Member Info for Malik-

The share p is now only c30% higher than just before the ABB announcement(!)
This deal was a GAME CHANGER for company.
Time to load Up! OVERDONE correction.
Heading to £700m mcap by March.

You should tell that to Elon Musk.
Oh and maybe warn him that Tesla is in need of placing.

Excellent. Let that person offload.
I am going all in on this stock.
It will x4 this year without even taking into account a tightening of the lithium market expected mid year onwards.
HUGE UPSIDE

And this is on VERY conservative basis.
Could be in time a multiple of that.
BUY

I expect the shares to double from here.
Yesterday’s deal is truly a GAME CHANGER for company.
Looking at multiples hydrogen cos trade on... AFC Ensrgy for ex trades on 30x expected sales.
Say we apply half that multiple here, so 15x, on say on conservative £1m revenues which i estimate could come from the agreement with heavyweight SGN. We get to £15m. Add £5m from the legacy business. We get to £20m.
Just bought in. NO BRAINER.

Great question Chameleonman.
Yes, looks like CEO liked the idea of US listing. To be presented to board tomorrow.
Overall this was a very good preso by the company with some smart questions and reassuring responses.
*GREAT chart showing the multiples expansion one would expect to see at SAV once we move to FS (0.9-1.4x Nav - looking at Sigma Lithium-AVZ Minerals) and production (1.8x Nav - Pilbara Minerals).
*Galp understating due diligence with final offtake decision in next 2-3 months
*DFS in H2
*Aim for other commercial negotiations this year
*Ongoing PFS work in Mozambique. Progressing well.

In fact, I expect a fast doubling in the share price when this happens.

A buyout of the 50%, when this happens would be a MASSIVE positive catalyst.
This since, I expect them to pay very little from a company in administration.
Then, we would be valuing the remaining 50% at the same valuations as what we value the asset at today - this hugely value accretive.

Stark underperformance to peers means market cap differential just getting too wide given superior margin and big upcoming capacity...
Trading at mere 8x PE, 4x EBITDA and onto MASSIVE cashflow generation this year; stock significantly undervalued.

Yeah? What’s your thoughts process?
Seems to me that the only contribution you offer across all the stock boards you participate in, is to warn of upcoming placings.

This stock is super cheap.
Onto >£700m mcap in no time.
BIG Underperformance to peers will HAVE to correct.

ZNWD is an under researched, misunderstood and so, non-consensual stock with potentially 4x upside from here. It will be a KEY beneficiary of any offtake agreement coming at European Metals Holdings on steroids!
Just can’t keep on trading at such discount to its next door neighbour EMH.

Well Sav is trading at less than half the resource multiple of EMH...

Down 30% in two weeks with no fundamental reason... Iron ore p remain at highs and Vanadium p holding up. Stock now below 20 and 100dMa and at 50dMa
Trading at less than 5% of blue sky upside: CHEAP

Inflection point because:
1) Q420 production data was better than market expected
2)confirmation of Q421full use mill at 2% Cu
3) Completion of the purchase of Duck Pond plant and planning site relocation in Q3
4) 50% hedged at not too far from spot; meaning downside protection in case spot prices did correct

2021 is the year; and stock’s not pricing in throuput and grade ramp up.

UK energy storage project a hidden gem for the company, which should propel the mcap multiple times higher. Under appreciated by market. BIG 50MW battery+50MW solar. Able to arbitrage peak power price.
Company expects financing for storage this summer, and construction completing in Q1-Q2 next year.

This derating since the 16p peak mark makes no sense.
I am adding here.
This is THE CHEAPEST lithium player in Europe, and given its location and all we be discussed recently, it will HAVE to rerate.

You can deduce therefore that ARB stock is Running ahead of itself in pricing a further collapse in Bitcoin p which it’s peers are not.

Dropping this morning with a Beta of >10x vs Bitcoin.
There is ZERO fundamental reason why this stock should not have today the mcap of the largest miners out there - not capacity and certainly not margins.
Completely OVERDONE.

(Adressed to Cadellin of course)