Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Dsfat,
Thank you for the first video. Fast forward the first bit in German.... What a great interview with Michael Saylor.
Now Rauol Pal too!
Would be lovely to see this pop (inevitable eventually....) others EQT, ARB, SAGA others US/AUS all going great guns, this the only boil! Great tech. Current Jupiter shenanigans great example of why you have to look after your own stash - ignorance is not bliss
Opportunities like this only come seldom.
Bw
Got to agree TheAnalyst,
As I think you commented before it’s all about joining the dots: Wood, carbon Sole, Etc.
I’ve always thought Carbon S may be the first project to financial close, just less baggage associated and seemingly a momentum easier to manage than the cynicism of Billingham.
You still long and strong I hope? 54mil reasons to keep going for me.
Bw
Look if anyone has any time on their hands how about posting that German guys You Tube Valuation on American share bulletin boards. Just need the truth to become known here... With any luck he may do an update with latest figures which surely will further highlight the disparity...
I’ll try to do this tomorrow, but have to work today!
OT I suppose
Was a brief debate about alternative companies in the crypto space but not miners... My pick Silvergate Corporation, Crypto bank up 11% today, no particular reason I can see other than exponential growth....just sayin.
GarryParry,
Also used ITM as the launchpad to buy in here... Now it’s beginning to pay!
The tech licensing model may be an option but EQT maintain maintenance contracts (And revenue) for a certain time frame post plant commissioning.
Current funding will be used to pump prime projects and once feasibility proven over a number of project sizes should revert to equity finance with financial close/commissioning and maintenance payments... ie a cash cow.
Norfolk, I heartily agree, indeed the tariffs currently earned when solar/wind is not utilised should be changed to either Vanadium flow batteries fir storage or Hydrogen generation by electrolysis. Could complete change the model for fuel generation in the U.K. (popping to your local wind farm to fill up...)
Gsp
Spotify, I recently bought 2500 shares in Silvergate Corp, NYSE listed.... A bank but also a play on crypto/fin tech generally if you look into it. (I would add I wouldn’t touch another bank with a barge pole). Will make money whether crypto rises or falls....
PaulQ,
I get the frustration, but if it had been in the bank you would have had nothing, tomorrow perhaps 1-2%, next week 4-5. Compound that over time you will be a winner.
55 not 75!
Pedro,
Made me feel whistful rode ITM from 11.2p to £1 and then sold out thinking fairly valued - Doh! Still made me though so now I should be able to retire at 55. It 75!
GL
Gsp
Sort of off topic.
Following a realvision talk looked up silvergate corporation... Very interesting and the only bank I have ever been interested in investing in. Interestingly positioned in the crypto space: the providor of the pick axes for the goldrush as it were. Has had a good run lately with excellent q on a profit growth , NY quoted. DYOR, but in for £40k myself....
Just some back of the envelope rough calcs,
Number from monthly updates, ave price that month and amount in dollars... Latest a guesstimate, ave price up til 21st...
Hopefully formatting will work:
June 118 9500 $1.121m
July 76 10200 $0.775m
Aug. 183 11000 $2.013m
Sept 126 10950 $1.379m
Oct 137 12200 $1.671m
?Nov 158 15900 $2.512m?
So building nicely I hope, and if things continue ring as they are, an underestimation.