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"I wait when Putin will nationalise all businesses and then all greedy traders who are supporting Putin's war will lose their money. That will make me happy..."
Some people trying to fleece PI's out of money by fear mongering.
There is a big difference between Nationalising and seizing. Putin is unlikely to 'Seize' assets unless in direct retaliation for western seizures, even the western 'seizures' are not like that, they are merely freezing the assets. Nationalising is totally different , the state has to pay a market rate to the owners of the company/asset nationalised, and as we have currently been in negotiation for a market rate of £100m, that is what should be paid, in reality it would likely then be transferred to Norlisk and the state reimbursed.
I don't care if it is the State, Norlisk or Mickey mouse that pays the market rate to shareholders.
Unless a state pays a fair price to the owners of an asset nationalised, they find it very hard to get any investment in the future, that is why certain African countries get so little investment, Argentina also fell foul of this for many years, they paid in the end.
Aberdeenman
Looks like there are some nervous investors selling off some chunks, but also some opportunists buying at these cheap prices.
Buy when others are fearful is a strategy that has served me well, I have added.
Aberdeenman
The potential buyout is more interesting than the fluctuations, at just over 7pps for a £100m exit, there is a lot of upside.
Price of Nickel could push that higher, but sanctions and potential action from Putin are a risk.
Could lose it all (unlikely) or make something up to 10 bags from here, who knows....
Aberdeenman
Always thought it would be the Chinese buying, but the world is a different place now and the stakes are higher, but given the geography, it still looks likely to be a Chinese buyer. Not sure how difficult it would be to renegotiate upwards now given the Nickel price increase.
That kind of negotiation can backfire!
Aberdeenman
Nope, I have held Amur shares for a very long time now, just been bottom drawer.
They said they were not going to invade Ukraine as well!
Several Russian companies being kicked off western exchanges, nationalisation or forced delisting is a real threat here.
"China, the world’s top steel producer, consumes over a billion tonnes of iron ore a year, with more than 80% coming from imports. It has been encouraging companies to invest in iron ore mines at home and abroad to secure resources and gain pricing power."
From the article.
No guarantees, but it is looking promising.
Life changing amounts could be made here, binary, but what a prospect.
Aberdeenman
"commodities of the future".
Like very high grade iron ore?
Aberdeenman
20-30p for starters.
How long is the question.....
Aberdeenman
£14m market cap...
Significant proportion of the worlds high grade ore likely marooned for several years, although China will still have access, which as the biggest consumer mitigates somewhat.
Glen may be in the process of divesting, which in itself is a driver of a higher market cap here.
All things considered, even just for speculation, this warrants multiples of a £14m market cap.
And IF this is likely to be actually be seriously closer to being developed (rail line makes it much more likely in itself) then significant multiples of the current market cap will be achieved.
We all want the 100 bagger, but even speculatively given the situation a few multiples from here are justified. 20-30p is realistic, depending on the developing situation.
Just. my take.
Aberdeenman
nm
Aberdeenman
Given the nice slow rise we are experiencing, and with investor updates coming later this month, 20p+ looks pretty certain.
Very happy how things are unfolding, and newsflow is impressive, much much more to come....
Aberdeenman
I made this point a few weeks ago GoodApple, I remember when Schweppes were THE premium brand for mixers and were nudged out by Fevertree, as you mentioned, but the point I made is that Fevertree have moved to become much more mass market, and I think, have lost the ultra-premium mantle. They are where Schweppes was 20 years ago.
That leaves a big gap EISB should be able to fill.
EISB has the potential to become the next Fevertree, without a doubt, and in the process increase the SP by a factor of 100+ from listing.
Aberdeenman
Not often you get in at the start of a 'big' brand.
You look at some of them and it is obvious how they have done well. 'Innocent' juices, Brewdog for alternative beers etc.
With East Imperial, they have the right product and branding to become huge, they are already multinational and news since listing has been impressive.
Not saying it will make anyone rich quick, but I do think it could make you rich slowly.
Key is getting in on the ground floor, we will not be there for long.
Aberdeenman
15p gone, expecting to reach 20p+ by month end.
Aberdeenman
I don't think they need any more funding for the moment. And I doubt very much they would do a rights issue at their size, they will have no shortage of investors lining up (including me) if they want to issue more shares through their broker to fund expansion.
And that is the key 'to fund expansion' most small companies raise funds to keep the lights on, funding expansion can be a smart thing to do.
BUT I do not expect it at this stage, they are fully funded and have their hands full with US and APAC expansion.
UK is a tiddler in market terms compared to APAC and the US, there is no rush.
Aberdeenman
20p hopefully gone by month end.
Investor updates this month should set the scene and propel the SP.
Aberdeenman
All in all this looks set for a decent rise over the next few months, and years.
Maybe too early stage for some, but early stage investors get, by far, the biggest gains, wait till it is 30p and you will have lost over half of the long term gain.
Very happy with how this is unfolding, and looking forward to the investor updates later this month, that should clarify a lot for the market and propel this to the next level.
Aberdeenman
Most investors here are in for the long term, a retrace makes no odds, the real story is the growth that is already apparent.
This is not an AIM stock (it is main market) with a pie in the sky hope of producing 'something'. They are producing and expanding sales opportunities massively.
Aberdeenman
There is a feeling of inevitability on this one, it is only going one way, and that is north.
It is not a pie in the sky, jam tomorrow company.
They are producing and selling NOW.
These agreements, such as those announced today, will continue till the companies products are in millions of outlets, or they get bought out by a 'bigger' player.
It is not a get rich quick, high risk, investment, however that does not diminish the opportunity, as the multiples that will be made here are very large, it will just take some time, however, that timeframe is becoming clearer all the time, and news has been significant since listing, both in magnitude and speed.
The key here is getting a decent holding cheaply, buy at 14p and you get double the profit than you would buying at 28p, with a very high growth company like this that difference could end up 10's or 100's of thousands of pounds.
Real value will come once revenue figures start being reported, and after a series of revenue figures, once growth is established, the multiples should grow as growth becomes clear.
Fill your boot time at these prices IMO.
Aberdeenman