Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://lnkd.in/dAG-HfH
Link to webinar discussing AR turbine and supply chain
Hehe, ohs defender of the realm! I wonder if simec will buy more to get back to 49%?
He’s got the biggest keyboard for sure, whether he would be quite so aggressive/dismissive/rude if it wasn’t for anonymity I very much doubt! Also his repeated use of the word ‘duplicitous’ is tiring and doesn’t make him sound nearly as clever as he thinks it does.
I’m less inclined to think the share is being played, it’s just people leaving because they have had enough of waiting or the risk is too high for them, but as we all know the greater the risk the greater the reward.
My personal thoughts is that this is going to slowly rise back to around the 1.5p level as orders are filled and revenue generated and then a large deal will be landed and it will springboard from there.
Maybe don’t use mine and hunky’s names in the discussion so we don’t upset riddler lol
No I completely understand markets look forward, my point was that until that deal (anyone of them) is sealed then I don’t think we will get above 1.5p. If it surprises riddler that we are priced as we are then he clearly isn’t taking on board all the facts! Shouting ‘we are due a rerate’ and ‘undervalued’ every five minutes is not realistic until we have one of those deals. The good news is that they may already be nearly in place or in terms of the cropx and reinke partnership already in place but until we have more information we can’t make that call. Let riddler bury his head in the sand, that’s up to him!
So am I actually filtered this time or are you just being duplicitous (try finding a new word) and I’m still not?
You and twitter, like a 14 year old girl, crying when someone disagrees with you and claiming they have changed their handle because someone else disagrees with you as well! I’m not on twitter and why would I show you my account if I was? I’m not exactly deramping this share am I? I’ll tell you my average just so can sleep a little easier tonight - it’s 1.5p, so yes I’m down.
I don’t think sae are missing me, they don’t have a little hitler on their board. What are your thoughts on sae by the way, or is that not one of them hundreds of shares you know about’?
How am I supposed to reply and prove it?! If he has filtered me? Any one know how I’m supposed to prove I’m invested here?
Haha he clearly got very worked up in the time it took me to reply!
Lol if the markets are looking forward and we are valued at 1p the what does that say? I had respect for riddler before, he has always seemed reasonable, but he clearly now see’s himself as some kind of share chat - I want to say Jesus but it feels more like hitler - if you can’t listen to other people’s views and debate them and come to a mutual position based on facts and opinions then it doesn’t say much about you and if he doesn’t want to see my posts then I’m not going to lose any sleep and the only person who has actually lost anything is him and it’s my respect
My thoughts here are that a target sp probably needs to have a timeframe attached to it. 50p isn’t unreasonable, if we can survive that long and seal enough deals, but then that could be ten years away but it means sweet fa if the company isn’t operating at that point. Fair value is only realised once the deal is in place and the revenue is being generated. I can feel hunky twitching all the way from Turkey on this one and he’s right, any value much above 1.5p at the moment isn’t realistic
Nice post Jax, maybe a couple of minor leaps of faith but nicely backed up throughout! Let’s hope that we get some clarity in September/October from zero about what motorcycle’s they are bringing to market and they are what you describe!
Is us and Europe zero’s only markets? Not they are aren’t good markets but I would have thought China and the rest of Asia with the large amount of motorcycles and mopeds would be obvious targets. Agreed, I imagine a Tesla type business model, expensive first, cheaper with greater adoption later on, but at current sales they aren’t bringing much to the table for us, but it’s good to have that partnership in place for when the cheaper models do come along. I guess we’ll have to wait for cropx to produce the numbers on how many units are being used in regards to reinke but even at less than 1% of reinke’s current acreage they have products on that’s over 1,000,000 acres
Well that’s a few acres! Any indication how many of those acres they hope to get cropx devices overseeing?
I’m not explaining myself too well - we sell cropx the kylos and then they lease it, is that right? So we get revenue from sale of the unit and then revenue from SaaS if I understand it correctly? Not a problem, it’s been pretty constructive all in all, I’ve certainly learnt a bit! Have a good weekend too
so 450K for the SaaS, but in terms of selling the individual units of the Kylos, then surely we wouldn't be leasing those too and cropx would buy those? What about the North African distributor, i'm assuming that could progress further?
I'm not really expecting one blockbuster deal, although if it came along i certainly wouldn't say no, but several medium sized ones which amount to the same thing and which based on the near global coverage we seem to have and the market leading position we are building/have it seems possible. Of course, it all means nothing until we actually have those deals and it is squeaky bum time until then
yer that's fair enough! Reinke is a bloody big player and god knows many acres could come out of it!
sorry i meant if we could find out what the sales revenue per unit, but i'm guessing that's part of the commercially sensitive information! from a very quick google search, the kylos air seems to retail for about $290 dollars, so hopefully $250 is a reasonable estimate!
I wonder if that’s something we could find out from the company?
Good posts guys, am I to assume we don’t actually know the size of the reinke deal in terms of acreage?
I was reading the initial cropx rns earlier and it stated (I believe) that 2018 revenue would be significantly over that of 2017. Has anyone tried to assign what proportion of revenue came off of cropx based on that and what we know cropx were managing or are there too many variables?
Cheers hunky, is there both sales revenue and SaaS off this? Any idea what the sales revenue might be?
You might like this harry:
https://m.youtube.com/watch?v=NpmnZtfQXKk
It’s an interview with the Baillie Gifford North American fund manager whose fund has an 8% holding in Tesla since they were pre $250 level and even why now they aren’t selling, it helped cool my nerves with some longer term shares!