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It will be fine Mr.C. We'll laugh about this one day...........
I think BCN has been infected by the KDNC --- never - ending virus as it slips further into the swamp !
John I get that positive news flow is dime a dozen in renewables and same thing post the budget nothing really bounced in green. Its a bit like when people post on here 'big buy' 'cant buy any' loads of buyers and were still lower. Boring.
We keep talking this up as the answer to all things Ev and lithium it isn't the sole thing out there even if it's one of the best. Its a great asset still with risks but either accept its a 2023 trade or don't.
When the global markets are selling off on all things PE related that are way too high, not justified their earnings we count in that basket.
This is going to take months to get where we want to and we are very reliant on the news flow into production. We all know the EV future but NPV this to now going to take some time to get this going.
Its a buy sub 40 i but im bored of chasing it now I have 100s of thousands in here, ill wait till it becomes a dividend stock and just sit back collecting.
I do take your point Foz, but by newsflow I wasn't restricting to company RNS'. We have the article about EURO7 emissions effectively outlawing ICE new car sales from the EU from 2025, Jaguars announcement, Fords, and a Democratic White House . We have apparently continued commodity price growth on the back of this. Anyway, like you a LTH looking for a gentle drift upwards with relatively little risk.....just seems the drift is firmly in the wrong direction at present
Not sure I agree John, were here because its not trading on news flow and there's much better interim opportunities.
We've traded in a 10% range for over a month, Tech stocks whipping around more than that in a day. QS US was down 10% alone yesterday for eg. If you asked me in owning this v reopening trades over the next month....it would be elsewhere. This isn't suddenly hitting 80p anytime soon. If it does great got a lot of long tern holding for 2023 to enjoy sitting on.
I haven't even looked for most this week which is what supposed to be doing on long term holdings.
This is getting properly trying now! SP off 40% from its peak while newsflow remains positive and Lithium apparently rising. Unless 68p was overvaluing the company then even allowing for the dilution (which in my view was expected by the market
and inevitable) its hard to see why we are here.
Not read it but id assume some value to Znwd?
'At 0.4x the attributable Npv to BCN'
So 2.5 increase at 44p would be 110p Not 120p.
Can anyone explain?
Still 120p or 110p would make me happy with this investment.
Vsa had a BCN target price of 120p for a long time now.
https://www.proactiveinvestors.co.uk/companies/news/942750/vsa-capital-market-movers---bacanora-lithium-942750.html
More progress, too.
PR is shocking, but the fundamentals are sound. Getting closer and closer!