Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Mac - I was responding to your $5bn calcs when the RNS hit....Think we need to re-write those commercials and x.3/4.
We could be selling what we already have for £1.35 a share and then move onto the new areas with Rosgeo...so keeping our shares, reaping the long term rewards and getting a special dividend...
Exciting times ahead.
Wow indeed! That has to treble the opening price on Monday!
We now have access to 140moz of palladium. I guess this is the reason that negotiations have been COMPLICATED...lol
So yes, maybe the £3.50 per share is not out of reach???
OMG Monday is going to be EPIC. Well done to all holders. I would like to thank TW for his hand in allowing me to buy a shed load at 3-4p. Of course, it goes without saying that the shipmates have been keeping us occupied during the longest silence!
Here's to a great weekend and manic Monday!
Looking at the 3 month this could be as low as c.16p? With a trading range of 16p to 22p? WIthout any news...
I still cant believe we are sub 20p but I might have to sell the wife and kids if it gets to 16p!
Thoughts...
If they are fulfilling orders, surely that is something that should be RNS'd. Its all a bit smoke and mirrors, so I do understand the lethargy by several shareholders.
I too want to see confirmation of actual orders. I don't see why they can't confirm orders as it appears they are supplying Abingdon with stockpiling quantities....we are having to piece together the jigsaw.
I am uber positive for the future sp of ODX, but I do agree that the level of comms is creating some negativity. Hopefully a marketing manager will improve comms somewhat.
Its possible NDA's are holding up what ODX can say...perhaps thd RTC have to notify orders 1st...??
If anything, my confidence has grown further. Mainly as the company is still on track with its stated plans. I love investing in companies that do what they say they are going to do.
When the orders start to come in then the sp will rerate. That has been very clear for months now.
Good luck Mikodx, sell your shares if you don't like the TT announcement. I will buy more in the new tax year.
All the best.
Jadams.. can you share your research on how you get to £150 a share...I personally think we are looking at £1.35 to £3.50 based on the ACF report at c.70p plus an accelerator in relation to pgm pricing since that was published, flanks approval etc...J would love £150 but without your thoght process of analysis it is yet more noise without substance.
Cheers Tech, it is frustrating but I keep going back to the point that the only way to get us out of this lockdown is to test. Thd gov't have to get off the pot and approve something...
I get the feeling from recent company notifications that theh are exasperated and ars pressing hard to crack on.
I am surd we will be notified of actual physical orders in the next 2 to 3 weeks...
All the best
Techbadger, is this the reason you believe TT has been delayed??
Goldtrig, it matters not. We can produce any test we like. Glad you are a holder and looking forward to any test being approved...
....and another reason why a manufacturer who can produce whatever it wants and with whoever it wants is an ideal place to be...
Bigjock36 - the reality is you are a star, and are doing what every shareholder should be doing themselves. FWIW I think you are more than likely going to make a lot of money here and you deserve that. I hope it is lifechanging for you and your family.
At £5 my mortgage will be gone, I will likely have a small pad near a beach and my wife can leave work to do something she wants to do.
£5 per share is very possible imo...possibly more, but everyone will have their sell position.
Good luck to all the good out there...there will always be those that try to make you doubt yourself...if you do, go back through what we know....and you will reignite your reason to believe in the future of ODX.
All the best....
I have continued to buy. Why? Because I believe in the forward fundamentals of the business.
2021 will be transformative, I have no doubt. All the clues are in the public domain.
Can I wait for the company to release an RNS on TT, orders, production increases etc etc. Hell yes, my investment is already up 40%.
Will this be higher when they do? In all likelyhood, yes.
Delays happen in every business, fact of life. If you cant handld that then you have the right to either contact the company yourself or sell your shares.
Anyone who relies on someone else to do their research is doing themselves a major disservice. It is just plain lazy.
Your shares = your decision.
I am more than happy to see this move north, and fully expect a trajectory towards c.£5....I am happy to wait for that. I expect there will be a lot of companies who want a piece of the ODX pie in the future...
In the meantime lots of opps to appreciate value in the sp and possible dividends.
All the best...
Well, my rudimentary charting knowledge is...we are in the 3rd wave on the 1month chart, bottom looks like 24p and top looks like 30-32p without any news.
I will take credit for that...sometines I amaze myself lol....all it took was a very quick google search.
Goldtrig...I think it means exactly the opposite.
"and the Mologic anitgen test which would be branded as VISITECT test."
If you scroll down on the clinical trials website it states:
The status of studies in GB is no longer updated from 1.1.2021
For the UK, as from 1.1.2021, EU Law applies only to the territory of Northern Ireland (NI) to the extent foreseen in the Protocol on Ireland/NI
So...data is not updated from 1.1.2021...
So, 95% of therapies fail due to lack of data, not being blinded etc etc...feels great to be one of the 5% left standing...despite the delays in q4 I think the bod have played a blinder ensuring we can collate the right data to give us the best chance of success.
All the best...
It would be great to get an interim trial notification. Feeling a bit devoid of update on progress...The bod are running a very tight ship...but it is blooming frustrating.
On the basis of £400m profit and a 5 x multiplier. (£400 x 5 = £2bn / 182m shares in issue = £10.98)
I think people need to calm down, get real, put their boy big pants on and get a grip. This is investing. There are highs and lows and lots in between - we have to trust the bod to get on with the job in hand, and manage the government who I might add seem all over the place in terms of their strategy. Old Han**** looks like a rabbit in a car headlights in the briefings.....
Remember, there is a reason 70%+ people lose money on the stock market...inherently due to being impatient.
I remain a buyer of these shares below £1...60p of this is already covered by the Aids and Food Intolerance business....
I haven't seen one person give me a real reason to believe this will be lower in the next 6 months...only whinging that timescales have moved. Its like many here have only ever worked in non commercial roles.....those who have will see the opportunity presented to us.
With GAD getting confirmation of their tender, the ducks are all aligning.
All the best.
On that basis and a 5 x multiplier we are looking at £10+ per share...
Lets wait and see what the actual details are first, but one thing is for certain.....this is very likely to re-rate into the pounds...top up when you can, because we are at or near the bottom of the trading channel...see how we bounced off 86p..?
Maybe this charting thing is not that bad after all!!!