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Why are several people on here expecting a RNS next week or soon?
come on Ganfeng, take up your further investment like we all suspect you will, then we can move forward. They paid 25p for the first batch so is this just being walked down to the same levels again so they can get the rest of their investment for the same price?
M&G also got their latest batch at 25p so I'm guessing there is an unofficial gentlemens agreement that Ganfeng can take their further option at 25p too, wouldnt suprise me if that was the case anyway
Maybe coronavirus is the perfect disguise for a deliberate walk down back to 25p so that final deals can be done?
I believe this won’t be put on hold , as it’s perfect timing to start now, get rid of this current climate for 6 months or so in the mean time we are building a white gold mine , and still the demand for EV will be strongly growing though out this year . It’s perfect timing .
Ford have delayed some EV models as can’t get the battery’s atm , the demand is there and will grow .
I believe the development will be put on hold until later next year which is probably why it’s taking a hit. If I’m wrong in March and they don’t say they are delaying then I’ll stand corrected. Once markets realise the full impact of what’s happened to the Chinese/Global economy investments will drop further. Waiting to buy back in as we haven’t hit the low. It’s all about timing.
Agree with sentiment over lithium exposure to coro virus being negligible. Our partner however is Chinese. Are Ganfeng employees in work right now? Are they completing engineering design works which will allow quantity of funding to be finalised? I understand, while may not agree, with the drop.
BCN should have held up better during this, as its not revenue generative or consumption indexed, and with offtake agreements in place for its output I'm struggling to justify the circa 30-40% drop we've seen in under a fortnight. EV transition is still happening, and governments will not abort plans to reduce emissions and get people electric in the next decade, over a virus that will have a vaccine by this time next year. Mass overreaction to what should be a relatively sheltered stock; and surely like me, most will wish this had the correlation to the broader markets when they were all so high just this time last week. Of course, it didn't.
I find it ridiculous that the price has been dropped by so much in the past few day so such small share trade volume. Today less than ÂŁ100k traded, both buys and sells in multi million pound company with a large bank balance. Can't help feeling this is being played for the advantage of the big shareholders and maybe a complicit management who seem to do little to give any support to the share price. There seems to be a deliberate attempt to keep the share price at these low levels. Maybe the senior management will reward themselves with lots of low priced shares when the financing is done. With more promotion by the company and more buying generally it would be harder for the share price to be kept down. I do however still believe in the long term prospect and will be riding this out.
Naturally. Nothing will survive a rout like this. Best just to get a few bottles of gin in, don't switch on the news and look again after this has settled. The MMs and traders latch on this sort of situation to exaggerate price movements and make money. Nothing we punters can do really.
Well it looks like BCN isn’t immune to the corona virus panic that is affecting the stock markets. And no reason it should be I suppose. Lets just hope that we get a really positive update on sonora when they publish the results. And lets hope it comes soon!