Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I have a small holding here (typically bought too high) and am thinking of flogging a miner (they're sooo slow!) and switching into here. But I've had fingers burned on pharma related stocks before. It may seem like a silly question, because clearly the company are confident otherwise they wouldn't be proceeding, but does anyone who knows more than I do have a genuine, balanced feel for the risk here? What is the chance that the trials could fail, or one of the approvals fail?
I know nothing's guaranteed but taxes and death, but the atmosphere surrounding this stock seems to be all unguarded optimism, and in my experience, that's reason to at least pause for thought. Or should I not worry?
I doubt it very much. JC seems to be a punter like the rest of us, who made his money from the vaping revolution. As far as I know, he knows nothing about mining but seems hell bent on turning his cash into millions by taking a massive punt here. Google him.
I know it's boring but could someone please summarise all this corporate gobbldegook a nd clearly bullet point what it means for CIZ? Am I right in thinking that we have warrants and would end up owning part of a newly listing small pharma? I find the language employed in these docs to be so opaque, and such an explanation might be useful for any newcomers looking in.
This may be relevant: https://www.mining.com/web/visualizing-25-years-of-lithium-production-by-country/
I first bought into emh back in 2016. Yes, it's been painfully slow. Babis caused mayhem and probably delayed things by about 2 years. And the Babis/CEZ politocal angles together really screwed us up. KC couldn't move until there was a solution acceptable to the Czechs (not the EU).
It's supposed to take between 4 and 7 years to get a Li mine into production.
Jonesy, no I'm not in here now. As I said, I left to hopefully make gains elsewhere before coming back for the DFS, but it remains to be seen if that happens yet. Mine would only be a small investment now anyway as I had to sell the original down to survive.
Thought you might find this interesting
https://kuchling.com/the-lassonde-curve-a-wild-ride/
Both our mistakes... it's not 'Bulten', it's Buntel, another financial company. Still nothing specifically to do with the automotive sector though. https://www.bolagsfakta.se/5593734295-Buntel_AB
Quote "Third, the fact that the Directed Issue is being directed to Bulten AB, Exelity AB and Jonathan Swann is also significant. These are all well-known and respected companies in the automotive industry,"
In the automotive industry??
Exelity is an investment fund:
https://finserve.se/en/fonder/aktiefonder/exelity/
Bulten make fasteners. Millions of them for all sorts of applications and sectors:
https://www.bulten.com/en/Our-offer/Products
Jonthan Swann is a 'well-known and respected companies in the automotive industry"?? err I don't think so.
Why are you focusing on the automotive industry anyway? Or should I say trying to focus?
Https://www.bdo.co.uk/en-gb/insights/industries/aim/aim-directors-remuneration-report
I doubt they'll say anything about Spacex. Perhaps just a passing mention, There must be a reason why Wyld have said absolutely nothing about that first information release, and perhaps it's simply that the info escaped too soon. It talks about trials. Wyld are already operating in S America and their tech is proven, so those trials are probably to do with their modules talking to Starlink satellites. Once that's proven, then I imagine we might be hearing rather more about this exciting development.
What's of key interest, in my humble opinion, is that SpaceX already have an IoT sensor to satellite solution called Swarm. But it's sensors work on VHF and it uses its own little, book sized satellites. And... Musk is canning it. They announced a few weeks ago that they're ceasing manufacture of Swarm modules. This was apparently about the same time that SpaceX and Wyld made contact (I can't find now where I read that) and now we have this collaboration announcement. The obvious (optimist's) conclusion to draw is that Wyld is being considered as a replacement for Swarm. In other words, if trials are successful, SpaceX would buy Wyld. Or at the least, Wyld would become central to SpaceX's IoT operations.
This nice little hypothesis is what's exciting me, and most people don't seem to have noticed it.