Member Info for Aberdeenman

Should have read '3p resistance'

Aberdeenman

no reason why this should not return to 6p.

£p resistance, but once gone should rise fairly easily, as it is rising on little volume = not a lot of free float.

Even at these prices, good time to be buying.

Very positive news expected next month, so it may not drop again!

Aberdeenman

Not worried about P/L (within reason) this company is all about Growth, any company that can do 40%+ growth a year is doing well. I, and I assume they, expect that growth to be exponential. Given the expansion in other markets/regions and more distribution agreements to come, I think it will be exponential.

Although the economic outlook is not great, for the better off inflation is a minor issue, extra bit on food and energy/fuel wont make much of a difference, and that is the target market.

Where the company will struggle is with marketing, they don't have the money for big marketing campaigns, however, they have been clever, getting a fantastic product reputation and industry awards has raised their profile enormously at little cost. there is no doubt in my mind they will succeed, maybe not another Fevertree short/medium term, but that is not the immediate goal, and from the current market cap the potential is still huge.

I am hoping for 6-10p by year end, and back to high teens by next year end latest.

Aberdeenman

One of the things that annoyed me about the failed deal was that RY and Co were expecting the gravy train to continue!

Cash upfront, return all cash as a dividend and wind the company up, and they would have more support.

Aberdeenman

"Yet Blair/Bush, in the eyes billions are war criminals, they caused untold devastation, millions died/injured, county split in half, civil war, yet both claim to have achieved success by liberating the Iraqi people, and today both walk free and earning millions by doing a few hours of the odd speech here and there."

true, and Putin is also a thug and a criminal, but our leaders are not much better, we supply the bombs that kill innocent civilians in Yemen, we have also killed millions in colonialism, as have many western countries. The US has toppled many democratically elected governments, and they killed millions of innocent people in Vietnam to mention just one country.

Putin may be awful, but they all are, the reporting is just slanted.

I agree with TDT, there are no allies or enemies, just interests. Evidence of that is the sudden rehabilitation of Iran (Isreal had been the main block on that one until American interests trumped theirs) and now Venezuela.

The world is a horrible place when global, or domestic political , interests are the main priority, well above human life, western leaders are as guilty as Putin.

Aberdeenman

"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