Member Info for BwanaMakubwa

"Embedded in the NHS" means huge utility type cashflows, if we can embed in other national health schemes, care homes, airports etc, they will be even bigger. Predictable cashflow is king and institutions love it-premium rating coming here once the penny fully drops-I know most of you guys and girls already get this.

Aim-thanks for all your excellent information tonight-can I ask were you/are you in the commodities or mining industry?

Aim-thanks for clarification, you have a far higher knowledge of the process than I.One keeps learning on this Board.

However, the latest Investor presentation states 29,000 tons of Ni from Araguaia not 14,500,equating to $464m pa.
Plus the FeNi at Araguaia contains a higher % of Ni than at Onca Puma (Vale) or Barro Alto and Codemin,both Anglos.

As I read it Lucky the nickel is extracted from the FeNi producing 14,500 tons of Ni per annum.At $16,000 per ton equates to $232,000,000 of Ni per annum.

Interesting-thanks and agree with your assumptions.

At what price Wasa?

Spot on AIM-buyers now paying over offer to get 200k shares.This has turned quickly 3 or 4 days ago you could buy well within the spread for that sort of size.

Agree Sound...just seems to be lots of little buyers and very few sellers. 6.7p now being paid

6.5p now being paid...

Calm down Alin....

Come on guys-just compare the quality of Tay's posts v SH3.Yes they are incomparable.Some of the drivel on here....

Volume pretty low now suggesting a lot of the loose holders are out-including some of our regular contributors who have vanished into thin air.
I think the AZN may (but possibly not) give us a last chance to buy the stock cheaply.
I am here to see the company grow into £2 billion plus cap Company.Diagnostics are here to stay and in time the institutions will recognise this.NCYT embedded into the NHS will be a cash generating machine and the Company will command a premium rating.I hope I get a chance to add a few more at silly prices because they will not last for long.

Loverboy-try reading a bit beyond page 1,then you may look more sensible.

Hopefully whoever that was is now out.

Well done Mr Brian-glad you made it.

Once the financing is announced (I am in the Q1 2021 camp here) this should look pretty compelling to UK institutions who are able to buy AIM shares and I am sure management will be doing the institutional rounds.In my call last week they alluded to having good institutional contacts and will also leverage Peel Hunt in this exercise.
More interestingly they feel their Canadian quote is under-utilised and will be using Paradigm Capital in Toronto to spread the word in North America.The Canadians and the US institutions are very au fait with resources investments and also strong on green credentials.Hopefully this will all add up to an institutionalisation of the register as we move through 2021 and we will start to see some big positions built up by some of the global institutional names.Fingers crossed, but meanwhile as alluded to on here earlier the 5.9/6p level looks pretty well supported currently.

Excellent post AIM.

Wasa please continue to post. Newcomers like meI can always pick up new bits of information from the longer termers, I find most posters on here add great value.Long may it continue.

Have to agree to disagree with you here Soder.Numis uses both and a tail in sales after 2021 is perhaps the multiple you may want to look at.

My other half (Memsahib Makubwa) yesterday bid a 35% discount on a London new build house that had already had 15% knocked off the original ask price and the developer accepted her offer.
Let’s pray central banks remain accommodative because with tax rises (including CGT),fast rising unemployment and falling house prices markets are going to really struggle.I hate the idea of negative interest rates,but it may be one of the few things out there to keep the broader market propped up.Choose your stocks with care Novae,we are in dangerous territory.
Good weekend all.