
"The HoldCo debt is substantially reduced by I assume it’s all now sitting at OpCo level…while I assume this has some benefit beyond being able to give a (potentially) misleading leverage figure for HoldCo it certainly doesn’t help the average PI assess how much debt the company actually has across all of its subsidiaries, nor indeed the cost of financing all that debt."
While some debt has been moved from the holding company to local ones, I think this is in addition to the reduction of overall debt caused by redeeming bonds, paid for out of sales of infrastructure. The strategy saves the company money, I think, by cancelling expensive US dollar debt, and by transferring OTHER debt to cheaper local interest rates.
I agree that the state of AAFs finances are somewhat difficult to assess, and many investors probably avoid them for that reason, but the underlying growth and profitability are surely clear enough.
close 125, over reaction yesterday, proven growth
Those just moaning about the share price should bear in mind the company has raised cash this year to fund growth. AAF is in an expansion phase and things could look quite different next year when dollar strength begins to weaken. Things could happen quickly. I view c.110 as a good entry point.
Many thanks for your input…
I will try and get in… After Amazon disappointing results, it may be an good opportunity to buy in discount