Member Info for antelope

Swanny raises an interesting point though. To acquire 100% of DA would require the cordinated agreement of Louis Alsop> I wonder to what degree they and Tern talk. And are their objectives aligned?

Thanks for that. But any potential purchaser of DA would be a sizeable corp, like MS of Vanafi or whoever. These orgs couldn't accumulate 30% without it being really obvious. In fact, as holdings above a certain % have to be declared, a stealth buyout would be impossible, surely.

I expect the anouncement of an offer for DA to come out of the blue. There'll be a suspension and a rerate when the suspension ends if the purchase is agreed. And the risk with trading is that you're out when it happens, because it could happen at any time. There need not be rumours. In fact there have been occasions when MS staff have tweeted in such a way that could have been interpreted as hinting at an imminent purchase, but which actually meant nothing.

I confess that thinking this way has cost me a fortune in lost opportunity over the years. But I have had some peace of mind.

..what's the prognosis here? Is this another trader driven, short term blip and the price wil soon drift back to 12? Or is it the start of a trend back into the 20s? Swanney, you seem to be in with the trading crowd. What are your thoughts?

That was actually quite depressing reading. This thing seems to be happening without us.

That long list of consecutive 1300 share sells looks to me like an attempt to drop the price.

it's swanny the trader. See further back on the board

https://www.kktv.com/prnewswire/2022/05/26/johnson-matthey-announces-sale-battery-materials/?outputType=amp

Subscriber only

The lower the volume, the wider the spread. To reduce MM's risk.

This is fantastic news. Montmuzard, good to see someone bearing in mind possible UK gov actions... I agree that this is a risk as this Govt would do anything to generate jingoistic, populist headlines in the Daily Wail in order to boost votes. I'm perhaps not quite as confident as you are, but yes, it's hard to imagine that even this lot would be quite that stupid. In the unlikely event that things did go that way, do you think Caerus would relocate to the EU and would this circumvent the problem?

Interesting Fireball. And maybe a factor, although that price drop has occurred over just the last two months whereas EMH' price has been slowly declining for longer than that.
Anyway prices of most metals have been turbulent lately, and perhaps this is due in part to the fact that the EV and energy storage markets are stil taking shape along with the mining of the reources that they'll need. These are also very dangerous times economically. Have you been watching the stuff coming out of Davos? This will be creating uncertainty. Talk of WW3 and global depressions can't be doing markets much good.
Tin may be down now, but it's likely to rise again. And there's another factor which is the strategic importance of Cinovec... if it came to it, and I'm sure it won't be necessary, I'm sure the EU would act to subsidise the project.

This is massive. But will the markets notice? Dimwits and chartchasers.

...decline is becoming inexorable. 92.5c in Oz. Something good, and big, has to happen soon.

Ah, that dilution :-( Well, 15% isn't too bad. I'm not happy about the lack of comms here though. Just what is the current state of play and why is it so quiet? Been a disapointing ride so far.

https://www.politico.eu/article/central-europe-struggle-keep-up-electric-car-race/

What dilution would that be?

6 months max.

Great. If only they'd get on with it. I can't wait much longer personally. And don't want to.

Perhaps on second thoughts, I was a little harsh on you back there. It is good that points of concern are raised on a discussion board like this. But in my opinion, it should be the privilege of shareholders only. Those with a genuine intetrest in such matters.

As a further aside, back in 2003/4, I took a MSc degree in Natural Resource Management at Cranfield University, as a mature student. We discussed 'Smart Agriculture' back then. The term IoT hadn't emerged yet, but the concept is not new (nor of course it's application to other sectors such as mining etc). It's satellite connectivity that's new. See the section titled 'Drawbacks or disadvantages of Agriculture Sensors' on the page below. Of course there are other players.

Link :

https://www.rfwireless-world.com/Terminology/Advantages-and-uses-of-Agriculture-Sensors.html#:~:text=Sensors%20used%20in%20smart%20farming%20are%20known%20as%20agriculture%20sensors.&text=These%20sensors%20provide%20data%20which,changes%20in%20the%20environmental%20conditions.&text=These%20sensors%20are%20installed%20on,used%20in%20the%20agriculture%20industry.