Member Info for Konicky

It has got a bit of the Musk factor so I don't see it falling all the way back to 90p, although that would be a reasonable valuation.

But I think 150p is quite possible.

"Orders below 570p will miss out says the bookrunner"

Copied from another site, so no idea if that's correct.

Really interesting, especially the bit about manufacturing capacity. I'd be a buyer at 200p here, which would still be a PE of about 50 I think.

Not sure, I was wondering why it had disappeared too! Yahoo finance still has it.

Results look good to me, Parameta sell off on the back burner might hurt sentiment although I'm not sure that was in the price now anyway.

Does all the ramping/deramping nonsense on here really have any affect on the share price? I'm guessing not!

Positive tweet from Baron this morning probably helping sentiment here.

https://x.com/baroninvestment/status/2019692568519582036

NAV now 138p , 25% discount

Why all the selling here today? Gold up, silver up, other mining stocks up 4% or 5% !

Still below NAV so happy to hold for a few months yet. Think gold is going higher.

"This year one of the few customers to give notice on its contract was a major exchange secured in FY24."

Could this be NASDAQ gone?

Force majeure at Grasberg could be an issue here as BRWM hold Freeport McMoRan ( down 17% today ) at 4.9% of the fund.

"What a company. We should see major fireworks today. 10- 15% up?"

Could be more given the recent price weakness.

Well, hello Mr Negative.

Interesting to note that PHNX is up about 25% ( not including dividends ) since you dissed it back in September, let's hope TCAP follows suit!

Missed targets? Sell off is mainly due to no definite news about Parameta and traders selling up.

Some chunky director selling.

https://www.investegate.co.uk/announcement/rns/cmc-markets--cmcx/director-pdmr-shareholding/9025694

The dollar is recovering some strength, just in time for the half-year results here on August 6th.

The tariffs are only on semi-finished copper products, at least initially.

2 x £2m sales at 11.11 am, wonder if anything should be read into that?

In their results on June 5th, the only upcoming announcement date they listed was November 2025, so it seems unlikely that we'll get anything tomorrow.