The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Problem is Neil, it's generally abit leaky. It doesn't fill you with much confidence having consistent 5-10% drops, makes you think something is on the way. Like not making the Feb date.
Hopefully they keep tweeting progress pics.
Prems came in for a lot of criticism over the last 12 months, however some of it now, when things are starting to look a hell of a lot better, is unwarranted. Things are starting to move now, it's took time.
Price this morning has nosedived to $1060. -18.46%
https://www.metal.com/Lithium/201906260003
Please explain your reasoning for that opinion, given the company is in a considerably different place after the 20th December, compared to the hole it was in with no hope pre 20th December RNS. The lowest this will fall to is low 30's, imo I can't see that but I might be wrong. 20's is a ridiculous call.
All those things are very possible. Just look at what is available through Ostend Declaration, your looking at 120GW by 2030, 300GW worth of work through to 2050 in Europe alone. We got a contract for 1.4BILL on only 2GW.
That's only in Europe, worldwide so much more opportunity on top!
After the SFO case, there were a lot of things needed to happen to get PFC back anywhere close to what it used to be. That does not happen overnight. However the pieces are falling back into place, guarantees sorted, contracts beginning to be won again, massive staffing levels. The legacy contracts were terrible for business, but what evidence do you have to say that the new ones are bad?
Someone posting an article here isn't an attempt to get the sp up, it's providing useful information other may not be aware of.
That why your're so negative about it all the time, because you got burned before?
Be very wary of 'that stocks guy' everyone, he ramps his own investments to the moon on twitter.
He won't mention any share when he's looking for an entry as well. He part of a circle of self enthusiasts who thinks they know it all. There are a bunch of them. He's done the same to all mining stocks.