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David Talbot spoke at the London South East-Red Cloud Securities Global Mining Special. Watch the full video here.
Posted in: STX
ah...all the bottom feeders @18p
Posted in: BXP
The sp in Dhaka is hardly shooting the lights out, but we are at a steep (though not crazy) discountThe sp here has traded all the way down to 30-35p in fairly recent times, ....but then the Dkhaka sp was much lower (as were profits)
Posted in: AGL
nice workI also like your price targets of 120/150 for the swift flip (and potential to rinse/repeat until serious +newsflow esp around partnering or other attractive non placement funding option)LT tp is ofc much higher £5++
Posted in: POLY
covering her shorts asap
I love the sound of shorts squealinglooks like Sarah is exactly wrong again lol xxxx
if it weren't difficult, we would all be rich lol
Posted in: TERN
and what a buy PIRI seems as way of playing TERN on the cheap
being short at these levels is one hell of a play
Posted in: PIRI
looks like a decent play now....
well "she" was pretty much exactly wrong on fxpo...a rare gift (or perhaps part of a short covering plan?)
tbf Sarah is a pretty hot counter-indicator
it would be nice if everyone could winthe reality is that most lose
indeedtp of 75p is a stretch target imv
Posted in: TGP
yet another burn, 2n
is clearance not good enough for you?
pretty generic stuffif they want to ramp up sales effort in the States ==>the cash runway shortensthe funding options aren't specified except the dreaded placement lolwe've had a major inflection point and fat lot of use that proved to besales sales salescf cf cfall else is noise
yes, IIs have the great advantage that they are likely to be tapped for substantial money in any placementSo, if they are convinced that a placement will happen soon, why not derisk and buy in cheaper?Where else but placement can the money come from? Partnership?
buying PIRI gets you in @c9p (closer to NAV) IF deal approved and fully executed ON THE CURRENT TERMS SET OUT IN RNS I HAVE READthe market is screaming that the deal will flop or be repriced o r in some other way not go through as currently envisaged IMV DYOR etc etc