The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen 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.
76m at 3.426% Total Rare Earth Oxides ("TREO") from surface at Target 4
Okay so the report puts a 30p valuation on a fully diluted basis 12-18mths
500% not bad.
if you give credence to such reports...
Not buying in at this price, I feel this has some way to drop before interest increases.
Well spotted lol
Consistent is perhaps a better word.
But I agree with your analysis.
I am not sure it was determined selling. When a stock is off market for a few months you will always have some holders who need to off load when the re-list happens.
It’s all looking good here. Smart investors will see that the market cap is so low and the asset is so good that is is a no brainer imo.
Multi bagger is locked in to this share at this price.
Good to see a little buying today on the back of the announcement, though I wonder if that determined selling we've seen for a little while will return once the 'rally' runs out of steam.
Still looking good for newsflow in H2 this year.
Still not dipped my toes in, a matter of when not if but the big sells making me wait.
I have to admit to a little confusion as to the consistent selling here - hangover from lack of liquidity on previous exchange (?).
Are we heading to where the cash value equates to the mcap?
Can't help but feel once we get the drill results (unless they're bad) and the JORC resource announced this should warrant a rerating....he said , hopefully.
From the RNS: "We have now started to receive the assay results from the 2022 drilling season, which will form the backbone of the MRE which we expect to announce in late August."
I expect we can expect these to be announced within the next few days....
Looking forward to pretty imminent drill results.
Stock box Media
https://youtu.be/7lP4BbecMYo
Excellent long and in depth interview on Stockbock Media with our CEO. Definitely the best interview the company has given this year. Everything an investor needs to know, very clear and very thorough.
With such a low market cap this is an easy double your money investment for short term investors. I am in it for the long term and can see this hitting £100 million valuation in 3 years which is 20x todays value. I can see the current share price being at this low level for maybe another 1-2 months max then it’s getting in at higher level but with it slightly more de risked. Good luck all
Yes, now we're listed on LSE I've started to buy, slowly.
Just picked up 90,000 at 5.44, think many are now aware of Altona. Was trading at 7p on Aquis and MCAP post 5p raise was around £3.9mio therefore significant upside if you are patient. Align in their Feb 2023 research had a speculative buy target of 33.7p, time will tell. DYOR
Predictable churn today, presumably bed and breakfast trades.
I've kept the holding I had in my trading account as under water and added separately in ISA.
Listened to the Cedric interview, all good.
Having been invested in this share through the ridiculous times including when I'd written it off as worthless, I'm greatly encouraged by the prospects that lie ahead.
The right market sector to be invested in.
Good luck all.
Damn, we're back, was getting nervous there for a minute!
50% down on this, here's hoping for a substantial rerating this year.
Anyone concerned about prospects for ongoing finance given the financial climate, or we thinking that critical metals should still see investment?
Me too, wait for the churn to finish
I got out of this around 12p if I remember right, always followed it waiting for the listing, I believe this has potential multi-bagger written all over it but will wait for the right time to take some.
Pleased to be first on the new page for this one! No doubt we have an exciting few months/years ahead.