Overview20 Jan 2026 08:09
A few want everything spelt out and guaranteed. At 8p, you ain’t going to get definitive information atm. But we have been given signposts most investors recognise.
Chinese bank interest in project finance
MOU with significant chinese 2.4m Pa tyre manufacturer for new CBS supply 360k tons pa. Adds credibility to (1) above 😎
Recent significant insider stake building on top of their already big holdings
Timed in the biggest race for commodities we have seen .
Year low 5p
World class assets that can supply global demand for decades- get the strategic picture when the east/west commodities war really kicks off ?
Heavyweight backer.
You just have to work out when the rerate happens or sell if you can’t handle holding at 8p
Yesterday wasn’t investors selling due to lack of clarity as suggested - it was traders banking 10%plus gains , and the price declined as more followed. Simples.