Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
bsgs:
Providing your "thoughts" is not a valid argument to back up your statements with. It would be better if you started all your statements with IMHO.
Never use historical data to predict the future, it never works, have you tried to build an automated strategy, very very difficult even when all the major testing techniques are used with all known historical data. Anomolies such as the "Trump effect" and now covid messes that up. Suggest you use fundamentals as a basis for all your arguments then I'll listen.
What we do know is that knowlegable institutional investors have invested whom will only do so if they are happy with the data they have seen and thus the return they would expect within a timeframe they are also happy with.
Warrants set at 1.6p? Massively cheap. Potential for this to have a market value in excess of GGP's current mv within the next 2 years.
Ideal monthly share builder stock over the next year. I can an S- curve developing, I just can't see the end of it....
DH! This will not be the same company.
The new company will bring with it all that is required if the BOD has followed the correct due diligence in finding the best company to negotiate an RTO with for all concerned. Hence why I'm not bothered on how long it takes.
The example I gave before regarding IRG/Echo Energy the IRG shareholders made an absolute mint at the time
BF, how on earth do you work that one out? Mystic smeg gazing...?
Interesting move by mm's (i.e. the spread). I think they are trying to obtain some shares...
Half joking there Medal. RTO's can be dodgy if the BOD do not follow due diligence in researching suitable companies. I have confidence that our BOD have done and currently doing this correctly, mainly because they haven't rushed into finding a 'suitable company'. The longer it takes, as far as I am concerned, the better. I'm not bothered if this gets ejected from my ISA, I'm more bothered that I get a decent return. As regards to returning sp it depends on the product the 'new' company is offering.
Reading between the lines of what is stated in the recent RNS' I think the company will return with an sp of 1.5 to 5p. What happens after that will be determined by other details stated in the initial RNS and subsequent one's.
As always IMHO. :-)
And that's a conservative estimate.... :-)
Not really priced in. Just the usual day trading shenanigans when an RNS drops. Panthera had a great RNS drop a week or so ago. From memory that went up from 11p to 18p than back down to 12/13p on the same day. Went into the 30's last week though now back tracking a bit into the high 20's.
I expect this sp to be in the 20's in the next couple of weeks once the traders have left and new investors start seeing the medium to longterm upside.
IMHO. :-)
Not really priced in. Just the usual day trading shenanigans when an RNS drops. Panthera had a great RNS drop a week or so ago. From memory that went up from 11p to 18p than back down to 12/13p on the same day. Went into the 30's last week though now back tracking a bit into the high 20's.
I expect this sp to be in the 20's in the next couple of weeks once the traders have left and new investors start seeing the medium to longterm upside.
IMHO. :-)
When do the leases run out?
Big players will only come in once they are confident in doing massive game changing business in Georgia. If the US have been successful in persuading the GG to do a policy U-turn it will still take a while for confidence to build. I think Q2 will be important. I expect the Anaklia Deep Sea Port project will be kicked off again by then. If it does then I think this will give any SM's the confidence to invest large chunks into extracting the oil and gas asap. Then, just maybe, our dreams will come true...
IMHO :-)
I for one am quite glad. Gives me time to obtain funds to buy more over the next few weeks. I'm not expecting any announcement until the end of the month at the earliest. Even then I'd only expect the sp to rise moderately. It will only be when the current covid vaccines are roled out into hotter countries and storage problems ensue will they start winning a lot of contracts. I know this is a simplistic view but do foresee an s-curve for the sp over the year to come, peaking somewhere in the 100's. You never know it could be the next NCYT :-) (I think the NCYT sp was 15p last Jan... )
IMHO
Whomever the private company is doesn't matter, we're all locked in now. (In many ways....sorry :-))
The outcome to us all depends how much due dilligence by the BOD has been exacted on the private company wanting to be made a public entity. The level of which will determine how successful it is or not. Statistically more companies fail that chose the RTO route rather than the IPO route. Therefore as far as I'm concerned the BOD can take as long as it sees fit to complete the RTO.
On successful completion of the RTO I'd expect the initial RNS to be very detailed about the product and future growth of the company. Any negativity either stated or missing (i.e. economical with the truth(s)) will cause the SP to plummet. However if the product and forward statements are believed to be true then the sp could fly. ie 10 bag plus.
IMHO :-)
N4P for me. Potential for new vaccine delivery system to go global... Should know end of month.
On a scale of 1 to 10 relative to the news that FRR provides their shareholders then this news from MTFB = 1 billion+...
Using such a calculation this will definitely come back to the market at £1 per share! (Ok maybe 10p then).
IMHO :-)