Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
I've read that message a few times and I can't tell if you are being positive or negative for ROCK. I even queried ChatGPT and it said 'Based on the information provided, it is difficult to determine whether the situation described is good or bad for the stock price. The statement primarily focuses on the dynamics of the market and the actions of market participants rather than providing a clear indication of the stock's direction.'
... there seems to be no catalyst for a change of direction so why would it? Where's the promised land gone?
At least a few specific numbers now - do they improve your view on Cordel yet?
Some numbers as well that look exciting. Roll on.
and a bit of buying for once
Seems like partnerships continue to work well with expanded scope being put in place again.
Another partnership to keep things chugging along and improving the outlook.
Great to read that they seem to be developing interesting solutions and developing partnerships. Ideally leads to a few more sales.
Big buys into the close. Must be capturing the imagination of people.
I agree it is somewhat opaque and frustrating. It seems to be both hardware and software but the fact it can now run on your everyday trains to provide a current digital twin sounds an interesting development. It's what they can do with the twin to maintain the infrastructure at lower cost that can maybe build some momentum and get the stock moving.
More detail would be helpful and it is fairly slow newsflow on contracts. Results due soon I guess which should give more concrete numbers. It overshot to the upside for sure and is now reverting to the mean.
aged well
Seems to have run into the buffers after all.
Why would it do that?
This is definitely in the unliked category of shares at the moment. I have a mate who complains abut the continual noise of the little mopeds going past his house on the corner. I keep seeing coffee turning up at my neighbour's gate daily. This is not going away for sure and on a 3-5 year time frame I see a 3-5X from here. Could still go down further but I would see that as opportunity. I think I'll start to accumulate shortly.
D2014 - shame you waited til Aug 2020 to share you thoughts. You could have helped us sooner with your wise council.
My assessment is that there is a big opportunity to provide low cost services in a big industry. however the industry is really slow to make decisions and the sales are correspondingly slow. This puts pressure on cash and then share price. I’m comfortable with my investment and will continue to run. It’s only a couple of percent of my portfolio so either gives a little boost if it manages to turn or no great shakes if not. I can assure you that I have no inside knowledge just an interest in companies with ML/AI offerings since I got interested in the technology a few years ago.
I am picking up a whiff of schadenfreude.
Good to have positive calls from influencers. Let the contracts continue to roll like a freight train to give some solid finance numbers.
Continuing to prove itself in a positive direction. Rolling like a freight train?