George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
I'd wait until they dilute with a placement. There'll be another organised pump no doubt and you might be able to make a few quid off it but the whole turkey thing seems to be more about operating in a location where it's harder for us private investors to see whats going on which is a turn off for me as a long term hold
Yeah man! Roughly in line with my views. I think specifically with reference to market sentiment, Panda has a point but I tend the think that the market is basically saying to Capita "Oh yeah? Great. Now prove every step on the way because we don't have confidence in you" Doing a good job with the ESS disposal will help but Capita needs to also prove that it can both compete and execute in consulting which is kinda new for them. Can they eat Accentures breakfast? Maybe. I hope so. I'm a hold for now.
Folks, Can I just point out that as much as I don't agree with the conclusions, Panda seems to be offering contrarian analysis which is all the more valuable if you're bullish and almost certainly doesn't deserve the abuse. Challenge the point and not the person is the civilised way to go. And we all knew that already.
I saw on Twitter there was at least one this morning and someone else videod at least one in the late afternoon and verbally reported there was a second on site. If accurate there's a long stretch in the late morning and mid afternoon where no eyes were watching. I'm just curious if anyone had eyes on for the whole day.