The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Hi Maddog
Let’s not forget Strang & Morzaria just bought 45 Million shares apiece in the last fund raising on the back of Amapa
Considering their previous reluctance in buying company shares I think this was rather significant
Follow the money as they say
The directors are buying in for the potential of our Amapá Iron Ore Project
I think they know it’s going to our No.1 asset and company maker
Be nice to get some income before year end ...are they planning shipping the existing stockpile by then ?
Well the market response to the RNS announcement was overwhelming positive (minus dougal) I’ll go with majority rather than the loner
What price after 5days of trading next week ?
25p , 50p, 75p, 100p, 125p, 150p ?
That late RNS yesterday caught many on the hop - did you see the almighty scramble to take a position before close ?
I fully expect this to break and surpass last years highs £1.50 - £2.00 near term target
....not since March anyway ? 248% rise in a day from recollection
Congrats to the pump gang who arrived earlier you have your pocket money for the weekend
It could be our 30% JV lands are suddenly back on the agenda and becoming more valuable by the day?
From what Secker said I wouldn’t rule out a big Sonora expansion being on the cards asap $$$$$$ go KDNC
Our Market Cap currently is a miniscule £37M add another 29.9% shares for Ganfeng at 25p and it’s still miniscule !
Secker says our % of the financing/ fund raising is all but done ,so our Market Cap can only increase by the current share price (28p) rising and substantially
So where should we be sitting £500M-£1000M ? Who knows because Sonora will be getting ramped up big style & so I think we’re onto a winner here
Ganfeng have the option to take 50% at project level so I assume would take on 50% of the costs ?
The answer to one of your questions is in the latest RNS
“The above improvements and efficiencies have provided the Charger with peak electrical output in excess of 6.4kW of electricity during a running cycle of 2,000 hours against the unit's previous output of 3.0kW, whist maintaining 15kW thermal output and a 20% reduction in the size of the appliance to below 800mm.”
So the new unit is 20% smaller than previous versions
Funny how people with a set agenda don’t read the official news releases
The Mining Capital Conference - 2nd May 2019 - London
May 2nd 2019, 8.30 am
https://www.miningcapital.com/conferences
Anyone attending today ?
Simultaneous investor presentations in Germany & the UK today?
Just a thought....
Regular poster on INSP
Tesla Is Laughing At Audi Right Now
Building electric vehicles ain't so easy after all.
According to various foreign reports, including from The Brussel Times, Audi is experiencing production problems for its new e-tron SUV. The problem has to do with batteries, or lack thereof. Reports claim the German automaker is not receiving enough lithium-ion battery cells from its supplier, LG Chem. Apparently, LG Chem is against Volkswagen’s decision to set up battery gigafactories with other suppliers. To turn up the pressure, LG Chem is purposely slowing down production. Instead of running eight hours a day, it’s now working six, and will soon reportedly drop from five weekly working days to four.
On top of that, there’s a strike currently taking place at Audi’s factory in Hungary that’s responsible for building the electric motors. Internal documents uncovered by Brussels sources claim Audi initially planned to build 55,830 e-tron SUVs in 2019 but now that production forecast has been reduced by 10,000 units.?
Just caught up on all the news and would suggest that people listen carefully to what Leo has to say and ignore the majority of the BS posted on here today
Some golden nuggets due throughout this year and the first sounds like it’s imminent....& also sounds like a mega merger could be in play as well
Nice bit of news is that the medium depth drill on SWP is likely to cost 0.5M £/$ only and comes out of our existing cash £/$ ,so Ross can stop banging on about placings to fund the drill
...heads up of impending good news
Great to see Macarthur moving forward with developments like this even before their FS is complete, success a given now Glencore are on board with the due diligence they would have done
Big payday for KDNC on the way
So many company makers coming to fruition & many under the radar
An increase in barrels would be an awesome result,but the emphasis was clearly stated that the goal is to target the ‘more profitable’ barrels and less on the headline number
The gorilla in the room imo is what the water flood has done so far to the well pressure?
I remember the Ford link vividly (stated in an RNS if I remember rightly)