Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
For god sake that's not an explanation that's just a response from a weak assed trader! Investors please....answer my question. Thanks in advance.
Could someone explain why on earth this SP keeps dropping day in day out? Serious explanations only please, not looking for emotionally driven answers....I got in around 1.20 understanding that long term this ought to be good entry point and I topped up yesterday but can anyone shed some serious light on why this just keeps drifting lower? Don't get me wrong I'm committed here for the long terms just not understanding the current price action. Where do people think the bottom might be here?
Hi John Law if anything I think the small war in AAZ's back yard would have helped cement this deal as it shows the importance to geographically diversify so in a strange sort of way it was a good think to happen for AAZ. As for that land grab of the Sotk Gold mine ...i'm not sure if you could truly call it a land grab as the mine straddles the border and from what I understand only half the mine is allocated to the Azeri's. Should AAZ get involved...I'm not unsure but I suspect they will be asked to and with government backing perhaps they ought to. Someone is going to mine that gold there and it may as well be AAZ....I'm not sure if it's unethical or unsavory though. I hold AAZ as well as Conroy and I'm sure both will be doing very well in relation to current sp's 12 months from now.
it's not often I'm happy with a falling SP but in this case I am because I want to buy more. What we have here is a potential life changing stock. Not a 5 bagger or a 10 bagger but a potential 50+bagger IF they have what they think they have and IF they can execute. My money tends to be smart and I think it's likely that they have what they think they have...if so think about what that would mean for this company...think about what it could mean for you. Norlisk...eh...check out their market cap and near $50 billion...if KAV can find a 10th of what Norlisk have and of course get it our the ground what then for the share price....anyone wanna have a stab at that? DYOR but mine tells me this is a once in a lifetime opportunity and I have no idea why the SP has dropped but hey I'm ok with that as I can buy some more shares....HELL drop some more please for my end of year top up!!! Hungry for KAV shares because I'd like to retire early and of course it could all go wrong...so what...I lose some £££ but if it all goes right it would be well worth the risk. DYOR....I have!
Well well well.....here was me thinking there was no way anyone was going to be getting back in here on the cheap and here we are sub 10 again. WOW!!! No idea who is selling as this is going to rocket big time over the next 12-24 months..I mean anyone who is holding this must surely understand what they are holding right??? So I think it's MM's bringing the SP down so they can shake out a few weak hands and buy more shares. These guys are going to be giving Lynas a run for their money within the next decade and Gordon Bennet knows how to execute. Lynas are valued at around $2.7 billion so yeah do the math...no brainer here..this is a mega multi bag special situation so get in while you can is what I say! i'm happy I got in back in 2018 when around the 5p mark and averaged down big time around the 2p mark so my average is 3p and well I'll not be selling a single share this decade!!! Share price is likely to fly again at any time so don't miss this boat looking for a slightly better entry point!
I have absolutely no doubt at all that this JV deal with AAZ will shortly be signed off and done and dusted. Too much at stake for both parties not to get it over the line and I suspect in the next week or so we will get the positive news we are waiting on. AAZ certainly are not going to pass up the opportunity for a slice of what will be a world class slice of golden pie and Conroy simply cannot afford not to get the JV singed and sorted. So it's all good imo and I suspect we will see a healthy rerate on Conroy SP in the New Year if not before! Good Luck all don't over think things...get ready for a very happy 2021.
I have to say, I love the potential of this company. Excellent Canadian and Australian prospects a transparent and focused board. I do think we will see many multiples of this price a few years down the line. Got to Love Darren Hazelwoods enthusiasm as well. Yup.....looking like a solid investment. so much to like and excellent prospects with a board more focused on execution and progress than paying themselves. One of my better investments to date!!!!!
Ok there seems once again something akin to a panic here due to the update not yet being given despite the fact that it was stated an update would be provided by the end of Nov...well it's not quite the end of Nov so you need to relax people. Given the past performance of LC in terms of meeting stated deadlines I'd not be in the slightest bit surprised if there is no RNS on the 30th which will likely result in weak hands selling and a drop in the SP. When getting involved in shares like this you need to be mentally prepared for delays, missed timelines and understand better the long term picture. Before you invested you should have done due diligence and if you had done that you would know the BOD have a tendency to miss deadlines and are not always the most transparent but still you chose (like me) to invest. WHY?? Because you can see the potential and you can see the multiples it could be paying out...so before you sell out on Monday when no RNS shows up ask yourself this....if I sit tight and they succeed in the funding and production at Blyvoor how many multiples can I get on my stake/investment? I don't personally know the answer to that one but I can tell you this..sell out on Monday and you will not be getting any multiples unless of course you are savvy enough to sell out and buy back in but then you run the risk of missing a massive rise if a positive update and RNS does arrive soon after. My advice here is to stay put,hold on because even if nothing comes of Blyvoor good results from Haneti would be enough to get you your multiples. I made a slight mistake a month or so ago when I trimmed my stake 25% in RBW due to no news for close to 4 months when the CEO had stated back in June there would be an update in the coming weeks. People on the RBW board were not too panicky but as the weeks turned into multiple months and there was radio silence from the board some people began selling out and I bought into that fear and trimmed, then a couple of days later a fantastic update drops and RBW has been climbing steadily since. I'm over 100% up as got in very early with them but yeah that 25% trim has cost me a bit. I won't be making the same mistake here. So I do recommend irrespective of the outcome Monday that you just hold for the long term and take the inevitable slip in the SP like a man as in time it will recover. But do yourselves and the this board a favour...stop spreading fear and panic. No deadlines have actually been missed as yet but the way people are reacting would suggest the sky is falling. Stop being Chicken Little it does not help anyone. If Blyvoor fails there is Haneti, I find it highly unlikely that nothing will come of either and highly likely that something will come of both. IF you don't have the stomach for high risk speculative mining development stocks you should not be here as you will lose money...so either man up and sight tight or get out before you lose money as only those who play the long game get paid.DYOR
So I can buy them even cheaper than they are right now.
Daytraders.
Not much of note to be fair...those holes are real shallow as well but I'm sure they know what they are doing up there in Silver Peak...not sure what you can pick up from 12 meter holes though. Then again I'm not on the ground there. Another nail in the house that Paul is building but just a nail at this point.
Ayatollah, you're a ****roach. You make me laugh with your nonsense and clearly your agenda here is to get a better entry point. He has made more than 2 posts here made loads I was just reading one from Dec 2019 saying how terrible a year it will be for POW holders...lol...er what we up this year to date? hmmm over 500% he is just a numpty who is seething as he missed the early boat. Jog on ****roach...jog on back into the dark crack where you belong. Don't come on here with your useless advice trying to de-ramp so you can get a better entry. And if that's not your motive then you just need to get a better life.
Hiya Dibs61, thanks for the pdf and I have read a fair bit on Conroy in recent months but did not recall seeing the 20 million ox potential but yup there it's mentioned. Well it's a steal at this price that's for sure so all the best and let's see if we have some JV news this week. Thanks
So what you are saying is there is nothing going for them at all at the moment other than the fact they might win damages against Samsung. This hardly fills me with confidence and is generally the way I was seeing it but was hoping I had missed something. I'm not going to try and fathom our chances of winning a payout or damages against Samsung...and even if we did it could be years down the line. For the time being I will sit on the sidelines as tempting as a top up is at these levels there is just not enough going on to warrant it in mho. It's basically a bet on whether they will win against Samsung or not as this stage so the BOD need to get into action and figure out a clear pathway to profitability and get some deals in but from what I can see if they seem content to wait things out. I wan't to feel sorry for board and I do have sympathy but as some point you need to look at them and ask them what's going on. First Apple shafted them now Samsung...would a more shrewd board have avoided these issues?? I'm still kinda hopeful on a positive result on the Samsung case but I feel hopeful is the key term here...I can't put any more into Nanoco atm until we see some clarity but thanks for your input. Let's hope it all works out ...I'd be happy if someone pulls me on this posting in 025 when the share prices is £10 calling me a fool for not topping up. All the best of luck and yeah I'm not selling either...no point when I'm 60 odd percent down. Will ride it out. Thanks
Hello there, I'm invested here but significantly down since the apple deal fell through and despite my heart telling me to top up my head is telling me to wait and see. Whilst it's possible that we will win damages against Samsung I'm of the mindset that I don't want to be banking on it and I don't want it to be the sole reason for topping up as if we don't win damages what would be the next steps for the company? Everything I'm reading here seems to hinge on Nanoco winning that court case and whilst I don't want to rain on anyones parade we need to bear in mind...they just might not be able to prove it and therefore don't win. IF things do pan out that way what next for the SP and what partnerships in the making do we have out there. I'm vaguely aware we have something going on with Merck but where is the revenue going to be coming from over the next few years. I want to top up but without a clear pathway I'm just not sure I should. Can some more enlightened folks than me on Nanoco give me some cases based on IF we don't win against Samsung? Thanks in advance and of course I'm not suggesting we wont win damages against them but I'd like to hear what people think will happen on the off chance we for some reason or another don't win against them. Thanks .
Hello there, recently invested but cannot seem to find a sp price forecast but like the look of the company. Has anyone seen any analyst price targets for Tissue? Thanks in advance.
Hi Dibs61 I do see your point regarding the majors but from what I recall if AAZ fund the 3 stages as per the agreement that gives them pretty much 50% of most of the project and as much as majors might sniff around I'm unsure AAZ would sell up. Time will tell I guess. Where did you get the info on the 20m + oz from? As far as I was aware most they had stated in terms of potential across all Ireland was 8 million oz so have I missed something here? One things for sure those holding Conroy long term are going to make many multiples of their initial stake. Good Luck and Id be surprised to see much in the way of selling in the coming couple of weeks. Would be rather silly given the JV signing being poised to happen.
To be fair I'm being quite conservative.
Hi Lee, thanks for your welcome and yup glad to have found it as looks like a gem to me at these levels. I'll be keeping a close eye on the sp over the next week or so as looks like it might still drift down a couple of more percent so looking for an even better entry point but I think one sniff of a short term reversal and I'll be pulling the trigger. Once again thanks for the welcome.
This time next year I fully expect the sp to have doubled. For any doubters out there you just need to look at who the major investors are...large investors include HSBC holding around 9% as does Rod Mclllree so we have a CEO who is very much aligned to shareholders. What's not to like...no love here. Over the last year or so all the focus has been on our Greenland assets and bringing the Dundas prospect into operation and whilst there are some really solid assets and prospects in Greenland we also have the Finland assets as well which have been the subject of interest and focus recently. https://www.youtube.com/watch?v=cCqsNxYqqJE&feature=youtu.be . So great rewards here for the patient and I do firmly believe that BlueJay has the potential (given the potential of the projects) to become a £1 billion + mining company. We have Dundas, Disco, Finland, Thunderstone, Kangerluarsuk. We have a good mix of metals and minerals . As I said what's not to love here....a top mining company with a world class portfolio in the making. Good Luck to all LTR's but I have a feeling we won't need luck!