Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
ET, Martin reminds me very much of an AIM CEO, good on the PR bluster less good on the details. Maybe you should ask him if he mis reports expected revenue for SEYE from contracts or ask him what’s happened in Japan recently...
If SEYE ever reach mass production then they will be having exactly the growing pains that SEE are experiencing now, ie there are massive cash flow issues when you have to ramp up engineering for contracts that won’t see a steady revenue flow for years. SEYE have been frugal with their headcount up until now, if they expand like they need to to grab even 25% of the market then they will need a massive cash injection...
ColdFish, it’s a whole lot easier to stay deramping on the MTFB board than here.... or do something less boring instead.... there’s a lot of class researchers here and a lot of information to be gleaned that isn’t in the public domain. SEE’s time will come but good luck with your buy in...
Algy had options, he took the options, he sold the shares... for a nice premium
Nice drilling results from IAMGOLD: ORR have £2m in cash so Dalafin and their other assets are currently valued at £700k, should be multiples of that... https://investegate.co.uk/oriole-resources-plc--orr-/rns/drilling-confirms-mineralisation-at-madina-baf-/201902060700021774P/
Perhaps this will poop the 20p party... https://mobile.twitter.com/SmartEyeAB/status/1091244621668253696
https://twitter.com/BudFoxAIM/status/1089865554289192961?s=20 This definitely means they’re more likely to go ahead with Boto, they have an ambitious growth plan hence the pre pay contract and increased borrowing- they surely have the Dalafin drilling results now 2+2=...
Hi Beef, if you’re looking for a less risky share take a look at RMP, even though it’s gone from 2p to 4p in the last weeks they are drilling next month and I can see them continue to climb to 7p before spud...
IAG look set to build their Boto mine, they’ve recently expanded their credit facility to I think $500m and done a pre pay contract for $170m more so their warchest is vast and they need to ramp up production to hit their ambitious targets. Tim has said that they are VERY interested in the Dalafin licence...
Could SEE be subject to naked shorting? Is it a coincidence that Berenberg became a maker maker for SEE in June around a.m. the time of the sp highs? It’s worth digging up Doc Holliday’s old tweets about who runs the Berenberg desk and their past. I don’t know much about this but apparently they’re one of the most ruthless of maker makers. Basically when naked shorting mm’s can legally sell up to 10% of the shares in issue of a company, before buying back, usually in a placing. I’ve seen it on AIM minnows before but not on a company of SEE’s size but could this be what is happening here?