Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
I've come to the conclusion Pompal life is too short to invest it on 'noise' whether it's those that aren't researched on EUA or whats going on in the world. The ones who post well on EUA but not the other or vice versa I save some so at least have some views that conflict with my own.
Pompal... I come in peace. We are on the same side, but would the II's be willing to buy 35m at 26p when a war is on, or would thye steer well clear. We all know when they bought, 26p was bargain territory, but what would their attitude have been under current conditions and risks?
But thats the point, you're wondering officecat, speculating, putting pieces together and hoping you're on the right track which you may well be...... and you're the one sitting there incognito licking your nether regions and coughing up further balls behind the big fake yukka in the corner. As for Citic and UBS, suppose they fall under et al, but WAI and DLA are still probably gorging on the trash TV and snacks.
Paul, you say you're not the voice for the chat room, but your post at 15.16 now has 54 recommends and counting. I've filtered a fair few on here, but of those that remain i don't recall any comment with so many. Now you could say its all trolls, but I personally think you are speaking for a very sizeable proportion of the holders on here. I would argue that you'll have those where the BoD can do no wrong ( and from a company building point of view it's hard to argue), but they've instructed the best of the best to work with, they're in asset classes where buyers should be assassinating their competition to ensure they seal the deal ( ok, over the top, but you get the idea) yet they can't/ won't give us any updates and we have no idea if any real progress is being made. Either they're being played for mugs by DLA, WAI et al who are billing the hours whilst watching the Kardashians on Netflix and eating pringles in their underpants, or things aren't going according to plan and they're keeping it under wraps. I don't buy they're keeping under the radar. Aim rules dictate they need to announce RNS'able info.
Not sure he's as thick as mince, but he's defending his investment to the death against what he may assume are people that want to see the SP drop. Think the issue is he's tarring everyone that isnt evangelical at the moment with the same brush. To be fair he's steadfast in his beliefs, and I'm pretty much looking to hold til the death so ultimately the end game is the same for both of us. The difference is I'd beat myself over not taking some off the table is this goes wrong and he'll look and say I just never saw that coming - again same result.
not activating Sinosteeel only suggests everything is ok at the level between EUA and the potential buyers. It's the geopolitical level that most are getting twitchy about.
Yes Mac, UBS, DLA etc still there. IF it were to go south, they'd be the first to know, so thankfully they are still there, and of course there's risk to every investment, BUT the risk on this one has multiplied many times since the war in the Ukraine despite the RNS's and minimal communication we've had since. As I said, I've got all the info I need on the fundamentals and prospects and potential valuations this can get to, as do many on here you think are deramping their own investment. I don't think they are, but the investment is riskier than it was. Assuming this wasn't EUA and the fundamentals weren't as good, but you were looking at a guaranteed return of say 20% dividend but suddenly the country this hypothetical investment is in goes to war are you as bullish - I think we are seduced a bit by the fundamentals and whilst they balance out the risks, those risks are still there and only an idiot doesn't see that.
Mac - there's many a LTH that has all the RNS's and relevant info on the company printed out and all the important bits highlighted. Most of us get what we're invested in. I think the issue is that until the ink is dry on the contracts and the payments then made, this can still go 7i7s up and we end with nothing. That's not deramping or being negative. It's being realistic and having your eyes open to all eventualities. I personally think this will happen, the sooner the better, but wouldn't bet my life or that of someone I love on it, so unless you'd be willing to do that you have to acknowledge there is a risk in this investment. That's all a few have been trying to point out. Fundamentals - tick all boxes......but with risk.
bumble - you and me both. You're put in the deramping bracket if you're anything but Uber positive, which long term I am, it's just the darkness we are having to navigate thats causing me some concern. Only an idiot would be 100% happy with the current situation as the unknowns could(in theory) see all the value wiped off. Nobody knows, and tweets like GMF's don't help without any substance behind them.
I'm in the same boat robbdabank in terms of waiting it out. Thankfully started buying under 3p but continued through to about 28p so underwater, but nothing a 1-2p rise wouldn't clear. Would maybe like to get my money back on any shares purchased above 20p though.
A lot of posters are suggesting the BoD are keeping a low profile whilst the war continues. With Biden requesting a further 33bn in aid to Ukraine - with a majority of that military aid/weapons etc, there appears to be no end date in sight - Putin apparently wanted this wrapped up in line with one of their national holidays/historic days whatever it was.
If the BoD aren't going to conclude a deal until after the war is ended, and with Biden doing his utmost to keep it going with continuing financing, will we even see a deal in 2022?
In my opinion the BoD will announce the deal war or not, but for those that think otherwise are you prepared for at least another 6 months wait?