Member Info for faramog

I see SB has replied to my post, I guess so with the green so had a look.. and lo and behold .. a new post to ONDO this morning.....

Sound familiar anyone ... ?

"Hi All, I have taken a small position here a few weeks ago now. Seems a great company, with lots of upside. Keen to learn as much as I Can"

I think it must be a mental disease .... !!!

Quite the reverse @eatsnails .... very clearly and quickly on top of the detail with robust action

No Zaskar ... given the stream of green, I am guessing SB has passed the 'I am an ignorant newbie please tell me more' phase and is now in the 'you are all a bunch of numpties who post loads of guff' phase .. while building up a cred based on 100's of insult posts and crying.

As I said, I don't read any more - I have a long filter list .. I suggest people do the same

Just filter ... the numpty feeds off reaction ... I could not care less what the chump says

Just a reflection of market view on risk ... basically values the company at Zero ..... the belief the re-finance will complete is not there.. and that is reflected.

I do wonder why it is taking so long: at the online sessions it was still not at the point of sending it to the SA Reserve bank for approval (still dont get why that needs to happen - did not happen when the original package was put in place)

The mood will change enormously on completion though ...

Ha ha .. some N.Korean style group callanetics ,.. nice idea cc

@Illuminati ...You might have to define what you mean by 'Best Case'

Are things likely to get worse .. well only if somehow the Orion re-finance does not happen, otherwise a great short term traders paradise with a 3-4x pretty much for certain

As I posted a few days ago, I don't think anyone should be under the illusion of a massive re-rate any time soon without significant BE/Cellcube/Enerox news.

My own view is a re-rate to 10-12 fairly quickly post Orion-package, then depending on Q3 and Q4 + Belco a drift upwards to 15-20 range by late spring (20p is 61% of the peak mcap .. realistically, in the next year I am not sure there is more to be had in the near term).

Everything beyond that needs solid profits from a mixture of the Electrolyte value chain, Higher Vanadium Pricing, much tighter cost control.... the VRFB box-pusher holding is icing on the cake yet to be taken out of the packet !

All IMO of course, DYOR, Day dream and howl at the moon 3 times a day

Awe.. bless Alex... Bet you believe in Santa clause as well

A sad little fecker living to dream up new identies on LSE with an id related to Cycling.... Then providing us with entertainment

Hi Capa !!!

Cycling in the Trebor Hills ... Trebor Cycling shorts ... come on

https://www.youtube.com/watch?v=nEJZTN2i9LM&ab_channel=SenpaikevzsVlog

https://editorialist.com/p/martine-rosetrebor-panelled-cycling-shortsmensblack-multi/

I think, cc, that you used an inappropriate work ... 'fat'

Yes @RS .... moving off AIM will be, I think, on his agenda ... just not yet

Oh yes .. and the equivalent price required to match the £1 aspiration/target/dream back at the peak is now 69p !!

You're welcome trolls

I see the trolls and numpties are out (can tell by the sudden 'Green-Line' influx)

Interesting about target pricing and worth remembering that with the dilution over the years, a rather lower price is now required for a given MCAP

For example, the peak close was 19th Dec 18 with a close of 48.5 giving an mcap of £541m.

The current shares in issue are 1.558B and post Orion deal a further (approx) 59m will be added giving circa 1.62B

So to get an equivalent 'peak' mcap will take an SP of 33.45p. Realistically we are a way off that and personally I just see a re-rate to circa asset values post Orion which are (and it is arguable) in the range 120-185m ish .. that gives a target SP of around 10-12p .....

Now when the Enerox/Cellcube value becomes really apparent, who knows whether the market may add 50-100m to our value (taking the SP to knocking 20p.....

Those dreaming of 50p, £1 are in for a very long wait yet !

All IMO of course, DYOR, Day dream and howl at the moon 3 times a day

This just reflects the market view of risk given the financial deadline looming ... a very high discount to NAV, Fair Value etc

This is why I feel a re-rate into double digits will come after the Orion package is finalised .. and that will still be below NAV or Fair Value calculations

All the best for the recovery @Knuttie

Over on twatter some trader chap said Bushy had a 'Three White Soldiers Pattern' .. looked it up .. sounds great (just dont tell Shona !)

First sign of a spring bud and out pop all the charting tea-leaf readers .... need some new terminology to keep the masses entertained .. come on chaps ! ... I like the sound of a Bullish-Fortescue-flip' .. sounds great

Long term 'high net worth' investors according to reports

Just got told you posted some comedy Pmsl SB....far ... Aye....get yer carbon black .... Is that part of Sir's next rainbow

They don't have the brown envelope problems @Eatsnails LOL