Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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My post only for intelligent people without close mind. Sorry you not include in this mr Mojito lol
Be happy & open in thinking :)
Zellman, I can very highly recommend the filter option for bird life removal. I have found the board a much more peaceful place since I’ve done this. Happy holding.
BUY SIGNAL trigger tonight I think & start of breakout everyone waiting for take hold.
Lots who watch & wait by side will start to jump in now :)
HiMan- given your experience, I would value a furher comment on what you see being the improvements to:-
( as you say - "..I think they summarise the opportunity well but more thought needs to go on oil price, USD/GBP, DCF at 10% versus a properly risk adjusted WACC and, importantly, the probability analysis of the various potential components to their RENAV. It is however a very good base to learn from....")
Agree mr HiMan sir downside very small but upside very very big. Also see they use US/GDP $1.40 /£1 before but now $1.20/£1 so can see how strong MATD investment is :)
WiseOwleey,I speak what I see ..If positive RNS is announced then I will write ..YAHOO!!!! and be very happy.
Could you also please stop saying I am "de-ramping" as it is a not true.....
No excuse needed. The abbreviations are all non oil and gas specific - they are general financial abbreviations used for discounted cash flow valuations favoured by professional investors as a representation of future value of the firm. If it were rocket science I wouldn't get it but, before I retired, I was CEO of an Asset Manager and a Hedge Fund running billions of AUM so it is my language . The report is comprehensive and well worth a read. My own view is that MATD has less than 2p of downside and at least 17p of upside in the next 12months. As ever DYOR everyone...bon chance !
RENAV 58.7p with Velocirapror / 26.7p without Velocirapro
This with $70 bbl oil price with price now above $80 bbl
HiMan: Thx for your post. If only I had a clue what your abbreviations stand for (sorry, I am clearly not an O&G industry expert).
Pls excuse.
BOOOOOM :)
Greedy mr Zellman you keep saying this and other people already start to BUY now. Did say get ready for BREAKOUT and now Progressive Report show people why
58p with Velocitapror/28p without Velocitapror at sub 4p BUY price now!!
Greedy people like mr Zellman cry hard soon lol
Happy to already hold :)
Well, at least someone just bought a substantial amount for just under £20k. Good to see. Hopefully a blue finish.
GLA
Well folks ...No new RNS updates today and maybe that is why the Price is pretty much unchanged..Have a happy day :)
Last page "disclaimers and disclosures" sets out their relationship ....Progressive are a professional research house and this is all they do ...they are paid by their clients including MATD. They are FCA regulated and use only public information. In essence they analyse what is out there and available to all of us, but then put it together in the form of research. As a service this is probably more independent /better than a market maker or broker who would be looking to profit from their research (these guys cannot). Of course, if MATD/other clients of Progressive didn't like what they were reading then they could/would sack Progressive.
As an investor it is a useful service IMO. I think they summarise the opportunity well but more thought needs to go on oil price, USD/GBP, DCF at 10% versus a properly risk adjusted WACC and, importantly, the probability analysis of the various potential components to their RENAV.
It is however a very good base to learn from.
x 20 BAGGER with VELOCIRAPTOR
X10 BAGGER without VELOCIRAPTOR
You think with all RNSs coming not going to be breakout soon ;)
Happy am already holding :)
MB alluded to this in his latest interview in that although they are a client they insisted on putting their own reading, interpretation and values into this or certainly the last one. So from that point of probably impartial.
Ye only joking before the when lambo crew arrives , I had my eye for a while on a taycan but after having a loaner for a month not so keen tbh need an EV moving forward kinda like the i4 so far
Any way long way to go before we get the colours picked out
Brokers SP is good but it’s what the the bloomin MMs think ultimately
GLA
Where it's declared "Petro Matad is a research client of Progressive", is that effectively saying MATD pay Progressive and/or is it truly impartial?
Wow that should underpin the current SP
Next news could have us in double figures
Thanks, Dozzawba. Good to see.
I would just point out that the 58p is RENAV taking into account Velociraptor and potential success there. I am more inclined to look at the RENAV without Velociraptor, which is still a very nice 26.7p.
I also think they skirted over the LP issue a bit too quickly. It's THE issue and what is stopping this being 1-3p versus that potential 26p!
Lol Furion, no, not a lambo, bit too flashy for me , probably a Cherokee jeep, the most comfortable car I ever had, and a little Vespa to nip around in . Happy holdings
Lmao
Lambo ?
I’m too old for that now tho do my back in getting in and out haha
GLAGLTH
hope for many positives this month feel like Phil Collins there something in the air ? Do you feel it…
I’m off out to choose my new car
Progressive have released their latest research note on PM. Main part on page 1 - previous valuation they put on PM was 29p - now it is 58.7p !!!
And we know first of many RNS due any time now so breakout is very real