Member Info for Balanced66

1509

You are better at assessing these quick in and investments than me. I thought it was something to do with changing their business from beds to cbd. Is it just about oils in their mattresses? All other bed makers can do the same thing?

But there is madness at the moment so you may still make money.

I have wbi maybe they can say they are going into medicinal cannabis market and growing some cannabis with the trees so my shares can triple quickly Lol. There is a determined buyers(s) at wbi buying all the way up. A lot of these battered stocks will do well when everything is pretty much back to normal. Eve should do well long term.

There is no rns though to say thinking or going into cbd?

Troajan

I hope it does go! Been holding it since last year patiently my smallest holding. Could become a cash shell. Delay in selling remaining assets - not just a delay but will they actually receive anything else.

Massive losses for lth seems like a big fraud or deception was done during time of old management.

I always look at the downside and at .14p thought there was little as the market cap is already covered by cash.

Be interesting if someone reverses into it - no guarantees and all speculation at the moment.

Sold out completely today for an average gain of around 80-90% need to work it out exactly as it's in 2 accounts. Thought I would change my strategy and do what others do and put the proceeds into something more promising so topped up on Uog.

Grl has a massive amount of warrants to work through at very low prices and gold is turning bearish it seems. With warrants a 50-60 market cap for grl is about right. Will consider re-entering in future though.

One twitter post is showing tin up 16.9% as of tomorrow. Seems too big a jump? Not sure where those figures have come from the poster is conman:

https://mobile.twitter.com/man94_con/status/1361407947436404738/photo/1

https://www.ft.com/content/40577a9b-d4d9-4cdd-8d08-43ce1c132406

Hello everyone. I bought a small stake today. It's actually my first ever oil and gas share! Still a lot to learn about this sector.

The technicals according to these websites are all looking very good and the fundamentals look excellent also.

https://m.marketscreener.com/quote/stock/UNITED-OIL-GAS-PLC-24872709/

https://www.barchart.com/stocks/quotes/UOG.LN/overview

Posted on the other bulletin board very good analysis. Still looks very good value to me. All imv though. Dyor.

https://www.getrevue.co/profile/moatslikekodak/issues/1-maxcyte-inc-mxct-368860?utm_campaign=Issue&utm_content=view_in_browser&utm_medium=email&utm_source=Weekly+newsletter+of+Moats+Like+Kodak

I bought my first ever oily not much knowledge in this area. The prospects in this one one look good?

https://www.google.com/amp/s/www.thesun.co.uk/news/14041135/universal-vaccine-beat-all-covid-strains/amp/

James0309

I agree with your post.

I've recently bought into Bmn so please excuse me if this point has been made before on this board. The situation going forward is likely to place more stress on certain minerals.

Vanadium is deemed to be a "critical " mineral. Bmn as one of the companies with the biggest resources in the world should therefore benefit from future demand.

Note that in one country/region a mineral may be designated critical and in another it isn't.

In time I imagine the smaller companies will be taken over or merge etc as the bigger companies will need to maintain their growth trajectories and China is consuming huge resources; one article I read said it had started to stockpile minerals.

Here is some more information on critical minerals:

https://en.m.wikipedia.org/wiki/List_of_elements_facing_shortage

Guess who has been forecast to be impacted the most?

Nice graph:

https://www.google.com/amp/s/finfeed.com/features/tin-conference-set-expose-unassuming-technology-metal/amp/

Assessments of critical/non critical vary in different countries. See here for example in the US it is classed as critical "Tin is classified as a critical mineral in the United States, but not in the European Union."

https://www.google.com/amp/s/mobile.reuters.com/article/amp/idUSL8N2H54WE

In Asia being the manufacturing powerhouse of the the world I would imagine it is classed as critical also. The EU document you provided states that:

"33.2.1Global market analysis and outlook
Global tin supply has been in deficit since 2018 according to the International Tin Association
(ITA) data. "

Designations can change as the EU produced a new critical list, in 2020, of minerals as compared to the last list in 2017. Interestingly lithium is a critical mineral in the EU and ATM will be producing that and also vanadium is a critical mineral as some here are invested in that other company.

https://www.exscientia.ai/news-insights/exscientia-andthe-university-of-oxfordannounce-partnership

1509
I really like Atm but you should listen to the experts in the mining area on this board as I have a lot to learn yet. However if they can come anywhere close to the forecast revenues then this share will be a multi bagger over the next 2-5 years imo.
I normally take the medium to long term view as I generally don't try to predict short term movements but having said that there should be some decent profit also on a short term basis imo as the share price seems too low at the moment.

Thanks for the clarification.

Those are fantastic forecast upgrades. So forecasts have been upgraded massively from the old ones I mentioned below.

Can't see this staying at these prices for long. All imo.

Either way doesn't change the investment case here only makes it better if they become profitable much quicker. They have an asset in the huge resources which justifies a much higher valuation in itself imo. We might find the TP share price forecasts are on the conservative side as the company continues to make progress going forward.

My subscription service must have the old figures before the tin price increase and the workings for the income from other metals. They do update slowly so will expect them to do so soon. The Novacyt profit figures haven't been updated for months! I need to get on to them - as I'm paying good money for the service.

However is there a typo in TP figures for 2022 turnover and profit? Please see below which I have managed to locate now:

"Based on these production forecasts and metal prices of US$23,000/t for tin,
US$150,000/t for tantalum and US$375/t for petalite concentrate, we forecast total
revenue of US$15.4m in 2021, increasing to US$17.8m in 2022. Post Phase 2 we forecast
revenue to increase to US$146.8m in 2025.
This results in the Uis Mine generating an operating profit of US$7.5m in 2021, rising
to US$22.9m in 2022 and reaching US$75.9m in 2024 once Phase 2 commences"

Hello Alfacomp

Is there a link to the TP broker note as I can't see it on their website?

My investor subscription service has turnover at £3.60m for 2021 and £17.7m turnover for 2020. It doesn't look like it has updated the forecasts yet to the upside. The TP note has these figures that you mention below as operating profit and not turnover?

Thanks Mumbo Jumbo.