Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Anticipation continues to build here as we hopefully get closer to what I hope will be positive news. There have continued to be some great posts - on both sides it has to be said - and whilst we should not make any decisions based on a bb, those that share research or valid views, from whichever position, help to foster discussion and thought and for that we should be both respectful and grateful. I am very hopeful here - yes, there are plenty of ‘ifs’, but it is hard to gauge what this could be if it works out. In some ways, that makes me feel surprised we are still at this level. We have to be sensible and realistic, but I’m sure we can all think of shares where anticipation and ‘ifs’ alone have led to rises - with the sp declining, rising further or stabilising after results. Here we have a share which in many ways has an unquantifiable level on positive news, but is not having the rises that other companies can sometimes have based purely on what could be achieved and prior to results. As always, whatever your position and view, best wishes to all.
The will undoubtedly be plenty of examples, but I can’t think of many occasions where there is such anticipation and speculation ahead of an update. In the bigger scheme of things, my view is that a few extra days or even weeks is immaterial in the context of what is undeniably complex work, and I would rather have a meaningful update (hopefully positive of course), than a ‘woolly’ one. Of course, the longer the wait, the more speculation (both positive and negative) grows. I am very hopeful for this share (albeit fully aware there are two sides to the argument), and think (hope), news will be great. My only fear is that expectations will be unrealistically high for the next news update - and this level of expectation will be exacerbated by the perceived lack of news. Patience is key, but as long as there is progress I think that is all we can ask for. As I said in a previous post, we mustn’t get drawn into the ‘we are the world’s fastest and greenest etc…’. That would be great, of course, but we must not be too disappointed if progress is more subtle. Best wishes to all.
As we know, there is a potential upside here which is almost unquantifiable if (key word being if) everything falls into place. There are, as I have said before, valid arguments for and against this share. I am invested here but fully appreciate that for every reason to invest, there is a perfectly valid rationale not to. I think the anticipation ahead of the next RNS is palpable - and let us hope that ‘no news is good news’. In my view, it is part of a careful strategic plan so that ‘all of the ducks are in a row’. I certainly hope so. But we must also be realistic. An extra few weeks waiting for news might feel like an eternity for investors, but it is nothing in the context of what must be highly detailed and complex work. I also think that we have to be careful not to expect too much in such a relatively small time scale. Whilst anything is possible, we shouldn’t get sucked in to expecting a ‘we have been successfully mining in world record time’ update. That may well (and I certainly hope so) eventually be the case. But let’s just hope for a positive progress update in the first instance and see where that takes us. Best wishes to all.
Many (many) months ago, the court case may well have been a significant driver for investment and any ‘perceived’ delays may well have had negative impact on price. But the reality is surely that this is, as many on here have indicated, a potentially nice bonus. But it is not the reason or main reason to be invested. Also, unless you are a day trader or need to access funds, the day to day fluctuations (within reason) do not matter. Yes, it’s a great feeling when it’s risen - but it is only after all theoretical and on paper. We all know that news is pending - now it may well be negative or neutral. No-one knows. But the real reason we are here is that there is undoubted potential on a scale as yet to be clarified. Let’s see what the next few weeks bring. Best wishes to all.
It may end up quieter today, but the very fact that there were so many posts yesterday shows that there is growing interest and lots of speculation and discussion here. Again, there are no guarantees and I think patience and perspective are crucial. But sentiment, interest and momentum can be a real driving force behind potential gains. There are valid arguments for and against this share, but if everything falls into place….. who knows where it could lead. QBT is trying to position itself in a highly sought after and niche area - that is quite a rare thing in my view. There will be competition, of course, but hopefully they will achieve success. Best wishes to all.
I think that this warrants update and the ‘options’ package for the expert signifies that there is a quiet confidence among those who are best placed to have an opinion. Of course there are risks, but why on earth would you get involved or agree to being paid in options if this was not a company with concrete potential. Best wishes all.
The irony is that to an extent, those with completely opposing views are in some ways correct. There is not one ‘right’ or ‘wrong’ and either side could find flaws in the opposing argument. I am invested and think this is risky - but personally feel that if there was zero chance of good progress, the expert would not have ‘signed-up’ for the options package. That, for me, at least suggests that there is some potential. The SP is in a better place than it was a week ago - it may fall again, who knows. But unless you are a day trader, that does not matter - notwithstanding if there is an immediate need to release funds. Bitcoin and the focus on green mining are not going to go away - so at least this is in a sector that will grow further. As I have said before, it is so important to be balanced - after all, logic often goes out of the window on aim. Time will tell of course - maybe the answer lies in between the two opposing points of view.
Personally, I think the goalposts have changed here. Earlier in the year, many (myself included), had the court case as one of the fundamental reasons for investing. But I don’t think that is the case now - and I think it is highly unlikely to be resolved in the near-term. For that reason, any RNS linked to the court case in November is, in my view, unlikely to inform
us of anything new, other than timescales and the next stage of the process. It is the ‘crypto’ updates that will (or won’t) have an impact on the share price. Granted, the court case is potentially a positive sideline, but is not the driver / incentive to invest here as it once may have been.
As with all aim investments, no-one really knows how things will develop. I think that, as I have said before, posters who have completely opposing views have valid points here - we must respect that. I am invested, and see it as speculative. But there is something about the ‘crypto’ sector and direction of travel in the industry that does, in theory, align with what is happening at QBT. Speed and environmentally friendly mining seem to be pivotal - and the experts seem to be making progress. They also have the incentive of options - surely they would not have ‘signed up’ if there was ‘no chance’ of success. The danger with crypto stocks is that arb is used as the benchmark. Whilst astronomical rises like that do happen, we must be realistic. But the options are not for 100p - instead for 5p and 10p so that, over a sensible timescale, would seem to me to be plausible, if not guaranteed. There will be many who could equally justify the opposite, but with positivity, sentiment and continued progress, maybe the goals will be achieved. Best wishes all.
I think that this week’s RNS has been a timely reminder that this share - whilst still in the high risk / high reward category - does have potential. As has been clearly evident, a lot of the positive sentiment was lost directly after the name change, but, despite the valid points both for and against this share and the ‘ifs, buts and maybes’, there is perhaps a realisation that if the stars align and more positive progress of this nature is made, the options prices are not as unrealistic as might have seemed a few months ago. Who knows, they may even seem minuscule one day. The court case is not the reason why most are invested here - it may or may not come to fruition. But the ‘crypto’ sector, coupled with the need for energy saving and efficiency, are not going away - and the experts working on the r&d strategy will be fully aware of that fact. There are perfectly valid and reasonable opposing views of course, but I hope that momentum starts to build now there has been a hint of what might follow. Best wishes to all.
To an extent, and now that some of the dust has settled following the Cenkos news and the polarity of views since, it is great to see that positive sentiment seems to be returning. As I have said before, this is a great board and we should be grateful for the insightful posts to help us develop our knowledge, not forgetting those which make us all smile. There is, of course, a balance and I think posters both for against this share have valid points of view which we must respect. But regardless of that, we should never underestimate the power of positivity, sentiment and momentum. Without those ingredients, I’m not sure if any share in any sector would reach its potential, regardless of how good their product or service may be. Let’s see what the next few weeks bring. Have a great weekend everyone.
Valirx is one of only two holdings I have, along with a potentially high risk/reward crypto-related stock. I have to say I really enjoy reading the messages on here, and have always had a sense that everything was going to be ok - albeit, with hindsight, wish that I sold on the last spike just over 12 months ago. I still do think that everything will be ok, but get the feeling that patience is wearing thin - and irrevocably so for some. It would be folly not to take on board the perspective of people who have probably forgotten more about pharma and investing (the likes of Adam and Nick) than I will ever know - and feel it is a shame that their views, which I have always used as a barometer of common sense, appear to be less positive. I think what I have realised is that despite all of the confidence about the products and potential deals, this is just as much a high risk / reward investment as any other - with the added angle that we want it to succeed both for investment purposes but also to help people. My gut feeling is that the share price will increase - but the polarity of views is something I am now much more mindful of. Sentiment and positivity are vital in my view - and that could easily diminish further if there are no updates in the relatively near future. It’s important to be balanced of course, and I hope everything works out. I still believe it will, but it doesn’t quite feel the same at the moment.
I agree that it is impossible to say - but that’s the same for all shares really. I think yesterday’s update should give those who are positive about this share a reason to be quietly confident. Sentiment has changed in my opinion - I don’t think anyone would have predicted the drop since name change, but as I have said before unless you are day trading or have a tight and short-term timescale, the day to day price is irrelevant and will cause as much angst as it does hope. But a few more positive updates, plus the probable sentiment surge when the court case gets closer, should lead to a price in excess of the previous high in my view. The fact this is something with no obvious peer comparison may help - and previous reference to 5p options should surely be a clue as to a sensible future price within a few months. Good luck all.
It’s amazing how quickly sentiment can change. It doesn’t take much to suddenly have a positive or negative outlook here - but positive sentiment is again a reminder of what could happen if this works out. As always, it is always important to be balanced and I partially share the sentiment of those who are less positive - even damning at times. But I don’t think that anyone can argue that this, like all AIM shares to an extent, ‘could’ be a great success. I suppose it depends on whether you look at what the share might do, or focus on what it might not do. There is no right or wrong, and only time will tell, but an air of positivity seems to be returning.
I think there always needs to be a healthy balance and perspective. Let’s be honest, no-one can say with any certainty what will happen. I happen to be invested as I do genuinely feel there is potential here. However, I also respect and understand that there are those with completely opposing views. In many ways, that is why this share is so interesting - I understand and can see their point of view. But the same should also apply in reverse. None of us knows - but we should all respect that we do not have to agree but can still partially share / understand the sentiments and rationale of someone with opposing opinions. I still think the key question with this share is risk v reward.
Patience is definitely the key word. There are absolutely no guarantees with this share - but, as I have said previously, the potential is significant if everything goes as hoped. Look at some of the sector peers. It may come to nothing, but the potential reward is worth the risk here. It won’t happen overnight, but I suspect the company is further ahead than has been formally announced. I would have thought progress was being made long before the name change. The court case became, understandably, a massive focus - but that is not why most of us are here. It is important, though, to be balanced - I am very optimistic, but accept those on both sides have very valid points.
I hope and indeed suspect that a lot more progress has been made / work ongoing behind the scenes than we have been made formally aware of. You would not change the name and then start deciding what to do afterwards. The court case, understandably, became / has been a focus but this is where the potential lies. I think now it is all about time and patience - as I have said before, it is by no means a foregone conclusion that this will prove a success - but the world is changing and this is a very interesting sector to be part of. I think it is folly to log on at 7am each day hoping that there will be a life-changing RNS. But surely you would not announce / accept 5p and 10p options if there was absolutely no hope of this happening - even though we must all accept it might not get anywhere those levels.
Yes - it feels like positive sentiment is starting to return. When that happens, it’s easier to both remember and focus on the reasons to be invested, not the reasons not to be. What has been demonstrated is that this share price has the potential to move fast (in both directions), so the picture could look very different in a few weeks time.
I understand the sentiment - again, perfectly valid. The reality is that no-one can definitively say it will succeed / crash with complete certainty. You can justify both positions. I think balance and middle ground is apt. We are all speculating really - whether positive or negative we are operating in the realms of if/could/might. Of course that is true of all investments, but there just seems to be something a bit different about this one. There seem to be more unknowns and even bit of mystery - time will tell.
It’s interesting to see how quickly sentiment can change. As I have said before, those for and against have valid points, but there is no doubt that this has unbelievable potential. There are a lot of ‘ifs’ and ‘buts’, but the disappointment surrounding the court case outcome / delay must be put aside - the real potential is in what transpires in relation to the last RNS and what the ‘expert’ delivers. Unless you are trading or have a set time where you need to access funds, the day to day price does not really matter - not withstanding it can cause optimism or frustration. We will see how this pans out, and it may not prove successful - no one knows. But those invested are all here because we have seen what can happen in this sector when things go well. It all comes back to risk v reward.