Member Info for KnockOutthePin

So THG is fundamentally undervalued and needs a Starburst and Bear hug or maybe a Wolf pack.

I wonder if they held it back till after results out of the way? Probably crediting them with too much as the communications (or rather lack of) generally do seem weak.

That’s a good point - not all revenue concentrated in one place reduces risk/increases valuation 👍

CAB usually exhibits leaks a day or two before results/RNS so as it’s petty static I’m thinking no surprises either way atm.

And % concentration way lower than Itumba on all bar one.

Yes I think the time is getting near now to give up waiting for anything decent wrt the SP and invest elsewhere. In the unlikely event anything does happen can always jump on it then.

No visible Chairman and I can't see MM being able to address the undervaluation and as long as he’s there his baby is doomed to have a low valuation. Cross with myself that I sold my conservative investment in RR at 1.50 (3x since then) for the 'exciting potential’ of THG as it seemed to have more upside...

Interesting whether a post result recovery with all out in the open now or whether US license coming through. I’d suspect the latter supported by the former but we’ll soon find out I guess. Ether way very

IMO when a share trades like this before an event it means the event is not going to be either as expected or as good as expected. Happy to hold this for a while but my experience of GDR over last 3years (a lot in the terrible non-delivery Budd era) is it usually disappoints in this respect.

If it picks up in expectation later this afternoon I may sell up as already well into profit having averaged down well but was hoping to try and recover some of those ’10k’s of Budd losses’.

Great to see the SP back at 11p so quickly - says a lot for the market view of the company and also a smart move by the CEO. As the AIM market improves going forward (we all hope) it would be great to see us LTH’s back above water after the tumultuous times of COVID.

Every day seemingly it pops into my top risers at 7-11% and .5p and big spread of 20% with quite a good number of trades. Anyone got any idea if there is actually something happening or expected? Like most here, massively under water so just wondered otherwise back in bottom drawer.

That’s a bit unfair Maca - if you look at the core numbers wrt revenue, EBITDA, growth, cash, debt etc it looks like a good investment as undervalued. Also supported by a price of 335p after IPO that dropped to 50p then recovered to 165p on back of good growth numbers (albeit lower than original forecast - but still 25%) with European licence and US one in the works.

I agree their investor comms are poor but notwithstanding the volatility in African markets I’d say they are a good investment and supported by the fact that there are not lots of traders making stupid ramping/deramping comments on this BB.

Or are you just a lone deramper?

Never seen this before - placed a trading Order at 4.10 just after 8am and it sat there on pending - in the end as had already gone up to 4.6p I phoned Interactive Investor to cancel but cant as there is some worldwide IT issue affecting airlines, LSE, Sky News etc and they cant cancel the trade until problem solved. Hope it’s not a cyber attack or something serious!

Didn’t expect any specific details obviously but they could have given some insights on their thinking re how they are going to address this key issue other than the mantra ‘we want to maintain our independence’ which is clearly not feasible (at $50m) going forward. Looks to me like they need a new experienced CEO for the next stage of development/ commercialisation and let Lorna concentrate on the technical stuff. Though appreciate that the right sort of person would probably want to wait till more data available before joining. So hence my question - why do this call?

Not are why they did this call as not really any wiser so all it’s done is create speculation on the SP over last few days and now drop back on nothing new. Thought we might hear something on partnerships wrt where they might get the $50m from.

I’m not experienced in this mining sector so anyone know what the likelihood is of the EWT showing the initial results were wrong? Seems to me a very binary investment so this is key.

Me too - see Cab as very undervalued so happy to be patient. Once the US comes in we should get back to normal I hope.

Mine have appeared on my ii a/c today.

Can’t do any harm…https://news.sky.com/story/amp/jd-sports-backed-applied-nutrition-plots-1bn-london-float-13062717

Is the driver the US decision coming sooner than H2?

I wonder if a rather partisan Manchester vs London view here from CityAM re C4X/Who?