George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
I think that money could be better spent paying down the debt faster tbh.. The company seem to have outlined a holding pattern for the next 12months and MAX liquidity being available through the RCF during that time may provide some great opportunities when and if interest rates start to come down. Overall I am happy thou to be fair
'Barclays on Tuesday began coverage of GCP Infrastructure Investments GCP with an underweight recommendation and a price target of 0.70 pound sterling.
Clearly I am missing something with the sort of discount to NAV...I can only conclude it would be the lack of capital liquidity for the company atm.... frustrating hold but paying the Divis for now. Will know more on Thursday on results
Outlook upgrade and 2.8m cash with a market cap of 9.8m this is priced at just over 1x revenue projected at 6.2m this year. Inflection point is reached but as always this company is not sexy enough for most AIM dreamers...
Apeir.. please keep it real. The funding pot may run out completely then, but the company needs money ahead of time and fast as no one will place an order with a company that could run out of funds and go bust. It would not happen unless the recipient did no due diligence at all. They need money by year end or it will be a CLR and real problems for existing holders.
This share, or we all thought had huge potential and was set to change the way lung function had been measured for over 60yrs. The truth is that there are not even enough conversions to give the market confidence and it is not flying off the shelves. It does, whether we like it or not, resemble that film with will smith walking the streets with a big clunky scanner trying to flog it as good science... shame but true
This will wake up once more. The share consolidation has done nothing for the spread at this point given the volumes are nonexistent but news will help. With a 84% gross margin this is a great business and given we have reached peak capex this year on software and headcount I hope to see the cost of sales to start to fall rapidly from here. The ARR rate of 5.8m this year supports the 20% growth projections but I guess the market was just spooked by the loss of one client to insolvency and a higher churn rate of 5% which, I assume comes from the beepro element which they have wisely sidelined.
ABITDA profitability is a nonsense for me but we should be heading for real profit next year and strong cash flow. The opportunity of the US market is not priced in at all either so all to play for..
Good post ragged.. I agree 100%. I seemed to be buying the dips for months but in reality it was a few weeks I am now green as I bought most heavily at 61p. Over exposed for sure but in no hurry to sell as ..for me..there are fewer better opportunities than this to keep hold re-invest divis and sleep at night. It as nervy for a while, I kept looking for what I had missed and why the market was mis-pricing this and other ITs so badly. It appear it just did it and the yield is an absolute steal at these prices.
For it to achieve a period of sustained selling for the longest in the funds history take some doing ... They better confirm the dividend sooner rather than later as this is acting like a penny stock not a fund!
Https://podcasts.apple.com/gb/podcast/money-makers/id1154102371
Oh dear green box... how will I possibly cope. LOL