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Last sentence typo ..Hope u have
It’s not a rant mate I’m just saying that u don’t seem to appreciate how difficult it must be for any company in the same stage of development to raise that amount of cash which at this stage of course is subject to a whole host of conditions including the permit as u rightly point out.
I know from my own experiences companies get to this point with either a brilliant product or brilliant concept but just run out of cash or simply can’t find the finance to fund it and that’s in the good times
My point was u were complaining about this recent arrangement being debt on debt so I’m just asking U bearing in mind how tight money is to come by these days how u would have wanted it doing , what should they have done ?
FYI I’ve worked in finance all my life so ur expert opinion would be greatly received as I think they’ve made a pretty decent fist of it myself and ur assumption about my objectives are totally incorrect as my average here is 15p and here for the long run as I believe in the conceit and what they are doing here
Look assuming u are still invested too I fully appreciate the current drop is disappointing and think the sell off is totally overdone and as I said earlier I think like U the market has taken Tim’s wording to mean the permit will take longer than first thought but I don’t agree with ur opinion on the financing as I think on that point they’ve done a pretty decent job of it . Until u or anyone else convinces me otherwise
Look we may agree to disagree but that won’t stop me wishing U well mate cos after all it is the season of goodwill so all the best scouts hope I have got over ur nauseous too
Firstly at Scout5 don’t be bitter son but I think Goldfinches was taking the pish tbh altho perhaps u being skilled in the art of brokerage finance perhaps u would enlighten the board as to how Simec should be raising almost £200 million for project finance other than the way they are ?whilst doing so maybe u should be bearing in mind that we are in the middle of a global pandemic where people are furloughed , losing their jobs and economies area being fully supported by Govts around the world borrowing to unprecedented levels, to keep everything afloat ffs
So I will be very keen to learn as I’m sure others will be including the Bod I suspect as to what u consider to be a more viable and less dilutive way of financing than the ones they have already proposed ? Cheers fella
As an aside looking much better here today which is an encouraging sign GLA
Precisely Green100 I’ve reckon ur spot on there fella ... it’s like that today one decent piece of news changes much including sentiment , incredible shift in fact , but it’s also piecing together the jigsaw as to what the real prize is here and I think u’ve just done that, as there’s no way that after 6 wks the CEO will not have a decent idea from the preliminary findings as to how that trial is going ...and like U say why on earth would u push the button on a main market listing if it wasn’t going to be a success .
Look , maybe that theory is just wishful thinking on our part ,as the reality is that we just need to get off aim ASAP imho and secure that main market listing especially if we do have serious ambitions of achieving the longer term goals they’ve set themselves ...
The phrase that comes to my mind is “timing is everything” ,so for me, it’s a fair bet that the listing dates and the trial results date will go pretty much hand in hand from what they previously intimated about when the results would be known and now this listing date, being set for 20/21 jan
Maybe that’s total ****** lol that but sounds good nonetheless .. We can but hope Great news whatever GLA
Ask urselves this question why would a company like Hana a South Korean Giant enter into a finance agreement with Sae for up to 170 million of funding and then this deal recently for up to 12 million ( if reqd) if they thought this was a pants investment ? It beggars belief in truth that the reaction has been as it has but imho
I speak to a few of my mates all in this game and principally on aim and we swap notes on aspiring companies with all the pros and cons and chew over what great products they have and how great they will be but invariably the biggest hurdle out there is financing and getting the right deal at the right time and not at the expense of diluting shareholders too much if possible ... problem being they never have enough cash and during unprecedented times like these ... unless ur really into something truly special it’s extremely unlikely to get investors being prepared to lend / provide the amounts in question here ...
The reality is the likes of Hana will have done hours and hours of due diligence and will know themselves exactly what this company has in their locker and what massive potential it both has and will have in the coming weeks months and years ahead ... same with this investor now & whilst maybe the terms aren’t that favourable possibly it still makes perfect sense to have it as an option surely ?
For what its worth it’s pretty inconceivable a little while back u would be able to buy shares here at just 15p which I’ve just done but it actually shows as a sell and for me it’s steal simple as
The guy who says he dodged a bullet at 30p well done u mate but if ur still not buying at these levels ,u probably never will ,, whereas most LTHs on here following this story will think it’s a bat -hit crazy price
The last Rns was a straight forward update but I think the market has interpreted Tim’s wording myself to think the permit will not be here til back end Qtr2 but that’s just my take on why it’s dropped so far
Whenever it comes is fine by me as long as it does come of course but that said we all know that Sae is no one trick pony and as such it can’t be far off oversold territory if it isn’t already imho
Any way enough from me so stay well keep safe and seasons greetings to all invested here GLA
Morning all, tensions running high here with good reason altho the one aspect often overlooked is that in the peer group in which we operate that we aren’t on our own with the drop here are we ? it’s not like Tils is a stand out loser shareprice and sentiment wise is it ?
The reality is ,Sng , Avct,4d pharma , Odx ,GDr, they’re all massively down too and guess what the sentiment on all those boards is pretty much as it on here and I get that ...as there are arguments for and against like everything in life .
I’m in Avct and trust me the CEO gets slated there for all kinds ,missed timelines , false promises , selling his shares at a much higher price than now , no updates for weeks , the ship is sailing etc etc all probably true but nothing fundamentally has changed there either ,as their true crown jewel is the oncology/cancer treatment ,not covid ....but that’s what’s initially drove the shareprice to £2 so like on here many who bought on the spike are now well out of pocket at just over £1 so feelings are running high and I get that too as no one likes losing money do they ?
Sound familiar ? point being we are in totally unique unprecedented times , where the goalposts shift continuously ,sometimes outside ur control but what’s disappointing to us PI’s right now is the total lack of communication ...and in any relationship breakdown u will find that that factor alone is usually the biggest cause of it .Reason being that without it , we are all just left out on a limb speculating what’s going to happen as opposed to knowing ,and that’s when it usually hits the fan
Look It has been poorly managed here of late we all know that and they need to learn their lessons quickly.. but I’m in the Shiraz school of thinking with Tils as I’m confident that our own Crown Jewel Foralumab will truly set us apart as that is a genuine game changer in a market worth literally billions .
So I’m here for the full journey and that’s why I added more yesterday at 75 p as that’s a bat —hit crazy price
Anyway enough from me ,so stay safe ,keep well everybody and seasons greetings to all invested here ... roll on 2021 GLA
Afternoon all , an interesting observation by Macgerry earlier when taking into the account the higher levels of the resource estimate at Mankayan and Bzt’s 20 % share as he said this
“Looks like we with our 20% share have nearly 2 million ozs of gold and 760000 tons of copper in the Philippines.”
So just do the maths on this element alone with Gold at $18-1900 dollars an ounce so I make that just under 4 billion dollars and 760k tons of copper at say S 6600 a ton which is a similar in ground value to the Gold
For what its worth I think I’ve these next few years and the red metal will reach record highs with the switch to EVs and cleaner greener energy pushing demand sky high and with commentators warning of shortages anyway it should no real surprise in truth
Point being when this particular project is ready to produce the chances are ur in the sweetest of spots here with this investment if u can or want to hold that long ..
However irrespective of any timescale the evidence suggests it augurs well for the future assuming it all goes to plan of course .exciting times nonetheless GLA
RR “ if you really read that last rns 24/11 carefully and slowly I really do believe its trying to tell you they are confident what is coming.”
I totally agree with u fella as they must have a pretty good idea from the work they've done already as the geological tools used nowadays are so much more refined than in the past so makes perfect sense to me also . Exciting times ahead hopefully GLA
Morning all , not posted on here b4 but been holding a while now and excellent post Honey badger .
Like most people on here I guess I’ve found investing particularly on Aim, is no easy thing as it’s a tough old game and u have to have ur wits about u constantly or u can end up with some very painful outcomes particularly with resource stocks .
Primarily because as we all know there are so many dangers ,setbacks , pitfalls and disappointment s lurking at virtually every stage of the process
That said , we also know that it’s all about risk and reward so if u pick the right one at the right time ur wealth can fly very quickly as the likes of EUA GGP Omi have shown only recently
The bottom line is however all miners go through the same phases in the mining cycle and a key learning point for me over the years is fully understanding those phases that each and every mining company will go thru in that cycle, cos if u do u will realise there are times to be in and possibly times to be out
Its nothing new but well worth a look if ur not entirely familiar with it
https://www.visualcapitalist.com/visualizing-the-life-cycle-of-a-mineral-discovery/
Interestingly it looks like it could be reaching one of those inflection points here very soon with a bit of luck .
Anyway GLA to all invested here stay safe and stay well
Morning all , brilliant update if ur an investor prepared to see this through to construction as each and every update imho confirms that this will defo happen and that this will deliver and this will be a true beast in the making for sure.
For anyone in here say in the past year u have to be absolutely clear about one key message and that is ,ever since the excellent Orion financing package was agreed that deal in itself gave the BOD one amazing gift ...above all else and that gift was time . Time to achieve their primary objective ... extrapolate max value and spin it out til that happens .
Point being they have always suspected 2023 was the optimum time for this beast to come to town as the EV revolution will be almost there if not there already and nickel will be flying high as a kite along with demand across the globe so the perfect storm
As such what Jezzer says and what Jezzer means timescale wise are 2 totally different things here’s what he said in Aug “We are targeting completion of the project financing package for the Project by the end of 2020, provided that restrictions related to the Covid-19 pandemic do not cause further delays. We aim to start construction in early 2021.“
Classic jezzer I knew straight away that wouldn’t happen and so it’s proved but does it really matter ? Not at all
So based on this Rns it’s now more like Qtr2 2021 imho for finance and prob Qtr3 for construction start ...so add on 18-24 mths for that and bingo ur there ...2023 the optimum date is achieved . Then it will be start the car time
As for everything else in this Rns ,it’s just fab ,well it is to me as the equity bit will happen as it’s a no brainer to the likes of Teck or Glen and so are the off takes as it’s quality stuff we have down there so the ultimate returns to us as proper investors will be huge but u need one thing above all else with Hzm ..patience .If u have u will load up big time here Gla stay well stay safe
Sentiment ? a key emotion in this game for sure but in life generally too take my mate who is is a big Everton fan and tbh his sentiment hasn’t been the best over recent times ...but hey they win the first 5 games this season , they bring some decent players in ,Calvert Lewin is on fire and guess what ...
”Top 4 this year son no problem , maybe even champions who knows if this continues , fancy us in the cup with this squad he said it’s going to be our year just u wait” ... Fair enough I said let’s see how u get on
He rang me after the Leeds defeat at the weekend meaning they’ve lost 3 of the last 4 games ..and unsurprisingly his sentiment had waned a tad ... point being that’s exactly as it is , it changes very quickly ,u never lose true fait do u but it does Ebb and flow u have ur highs and lows
Like holding Tils shares I guess just look at the recent posts on here today after a nice little rise in shareprice and then add in even a hint of good news from the Doc tomoz and I suspect sentiment could change pretty sharpish and the shareprice with it if that transpires to be the case ...let’s hope so GLA
Morning all , hope this finds u all well ,look most of us here I suspect (unless u bought in much earlier this year of course ) will be disappointed with the current share price and understandably so ..but it isn’t just Tils that has suffered is it ... there’s a number of pharma stocks all in the same boat ...like Avct was 214p its now 116 , 4D pharma was 180 it’s now 100 Odx was 110 it’s now 47 Gdr was nearly 300 it’s now 56 ...it happens ...but nothing’s fundamentally changed except sentiment in the pharma stocks has recently capsized and yet the very reason for that ,notably news of the vaccine breakthru ,like CE has pointed out earlier ,can also change like the wind ,just as easily.
The other realities are that the main market listing news could come any day and the covid trial news is literally weeks away which could be game changing possibly on its own and as already has been stated if anything had gone wrong with that already then we would have known about it by now for sure
The one big unknown by anybody posting on this board is the current state of play with the 5 NDA’s we have secured and any other discussions whether they be about accustem or any other ongoing collaboration at the moment do they ?
Point being, If any one of those were to occur this won’t be at 85p that I do know so as captain of our own ships it was always my own decision to invest here it’s my own decision to stay invested here and it’s also my own decision to bail out if idon’t like what’s going on ...and that’s the same for everyone
That said ,its still a total no brainer for me it’s the first of those options but that’s just my take on proceedings ...
Finally , much has been said about the Bod and everyone has their own opinion and rightly so and furthermore I accept they could do better with certain aspects of their respective roles but I still retain 100% faith in the key players as I’m still of the opinion their significant holdings and track record whilst I’ve been invested here keeps them totally aligned with my own interests as a shareholder but that’s just my take on it i guess . Anyway stay safe everyone and keep well GLA
Morning bmo3, all on board here now too ...what a great cause that is ,hope C is ok an inspiration to all of us ..all the best
Morning all. Some debate raging here and with good reason but just consider this ... Moonshot has been devised to have a mass testing project, where the ideology is having a test that is Simple to use for absolutely everybody irrespective but has high S & S , it’s rapid and as reliable as it can be .
Fair enough , and for most probably on here the original saliva based test whatever that involved would have been perfect and easy enough to use ,but that’s probably not the case for everyone in the country whether it be through age , physical health or mental health and therein lies the conundrum ....
So for me despite the timescale delay the idea of us now providing an additional test that uses a simple unobtrusive nasal swab but still offers the same outcome is ingenious , as it will now enable virtually everyone falling into those other categories to also be included and that ultimately is clearly one of key Government objectives for the programme so adding the nasal swab has been an absolute necessity and adds much ultimately to our global appeal but that’s just my take on it .
Anyway Enough from me so Gl to all invested here and most importantly stay safe and keep well .
Taken from another source tbh but the good news for all invested here is that I see Phe will be added to the MSCI (Morgan Stanley Global capital index ) wef 30/11/20 . No bad thing I’d have thought
https://twitter.com/manxambassador/status/1328445592738148354?s=21
On his twitter feed https://twitter.com/mylesmcnulty/status/1324272997855825920?s=21
Just going back to OTs post on the 4/11 re IQAI as it sure rings true as to what he said at the time cos when their Rns came out that day the sp was sat at just 4 p ..it’s now close to 20 so with the right news here it just shows the huge potential awaiting in this sector .. that last tweet of Myles ‘ has also helped big time as I’m pretty sure what he’s said is exactly what he heard and if so , that augurs well for all invested here GLA
It is disappointing to see it back at these levels we all agree on that but oddly enough the comments on here in the main all sound like reluctantly or otherwise we mostly accept where we are and know deep down that rosier times are more than likely in the coming weeks and months particularly with the multiple shots on goal that Tils currently possesses .
But taking a look even at today’s trades the words and figures simply just don’t add up in that some people are clearly offloading either some or all of their shares for whatever reason that may be .
They then probably come on here and say something completely opposite and yet the downward trend continues and peeps are wondering why the share price keeps dropping ????
At some point we get news on progress re a number of possibilities so reality will then kick in that this is oversold and a decent uptick should occur ( as we all know the violent swings on this share ) and then presumably the very same folk will be buying back in but at a much higher price .
Point being this is why markets are so irrational but true conviction in anything is dependant on the quality of ur research and those that meet that criteria will be either holding firm or adding at these levels I’m sure of it as it still Isa no brainer for me
Nothing has changed fundamentally with Tils itself and we all know that as it stands right now Tils is worth a lot more than 220 million ffs with its pipeline of game changing drugs and a breakthru on any of them boosts it a to a billion almost instantaneously ..
All ifs and buts I know but Add to that u now have bonus shares in Accustem if u had held to the requisite date and honestly it’s not a bad position to be in is it guys ...I’ve been in much worse I can tell u for sure anyway GLA stay safe keep well
Evening all haven’t posted on SAE b4 but I now have a decent holding after following this truly exciting and innovative company for some time now but just wanted to say a huge thank you to u OT , Phyl and OHs ( glad ur back on board fella ) and all the other quality posters for some terrific research and some very insightful ,compelling , and highly informative posts . Like Bunsen has just stated if sleepy joe does pull it off in Uncle Sam i think he’s spot on as it should do the likes of Sae no harm whatsoever. Surprised to see this pull back like it has so a decent opp to fill our boots b4 the news starts dropping hopefully very soon .. Anyway enough from me so stay well , keep safe and GL to all invested here
Thanks Luke /DJR and yes I agree fellas we will all get to the promised land one of these days it’s just a case of when ... hope ur both Well and keeping safe altho that sentiment goes to all invested here.. GLA