Member Info for JDF7

Maybe a good time to top-up, Sheepy. But maybe not. Hard to decipher between the stock-specific and wider market factors. That said, I'm thinking it has a good way further to drop on both counts in the near term

An over-reaction to Barclay's cut in target price for LIO? Or a lagged concern about the BoD and latest acquisition?

Do we know what is behind the statement in the final results on how the Board operates and the resignation of the two directors? Any views/analysis on the value of LIO, given its fall from the lofty sp heights of £20+ ?

If this hit 6p again, I'd be very happy. Lots of factors militating against that at the mo.

Still sitting tight waiting for news on the new phase of drilling and news on the discussions around a possible JV partner.

Let imus see how long it takes for EXR to see any significant revenue benefit from this Lenovo partnership. And if/when it helps with EXR's landing more profitable contracts with potentially new partners

Earl, they had £800k in cash at the start of December. They are doing slower and further analysis ahead of drilling again and in discussion about a joint venture. Let us see...

I would be surprised if contract amounts are sizeable or on multiple year terms. Just doesn't seem like EXR has any dominant pricing power. Maybe when demand grows on it from many big potential clients, that may change. To be honest, I'm half-hoping for the outside chance that a very big player makes an generous offer for EXR

Let us see whether the market believes it is a good deal and believes the line about it being significantly enhancing to earnings for financial year ending March 2025.

All I know is that there announced increased caution about drilling targets ( to use cash more effectively?) and spoke of a possible deal...

They have been silent on so many things, so it would be good to get a keen sense of where they have come out on costs and on converting interests and initiatives ( like with BASF) into hard contracts on attractive terms

Positive on all fronts. Would have liked a mention on how they are getting on with cost-management plans

Who knows - It could go sub-80p quite easily

In trying to project professionalism they have really projected late communication and lack of confidence, no?

It wasn't so long ago that LIO was more that the twice the current price....

April is just over the horizon. I'd be expecting an update soon. Personally, I hope such an update will be measured and reassuring about drill preparations and execution.

Let us see what new deals and actual cash they bring in and what if any successful action they have taken on cutting costs without injuring client-facing capabilities

Moving back to 3p would be very welcome. Many of us will hope that such an event will just be a staging-post on the road to 10p+

The RNS was okay but I was looking at it to comment on the cost-cutting measures alluded to in the previous RNS. I think the sp will come good in the end but I am not tempted to add given the amounts I've already put in.

The spring drilling and results will come soon enough. But I guess there is always questions of other (safer?) Investment choices and how the market will react to the next set of assay results.