George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Exactly valuerebel, it's the gap up that add to the multiples that amplifies our gains, that's why noone sold at 14 or 12 or whatever because it would have gapped up again but for the fleet and supply issues which led people to believe we were bul@shitters which is a shame because see is a sound company, also if we had only 250million shares in issues wed be at 40p a share and people wouldn't see us as as a penny share stock, that's the reality of how we look to outsiders and that's why we are where we are, viz RAAF deal 250000 is chicken feed yes, but you are talking about a small airforce that is none the less respected, I guarantee other NATO US forces, will be looking at this closely dont write that off it's a big deal and will be development platform for cutting edge performance analysis of fighter pilots that will provide invaluable data for aviation in particular and DMS in general, these people are paying us and giving us the data that we will profit from in the future, I really cant think of any other business set up where our product development depends directly on the people using someone elses product! it's really odd
Seriously guys the market is down everywhere, it was overblown to start, everyone is predicting a recession, housing market in UK is in full retreat, the last place anyone will invest is an aim share with non disclosure,agreements and secrecy abound, guaranteed income with calculable returns I'd all they are interested in, it is not us, we operate in a big world with companies that are locked into supply chains that touch large sections of other markets but by no means all, look how long it's taken Tesla to turn a meagre profit and their share price popped back upto lala land, a couple of good RNS, global financial melt down aside, and we will follow a similar path, we jumped from 4 to 14, that was an indication of our potential on a whiff of RNS, those people are still out there and will buy back in when things are clearer, enough of the doom and gloom
I'm not sure if fleet sale is impacted by this but it is a global issue affecting everyone manufacturing electronics, the problem is companies making them are trying to balance meeting demand with not over supplying and therefore crashing the price of components or their own position
Sharesplease this link should explain
https://www.sourcetoday.com/supply-chain/capacitor-shortages-continue-least-another-year-executives-say
I know zip about electronics but they're essential for voltage regulation of any circuitry, but it just got me thinking, Samsung is way down on peak, near bottom after note 7 fiasco, there may be speculative opportunity here
You're right the ESMA change has completely screwed up the calculus of hedging properly, especially speculative AIM shares where the upside risk was massively mitigated by downside risk on these shares, unfortunately I dont qualify as professional trader on either count, if we go out in Brexit presumably well no longer be bound by these rules?
I keep saying this, but the reason none of us sold at 14p is that we thought it was going to blow, but given how fickle things are one chink and it all collapsed, if things were the other way round and it did go higher and you sold out youd be gutted, there is no preferential share price because the profits are unclear, before this time next year itll be clear if it's not by then, then doomsayers will have a point
Share price is a total disaster, but I disagree with the too many fingers in pies that's insurance in a market that is barely a couple of years old
The only consolation, not that I'm not freaking out, is that most big tech companies, OEM's, and tier 1 including autoliv are all substantially down on the year, only xilinx remains up, xmas is always low volume low activity, sterling volatility means investing in an aim share would be reckless without clarity, if I had more money I'd do a wareen buffet and stock up because the fundamentals and tech basis on this company are awesome but I am feeling low about this share at the moment tbh
Good rns, but where are the figures/profits?
12p is b@ll@x, we are worth more than that and see BOD know that, the market is down and we are yet to be fully realised, this board has become really depressing of late, 2019 is definitely the year to watch I'm sure come August 19 well be in a different place
Succinctly put Mr Koopman
https://twitter.com/PhilKoopman/status/1069917655178592257?s=19