Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Very long term, with gyro and other applications of nanotechnology this has good prospects. I wouldn't add any extra short term as there are wild expectations for masks (eg £2bn mc from one machine, which doesn't work, and no sales) which means the sp is driven by sentiment. 4p-5p is realistic given the recent heavy dilution (with the threat of a lot more to come).
If there is a GM vote. There is a lot of chatter that, despite appearing in a later RNS, the shareholder approval clause didn't appear in the placing document and so can't be applied after the placing. We were told to expect notification of the GM in early January, so you have to wonder why it hasn't been called. One way or the other this needs to be clarified before the SP can move up.
Maybe we should print up some leaflets and pass them out in our local communities!
Yes, good idea. If it doesn't conform to the BOOOOOOMMMMMM narrative then pretend it doesn't exist.
Maqsood7, the RNS said nothing of the sort. It said there was interest only, but no sales. The RNS said nothing about needing certification in order to accept orders.
If you won't accept the realistic challenges, then this bb becomes an echo chamber and you will only be guided by other rampers stating 10p, 20p, the conspiracy of MMs etc.
I suspect most people who shout down genuine challenges are deep under water having bought in during the spike in late 2020 and desperately need another spike. How many times did we hear that the SP would bag on machine delivery, then again on certification etc? If you listen to genuine feedback you might avoid the investing traps.
I hope this isn't true. If we are resorting to giving out free samples then it doesn't suggest that 'interest' is as strong as the last RNS stated, nevermind sales. Given the hype, RMS needs to report strong sales this week to sustain the SP.
Monty74, hold for long term and with the combination of nanotechnology and gyro this will do well. Short-term this may be more volatile. Lots of people are talking up insane valuations, largely because they actually just want to recoup losses and will bale out long before the figures they quote. This was meant to multibag on machine delivery and then again at commissioning (currently this is at the sp before either of these events).
Volz aren't producing until the end of March, as they have a different certification process. It was in the RNS earlier this week.
While today's second RNS was mostly positive, the delay to the comissioning of the machine means that fewer masks will be produced in January, and the February figure will likely be impacted as the ramp-up will also be delayed.
For me, licencing is key - p2f is not a manufacturer at scale - but with the exception of Volz (end March production), nothing else is confirmed. Today's new will hopefully prompt more licencing deals, but the start of production could be some time away.
Sigh...another negative RNS so it must be a conspiracy from MMs (who don't even issue the RNS) to get cheaper shares for some large background buyer. This delusion is driven by people way under water trying to entice newbies.
Oocanibe, you are correct re sales. I also agree that nearly all the focus here is on masks with valuations that are, in my opinion, in dreamland when there is currently only 'interest', but no confirmed sales of masks.
I bought in here when this was Strat Aero and think the long term future is very bright (esp with the wider uses of nanotechnology, plus Gyro). What I am concerned about is the short term SP - with unrealistic expectations comes downside risk. I am trying to determine whether to lock in profits now (I bought Strat Aero when much lower) and return if the risk materialises, or ride out the short term storm.
A lot claiming 10p, 20p etc got caught in the spike and are really hoping for 4p-5p to lessen losses. No way does a company with zero sales have a billion pound market cap.
Long term your investment will be secure IMHO, with many strings to the RMS now. Facemasks are just one strand, and possibly short-lived. But short term there will be a lot of fluctuation as this share is being driven by sentiment, wild expectations, and quite a bit of desperation from those underwater seek to claw back losses.
I doubt it is a fake if it is attracting national press. Why aren't p2f getting the same coverage? We've had a head start, but Notts tv doesn't stack up to this.
What concerns me with this competition is that the £4.95 version last for up to five days. It is also reusable. P2f kills covid for at least seven hours, but I haven't seen any info about whether it can be taken on and off for seven hours (obviously there is the risk of transmitting covid when touching the mask to take on/off). Has anyone else seen this reported?
Silenced, that's the point that no-one here wants to address. Pre-orders should be through the roof.
The Volz deal is not "on track". No one on here expected at the end of March. We have to ask why the delay - we know there are no sales yet, so maybe the interest is less than expected. Also, the argument that there are no sales because no-one orders before certification doesn't hold up - the vaccines deals were done long before they were certified.
For me this RNS was very mixed. Things are progressing, but slowly, and that is what really concerns me. Until end March production will be based on one machine.
Why no confirmed orders. I don't buy the argument that everyone is waiting for final certification. If the demand was there, wouldn't we see orders on the basis that certification is approved?
Re Volz, production at end March is a shock to everyone here. Some part of me was naively thinking that there was a big deal in the background that Volz was fulfilling and that would be the big RNS we were all hoping for.
Overall, this is still a great long term play, but the need from many here for a quick reversal to 6p-7p means that the short term share price will be very volatile. We may see 4p or even 5p, but equally we might see big drops as well.
What is required to cancel warrants - 25% of all shareholder votes or just 25% of the votes cast?
I still think that production in Biocity is not where p2f should be focussed. We can't produce at scale with one (or even two) machine. Licencing is where this should be focused. Do we have any idea when we will hear of the Volz deal?
What percentage of shareholders need to vote against the warrants to have them cancelled? Also, does it have to be just a percentage of votes cast or of all shares in circulation?
Liquid1 that datasheet has been there for months. What is your purpose for sharing it yet again?