Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Some companies find it difficult to borrow money because of high interest rates. However, some companies double their bonds because many people want to invest in eco-friendly bonds.
The future is unknown.
Shambles imo, Paul Atherley made promises in late 2022, that he couldn't keep. I'm lucky I got out on the highs of just under £3. I'm really surprised that a person with the business acumen he's supposed to have, making promises of finance being sorted for this project in or by end of Q1 2023. He should've know better tbh!
MOU's are just that, MOU's...and they're there for the simple reason that no-one will sign a contract for something that hasn't been financed and it's all "IF's" & "But's".
The telegram group kicked me out because I posed these questions and more... In concept the idea is brilliant, don't get me wrong, but delays and no financing has priced the company at todays current market cap.
Get the finance sorted and this'll rocket... until then it is what it is. Right now it's acting like an AIM listing where shareholder confidence has been lost.
ALK has a few problems.
It's initial concept of a lithium hydroxide refinery was a good one and easy to understand. They had difficulty to get feedstock agreement when lithium price was high and now that is low they still don't really have one.
Now what's more important is getting a customer to buy all that lithium. The capital investment is huge and ATM you can get very cheap lithium hydroxide our of China There is huge surplus.
They now seem to have shifted in to graphite with the right partner in syrah but again who's the end customer ? They need an offtake....this is better news though as syrah has much better credibility then them.
On PA his credibility is mixed he understands what's need to be done and is good at creating excitement but he hasn't delivered on any projects as off now. With Pensana he looks to be on track, ALK let's be honest has made little progress in a year, with the lithium price so low he should really be able to secure a solid feedstock agreement with a big miner in WA . If he can't now he can't ever.
I'm a shareholder in ALK for over 1 year and it was on a huge trajectory but had a terrible year, it has a chance in not being another failure bit its looking not that great, they need to show evidence of a large financing in Q1. PA is always saying he's going to secure financing at a certain date and never does, he says $30m in Q1 of mezz
Let's see. Good news about graphite with syrah today . But where's the money???
Syr's mine is operating but not selling graphite. But syr's operating, so it has potential.
Jack, sour grapes in spades; why not let us judge your capabilities by telling us of some of YOUR achievements...... Mostly spectacular failures I suspect.
Now as for PA, prior to taking control of RVY thus saving it from being totally destroyed by a gun running poacher; he had taken Berkley from a green-fields exploration project to a construction ready and cashed up Company ~ he then demonstrated unheard of integrity by removing himself from the payrole while the Spanish Courts sorted out the Greene block.
And I would not call Rocky and David failures ~ far from it; those two probably have more Rare Earth experience than the rest of the Western World combined.
Pwlx. When you study the form guide and see DNF for the last four races maybe you need to look for another horse? Or you could study the RNS’s for Pensana over the last four years and see if there is a single promise or commitment that has been fulfilled? The single most important consideration for every investment you make should be the track record of senior management. Are they winners or losers? You are entrusting your hard earned money to these people. You should analyse their past ventures, listen to historic interviews and presentations and seek to match these with the outcomes. And if you’re not seeing a fit stay clear.
Not as big a fool as somebody who never brought in to anything because of their perceived dislike for our Chairman. Your emotions have cost you dearly, and they are about to cost you even more.
Ahh okay so you and your weird little personal vendetta against Paul Atherley thinks that the company is lying about the feedstock deal with Wogen 😂 Think of something more convincing and come back to us - ‘til then back in your lane.
China. Saltend will never, ever happen. That was just a sleight of hand to see if there was a Government windfall.
Pwlx yes I do remember telling you that, when the sp was 180p. So 2023 has been and gone. No feedstock. I’m sure 2024 will be the same. As of China. If you got in at sub 80p and rode it all the way to 280p and all the way back down to 80p without taking a profit you’re going to be part of a very tiny minority. Please don’t tell me you are a member!
As per usual, you forget to read and understand what was said.
There are a good number of ALK Investors (long term RVY & PM8 ) who got in on the ground floor and are still showing a healthy profit. Get ready to eat your words, Longonjo finance underway, Saltend will quickly follow and the Alkemy. Now unless you are Chinese, everybody even you should welcome any Western inroads into the CCP Monopolies in any of the Critical Minerals ?
Oh Theorist is back to spaff his wisdom everywhere it isn’t wanted! Been a while mate, remember when you were all up in this board telling us there was zero chance of feedstock in 2023 or 2024? How’d that go?
China. Probably your funniest post. Finance and feedstock is imminent for Alkemy too! That’s been the case for both companies for more than a year. If you’re selling Alkemy at 80p you are highly likely to be taking a big hit. These shares were 280p. If you’re selling Pensana, ditto, they are at around 10% of their peak. Maybe investors are finally smelling the coffee.
I think we will find that these current Sells are from some of our original investors who are selling a portion of their holding to get back into / increase their Pensana holdings in anticipation of finance being announced. If you look at the $ values traded you can almost see the transfer of funds.
Whats up Jack, Joe not feeding you anymore ?
Really can’t understand people talking like this, like it’s the end of the company or something ridiculous 🙄
The share price is not the company, and the company is only just getting started. Yes it’s unpleasant for holders to watch right now but absolutely absurd to read anything more into it than the market being irrational.
So many like this are pumped on Twitter x and then dive. I admit I tried to buy this at 120 p a while back but no stock. A lucky escape.
Pwlx. Still fantasising I see! Don’t ever say you weren’t warned.
"December 2023: China starts graphite export controls.
January 2024: USA tax incentives commence to limit Chinese materials into electric vehicles.
Suddenly major Chinese suppliers can’t sell to the US anymore.
US car makers can’t buy from them anymore."
Is this our turning point ? Time will tell.
Plug and play
https://x.com/AlkemyCapital/status/1747976070140244366?s=20
Haha very true! I guess I mean in the smallcap minnow arena.
Just your regular reminder that while the price action may at times behave like AIM we are main market 👍
I think it would build in a huge way, given Mezz finance validates the whole proposition and allows the market to start validation the full potential. Broker has a 1530p target price which is 85% discounted(!).
I see this one going mainstream media when its financed as its a great UK story but trying not to allow myself to dream big until that day comes, AIM is a funny old beast but will happily over value a stock thats in the mainstream limelight.
In Paul we trust.. nice that its signposted in the short term
Personally think we’ve been set up at this level so that we can do a 100 - 200% rise on mezz finance news to get to the mezz finance value as our mcap ($20-30m). And from there start a progressive climb to £3-5 as the market finally begins to price in a little bit of the company’s potential.