Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Moopoo and others that seem irked by my comment I was merely stating an opinion. I’m not really bothered either way for accolades on either medium lch or telegram and I’ve never made money from “share chat rooms” regardless the info!!
I prefer use of lch because this stock even for aim feels leaky and therefore protects myself accordingly.
Anyway not sure why I’m having to justify that but to me there’s a lot of crypto style responses and comments that’s all.
I’m down like everyone else but hey Iv made my investment the only q here is whether adding is the value trade or not.
Telegram group is like acting like this is crypto and going to sky rocket on “news”. It’s ridiculous shouldn’t need to post every minute on every day for each trade and swing.
Said it while back and say it again they didn’t need to mess around gifting so much dilution. Too much stock out there and moves too much on little amounts of flow.
When people are putting nearly £2mn into green lithium on seeders I’m confused!
This is listed, much further along, more plausible and actually going to end in a lower esg footprint than green lithium claims….
Green lithium will need a lot more money in a very short space of time and can see them dead in the water in 6-12 months without more funding. They are also 2-3 years at least away from processing vv small chance cornish li or british li will use them and no one is shipping to teeside from Europe.
They are raising at £50mn market cap v £30mn here….don’t have the stamina to point out how many claims on seeders just aren’t correct imo!
Think John all stocks in the lithium and mining world are just drifting as the pis and others don’t have even close to the depth of support needed. Mm can do what they like with little to no resistance.
News flow at all of them has become extremely poor if I’m honest. You also badly researched or just “fluff” headlines that don’t help.
Pretty much everything owned is going to need more money or financing at a point where risk assets are getting extremely harder to own.
These stocks need momentum and continued momentum, just chucking a bit more money in at higher price then nothing more will always lead to expectations waning.
There’s nothing stated to market on what amg will do and achieve with investment in znwd or what’s expected.
I think that’s what’s going on here, Amg bought a new interest and this new expectation to the share and it’s now waned.
Govts locally have been poor in Europe and even worse in U.K with renewables.
What I find ironic is that likes UAE rich on oil, are literally going to invest so much money in renewables and transmission companies the idea U.K. being some leader is a farce. They will tower over us as will China v the rest of the world.
They have the money we don’t even have two bronze penny farthing to rub together!!
U.K. markets, govt, companies whatever you want right now are in danger of becoming a mess and that includes stocks listed on U.K. exchanges.
Why the surprise? They had to raise capital and it was clearly only getting done at a discount. You will only make money from this averaging down and them getting the funding.
They are way behind the USA so it’ll now see if the tech can drive them forward. This is the last throw at it in my view, but it’s going to struggle to break out past 5-10p for a long long time without a load of agreements in place. It’s worth a go at 2.5p but many that do will cut their initial investment at 5p so it’ll be tough slog from here.
Sort of with bob on this one, transport costs are one cost, of course having a centralised circular economy in Arizona would make a difference but we’re talking marginals here when just referring to transport.
It’s a bit like the esg Fad, it’s one small
Process overall.
Vaxhaul isn’t really a Comparative the USA is willing to subsidise USA home grown whether it’s chips, mining etc. the U.K. is rapidly falling behind. We really need to buck our ideas up.
DrRunner the ultimate negative is the board issuing themselves options at ludicrously low prices. They’ve really annoyed a lot of investors, I won’t be dragging the sp up for them whilst they are willing to do that. I have my holding but that’s tainted it for me. The brokers id imagine are sensibly trying to unwind this but whilst this remains below the warrants issued and no extension granted to those warrants they’ve done the company & the investors no favours at all.
The money is there, private deals are going on in the USA and valuations for “equivalents” are significantly higher.
That’s both a positive and negative as it shows the capacity for vls but ultimately they need to really do a lot better than they are.
There’s countless projects out there, financing and partnerships will separate them all quickly and vls is lacking here. That’s my biggest underlying issue and lack of information within suggested time frames is v negative unless you’re going to release something outstanding. Lack of information is going to continue weighing and wilting the sp.
The overriding issue is the board options and continues to remain so. They should not have issued those options to themselves especially with many long term pis sitting there waiting for over 3p to trigger their warrants and time running out. The chance of the sp getting to those levels and getting warrants triggered which would have been extremely positive has been severely hampered by this.
The board should have issued options at the same price as those warrants. A lot of long term investors are v aggrieved by this and this not going away anytime soon.
The board needs to unwind these options.
Admiral I think it shows you where the market is at currently. The chat boards would have tons of posts all hyped up but think you were the only one to post!
It shows you what is needed to move a market at the moment, assay results & resources that are kind of expected aren’t enough to drive an sp.
Whilst most expect the debt ceiling to pass through eventually it looks like it’s heading to create vol and in 2011 s&p was down about 17% on back of concerns and vol before recovering. It’s a big old political battle ground this year ahead of election.
Cpi coming which should in theory actually be supportive as inflation should be coming down. However other Data numbers are slowly implying the impending most talked about recession ever is coming!
I personally think a lot of investors, pis etc myself included want to start seeing some actual returns and capital returns to investments.
Normally I’d be adding here as the long term
Belief is there. That hasn’t gone away and I intend to at least double my holding but requires more than just assay results and resource validation.
In the rns Charles highlights once again the area near “vital infrastructure & battery end users” - its vital these start helping lead to something.
They need to unwind the options they gave themselves. All they’ve done with them is annoyed investors and that’s was really disappointing. Will keep a lid on things and we’ve struggled to push on ever since. Really naive and needs unwinding asap.
https://www.reuters.com/markets/commodities/chiles-lithium-nationalization-shines-light-emerging-tech-2023-04-24/
Think the developed world mines will become even more important as struggle to see even a chance ever nationalised. For me it wipes off considering investment in these parts Of the world.
All the ecb comments are hugely supportive they are clearly under the pump pun not intended.
I was reading a piece that said the increase in coal usage in 2023 has unwound a decade of clean carbon progress.
Next g7 summit is 17th may is critical for govts to actually achieving something.
Jam I think few things with 1&2 below most prominent
1 - lithium shortage to meet ev demand in Europe (ft article today)
2 - Eu retaliation to Biden inflation reduction act in the USA
3 - China gdp materially higher, was good article about pent up demand similar to what we saw here post lockdowns
4 - China story about fixing lithium prices
5 - esg stories and sustainable net 0 demand through roof. Ecb changing its framework here and it’ll impact those companies that aren’t heading the net 0.
Saw green peace trying to sue the ecb regarding nuclear for eg.
John whilst I agree that comment you are assuming they can bring someone in to do that and it would get it through. This isn’t bcn with shareholders that will fold, maxy henry is much higher than here on average, he’s not turning this over for 40-50% premium like bcn did. Think takeover decent way away from here