Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Oh dear, how did you become so brainwashed? Only through balanced discussion will you make the right decision(s). Blindly following the herd based in you liking their current direction of travel will get you into all sorts of danger and risk that might not be palatable. As Boris found out the herd can change direction very quickly!
Is this the reason for the recent retrace? A potential up to 45 billion liability would mean much less funding available for M&A activities?
https://www.bloomberg.com/news/articles/2022-08-11/sanofi-and-gsk-lead-30-billion-rout-as-zantac-worries-mount
I tend to agree I think this may drift lower to circa £1.50. however, I'm a buyer at this level and slowly accumulating my position. Happy to buy at this price.
How soon we can forget! It is only a year ago Tim was telling all how cleaver his was and how he turned circa £20M investment into £250M + market cap . A year on and that market cap has halved for those that remained invested . I've only just started my investment journey but I've watched the video of the last investor meet sessions. Surely the one simple question is what is he doing to restore the shareholder value that has been lost in the last year that he so clearly claims he built and how quickly?
My gosh, is there no end to the rediculous ramping of this share. Right now £4 looks very attractive. £100 you need to take a sanity check ??
I suspect at a premium. Reading through the RNS trail trail the last placing were at a market rate with a kickback on meeting price targets. I've started to accumulate and will continue to do so around this price point. Little stock available though.
I can't imagine there will be much action over the next 6 - 8 weeks. Do you think there could be a wait until September now before further news flow,?
60 percent of 200DMA
With S3 support now breached I can certainly see that level and possibly £1.20...........
TA shows S3 at £1.66. That appears to be holding, I expect S3 to be tested and then if that holds and there's a bounce off S3 then I intend to start a dip feed in.......... The concern is if S3 does not hold and prove to be the bottom.
TA shows S3 at £1.66. That appears to be holding, I expect S3 to be tested and then if that holds and there's a bounce off S3 then I intend to start a dip feed in..........
It appears there are some posters on here with very strong opinions and only want positive comments. A balanced view and perspective I think are more important than ego worshiping. I'm still looking for an entry point but think there's further to slide yet. No buying momentum at all. Any thoughts on where this will bottom appreciated........
Just curious as to why the target selected and commencement of P1 trials will move the share price? We already know what disease types that are being targeted and that we are going into P1. So surely these things are already priced in? TIA.........
Hi elcap
No. I've not invested here previously and not currently invested. There's a bit of noise around this share so am keen to understand more. It looks interesting but quite a few fundamental questions with loose threads. That makes me nervous. These been no monetisation of any of its assets in its history. Clearly that has to change for value to be realised and I'm not seeing associations, other than investors, that will change that. And that's a concern. I appreciate the tempo of the space and the risk too. But usually there's some association by this time. I'd really appreciate any input on this.
Very funny old bean. When you have only one side of a story you have no story at all. The smart person considers all aspects and then acts. When you become blinded by prejudice then you become frozen to act, until it's too late of course.
Hi Cereus
That's the question I'm asking myself before investing too. Are big pharma not interested in Sareum or is Sareum not interested in big pharma YET. The answer to that question provides the answer to the value to be realised. Anyone else care to comment on this killer question?
Anyone have a sense where the bottom is? I see the share has bee fairly stable in and around £2 for the last number of weeks now despite wider market volatility. Do you see this trading in this £1.90 - £2.25 channel until further news or is their an opinion this might fallback further with no news and quiet summer trading months? Thanks in advance for your thoughts........
Thanks for the responses, much appreciated. I think I'll sit back and just watch the movement over the next 6 - 8 weeks. This could prove to be a very good entry point but that's just not absolutely clear to me right now.
Looking to come onboard. I've followed the share and read the board for a few weeks now. Some great posts. What's the view on P1 selection making a difference. Is it worth waiting to see or is thought stepping in now is a safe entry point,?