focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
is it coincidental that buffet said hes looking to invest and here we are possibly awaiting an afternoon rns on financing, or am i just a major conspiracy theorist gone mad..
cheese
big day today..
if was a betting man, definitely the Chinese. Growing population, forward thinking, growing technology, for me I'll be surprised if its not the chinese.
just my two pennies
cheese.
Only pop in now and then as I'm not a trader here.
Great update roll on stage 2. My goodness they're making sirius progress.. Sorry couldn't resist.
Post again when stage 2 has been announced not long now...
Happy investing, investors.
We don't need any more torps. Makes sense to wait till wholesale prices rise then sell more. News now will be cb being converted and the "you never know" early announcement of stage 2 financing.
Cheese
I'm a small time investor compared to others on here and my opinions are from very much a huge learning curve. This is my first share punt in my life, I'm also in it for the long haul but I'm sleeping well at night, this will go ahead.
After listening yesterday I really feel he already has what he needs he's waiting on the best deal out of all the commitment letters. No this isn't guaranteed its just a gut feeling, no one can know but cf, Staley and the team around them. The UK needs a big win and sirius minerals would be a huge big win in terms of future tax revenue.
Good luck investors.
Cheese
Oh OK apologies. Myst.
Still feeling good.
Cheese
Mr Fraser sounds positively relaxed and confident. I suppose some would find that worrying, for me it means I can sleep well at night.
Reading between the lines (which can be dangerous) stage 2 is the last piece of the puzzle, he's had a lot of communication. He's got his end sorted by getting more than enough off takes exceeding the markets requirements. Brexit and rising interest rates in the states may effect the interest rate but he seems confident on the long term profitability of the company.
In my humble opinion he's ready to sign on the dotted line and we will hear Mr Fraser words "by the end of the year" not financial year he said year.
I'm feeling good.
We're in good hands people.
Cheese.
Great rns,
Best word out of the entire rns and it really tickles me, is the use of the word Group. It used to be company. Group meaning more than one. Fun times ahead.
Hold tight.
Cheese.
Agree, just miffed that the lacklustre current 3 percent rise.
Ludicrous!
Long term holder doesn't matter to me but just crazy drop on a mild rns last week, then a fantastic rns drops and it's 3 percent.
Cheese
What's complicated, it's a straight share swap in a profitable business that has access to a wider fertiliser market in South America and a large off take agreement. That has a one year option to roll back or roll forward the off take but the overall figure will be the same.
Seems crystal to me and fantastic news. We have surpassed off take agreements needed for stage 2, we have invested and Been invested in by a company that see value in our product and there was talk of value being added in future years to poly 4. Plus, yes plus very positive talk of a Europeean offtake to come of a similar value.
Holycheese, what more do you want!
Cheese
Wow, just listened to the conference call. I can't see any downsides to this latest offtake and share swap. What a wonderful day to be an sxx holder.
Can't believe we are only 4 percent up. I know we had some bad news last week but this surely more than makes up for it. Big offtake, investment in a profitable business with a larger company as the parent company overseeing them. This is huge! And talk of Europe off takes to come.
Positive comments from cf and he sounds extremely assured of where we are at in going forward. Happy times.
Cheese.
Exciting times indeed... On another subject, we've had our slight dip, what now? Predictions please. Cheese
Will we have a re rate? I'm thinking this is the re rate in a steady rise. Sxx never goes how you think it's gonna go. I'm expecting a short term dip, I have no funds to add just my gut and I'm not de-ramping, just my musings. I have a long term holding and a shorter term holding to Xmas this year, the other at least 10 years. Cheese.
Well said myst.. Cheese
I am happy it's breaking out. As I'm new to shares I'm seen shares fall back quickly after large breakouts, I think there will be a fall back but it's whether it ever falls back to 31.6 area again or not, I think not but life likes to throw curve balls once and a while. Fingers crosssed Cheese.
That titbit of knowledge concerning 38p was all you dude! I'm riding on your coat tails! Lol. Cheese
Lovely to finally see the breakout. Just needs another push now to the next resistance area! 38 pence. Sxx working man's share. Just did my electrics recently never again. Take my hat off to all tradesmen, hard graft. Cheese.
My spidey sense is tingling. I think it'll break 35 pence today. Fingers crossed. Cheese. Thanks for all your insightful comments of late, Learning tons of new tit bits...
It'll break hard above 35 pence when it finally does. Won't be long I reckon.
It's weird posters have been commenting on the share price not moving because of the required torps. We're pretty much there now. Stage two round the corner... Cheese.