The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
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Whilst webinar didn't give any new information (not allowed) it did show the confidence of management. The figures that hit me were that 40,000 tons a year (c $20m sales) throughput was achievable by the end of this year (2023) but once a smelter is in place on site could expand production 40 times!! Current market cap of £12m surely is too low but do need a massive uplift just to get positive here!
It's been very a very difficult hold but with sales in days this appears to be very promising. Hope the market catches on soon though.
Martin does the webinar and we have 5 million SOKD in the first 10 mins of trading. I despair.
@SmartMoney1
I hope you are right.
Yet for some reason I have niggles of doubt.
It felt like such a hard sell , and presented in a pretty shoddy way. A wide shot lacking in viewer engagement, ME almost side on to camera (no eye contact) with legs crossed and sounding pretty uninspiring, over modulated sound on the TP spokesman, yet low level on ME…. It just felt very parochial. A poor example of a fireside chat. LSE would have done a much better job (even if they do have videos annoyingly popping up now!).
And that’s just the presentation side of things.
In terms of what was actually reported, it all sounds rather good, doesn’t it? But ME said the potential is overlooked. Not the value. The potential. And that for me is the nub of the issue. And as for the company being under the radar, with
the Bloomberg interview (when the SP shot up 50% only to crash back down again), the BOD being known and connected , and the Align debacle making its way in to the mainstream financial press, no, that’s not the problem.
Maybe the problem is so many broken promises in relation to funding, that investors are wary of getting anywhere near this until revenues are being reported. Hopefully there are numerous investors waiting in the wings ready to pile in when the company shows itself to be truly cash generating. We will see.
And for the avoidance of doubt, I am a LTH of IRON. When I invested, it was a significant part of my portfolio, and needs to grow considerably from where it is now to regain that accolade. Here’s hoping that tomorrow this sleeping giant starts to wake up.
Well worth a watch ... First Sales within days!" Sales of HPI, Vanadium and Titanium before the end of Quarter.
Hopefully news of sales will fuel a re-rate of this undervalued share
Sorry, six trades.
Blimey, just two trades today and a single person asking about the webinar. How can this little gem be so overlooked ?
Scroll down in that link and you will find the video
A link to the webinar:
https://www.turnerpope.com/investor-evenings/webinars/
Any new news? Worth a top up in the morning?
... to the Martin Eales webinar at 17:30 today
Oh so many questions I'd love to have answers too - I wonder how many of them will get screened out!
Link not working in share chat either have to access through here- https://www.voxmarkets.co.uk/rns/announcement/f56eb016-8ab2-447a-822c-e0c1a340070f/
Ironveld plc Investor Webinar (office.com) - Link to the investor webinar from VOX Markets. The one in the LSE RNS not working for me.
Https://twitter.com/IronveldPLC/status/1658032285743042561?s=20
Https://www.turnerpope.com/wp-content/uploads/2023/04/Ironveldplc_30_03_2023_FINAL_BGv2.01.pdf
This is well worth a look, provides a DCF Val based solely on the smelters first phase of proposed commercial expansion and utilisation of the existing wholly owned plant which shows 2.5 times the current market cap……..nice one!
Market cap £13m, if the rest of this yr goes to plan, may well become a TOT for those global entities hoovering up natural resources…..will look for any dips from here to top up
Very positive comprehensive RNS. It should install confidence for investors old and new
very much support the general direction here…company going operational….sp should begin to reflect that they are delivering and adapting, without any major **** ups……positive stuff
Allthatguff : "Otherwise don't give rat's arz about this.". Well why are you posting here then ?
Good RNS
I for one think that is a damn good RNS! Nice to get such a detailed update across the whole business.
All looking good.
Lol, touchy crowd here. Just a simple observation, I stand by what I said. Otherwise don't give rat's arz about this.
So, having read what is a fantastic RNS, you pick out a change to the final product that will give us 'materially' higher selling prices and basically trash the Co. I take it you aren't a shareholder here. This is a great RNS for a company with a tiny current valuation. You really do talk allthatguff.