Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
You can see the bleak reality at an aggregate/index level
is there any index in the West that has performed as poorly as the AIM index over nearly 30 years?
The Japanese indices from their ATH?
Interesting stuff
much the same could be said about politicians use of whatapp...the delete functionality is a key attraction for anyone in power/responsibility....the blame game is often the only game in town
how would whatapp be banned??
The modest M&A multiples and the poor organic revenue performance in 1H certainly make me nervous, but
I'd suggest the most important macro trends to monitor incl the Indian/Bangladesh inflation differential and exchange rate
BOTAK, I've been playing this more lor less successfully for 3-5 years
To date, playing the extremes has paid off, but there may be a time when either floor or ceiling is breached
FDBK is pretty similar to most AIM plays, endless hope v reality, until the hope dies (last) ...or, in the very rare cases, the tiddler actually does hit paydirt
Stupid if your exposure to tiddler exceeds 5% say of your investible
this is a traders plaything atm...in the absense of really substantial newsflow and with such limited visibility
like most shares that are way off fcf++
To justify the huge risks of buying here
tp 1.20 for a bounce back towards £2
Interesting, thanks
I'm tempted to load up sub 50p!!
But then big ol MGSN trades on 30% (but its UOP margins are wafer)
Interesting to see appetite to mop up that sale
To net current liabilities (or, worse current assets - all liabilities) puzzles me
I'll wait and watch....if the turnaround happens as mapped out, I'll take my chances of paying more for greater clarity
Any compelling reason to buy given what they're sayin??
The one glaring oddity is the cheap acquisition of the dutch business last year
I get that contractor earnings are poor, but an acquisition at just 30% of revenues begs questions about SFR's valuation
A decent brokers report would show the last 3-7 benchmark M&A transactions in this sector...perhaps bthe dutch metrics are an outlier
@53.8x
I like the price action, and wonder about some of the large trades today (have we seen a clear out?)
Holding for the ultra long term may not be too mad
I didn't invest 10 years ago (error), and didn't follow GBG at all
Turnarounds are tricky, so there is still plenty of risk here
I'm encouraged by the resilience of the sp in Dhaka, and let's hope the worst of the macro headwinds for Bangladesh are over
Inflation needs to come down for real stability
You seemed to be questioning my questioning of winning's wisdom
selling at around the 7 year low when things look like they are turning is weird, but not greedy
One question, really: "why haven't you signed a decent contract if Bleepa is so good"?
Just need profitable growth to return and this will flash up
tp £8++
I'm happy to add below £9
my target is £20-25 again
if the A's fail again to share in upside, then this is still a modest EV/EBIT (and a downright absurdly cheap one if growth resumes)