Member Info for gotreal

"The CCP is a global menace. Industrial scale cyber espionage, influence operations designed to undermine our democracy, the almost routine theft of technology and know-how (frequently under the guise of business and academic tie-ups), repression in Hong Kong and Xinjiang, threats against Taiwan, the tightening alliance between Russia and China, the use of investment, trade and market access as means of coercion. " https://www.spectator.co.uk/article/labours-kowtowing-to-china-will-cost-britain/

Buying a Chinese brand EV that can monitored and manipulated by the CCP at will is utter madness. If the Japanese are making strategic decisions like that on critical infrastructure I am amazed, especially given their history. In our short-termist world, we have allowed cheapness, aka unfair, state subsidised competition, to invade our mindset as being a good that has led to a total disregard of the fundamental threat that China is to the West. Globalism has driven complacency in so many areas. The West needs to wake up and vastly reduce its reliance on foreign actors that do not have our interests at heart. Russian gas is a start but China is a far greater threat in terms of its reach ...

Frog, Cr price is down and there is nothing we can do about that. But we still make money and therefore the more we produce the better: "Chrome concentrate produced reached record highs on the back of the successful commissioning of two further chrome processing units increasing by 35.7% to 974 659 tonnes (H1 FY2024: 718 189 tonnes), well on track to meet and exceed full year guidance of 1.65 million tonnes. " We shall shortly, if we are not already, be the world's largest producer.... Overall, given the circumstances, there is little more that they could have done (other than buy an upgraded crystal ball) and as you say, an excellent update.

You also didn't mention the hangover from the financial crisis of 2008 which has underpinned everything. The world changed forever after that and for the worse. I have been to SA many times as I had a friend in Bettys Bay, sadly now dead, and it was a fabulous country. Sadly I read recently that even central Cape Town is no longer safe from muggings and hijacks.

There is no need to have hydrogen EVs.... it burns perfectly well directly in combustion engines. JCB have commercial machines available to buy now that run on hydrogen.

"Quadrise 2nd highest share faller today." To put it into perspective, a fall of 20% after having risen 480% since the end of November ....

For those dreaming of the FTSE250 "If QED were valued at £719.30m it would have a share price of 40.9p." ... Without wishing to overly dampen the speculation but add some perspective, in the 20 years since the company was formed (and I first invested), it hasn't produced a penny in revenue, let alone a profit, has burnt through $40 million of shareholders funds in the last 10 years and is currently valued at £128 million pounds ..... of hope, a multiple of 20 times net assets. For the moment I think that is pretty generous. Maybe that explains why long term shareholders, who funded it through the last two decades, and to whom recent arrivals, and the company, owe a debt of gratitude, are not quite so rah-rah -rah .... ;) If soon we see commercial revenues and a clear financial growth path, then the total cost of ownership to date may, in time, be repaid with a share price backed up by a multiple of actual profit. I look forward to still be holding when it reaches 48p again .....

That certainly is positive.

Ripley lives in a little parallel universe and uses posting on the BB as a notebook of his dabblings in the numerous shares he trades. Its meaningless rubbish to anyone else.

There has always been a delay in live prices on the free version of ADVFN. Why would you pay for advanced services otherwise...?

Bushy is a clown and that is a total fluke. That you congratulate him says it all.

Kke - you are right. Simple answer is, they wouldn't, as its capitalisation is under £100mill making it a penny stock, which most IIs, apart from hedge funds, are prohibited by their fund rules from buying. Hedge funds might buy but more often they short when they see a small company over-valued and know the volatility inherent in a quick fall is an easy way of making money. The idea that a large financial institution powers down their (one) computer and that is why there are no AT trades is hilarious .....

Is this a joke?

Volume less than 2 million.....

SC.... The Chair (at 35 minutes into the AGM presentation) says there is sufficient cash TO Q2, '25 IF Valkor's $1.5mill comes in. Otherwise he won't raise until they have achieved something .....but "Of course we will need to raise money at some point in time" and acknowledged that they would need to raise in January at latest February if Valkor didn't happen beforehand. David then jumped in to suggest they were OK until the END of Q2 APPROXIMATELY (ie sooner) IF there was no increased expenditure because of project progression. So it seemed as though there was some differing of views / confusion as to when exactly they would run out. Having been invested here for the best part of 20 years I've seen it over and over again... Prudence would suggest they raise earlier than later.

SC ...Unfortunately, as of today, we don't have money ..... and we need some urgently.

I don't believe they would, when the company is just about to become a cash cow....

MMs almost never take positions; that is not their role and carries too much risk.

This is an interview with investor, Lobo Tiggre, of independentspeculator.com ; 2025 is the year for copper according to him. If you have the time .... https://www.youtube.com/watch?v=w-dHwiMR85A

HDS, why then did we hit this numbers before when earnings were far LESS than now...? Price is a reflection of the total view of the company, not historic earnings...and will include a large slice of anticipation of the huge FCF that is coming down the line....