Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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?
The subscription price is half a pence - in line with current sp. Bigger questions are who the partner is, can they use the funds effectively and is an expansion into MENA just a credible revenue-driver or showboating to be noticed and bought-out by some Saudi or Qatari prince?! :-)
One day, we'll see 500 or even 5,000 trades by midday.....no?!
Yes, I'm happy that it should result in MILA getting to revenue, a re-rate and a possible big buy-out more speedily
LLumax, I'll be very surprised if MIRI in any RNS on a Tier 1 deal produce any forward revenue guidance across the suite of its work. I'd just hope for some narrative on the financial terms of the particular deal. I'll take multiple RNSs with individual deal details as the best we can hope for in the short-term. I suspect we'll have to do the revenu/earnings guesstimates! But I want to be very wrong on that, and genuinely hope to see better financial comms by the company with investors
LLumax, we need any deals with Tier 1 players to be on great financial terms and we need any RNS to give us a good sense of those, if this is going to re-rate substantially and sustainably. Whilst still a holder, I see many risks and challenges for MIRI, and the market is obviously still pricing MIRI cold cautious manner. I don't know why some would see risk-awareness and portfolio diversification as an indication of bladder problems - it is part preserving capital in the face of different possible outcomes.
You get the feeling that MILA is really just letting Lionstown take the quick lead and larger costs, and hoping to benefit from lithium success and then into its gold exploration work?
Charta, thanks for that. Let us see how it plays out. I don't expect any material impact on what Lionstown do at KVP
Charta, thanks for that. Let us see how it plays out. I don't expect any material impact on what Lionstown do at KVP
The sp could have a good way to run (up) in the long-run. Let us see how they manage additions to their portfolio, tenant satisfaction, rent collections and any new costs arising from some risks materialising. Not quite sure what they can do for the market to re-rate them significantly higher in the short-term?
Oldtramo, nice find.
Sitting patiently, even if not confidently...
LLumax, couldn't agree more with what you said: "What we need is a Tier 1 sign up with some guidance on revenues for next year in the next couple of months. Everyone knows cash runway until next summer and finance needs sorting 6 months ahead (rule of thumb to get decent terms) so hopefully a news-rich period coming."
No, Battersea, just on blind faith in the stupidity of US private equity and someone's view that this high-tech comms stuff should be grabbed-up at whatever price
£5 and below is a distinct possibility, given their position and broader market sentiment. Let us see if LIO can stem the outflows and somehow beat the malaise around equities performance at the mo.
Does anyone has access to the premium section of the FT. Saw the headline questioning the success of Albemarle offer for Lionstown because of a holding by some PE guy?
I have hopes that this will rise to £14+ at some point!
Just adds to the point that any future Tier 1 contracts need to be highly cash generative and profitable. I want to believe MIRI can conclude any negotiations from a position of strength, not desperation. Today's RNS doesn't instill confidence in their confidence!