Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I've posted before about how I feel that the missing piece of the jigsaw is revenue. The gold is now getting us close to that. It may take a few months before we see reasonable revenue coming through, but once we do, it will make things far more stable. Including the sp. This stock is likely to take a few months more patience yet, but could be well worth it in the end. Just my opinion of course
That's a good point Jollygoodya. We've seen 23.5% dilution in the past year. That's quite a lot of dilution, although it also means further funds coming into the company. Some of those extra shares could well be getting sold off for quick profits.
I agree with you Burleigh. I tend to read these boards, but never post. This one has really drawn me in for some reason. I fully expect that there are quite a few of us in for the long haul and that it's likely to be an enjoyable ride.
That means that once it's more fully established, we may feel that the level of commitment we have could lead to us visiting a few of the shareholder meetings. I've been to a few in the past and some can be quite enjoyable events. I've made friends at a few and even ending up going with some of those friends on a 5 day overseas conference for one of the companies we were invested in. A very enjoyable time, although the company itself is no longer with us. Here's to one day being able to put some names to faces...
I remember in one of the earlier interviews, Naheem saying she believed the market cap would be in excess of £100m within 5 years. This pricked my ears up as I retire in 4, so fits in well with my long term portfolio.
Well we've got the gold looking like it will be starting to bring in revenue from early next year, with the other mines opening up as well. Possibility of the coal coming back into the equation mid to late next year. Then the Hyrdogen, which would take around 2 years to get to fruition. Seems to fit in not only well with her expectation, but likely to far surpass it.
We could easily see the sp take a jump as each news (rns) comes through, but also a steady build for the next couple of years as each phase of the plan comes together. Each jump in the sp and market cap will make it easier to attract larger funding to bring each level of the plan in to action. A regular revenue stream will aid it even further. I wouldn't be surprised to see it go exponential within a few months.
I know that there are some (me included), who would like to see the gold assay figures and hopefully a sudden jump in the sp arrive asap, but it's also necessary to temper a little patience. Things are what they are. When things are taking time, frustrating as it may be, I remind myself that I invest for the future. Not for today. The old phrase "Slowly, slowly, catchy monkey", comes to mind.
Here's to an excellent 2022
The rises have all been on the back of an RNS telling us something is coming up. What we really need IMHO is revenue to show that all that has been proposed is actually starting to take place. The Gold results, should hopefully be the start of that. Up until that point, many potential investors are going to be waiting in the wings. Time for us to stop talking the talk and start walking the walk. I'm sure it's coming, but I know what you mean about needing a beer.
I tis in their interest to significantly raise the sp. At the expo, it was said that the green hydrogen project would cost £2.5 billion. Regadless of who they have on board, they are not going to be able to raise those sort of funds without a massive increase to the market cap. That means bringing in a decent revenue level and a substantial increase in asset value.
The gold mines could do that, if things move quickly enough. To be a major player in green hydrogen, they have to be at the forefront. It seems like that is their aim, so I would imagine the push to get the gold moving asap is probably where they are directing a lot of their attention at the moment.
Still feeling very positive about the future here, but feel that we need the gold assay results to firm up the sp. You can have an exceptional business model, products or service, but ultimately it is seeing the cash come through the door that brings in investment. This has been quite a long road and that is the part of the equation that is still missing. It'll come, I'm sure of it. Then we will see belief in the business rise.
Yep, in full agreement with you Casper. Great to see the current movement and lots more to come IMHO. I'm in this for the long haul and would not be surprised to see this as a Mid -cap in the next 5 years with the CEO we have
There are quite a few Institutional Investors out there who buy on AIM. I'm sure there are already a few of them with their finger hovering over the buy button. Once they start pressing, both the order volume and sp could surge dramatically. I would guess they are waiting on a certain piece of news...
Yep, I agree. Her Bullishness is one of the main things that made me invest here in the first place. I think she is a massive driver in the company. That's pretty obvious from how often she is willing to do interviews and doesn't shirk from difficult questions.
I particularly liked the way she said that the government is firmly onboard now. That is something which was a worry for me earlier on when it was just Thar. We look set to have moved from a minor player, to one of the main ones in P****tan now. Being invited to talk at the Dubai Expo at such short notice is good evidence of that.
Those cashing in today for quick profits are going to miss out hugely IMHO. This month is likely to see a lot of volume