Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
By the time this gets back to pre Israel crisis levels I reckon this drop will put another 1-2%+ into the sticky club.
Free float must be very thin - hence the MM cupboards are bare and the frequent trade lockouts.
Bodes well for when the good news hits.
GLA
b - yes - double damn!
:o)
I almost wrote 'dam' for the hell of it. I'll save that for Monday when the 'dam' should break.
lose -> loose
damn the no editing!
TL - yes their cupboards are bare.
Upwards from here.
I tried to buy later in the day but they shut me out - I could sell loads at 44p.
Sticky club hovering up the lose shares - business as usual and a decent RNS would really make things interesting - must be one due soon.
re demonised - on bb's it is very easy for things to escalate for little/no reason - dont take any of it personally, better off spending time reading your book :o)
Tale care all
Have you read the book?
Not wishing to sound like Rigsby but... 'If it wasn't for the war' I reckon with unfolding news and potential we would be at 60p.
IMHO it was obvious that IDF were/are going to enter Gaza at some point to hit Hamas - **** is already on the fan so they will make the most of it. I cant see a civil war - this will ebb after IDF make some big hits over the weekend.
I dont care about the current SP - my advice is buy more (I did) - long term this is last chance to fill your boots sub 50p. I reckon today was the bottom. This was a predictable and is a temporary fall - ENET are as on track as they were before the hostilities started.
Most importantly lets hope Israel gets peace ASAP and with the minimum amount of suffering.
Stay safe TL - and if you are reading this ENET management, this goes out to you as well.
Seems to me this is potentially yet another home run.
Hmm... an interesting thought.
If and when ENET need a fundraise, maybe sell that part off to Tarana?
A decent rollout in a few countries and we are looking at a very rotund sideshow.
I have travelled quite a bit in the US and can see that could be a mega market.
While you are clucking away - buy and read this:
https://www.amazon.co.uk/Reminiscences-Stock-Operator-Edwin-Lefevre/dp/1946963062/ref=pd_bxgy_img_2/258-3937936-4252035?_encoding=UTF8&pd_rd_i=1946963062&pd_rd_r=def322a0-4048-4f9b-8602-3416da67cc11&pd_rd_w=yYk4T&pd_rd_wg=XqMZn&pf_rd_p=e5130b5a-1765-4699-bcba-dfad57398256&pf_rd_r=3F35F0CSNXAMCRJB7FWQ&psc=1&refRID=3F35F0CSNXAMCRJB7FWQ
I had an ex from SA - visited SA many times - IMHO having spent time there, to me it is an obvious perfect match. :o)
The problem SA has is a lot of the current services are crap and expensive or non-existent - perfect for new next generation tech.
I must admit I was oblivious to this side show until the recent order.
Anyway TL - thanks for your continued insight on this thread and others. :o)
Hopefully this situation will evolve at pace and we get another order in the coming weeks/months.
Considering theoretically 500 connections per site, I reckon that must come down significantly if some users want the bigger packages - be interesting to see how demand affects users per site.
600000 users, 4 units per site, 200 users per site - How much per unit profit $400 - 1000? Min $4.8m profit. Max about $12m.
Put that on a PE of 20............. Hmmm.
Another bomb that can potentially bust the SP dam.
I am surprised not much comment on this post. 600000 homes.
Realistically, 200 people a station and 3 units per station?
IMHO enough news here to get to £100m MC?
Thoughts?
TBH, when I talked about the 'sticky PI club', my goal was to create a LTH group that could liase with ENET and potentially be involved with efficient fund raises and potentially their timing and details. So, Dallo, unsurprisingly, I agree with your suggestion.
Some might not want to disclose in public. Maybe someone with existing dialogue can have a word with ENET - we can individually email them the amounts and they can tally it up and give up the answer back while keeping individuals details confidential? 'Sticky PI Club' in the email header?
Maybe higher?
IMHO - At least 15% and probably 20%
We had some selling from profit takers - some topslicing, some selling the lot - all to be expected.
'The big money was always in the sitting and waiting' - JL
The story is unchanged - some think that short term this will drift sideways - IMHO people will look at Tarana's sales projections by the end of this year and do the maths - how much to ENET before the year is out? :o)
On Tarana and hope we could do £100m MC? If the other projects come in over the next 6-12 months then we will see a serious rise on top. The sticky club knows this.
Regardless, trying to predict a drift is pointless - do you know when the next Tarana/China etc RNS is due. I am sitting and waitng and ignoring the noise.
Re Chip shortages: China has/was apparently stockpiling so maybe they wont be hit hard - considering China is probably our next imminent deal, maybe no negative effect? I reckon the chip shortage was mentioned to calm nerves - plus they have a cunning plan - I see this shortage as a long term investing irrelevence.
re last RNS: Directors forward selling to buy warrants was a possible predicted outcome - good luck to them. That was sweetened to include an update of all on track.
GLA sittin and waitin
Seems the sticky club has absorbed all the sells - business as usual.