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Tricky, we'll see how good a forecaster or fortune-teller you are in April!
News with MILA is always a little random in landing. All the focus of recent announcements have really been related to Lionstown and they should be simply be preparing for heritage and environmental surveys ahead of seeking drilling permissions. But maybe MILA is clearer about it's next step-out drilling targets and possibly started. Who knows?
Merciaman, 2phevs - why would you still use a figure which is clearly inappropriate to calculate MIRI's revenues? And why no discussion of costs that the company has incurred? Hard to talk about cash runways (let alone the magnitude of earnings/losses) without acknowledging costs being incurred by the business. Will be great when the BoD treat us like adult investors and not kids who want to drink comms-KoolAid. There is a reason why the share-price is sub-3p - pretending it doesn't make sense or that the market is wrong isn't a great starting point for managing the risks around holdings here, in my opinion
Let's see what revenues and overall losses are for this year first. Let us hope they are moving strongly in opposite directions. I still think MIRI needs to be more explicit in a coherent RNS about possible revenues from actual contracts and the nature and scale of their various costs. Unsexy stuff compared to the heady speculations and multi-bagger talk on this board
Talk of contracts, agreements and partnerships are ultimately of little value in a context where a company doesn't delineate the financial parameters of deals and where market sentiment is poor. "Show me the money"....
Clinical data looks promising. No reaction from the market as yet
Troajan, what does that mean? BEZ buying into them as part of its investment holdings? Or were they talking about some form of cyber risk insurance bond product that BEZ are participating in designing and help alleviate potential direct underwriting losses? Excuse my ignorance
I'm tempted. But wasn't the sp in the 430s sometime last month? And also wondering whether to simply add to my LGEN holding or to take a punt here for the possible greater capital appreciation from this level. Decisions decisions...
I think there will be a lot of action on KVP in the year ahead between both MIRI and Liontown. Also MIRI have stated that they have been approached by others. I was tempted to add but held to the thought of not being over-invested here
Let us see what actual revenues MIRI derive from any contract and how those translate to hard earnings. That financial results RNS will be welcome and such a huge relief from the hype and speculations on here. . Maybe then the market will revise its current valuation of the company.
Nice.
What will put a rocket or a steady upwards re-rating on EXR?
Rofert, I agree. The Board and senior executive team need to outline a credible strategy to build the business in the context of the failed acquisition, the continuing outflows and the built-in weakness from their bias towards equities which are out of favour at this time.
Oracle, imo, no news will see the sp continuing to erode. If we get a holding RNS that hints at delays in securing or finalising contract wins, I would expect downturn in the sp to be even sharper. I'm not in the camp may think that "no win" is already built-in to the current price. We can go down much further. But if we get some one or two very rewarding contracts, the sp could go up significantly, and maybe even in multiples. Who really know?