Member Info for Billions

That's is correct ctc. As long as it's in the relevant index and sometimes above a certain mcap, BR buy regardless. They do not have a view on tracker fund positions. They get the management fee, the investor takes the risk.

I really do hope this comes to a successful conclusion.

In the event that it doesn't I would really like to see the incessant ramping, lack of balanced view and outrageous, unsubstantiated price targets reported to the FCA.

These posters should be tracked down and held accountable.

Rusty... your numbers are out I think. SS has 80moz + reserves and 450moz +resources.

Regardless, not a fair comp. Their q1 ebitda was 1.3bn. Annual ebitda was 3bn in 2020 and 1bn in 2019. In comparison the ACF 2020 estimate for eua was 10m.

What does kola approved even mean?

They are of course approved, licenced and permitted to operate in areas of the kola peninsula with a DFS for WK.

Is it much more?

Ofcourse with 20/20 hindsight and foresight it is easy. The "bubble" comment from Anglo American CEO back in 2019 is telling of the appetite for m&a at this inflated level.

https://www.ft.com/content/b638b628-5074-11e9-b401-8d9ef1626294

Indeed, sibyane is the play for palladium atm to cash in on the prices. They have been very shrewd with acquisition picking up Stillwater, lonmin and aquarius assets when the price was low.

Miners have learnt from the last super cycle when they went crazy with acquisition at the previous peak... thats why I don't expect a major to pay top dollar. Its hard to justify to shareholders and if prices do decrease they will take a big hit. I mean lonmin was ftse 100 and aquarius was ftse 250 I think when platinum was 2k. Where are they now?

Amen to that.... hopeso. Just in time I feel.. I'm sure some statues were about to be erected somewhere

Asleep. This would be a better debate.
My thoughts on chances of each scenario. Purely guesswork and gut feeling of course.

a) full sale 30%
b) partial sale, JV and div 40%
C)no sale or JV or special div 30%

Robert no one pays attention to you already I'm afraid. The lunacy of a £20 target demonstrates your lack of knowledge, credibility and that you are a few cans short of a 6 pack.

Yes Robert, let's ignore facts and believe your fictitious and nonsensical ramping numbers.

Great logic.

That's very insightful RMR. Without looking into the list further I would hazard a guess they are small sub 500mcap acquisition.

Another view from the same source is also interesting with a 10 year view:

https://www.bvresources.com/blogs/bvwire-news/2020/12/09/get-a-sneak-peek-at-control-premium-data-on-acquired-companies

Calamari.. "Many companies have been taken over at 5 or more"

This is an extreme exception, back up your statement with a few non pharmaceutical examples pls... otherwise I call FAKE NEWS.

Mooching, learn to read. Look at the ACF report, tax and opp cost increase with revenue. But no you would rather pick an I'll informed and losing fight.

Genuine questions. Can you actually just scale up the revenue without the associated costs? And to include pt now, shouldn't this be discounted.

Novice I would say hypocrisy the world over is a plague. IT is the the worst affliction to have. An I'm afraid you like many others suffer with it in abundance.

I would like for once someone to call about the bullying and abusive post, no matter what side of the fence you sit. But no picking and choosing is easier to pallete. Not the actions of the right kind of humanity in my eyes.

My friend after your embarrassing and epic fail on the DS shareholding, I don't think anyone in their right mind would may any attention to your posts anymore.

Not sure about tomorrow, think we will get something towards the end of the month. Today was a reaction to tue Chinese purchase of BCN, either reinvested here or MM enticing some volume. A number of stocks went up around the same time.

In terms of the end game. Concur with happy, no longer think this will be a complete buyout. We will get, equity buyer, off takes and maybe finance to go alone or with a partner.

Will.be glad when it's over in whatever form tbh.

Nukuj. That's pretty cool and smart. No doubt it has applications.

Folio I'm board, I give in to your pig headedness. But for the record I already posted that 2030 fcev target globally is approx 1m. This includes Jp. And total cars produced currently is 70m. You just proved my point again.

Definition of niche:
A special area of demand for a product or service.
a distinct segment of a market.

One country in the world would fit the definition.

Some reading and references:
In 2016, Samsung "decided to drop fuel cell-related business projects, as the outlook of the market isn't good".

https://asmedigitalcollection.asme.org/energyresources/article/126/4/249/461266/Fallacies-of-a-Hydrogen-Economy-A-Critical

Folio your embarrassing yourself like Ethio yesterday. Give it up. Fuel cells are still a niche. There are a handful of hydrogen trains in the world.

Maybe in the distant future it becomes viable but as it stands fuel cell tech is negligible in most if not all commercial applications and therefore has no bearing of EUA.

Bumble, we were never talking about petrol cars though were we. We were compared evs with fcev and the use of pgms.

The latter are forecasted to be 1m vehicles by 2030. Compare with 70m cars produced annually presently. Hardly significant. It's a niche and has no bearing in eua.

If batters evs have problems, than hydrogen has an extremely long way to go.