Member Info for Daz423

Notice the large prints. Price paid and time stamp. Someone said NT into close?

Order filling.

Only a stupid shorter ups their bets at this level when a director loaded hundreds of thousands at 110 80s 70s.

They sweating atm hense they upping it and micromanaging their moves.

PIs have the opportunity here to smash them off. Force their hand.

I had a look at the accounts via companys house for the ones i could on the short list.

They are mickey mouse level of holdings. Profits of like £12mil. They are minnows its not like Blackrock or someone has wacked a short on.

How much they really looking to gain from a SP already so supressed. Vs the upside risk in 2024.

Its not going bust a buy out would happen along before then.

Yeah

Cash is king 350mil comes in thats chunking off that debt. Be nice to see forward payments for deal secured for the hitachi deal. Seems theres many multiple billion dollar dsals people need to start paying up lol

So reading further PFC are awaiting payment from a few contracts us that correct ?

If so are they expected in short order.

All weakness bought immediately. Going to have to let this run soon.

Yeah i know what bonds are just unsure how tied into PFC.

L2 shows spread really narrowing atm. Looks good !

Talk to me about the bond situation. Seen it coming up on topic.

Onwards

Really to the point and balanced posts of a correction of disasters.

Like you say alot of the disasters were out their hands covid, thai ect.

I just cant believe this is sitting even sub 100p it will seriously motor in short order.

Thanks for stating your posiston with your father in law. I can imagine she does curse him haha.

My skill knowledge set is not so much this sector but battery and lithium base.

How i look at it from a simple mind set.

Directors are in deep and loaded in 110s and 80s, super supressed market cap, huge contract wins debt manageable and 8.5k staff we arent talking a mickey mouse wannabe tech company or miner. Its a solid company making short term correct decisions.

I dont make SP calls ever but 0.35 entry seems suppressed beyond belief.

Atb to you sir.

Onwards

Thanks im picking through the detail i see the crash of feb 2020 was due to stopping payment of dividends. Would seem if they get balance sheet correct. What sort of payment is expected from the thai situ ?

Many thanks.

Ocean

In the same way bulls say they are adding to their holding when they arent. The shorts say they are adding too. Trying to build confidence in market they are correct.

More articles that come out the more nevous they are. Simple as that.

Want to burn shorts ? Nows your chance.

Lth here assuming the 500mil debt was from covid hang over ? Anyone able to tell me how it come about.

Some funds have taken positions in January is that correct institutionals ? 15% holding one of them ???

I see they loaded in the 0.70s and 0.80s...

And does anyone have any idea when any one of these up to 8bil contracts are due to be paid ?

1.5bag sorry from lowest point to peak.

You do realise these teams get it wrong right ? How much they looking to gain shorting at 0.30 vs the risk of this correcing now on a weekly time frame.

They will be closing at earliest opp. The 1.4bil cleans the debt easily.

Watched tui 5bag from the floor as soon as balance sheet improved.

Downbutnotout

Now look at the WEEKLY bollinger which is the time frame i charted to.

Weekly trend showing it still way oversold bounced off the base trend line. Looks like Hitachi contract clears debt 3x over and with alot of cash on top.

Not seeing any resistance on weekly until 0.60 area.

DYOR

https://twitter.com/DazInvesting/status/1737772830807281756?s=19

Chart here.

Two red flags that he slipped in

They are having to strip to get to better ore. So this is not a open pit mine. Cost implications of stripping is immense which is probably where alot of cash burn is going.

Secondly the UV sorters are still not working and are not needed.

Jesus in the 18months with the huge amount of rasies he could have a strong jorc and dfs proven asset now and been having his arm ripped off by majors wanting to JV.

Bussiness smarts are none existing.