Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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ROX understand that, it’s only a matter of time before one of the many circling predators makes a move on Sondrel – especially at the current lowly market cap (4p per share) which considerably underrepresents and undervalues the business. So open season it is. Or as our North American brethren aptly put it – Game On!
But word of caution; don’t take your eye off ROX, who are renowned for their ‘surgical’ strikes:
https://www.finextra.com/pressarticle/94965/silverbridge-acquired-by-uk-pe-firm-rox-equity-partners
https://itweb.africa/content/DZQ587V8oKJqzXy2
Thus, Sondrel is fast growing into a big pay day for the private equity firm.
Howard Stanley Marks, the serial value investor and founder of the multibillion, wealth management firm Oaktree Capital Management, once opined that:
"All intelligent investing is value investing; acquiring an asset for less than its value means seeing what everyone else sees and thinking what no one else thinks."
AIMHO.
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Avid chartists would’ve spotted the trend line on the Accumulation Distribution Indicator (ADI), for the Sondrel stock, moving steadily upwards. This bullish signal points towards investors actively accumulating stock.
During yesterday’s trading, the ADI rose, indicating that accumulation is taking place with a possibility of an upward break out. To this end, and experienced traders would know this only too well, it’s pure folly to sell in this phase as the MM’s will repeatedly drop the stock (triggering ‘stop losses’ to flush out day traders) to allow them to gather scarce shares, only to release the price back up to its optimal (reflective of supply and demand conditions) point.
That aside, and as indicated in my previous posts, the company’s shares are changing hands at a significant discount to both its Enterprise Value (£10.1m or 11.5p per share) and it’s ROX-underwritten share subscription price of 10p per share. And that’s before we talk about the order book – currently estimated to sit at circa £165m.
For the record, ROX’s key strapline is “Long-term investors in disruptive technologies.” This accurately describes their modus operandi and also helps shareholders understand why they’ve taken a material interest in Sondrel – a company that is targeting a £230bn market, and one that is growing at circa 20% per year.
And only today, TSMC, one of Sondrel’s key strategic partners, advised the market that, first-quarter profits were expected to rise 5% on strong AI chip demand. This is after it received a $11.6 billion grant (a combination of direct funding and loans) to establish an advanced chip manufacturing facility in Phoenix, Arizona.
https://www.reuters.com/technology/tsmc-first-quarter-profit-expected-rise-5-strong-ai-chip-demand-2024-04-16/
https://www.bobsguide.com/tsmcs-receives-grant-to-leap-into-us-chip-manufacturing/
But I suspect the real attraction here, for ROX, is the company’s unrivalled expertise (130 IC Engineers and a staff retention rate of 95%) in the design and manufacture of ultra-complex chips that has allowed it to sign-up some of the most admired blue-chip brands in the world as it customers – Apple, Google, Sony, Samsung, Tesla, ARM, Siemens, Mercedes-Benz, etc. These companies turn to the Reading-based nano-cap because they want chips that are smaller and more powerful than off-the-shelf varieties, use less energy and stay cooler for longer. And demand is soaring, as technology becomes ever more sophisticated.
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Think we will start to see some moves upwards now
End of June?? I was thinkingnend of week.now that no-one heavy selling
Company received loan from other company, means ,to me, business is viable, will generate cash, so I m expecting a revenue increase, we might hit 9-10 towards end of June, more than likely
Any thoughts for today
Not a problem Wado
L
He really is an ambulance chaser
He said same on MEN ( 4p to 22p and I then sold)
REDX 4.5p and now 9p (I hold)
SND already up
RQIH next as for £10mln cap they have a £400mln asset sale coming to pay off debt and leave with probably over £50mln in cash
Still great buying so hopefully tomorrow is another positive day!
Currently dropping. But withnthe way demand was this morning im sure a huge bounce is imminent. And there is still thenmatter of a possible big buyer who needs to disclose a TR1
Will be a good week i believe
I'd be surprised if he had any kind of b@lls let alone a crystal ball
Dummy run to buy more. NT. Cant be many in float as it was only for £1k worth.
Just borrow petroinvestors crystal ball. I mean he turns up day in and day out on high rising shares with exactly the same message each time. Don't know how he does it. Frigging genius!
If only we had a crystal ball
Most.of the people who come here saying that, wish for a lower entry.
Got a nappy ready to fit this baby. Wait until it releases its S@*T....
Ready for next leg now metro has woke up.
Most of the people who are posting non-stop here are traders taking their profits, and the newbies end up getting scammed and left holding the baby here.
Strange UT at a premium
Always cautious our ZAK, that will be surpassed quite easily once mm lets it wriggle.
Https://zakstraderscafe.com/bulletin-board-heroes-april-15/9172/
Zak is suggesting 5.75p looks like a near term possibility!
Will he be correct!
Where is Laura? missing the action
Thks @ Laura
Good to see, classic lunch time lull played by the mm. see if we can shake 4.5 this afternoon.