The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Has anyone actually got any news re. this stock? I assume the rise is speculation of a fundraise. However, won't any raise be highly dilutive and possibly result in a share consolidation? Thoughts anyone?
Well, I think SEE has to a) Get the aviation license deal(s) b) Hit its numbers on Aftermarket c) continue to grow auto revenues, and win those RFQ contracts. If it does that the buyers will surely come.
To be fair, I think auto contracts are being delayed by OEMs making up their minds. It's not SEE's fault.
Here's the link to the full article: https://unearthed.greenpeace.org/2023/04/18/serabi-gold-mining-brazil-amazon-disputed-land/
Btw, I love this on Serabi's website: "Serabi Gold is a pro-active environmental manager who consults with Government and the Community to ensure that it is a responsible corporate citizen and that the environment is protected for future generations."
I had no idea that Serabi Gold is doing this. How can anyone with a moral compass support this?
A UK company is mining gold in the Brazilian Amazon on disputed land
A British company is mining gold in the Amazon without the permission of the federal land agency, on disputed land, with licences contested by state agencies, and before a nearby Indigenous community has properly been consulted, an investigation by Unearthed and partners has found.
Serabi Gold, which is listed on London’s AIM and the Toronto stock exchanges, has been blasting open 4.5m wide tunnels at the Coringa (Joker) site in Pará state, and last year began trucking ore for processing at a second mine it owns 120 miles away.
“Everything [regarding this project] is wrong,” said Ana Carolina Alfinito, a legal consultant at Amazon Watch, a nonprofit organisation working to protect the rainforest and Indigenous people. Serabi told Unearthed it is “completely comfortable” with its legal position, complies with the Brazilian legal mining framework and has all the necessary permits for Coringa.
A new blog from Safestocks: https://www.safestocks.co.uk/2023/04/03/panmure-maintains-buy-rating-with-14-6p-target-price/. Is that Pat Nolan or Eli Wallach in the picture?
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Hopefully, Ives is telling his mates to get in too. Looking forward to news from Delta Airlines and Collins Aerospace. Until then, for those with spare cash, it's time to accumulate while SEE shares are on sale.
Does anyone fancy a bet as to which RNS comes next?
- Ives buys more
- Gen 3 Fleet
- Aviation license deal with Collins Aerospace
- Airline deal
- Auto deal
- Partnership announcement
Thanks Seeing2020.
I like a robust debate. For the record, I'm still hugely invested in SEE and am confident about the success of this company. PM is a safe pair of hands in my estimation. Long and strong.
I can't believe we're arguing whether a CEO should even buy stock on the open market. It's obvious they should as it generates positive PR and attracts the interest of PIs and IIs.
Re. LO's buy - they had to RNS it I, assume. However, given its small value, it's insignificant.
Escovido, he's got a right to express an opinion. Besides, buying on the open market as opposed to getting them 'free' does make a difference. That's the reason why they are noted by many investors as a very positive signal.
If a restaurant manager eats in during a shift who cares. If he buys his meals at the restaurant in his spare time that would be a great positive for prospective diners.
Nice post Checkbutyoudon,
Buffett is so shrewd. The investment thesis for SEE remains intact as the business goes from strength to strength. Yes, the share price is a frustration but it can't be long before investors cotton on to what a great business we're invested in.
Yes, Lewbo, Ives knows and is filling his boots. Hopefully, the US event will persuade a couple more US funds to do likewise.
Admittedly, the comms from SEE leave a lot to be desired. Sinking the share price when there is so much good news coming is almost genius. I mean, who'd have thought news would be expected during results week with a stonking US event today? What are they paying a PR company for if not basic expertise that they don't have in-house?
That gripe aside, (thank god their business isn't comms) a little more patience is required. Thanks to the Italian job video (not to mention lots of research) we know what's coming and only those in need of cash will be selling. Martin Ives was a definite positive for me in yesterday's video. He gave an assured performance and is another smart dude. PM has done a good job up to now and the surly (suntanned?) bugger will surely deliver that aviation deal...I can imagine Pat on the phone to Collins Aerospace as I type this...
I'm still holding, despite the wife's annoyance. Although, I've had to stiffen my upper lip. I suggest others do the same.
Attending the Roth Conference seems like a great idea. Here are some previous success stories:
Moderna: Moderna, a biotechnology company focused on developing messenger RNA therapeutics and vaccines, presented at the Roth Conference in 2016. Since then, the company has made significant progress in developing a COVID-19 vaccine and has become one of the most valuable biotech companies in the world.
Unity Biotechnology: Unity Biotechnology, a company developing therapeutics for aging-related diseases, presented at the Roth Conference in 2017. The company has since gone public and is currently developing a pipeline of potential drugs for age-related diseases such as osteoarthritis.
DocuSign: DocuSign, a company that provides electronic signature technology and digital transaction management services, presented at the Roth Conference in 2018. Since then, the company has grown significantly and has become a leading player in the digital signature and contract management industry.
Zillow: Zillow, a real estate technology company, presented at the Roth Conference in 2011. The company has since become one of the most well-known and successful companies in the real estate industry, providing online real estate listings, data, and other services.
Teladoc Health: Teladoc Health, a telemedicine company that provides virtual healthcare services, presented at the Roth Conference in 2016. The company has since grown significantly and has become a leader in the telemedicine industry, particularly during the COVID-19 pandemic.
Of course, success is never guaranteed, and not every company that presents at the Roth Conference will achieve significant growth or success. Nonetheless, the conference has provided a platform for many innovative and successful companies to showcase their potential and connect with investors.