Member Info for Chislehurst

Zebra04 you make a good point. Sadly our joint brokers Optiva and Nova aren't very good (one rumoured to be having capital adequacy issues), they are more interested in serving the warrant holders and earning a quick buck instead of letting the shareprice breath. They aren't working in the best interests of the remaining shareholders or the Company they are working solely for themselves which means that any upward momentum is quickly stifled.

errr was it Bobobob?

Car manufacturers will all have to prioritise EV's. They will also have to ensure continuity of supply. It wouldn't surprise me if one of the majors e.g. Tesla, VW buy a rare earth company (or at least take a large stake). The potential for PRE is huge.

If you look at today's NdPr (t) prospective values:
PRE 990,000
MP Materials 351,000
Lynas Corp 675,000

Company valuations / Market Cap.
PRE US$136m (190m x .56 x 1.28GBP/USD)
MP Materials US$1.5bn
Lynas Corp. US$1.67bn

PRE is almost as big (in prospective NdPr reserves as the two biggest Companies in the free world).
The Banking Feasibility Study will re-address the valuation of PRE, grades of material will come into play but imho don't be surprised to see an upgraded company valuation of anywhere between £2 and £4.

After Bamking Feasibility Study in October - definitely!

https://www.irishtimes.com/news/environment/eu-court-delivers-blow-to-plan-for-shannon-fracked-gas-terminal-1.4350572

...as fracked gas hits EU setback for Shannon.

Paul can't do anything about bureaucracy in Trinidad
Paul can't do anything about Covid 19 restrictions in Morocco
Paul can't do anything about the politics in Ireland

Paul can answer shareholders questions as posed prior to AGM
Paul can be more realistic with timelines when giving presentations
Paul can ensure that capex is kept to a minimum during delays

I think Paul does a good job, he is well regarded within the industry and no doubt he is a very busy man but....
If you say you are going to do something or suggest something is going to happen, make sure it happens within the given timelines or lose credibility. The least Paul should be doing is responding to the shareholders questions that were submitted prior to the AGM on 29th June, or don't we matter????

PRD - great potential - a lot going on
GSK - Pharma undervalued
DLG - Special dividend (done)
MRW - potential Amazon tie-up

Will move funds from DLG into more PRD if decent news is forthcoming.

https://oilprice.com/Energy/Natural-Gas/Ireland-Considers-A-Full-Ban-On-Offshore-Oil-Gas-Drilling.html

Interesting piece from oilprice.com that touches on the two new LNG proposals for Ireland.

https://theecologist.org/2020/jul/14/ireland-leading-way-frack-free-future

Within this article there is a link to the Programme for Development (second paragraph) which has been agreed in the Irish parliament. After trawling through this rather lengthy document you can't help but think there's opportunities for Predator in Ireland.

Here

"to spread the Predator business model to peer companies and green funds looking for the right investment opportunity".

looking at a potential buy-in perhaps?

"to spread the Predator business model to peer companies and green funds looking for the right investment opportunity".

looking at a potential buy-in perhaps?

Testing the water with a limit order @ .375 - will Mr (or Mrs) 250,000 take it?

That moved quickly, you beat me to it - offer went from 3.8 to 4.2. Missed out there lol

Sorry about previous message, it got posted before completion. Me too, a few people bought these at much lower prices on ASX, no doubt they are now offloading as the LSE price is higher.
It is an interesting Company though. I understand the demand from EV's and Windfarms but Angola (and the Angolan Sovereign Wealth Fund) plus a couple of years before any revenue is due makes me feel that the shareprice might take a while to warm up.

Me too, a few people bought these at much lower prices on ASX, no doubt they are now offloading as the LSE price is higher.
It is an interesting Company though. I understand the demand from EV's and Windfarms but Angola (and the Angolan Soveriegn Wealth Fund

I agree with you. Herein lies a lesson though, why satisfy yourself with a couple of pence before any news, these sellers will miss out on news and have to buy back at higher prices. I expect much bigger reward when announcements are made in T&T and Morocco. Just to confirm, I haven't sold one PRD share and don't intend to for some while yet.

https://total-market-solutions.com/2020/07/06/malcy-talks-oil-gas-xxi/

Malcy talks to the Doc....

Not with this spread lol