Member Info for Dartron

OK, I guess IQE are happy to keep investing in Taiwan - they cant really back out now.
I still think it could happen, and long term business would carry on as usual, but if it did happen this would drop significantly, that is when I would buy, once the price was discounted for the risk, not before. Best of luck.

Sold yesterday at 4.23, back in at 3.54. I was right, it was cheaper the next day LOL.
I think the RNS is positive over all, but things are moving at a snails pace. The land access was my biggest concern, however the EIA countered that somewhat. At 3.5p, and a decreased holding, I will not worry about this for 6 weeks now. Will be back later to read the board regarding the RNS.

I disagree about China. I don't think they would attack Taiwan in any scenario.

Have you actually researched that, pretty strong sentiment on various sources that is exactly what will happen.
Do you even know they might want to?
Likewise Putin?

My post was aimed at the wish I could buy more today sentiment, not yours FA, had not read it at the time.
It will come good, but what happens until then is any ones guess.

Try some home grown O&G for this weeks gains! EDR at 15M market cap, taking £0.5M per month revenue at current O&G prices - less risk and producing cash. If Fracking is bought back.....30p boom.
Putin hasn't put a squeeze on the rest of the word yet, but he will.

Or it could be even cheaper tomorrow.
We are not even 24 hours in to the Russian induced turmoil yet. Not trying to de-ramp but there are some very optimistic posters on here, and just adding balance. To be fair, it was an absolute bargain at 3.5 to 3.8p in early January. Now 4.5p with war breaking out, and no actual operations to report its probably a fair price and might retrace further. I'm sure this will be a winner in the long term, but the future is now less predictable.

They should keep going with the buy back and this time delete the shares. The last buy back was good, but only 2% of the shares. Keep going I say, maybe buy some directly off B.Rudd who caused that placing last year when he sold 1.6% of the shares.

I sold my AAZ today. I have been buying O&G stocks since early January. You only had to listen to the news to know it was going to get ugly. I hope it is a spike - meaning things get back to normal soon, but O&G could be high for some time. Meanwhile, AAZ has languished for 6 months plus, and is now also in an even less desirable part of the world.

There just isnt any rational for investing here. Especially given the discounts elsewhere. Even if block surprise us, who is going to pile in here, when there are companies out there that can be bought for low earnings multiples, that probably have better NAV included.

If China did show such aggression it would be terrible for IQE
That is why I sold last week. I was disappointed to, but I cant see how it could be anything but bad for IQE if this happened, and given what has happened today, the odds of worse have now increased. Hope I am wrong.

Expart, Rolling over you said. Tell me more....?

"Mongolia thousands of miles from the conflict, so no danger"
But is sandwiched between Russia and China.

Make those losses back on ...BVC @Volcano :))

OAW, I thought that was a share tip, I tried searching for the company 'Senica'. Doh.

I3E, SQZ, JSE and EDR all doing well for me today.
Dumped MATD, as it is sandwiched between Russia and China.
Happy to hold TXP, CHAR and SAVE, see no geo-political issues there.

Hang in there guys, this is a quality stock. Rogue_rader, your analyses videos are great, much appreciated.
I have not owned Hikma for 12+ months, but am looking to buy some. I think this is a terrible day for the markets, and I wouldn't read too much in to it.

Thanks for the answer, im sure it will come good. Though 4p was my stop.

IT was a deal for coal and coking in Australia. Positive share price partly they have bought a business that is producing cash flow, and partly they have diversified beyond Indonesia.

Bear in mind this deal was concluded during the 90 days DD, so could explain some delays, though I expect the deal is just more complicated than many on here are giving it credit.

World Coal, Thursday, 14 October 2021 11:15

PT Delta Dunia Makmur Tbk has announced that its subsidiary, PT Bukit Makmur Mandiri Utama (BUMA), through its newly incorporated Australian subsidiary, BUMA International Pty Ltd, owned 90% by BUMA and 10% by AGDM Investments Pty Ltd, has entered into a conditional agreement with Downer EDI Ltd to acquire Downer’s coal mining contractor business currently referred to as Open Cut Mining East business in Australia (conditional agreement).

Was there any announcement about the EIA being delayed. Last I can see from RNS is it was supposed to be late 2021.
Not as thoroughly researched here as some, but would have expected it to be easy to see when EIA is expected. Research prompted by share price, which I cant fathom. Only thing I can say is that plenty of other good AIM stocks are 12% down, and I mean ones generating positive cash flow.

I think this will be £3 next week. Just weak hands selling on what they perceive to be a big rise (which it isnt).

They did quite well starting at 83p on December 29th. I calculate ~40p drop at 2.2M shares = £880,000. Minus costs (im guessing 60%), = £325000 profit. I doubt they were ever that short as using HFT algorithms to buy and sell. Therefore not expecting a spike in price. I actually think that the stock was borrowed from an index fund, which may have not wanted it back, and the last 2 weeks we have seen the shorter exit long rather than buying to cover.
Not nice if you are an investor...unless you are well researched and also sell high and buy low. The low price is also good for the company when buying back, so if you have a long term view, this has worked out quite well. Also unlikely to be shorted again if leaving the index funds.
Price should increase from here, and will be interesting to hear how the buy back is to be executed (open market or from the index funds).