Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Tango........ it actually pushed up to 2.12p briefly in early 2019....but came back down same day to 1.7p.!
Think we about to leave the 40's :)
Agreed speedy, tomorrow will be very interesting I feel
https://www.theguardian.com/business/2019/oct/01/harland-and-wolff-saved-from-closure-in-6m-rescue-deal
Sensational PR coup and opportune timing (Re: Brexit, NI economy, UK gov support, suppressing the protestors). JW single-handedly taking this AIM minnow and pointing to the stars! If this doesn't charge up the SP I don't know what will.
Considering we were over 1.7p early 2019 and where we are today a major correction should be on the cards! IMHO
Triple the normal days volume here today. Obviously people like the news. Once the deal is reported in the papers tomorrow and people digest the news on tv tonight getting home, get ready for the sparks to fly tomorrow ;-} GLA
Thankfully the market likes it , gone blue , lots news to follow
Let's see
It's a yes for me , although I have no choice locked in at 1.14
loads of balls in the air. Needs fubding news to steady market nerves.
Then it'll take off like a tornado jet!
Incredibly audacious move by JW.....potential virtually unlimited.
GLA!!!
The RNS shows what potential INFA holds to become a great company, providing employment in Northern Ireland and security in gas supply for the UK and all of Ireland.
I’m keen to hear the views of Infa stalwarts; Setanta, Dawski and Spud.
Today after this news the company is **** or bust.
Expect a 20 bag or nothing is my opinion
I would say between 0.3 and 3p
The lower end we could perhaps see through a prolonged delay or withdrawal of Vitol and the search for a replacement. I feel the downside is more limited because of the BODs efforts to make this more than a one project company but from a cash flow perspective they need the EU grant monies.
The higher end (I feel 3p a little conservative ) with funding in place and FID taken not later than Q1 2020.
I feel the risks are now very asymmetric with upside reward being much higher than downside pain
Just my thoughts again IMHO
Before the FSRU project and the other project in England and before the recent purchase JW had a price target of 11p, I have no idea now, Wait for the GSA and FID for the projects then work it out, one thing for sure it will be multiples of todays SP if everything goes to plan as it currently seems to be. AIMHO
Another interesting point, There was no leak! that for me is a first. And bodes well for future announcements, keeping traders at bay until we all know. IMO
.....what do you consider might be the sp potential here.....say 12 months out?..tx
It was also posted today that JW knew nothing of the shipping sector, Which he obviously does according to his interview on Sky!
Yes. So we have 3 potential projects now (JW on Sky News), an off-take agreement with a 250 BILLION dollar company and now control of the means of constructing them all with local people being employed. Who knows what else JW has tucked under his belt. And people are still criticising him here. Good grief. I may have to stay with this one longer than I anticipated. Quite some dealmaker
Over 18 million traded on NEX so far. Think we may end blue.
Seems to be waking up!
Think you are spot on Nobby, this makes no sense without complete backing of the major player(s) now on board. SP assume reflecting the fact that September milestones not confirmed, but this seems pretty good news to me, getting great publicity
Surely is all wrong after h & w purchase
“Gunwales”
Goodness me it’s all happening.
I wonder whether or why the BOD would have taken this bold decision to invest in H&W unless they were highly confident of the arrangements for both capacity and financing (potentially both via Vitol subsidiaries)?
In other words I’m hopeful that we will shortly hear something on what I had hoped we would hear yesterday on the GSA. And not to raise everyone’s hopes but that the GSA & financing be announced together. Probably a bit much but we will see IMHO. GLA I’m full to the gunwhales
JW just on sky news
Was very possitive and many mentions of the IM project..