The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
LNG will probably be the saviour of Centrica in the years ahead, especially in terms of the wider global market. For now, it's treading water.
Only got a modest 'investment' here now, but with AIM you may as well burn 80% of your money before you hit the buy button for your average AIM company. I got lucky on solg and sml (before the recent slump), but they were exceptions to the rule. The only AIM companies I'm in now are lithium minnows, which are worth a punt, including this one (indirectly).
No country is going to ban something that is currently vital and the lifeblood to their economies. Perhaps a Scandinavian country with a population of a few million will bite the bullet first, but not a major country like the USA or China. EV's will be phased in over time, which is essential for cutting pollution, but won't have much effect on climate cycles.
Johnson Matthey used to be Europe's biggest independent designer and manufacturer of lithium ion battery systems. I dunno what the situation is like these days though.
Fingers crossed that 32 1/4p is the floor.
"And it cannot sustain NPV of assets in the billions, on this type of market cap, forever. It might just involve more setbacks before we see it."
If you use the past as your guide then your last line is a certainty in this economic climate. When you think this was 14p in March 2019 and £1.49 in January 2018, we've been on a real proverbial roller-coaster ride. Irritating, but par for the course.
It's just come up.
The MM's certainly know how to make a market. Funny how things start at 2pm, and on Friday afternoons.
Well, the London Stock Exchange has been notified of a bid situation, so we'll know soon enough how this is going to pan out.
I've been in this stock for a few years now and have never known a price inversion in comparison to RDSA's SP.
There is a massive divergence between publically stated bond yields and actual realworld going rate yields in the private sector. The government ones are actually fake. What does that mean? Governments in the West and elsewhere are wearing no clothes, instead of the proverbial Emperor.
It is bizarre that some pundits on some well known websites and news organisations are reporting that poly4 is unproven in regards to the fall in the SP, almost like they are revelling and gloating in the company's current misfortunes. That's human nature for you, I suppose. As someone with a scientific background, I can categorically state that poly4 contains magnesium, calcium and potassium sulphates, as everyone here knows, I'm sure.
If crop production undergoes any problems and there are shortages in the coming decade, worldwide, then anything associated with food production and agriculture that increases yield is going to do very well. Don't believe the global warming catastrophe baloney. If we get a cold spring and summer or two, then crop yields will go down significantly.
This company really has a great potential to become an English blue chip. I just hope the human components associated with it and the sharks in the City don't let it down.
This is (in part, but not the complete story) cyclic targetting of certain sectors during the quiet months -- Junior miners are currently flavour of the week, following the recent drop in the SPs of big boys such as BHP, Rio, Anglo-American, etc.
KZG are certainly not in the same league as SML, which have an excellent board and release regular news, but who have also been caught in the downturn.
Interesting research. I was an investor here since 2015, but sold out a month or two ago. A significant portion of these directors on AIM and other small-cap exchanges seem to be on a revolving door when it comes to flitting from one company to the next with 'certain assets' and collecting big salaries as a consequence. That is why some diligence is required when it comes to investing on AIM. Good companies are few and far between. Mark Jones, of Alecto Minerals and Cradle Arc infamy (and a whole host of previous companies) was another on the gravy train of promising jam tomorrow but never delivering, apart from a big fat pay-check every month to himself until the outfit(s) he had been working for went twits-up.
Surprised to see this down back to these levels, but it's an opportunity too good to resist, despite the company's ongoing difficulties.
As Slurm says, a bit of patience is required. And JP needs to stop counting his chickens before they're hatched. Other than that, he's a good bloke.
Wish I'd bought more now at 13p. Still, can't complain. Without sounding too trite, you've gotta keep the faith sometimes and you'll be rewarded.