Listen to our latest Investing Matters Podcast episode 'Uncovering opportunities with investment trusts' with The AIC's Richard Stone here.
Lets leave those dogs aside, Clon have a massive opportunity in the very near term here asndf the MM know 2.9 mil mcap is ridiculous!
Sharpening up for the real run at 5
Dave interviewe yesterday confirmed just how far on in the cycle we now are, obtaining an A2 rating at short notice also suggests to me that we are a serious contender here and would know more by month end.
Withe the EU at the driving seat and not the UK we have a fighting chance of hitting the real big time!
Https://x.com/StockBoxMedia/status/1800500450589860329
Thanks pied hope you took a stab
Looking sporty now! Remember the placees still haven’t had a shot at selling hold and make them
Pay!
You do have to ask how Dave obtained an A2 rating in the space of a day or two given they have never issued any debt. Having worked in debt sourcing before credit ratings can take weeks to structure. Unless you have a guarantee of course... VW?
Great post McAdder! I’m up near 30m and like you keen to add a few more. Personally I am happy to do so at any price under .4 just haven’t got free funds at the moment to make it if the scale I desire.
Very interesting Dan! Obviously an A2 rating is very strong particularly for a company that doesn’t issue debt only equity, it’s also been mentioned dave has contacted with vw previously, this is all very coincidental…
It was a blow but dry clear from the interview earlier it was an administrative error as part of the EU Process rather than the company itself. I could see daves heartfelt apologiy was genuine despite. Or being to blame! The sp hasn’t even offered placees a shot at selling yet, and why would they until there is some meat on the bone around .4 plus. It’s all to play for again tomorrow. Day traders at Eua or he1 will have this ok their list for sure. Let’s see them pay a premium
Clon I’d imagine, until it returns to a fair value above .50
Can’t see it dropping below 3 personally post interview very encouraging and transparent!
Recent placees still haven’t had an opportunity to offload their shares. Until then it’s only going one direction imo
Https://x.com/StockBoxMedia/status/1800475547983597790
Eu funding and this is 20 mil plus
Just remember the placees still haven’t had a bite of the cherry at this price, need to be 35 minimum for them to break even! Mm will need to try a lot harder and things have improved massively since the Lst placing! Ps fantastic interview worth a watch
Amen ant!! Watch for .4
Think you may be right Rick given the volume! 4 goes and all the chancers at Eua will ditch and show here! This has legs!!
Exciting times it seems with June being a deadline for the Bolivians next update.
Great to hear such an understandable and clear explanation as to the hiccup, sp will naturally retrace from here given it was outwith CLONs control.
Interesting point on credit rating, I cant imagine any of these type companies have a rating anything better than B. Either start ups or companies which require regular fund raising. Not many large banks will offer debt in the forms of bonds to aim type companies as their ratings will be too risky,.
Whoosh
Sp responding to interview!