Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Sentiment is everything on AIM, it doesn't take much for it to change ... its usually at levels such as this where you make most money. The latest develops at least give some positive direction to what was a "sh*tty situation" ... just need a catalyst that will set the kindling on fire.
ATB.
Relatively interesting overview ...
https://seekingalpha.com/article/4417795-sizing-up-12-bitcoin-mining-stocks?mail_subject=must-read-sizing-up-12-bitcoin-mining-stocks&utm_campaign=nl-must-read&utm_content=link-0&utm_medium=email&utm_source=seeking_alpha
I don't think we are going to be far away from movement ...
Used to hold this many years back, always thought it had decent potential, just obviously execution was more than poor ... that being said ... given the current pricing, it seems as though the risk reward based on the foretasted production numbers with a conservative NPV of 100 mil looked reasonable, I don't think 0.2/ 0.3 is out the realms of possibility given historical SP movements including dilution. Obviously retail needs some hype.
Anyway, wish you all the best.
FX.
being devils advocate, I think a placing is being forward sold ... but on the other hand, no speeding ticket ... so perhaps something is in the works.
from my time in aim, hype central usually means beware, money to be made ... good luck, and don't be too greedy.
definitely odd behavior considering the RNS that came out.
best. FX
on VOW, I hold both VOW and VOW3.
If they get some of that pirce multiple associated with a EV pureplay then mcap of 150 bn seems very cheap incomparison to TSLA for example.
Fingers crossed. I love the look of the new E Tron audi.
RR will be OK, I bought in as in a post brexit UK, I feel this will be the jewel in the crown for UK industry.
Morning ...
Does say in the RNS that cash flows should be sufficent to support debt should capital be required.
Used to invest here many years ago ... this seems like a good floor.
Obviously, they are trying to encourage some new optimism into the company, as pointed out a track record of not meeting targets and bad financing can kill most things.
All the best.
Its an LTCM moment for those involved, the hedgie in question was leveraged up to the eyeballs, and CS/ Nomura and perhaps some others would have been left holding the baby, having to fire sell holdings due to the hedge fund not meeting margin.
Chinese tech stocks got smoked, and no doubt some US tech ... as obviously they are having to sell blocks of holdings to make up the cash.
AIM will be fine. Might be able to get some bargains on the Nasdaq though.
Wider market issue (Pensions rebalancing UW treasuries by selling Dev mkt Equity), hasn't helped with jitters of 3rd wave and 10 year yield, and more domestically (UK), more to do with CGT, taking gains for the 20/21 allowance.
Just my 2 cents.
B ...
I would have to disagree, obviously only my opinion, but look where the SP is ... 'The fruits of his work are beginning to show now".
"Good things are around the corner for LTH’s." ... getting and holding .7 is difficult ...
I think the additions to the board are strong, but inevitably, whether slovenian red tape AND/ OR errors by CH et al, the continuation of the business has come at a huge cost to those who have funded the project.