Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
There’s an awful lot of nonsense spouted on this board. Some facts for the dreamers:
1. Re rates occur when there are substantially more buyers than sellers
2. A great rns won’t cause the sp to change unless it brings in more buyers
3. Money is flowing out of stocks atm, not in. QE has finished, global recession etc
4. Small cap biotech has been out of fashion for 2 years or more
In short watch the market for a change in sentiment rather than an rns, that is a much more reliable indicator of good times ahead
Mr India
I respect your faith in hemo and your large position (which I think is bigger than mine).
I do take your points but stand by my view hemo is a minnow swimming against a strong tide and the tide is more likely to turn before hemo can become a big fish. So whilst I would love vlad to pull a rabbit out of the hat I’m really hoping for investor sentiment to change
Mr India,
The malaise affecting hemo is affecting nearly ever other small cap biotech. When investors cycle back in to biotech the stock will run but until then nothing short of miraculous news will shift the sp significantly /permanently
Thank you again JHFH for your supply of info and analysis. I would add that people calling for a new CEO seem to think they will get a better one. I'm invested in a few biotechs and (despite his failings) have more faith in Vlad than the others.
I'm genuinely sorry to say I agree with lbjj. Kurt said in that video that thinks were 'about .....' . The narrative needs to move from 'about ....' to what Kurt is doing now, next and when he expects to deliver some of the value he talks about
If he told us what he's done/doing it would help. Some of us thought he would unveil his planning once the concession was granted but .... what was he doing all those years? he must have been planning around scenarios post a kallak decision??