Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
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
Hopefully so Fabs.
Looks like everyone who was going to take or sell their position has done so now, hence the SP barely budging for the last few days. As soon as we get news that will change very fast though.
GLA
Multibagger & perfect timing sir :)
Weather is starting to warm up now it got above freezing yesterday perfect timing for news, hopefully not another hurry up and wait.
Another fellow Matador. Welcome aboard Lenoman.
Good news coming soon hopefully.
GLA
Cheers for the replies, good to be onboard and looking forward to success for all.
Welcome Lenoman, id say its good timing on your behalf..... LP news due anytime (although I've been saying that for the last month!) Double bagger at least on its way IMHO.
Welcome to the fight club you are now a full member, and congratulations on perfect timing for a multi bagger coming up
Good luck with your new investment.
Just invested, after DD, fingers crossed for all invested.
//Mr Mike buck has very clever plan to build up MATD company with very big value for shareholder//
MB is flying by the the seat of his pants, trying desperately to avoid crashing!