Member Info for Invest2save

thanks cabinboy
can't keep up with all the posts
Don't think the two price extensions and 8.5 would cause what we are seeing. IMO feels like an article will appear soon

Don't know about anyone else, but when I visit the EUA homepage I get 3 new articles titled 30 Nov.

Anyone else seeing that?

something going on?

well done all
personally not sold a bean or top sliced
Convinced this has legs and made a killing so far.

What are your thoughts for tomorrow? consolidate, rise, stay flat? must admit I think it's going up.

If this goes for 67p - my conservative guess - then i'm giving 10% split between two charities close to my heart due to the ill health of my father.
If this goes 100p - Im still giving the 10% away to charity plus upgrading one of my cars with a private reg that includes EUA (already have my eyes on the reg)

Getting way ahead of myself with this particular investment! Need it to sell first.

Suggest we stop talking about Frances please - she is entitled to her own opinions however much you might disagree. Lets focus on the SP rising and the positivity around that.
Agree her approach to expressing her opinions makes her much less credible, but she sounds like an expressive character that says what's on her mind without thinking about how she comes accross. Fair goes, doesnt make much difference to me and my investments.

@ Ian
Finally getting round to registering my guess and date.
Can you please put me down for 14th December - my Dad's birthday ... my guess is 67p
My range is 67p-100p but coming in at the lower conservative end so my expectations are exceeded

Thanks

Just hold until next summer, be patient.
Every positive step towards a vaccine and the world opening up will be positive for this share - and that's what next year i all about.

In June this year, during COVID, it peaked at 136p, so by June next year with a vaccine and the world opening up - isn't it a little obvious it will go higher than 136p? It is to me IMO. Pre COVID it was over 200p.

So as an example, if you have £10k tucked away here at lets say £1 (higher end of getting in), then IMO by June 21 i'd be targeting 150p.

In my example, that's still a 50% return on investment over 7 months or so. Be patient.

All IMO

sure Lamstree, wouldnt we all like that.
I'd just say that some of the stuff you've posted is way off the mark i.e. around valuations of what we have i.e. $100b
Its misleading for new investors especially.

If the RNS does arrive today/tomorrow - its a bit dodgy that it arrives one day after the funds loaded up. So i'm not sure it will arrive personally
After the suspension last time round, the bod would not risk any leaks around the FSP. And lets be honest it does stink a little if a takeover is announced the day after the funds load up.
Think this will go a little longer and the NN capital markets day is a red herring - just my opinion
Would love to be proved wrong though!!!

@ lamstree - How did you calculate that we have $100b to sell? I'm not a deramper at all, very heavily invested.

"You think the BOD are going to sell $ 100 Billion worth of PGM s for around $ 1 Billion ?"

maybe thats a signal to buy a porsche 911 with the profit? :)

@sevendragons - ummm been posting here for months, not sure what you are talking about.
But c'mon - seriously? are you that naive?

I never insulted you Londond0hull4

This is nothing to do with you being a new poster or ramping/de-ramping. Its just extremely disrespectful to come onto a board and lie.

geez, how stupid and desperate must you be to believe a random new poster or indeed anyone who claims they know someone who knows someone.

Some people are in the know eh .... so my neighbour knows a guy who knows a guy who said the deal is done - some people are in the know. I also know another guy who bough 100 million shares last week in EUA and is buying everything he can in the FTSE100 - he's a top a guy, really rich. You should believe me.

---------------------

the stupidity is this ..... some will sell now to make a profit, whereas if they had some patience and hold they would be MUCH more .. IMO
A famous quote from buffet springs to mind
Makes no difference to me personally, im not selling - i know where this is heading.

defo looks like instis are taking position
Ask yourself who would buy such large quantities of shares if this wasn't going to go up

@dufry - for me it would depend on how invested you already are
Im treating the money as collectively both of yours, so any existing investment in EUA is important. I'd avoid going all in on any stock regardless of the opportunity. So if you are have to much of your portfolio here i'd spread it personally.

I'd keep some kitchen sinks for other stocks, especially recovery stocks (like RR, Hyve, Banking (i like HSBC), Reach group, even oil is gonna bounce back - i like BP, i'd even bet BOOHOO will surprise a few next year) - all IMO, DYOR - im not trying to tramp other stock - just giving examples of where i've put my money and think it will grow into next year.

sold at beyond £4 as well, made a nice 10% over 2 weeks.
Will buy back in when it drops

@moneymaker2015 - thanks for the considered reply and your breakdown of WK, SEM and MT is indeed spot on.

That being said, i still dont get anywhere remotely close to the 28-37p range after doing very conservative calculations, even after i factor in risk adjustments and a higher WACC in response the points below im getting to a low of 67p (and that was conservative)

My guess is 67p-£1p btw

Hence my question around how Aubery got to a calculation of 37p - i was genuinely interested to see the cal's behind it in case i've missed anything - doesnt add up to me sorry

@Aubery - everyone is entitled to an opinion. Do you have any data/calculations/research to support the 28-37p price band you have predicted, or is it largely based on current SP?
If its current SP that's driving your guess then i dont believe what you are saying makes any sense to me.

You'd be valuing all of the assets (and im only talking about those in licensed areas, not the full 40Moz @MT) - so that equates to WK, Sem and MT (15+7Moz=22Moz) at around £1.2b (i.e. 37p)

Do the sums and you will realise that in comparison to other recent deals (which would be the benchmark), that price would mean that we are applying the biggest discount ever lol - it would be possibly be the worst deal ever at a time with our metals basket is at an all time high - not sure your valuation makes any more sense that Rowka's £3.50