Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
So Tradevol,
just because I’m a lazy old git… Have Seneca recently appeared on the major holdings register?
bw
gsp
I have a very similar opinion PersonA:
So… My take:
Azerion saw Bids as a clear takeover target, didn’t like the way Bids were expanding rapidly elsewhere and developing significant revenue sources elsewhere and becoming leas dependent them (restricting their ability to turn the screws when the time was right).
Thank you Richard,
difficult to be certain how inflation/transportation/economies of scale etc have influenced that figure and the margins involved - would be great to have an update.
Good to have reference installations soon installed on 3 continents, come on Korea! agree with all your other points.
Fwiw taken another 20k shares!
Salouen,
This is surely the signed contract following the award of the grant.
£31 million is for the whole project so Invinity get a chunk of this. Would be interesting to know how much. Happy that clearly the manufacturing costs are either all or largely paid go with the ‘deposit’, so no/little drain on cash.
Sadly, as worker in the NHS I have to agree than the NHS is unlikely to be an early adopter here.
Making the economic case for adoption would need to be via NICE and even then often the tech is not adopted unless contingent on a significant change in current practice… For instance access to a new drug (eg PDL1/CPS status to determine eligibility for immunotherapy.)
It’s far more likely to come in (as AN has suggested) in conjunction with a ctDNA tech platform that is already established and marketed, where it adds a significant amount of more information (e.g early repose to therapy before visible scans, that sort of thing).
We are impressed by their professional team and have appreciated their simple, open, and honest business approach to their long duration energy storage technology...’
Love the quote- Larry has taken a lot of flack - but this does suggest his honest approach has worked here rather than being a snake tongued sharp suited w**ker!
Always respected your commitment here Mr Hassard. I am less vocal but no less committed financially Insuspect!
I was very pleased there was a £5m investment from another company, always thought this may be the way funding was achieved here (why not Azerion, unless that represents some site of conflict of interest?). Getting a placing away at the current SP is unheard of in the AIM as far back as my knowledge goes… Can anyone name another? Also a v large figure relative to the mcap…..
Buy or sell, I can’t never be sure Tradevol, but would the price have held at the close if it was a sell?
1.2m shares @2.85 showing after the bell… Interesting!
Helx2,
I agree, so bought 580k more … Not a trader so happy to ride any short term shenanigans….
Well it’s interesting isn’t it, liquidity has reduced and curiously the usual shorting team aren’t posting the same stuff over the weekend ad infininitum.
Have you closed your position and given up on us Aldebran?
It wasn’t an institution, it was me… But agree with all the rest of your post, posted this on advfn at 11:30:
‘Well I must say the stock market values things in a very a curious way.
Made a nice turn on these from ave 52p up to 108p before selling prior to the FDA decision. I have resolved never to hold over such events having been burned in the past.
So now I have bought 75k shares at a premium of 36p now the price I sold with a positive FDA in the bank. That is utter madness but that how it works in the U.K. Bring on a US listing!’
Ah Aldebran, Sloane,
It’s funny when you start off appearing to be rational and then start to appear more and more unhinged as you repeat the same flawed narrative.
Look I’m not sure who you are working for, but surely they must realise the time in nigh.
In any event your work has allowed me to accumulate a large amount of shares at a price far lower than I should, so I should probably thank you.
But sometimes you have to call out an ********.
Goodness, it’s almost like ‘smart growth’ isnt it… Staggered amounts to pay for each batch of miners to minimise the impact and get them generating bitcoin asap to pay off the interest and loans….
Anyone would think it was a well run company generating oodles of cash on a monthly basis.
Well Aldebran and Travedol have been working this weekend when we were all on holiday I see.
Travedol must be a fool or a liar:
Claims to have shares he wishes to sell when sp reaches break even but spends all his posts ****ging off bids (a fool);
Or more likely he’s just made up the above to try to persuade the gullible he is on their side (a liar).
Which one is it Travedol?
I don’t read a lot of the negative posts since blocked, but this is likely peak negativity for the shorts, expecting more of a drop on results….Likely get bored/worried.tomorrow so start the rise by buying back.
I am afraid that long post is nonsense Aldebaran.
There are clearly lots of players looking to pick up/invest in companies with successful technology deployed in this space. Barely a week goes by without another article suggesting this.
The question is whether Bids are now at the vanguard in this space. IMO they are with reasonable evidence from partnerships/increase in games, but you clearly think not… And your agenda is clear.
Doesn’t stop you whinging though does it Travedol.
Aldebaran,
To be fair to you, you are much better than most.
Whether money needs to be raised and how it is done remains unknown, but if it is I would expect either selling a stake to one of the big companies currently with vested interest (Azerion for instance), or a loan would be the preferred route.
If only since further dilution isn’t in the director’s interests with significant holdings.