focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
My note updated for anyone interested https://docs.google.com/document/d/1ufeoKF0pV9c6ofX167_Yr9I1n96GMfZml3HkdLztO10/mobilebasic
https://docs.google.com/document/d/1ufeoKF0pV9c6ofX167_Yr9I1n96GMfZml3HkdLztO10/mobilebasic For anyone interested. Needs to be updated. Sorry for off topic
Recommend you and anyone who sees the story and journey on inland to have a look at energiser(ENGI) on aim. Co founders of inl wicks and malde both part of bod there with huge skin in the game. Top quality bod with dominic white apponted as ceo last year. Clear to me whats going on and their plan foe the future after reading an article about wicks selling a millions quids worth here a uear back. Engi have 2m cash after today and looks like they may look to sell their other investment which was valued at 3M in 2008. 4-5M in 2017 market. Talking to 3 potential investments at the mo. I created a research note which ill post after.
On the vox podcast tmrw
The last house sold now will give energiser c2M cash.
Not clicking on to the plan and story being played out here. The current investments and old plan is clearly not the way forward after dominic was appinted ceo.
If you cant click that go on my twitter i posted a link early morning: @aimtrader4
https://www.**********.co.uk/activity/61965/ Update from the ceo dominic today.
To see solid buying and interest here and rightly so. Looking forward to seeing what the company deliver
The podcast isnt out yet. Should be this week though
Are we talking overvalued on AIM. You'll find much worse examples than energiser.
Dominic appointed and thats when they first mentioned an investment in the pipeline. No reason to look is a way to look at it as thats the truth
Basically what i just said. Legacy assets are legacy and were made years ago before dominic was appointed as ceo. The direction then is different to now as hinted by the website and the rns' so IMO i seem them going a different direction now. Point is dominc white ex hendersons ex manager of 3bn worth portfolio and 30 year experience at the top end in this specific sector.
Yep there will be sells but thats to ne expected really. Also i didnt take part in the placing, never have. Another point is what theyve done before is not the case as i doubt the current investments is the way the company heads long term. Website and ceo appointment the first pieces of jigsaw
Yep there or thereabouts
No one said anything on a 100 bagger. Just links to inland homes which are solid and not made up. And actual hints to an investments which are in the rns and on the website. Not making shit up are we
3 long posts on why you think this share is shit. Fair play for spending that much time on a stock you're ot holding.
Basic investment case here. Looking forward to the story playing out here
https://docs.google.com/document/d/1ufeoKF0pV9c6ofX167_Yr9I1n96GMfZml3HkdLztO10/edit?usp=sharing