The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Hey guys, it is not clear to me when we as LTH get to buy. Is this next week? I have not seen any notification yet.
I need to average this down as my current average is over 115p. I feel like conned into this.
Added few more at 1.96p. I am hoping this has bottomed off.
I have just read this letter from the link on PHEs website and honestly I am not impressed the way it reads. Several points are repeated across the 2 pages and it hardly provides any meat to the bone apart from repeating we are unique, we use plastic waste and hydrogen can be used as fuel. Very disappointing and not a good impression.
What happened to their plans of using tyres as feed? They have not mentioned that this technology could be great export opportunity for UK company. Facts and figures would have been welcomed to support their repeated rumblings.
UK to host this in Nov 2021
https://twitter.com/NewInvestorLSE/status/1357447866734813184?s=19
UK hosting it in NOV 2021
https://twitter.com/NewInvestorLSE/status/1357447866734813184?s=19
UK hosting in Nov 2021.
https://twitter.com/NewInvestorLSE/status/1357447866734813184?s=19
This is Carlow Castle project not in Patterson, next to HAV.
Although gold is not very impressive copper numbers are however they have not gone very deep and it is only small lengths for those numbers unlike HAV.
I have participated in 3 offers from PB however I have been monitoring few offers to understand the sp reaction. In majority of the cases, the sp has gone higher in few weeks after the placing. Just look at AEG offer from yesterday and today's sp for reference. I am not saying each offer results in positive outcome but majority of the ones I have seen in last 6 months have gone higher. As I said earlier, I was looking for a entry point into BCN and I am happy with this price. My only concern is oversubscription might result in reduced number of shares being allotted as I experiencce last week with AGM offer.
GLA
this has been on my watchlist from early Jan and I was looking to add them at right price. Hppy to have waited for this offer :). I hope they allot all the shares unlike last week when they only have 20% of what was requested
Also forgot to mentioned, recent institutional buying at much higher price than where we are and also GH buy today. Remember GH and CB are experts and they have a lot of stake in GGP, they won't be stupid not to sell some if there were any doubts.
A lot of well informed posters have given various reasons and facts but I thought it might be worth sharing my non technical thoughts.
Quite of few of my non mining investments are down over last couple of weeks and mining ones were already discussed here.
My other investments include clean energy stocks and they have potential to do several bag this year, based on emphasis on green environment, however I feel GGP is still a much safer bet even if it does not bag several times in 2021.
The reason for GGP being safe is that it is oversold and lot of reasons are discussed here. For me, it is simple, based on broker note 4.2Moz gold reported values around sp of 22.18p (66p for 12.5Moz) and we know it is open at depth and large area of discovered deposit is still to be estimated. History says that these estimates are always conservative and it ends up more over the years. Therefore based on HAV itself, this is long way undervalued, assuming zero value of any other asset.
As many have said, gold is already discovered, lot of experts have backed this discovery, infrastructure for processing is in place and funds are ready for works to start. So is this not as safe an investment as you can get in these uncertain times?
Lot of other companies might have higher potential however they are normally based on new discovery, products, deals or sales which is not guaranteed (risky) including those for Amazon, Apple or Tesla. They all have competition which GGP doesn't. GGP have also secured many licenses required to mine without issues and Australia is safe mining jurisdiction.
Only issue I can see with GGP is a natural calamity by which gold disappears like earthquake or volcanic eruption or comet falling off the sky, which no company can factor in.
Hence for my non technical view, I feel this investment is as safe as anything you can get in this uncertain environment and any sp drops should be seen as an opportunity rather than a threat.
GLA
Next quarterly review is on 12 March as per the link below
https://www.mvis-indices.com/userlogin
I think we really need something similar here in London markets especially AIM to stop these MM driving these downs for their gains. We normally have instance for NT when for buys when price falls and sells when it rise which I always felt was unfair practice.
I think we need a GameStop style of movement to bring an end to these manipulative practices and get regulators to look into this when the big guys start to cry themselves.
Were we not supposed to hear the news today as it was final trading day of the deadline?
I would admit EUA drop yesterday made me to think if I am getting overexposed into one stock, for few hours in the evening but after the update last night, I feel at ease as many with geological knowledge out here. I have bought more in last couple of weeks by selling some other stock but I am confident that this drop is temporary. Some but institution will start loading up at this discount and it would be back in 30s.
I was looking to selling at around 5p then 11p then 15p then 23p then 30p but I haven't as more and more confidence boasting news is revealed, so even at this point at 26p, I have gained 21p more than my initial target of 5p this time last year.
Thanks to knowledge sharing on this BB.
Scarmongers won't affect my decision.
Completely agree chester. Based on news last night, I feel 20Moz would be conservative and based on Berenberg price, it should be around £1 just based on HAV. You know NCM will have everything know atleast at this point drilled and analyzed in next 12-18 months. Now if this HAV tenement extends further with new targets as reported yesterday, then we should have more info of these in next 12 months.
However atleast £1+ for what is currently know at HAV deposit alone within 12-18 months. Everything else would be bonus.
Enjoy!