Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Is Cora as leaky as ever? Always a rise day before drill results recently
Bashers never bash a bad stock and rampers never bash a bad a stock.
Both are not to be trusted.
How to spot a basher. If good news comes out and they still bash they are a basher.
How to spot a ramper. If bad news comes out like we had recently and they still ramp it.
DYOR is so important. Remember that letter from a board member saying its ok, no delays, might never have happened and likewise the doom and gloom bunch might be making it all up.
People arent always what they seem. Trust yourself not strangers. Its your cash. Be smart.
My honest take. The sort of deal Ive come to expect. Its a little concerning that PHE seems to have bods etc who own companies which serviced us. W2T now Ensglove. Im guessing HUI next. We have to be careful that our shareholder raised money isnt jusy used to keep directors rich one way or the other. So there is that concern.
As a financial deal though, just like W2T and if we ever got HUI it makes sense. Brings everything in house more. The 48% not 100% seems a little conflict of interest as our COO retains the rest and Dave Ryans other half now has a nice pay off, but again we wont be the first company to operate like this nor the last.
I would be interested to hear why we had to buy 48% rather than but nothing and just keep using? One would guess it saves money in the long run.
I think the shift away from Green Hydro is a great thing and will benifit us a lot. The problem with the Hydro colour scheme to me is that while on paper it makes sense it misses things like what we are doing.
We arent Green Hydro, yet overall prob have a better effect for the planet when you take into account the tyres and tyre fires and plastics removed. We are Green Plus if you will, yet fall under a lower rated colour instead I believe because of the Thermo Chamber uses heat like insineration does.
A shift should open up more doors for our customers and more possible grant options.
In addition I still think we should look for grants to build our own phe owned DMGs too, as a supplememt to our partnership programme but under the guise of great test units. At least 1 fully owned and operational where we can also play about with to try to increase efficency.
Hey Conkers. A desicion only you can make my friend and one Im sure is on a lot of minds.
The risk on aim is news coming out while your out and then you miss your buy back in.
Of course the flip side as you know is staying in and the SP tanking.
PEEL do have an option at 2.9p which would need to get taken up by FC around end of Sept/Oct. If they do take it up that should either raise the price if its lower or maybe drop it if higher so at least you have a rough benchmark to work with.
Never ever use Swazers Chart for any trading. Pretty much worst chartist Ive seen in years. He is the Motley Fool of charting. Puts out 200 charts then when by luck one comes right, just like a clock, promotes it like he is a genius lol.
My 7 year old draws better graphs.
The good old democratic elections whereby you better vote for "insert name" or else (insert punishment)....
China moving in with Ganfeng is a help as they aint ever worried about looking bad or who they fund as long as the mines are left alone, so while not very moral, from a purely business point of view it helps us.
@Mal, I completely agree that the lack of transparency is damaging PHE as an investment option however I just cant see Tim Yeo turning over a new leaf anytime soon and suddenly deciding to give us the real reason there was a delay (to me, PEEL delayed and TY knew this was the case for sometime). Thus I hope is the new CEO does things different and talks a bit more straight. That will give confidence back. As you say, no one invests into a place where you dont trust what the CEO tells you.
Hopefully the new CEO will be in place in the next 3 months and we can turn a corner and move into brighter times.
Natural ups and down. If you look at a chart this is how shares work. They spike on news or as news gets close then people take their profits so they dip till price lowers to a point people think its cheap again, then it spikes.
If your in for the longer term ignore the weekly ups and downs. Overall price is on an uptrend but nothing goes in a straight line.
I do agree the delay news will slow down any rise, given everyone was expected Q1 2022 and it hadnt yet taken off as it seemed people were waiting for it to get closer to the date.
I also think there will be a general investor worry of yet more delays given this isnt the first set of delays and in addition the manner in which it was announced along with a lack of reasons. The processes have been explained but at present no reason for why this has caused a delay. Thats important information to me and Im sure for a lot of other investors.
All of the above isnt to positive for the short term however we do have some big bits of news on the way. FC will be big and gives a clear sign the project is going to happen. That should give the SP a lift. Secondly POC should still be around Q1 2022 which is another big step, so not all doom and gloom.
Might be a slow burner for a while and usually on AIM that means investors go elsewhere, however if you in for the long haul, stick the share in the back draw and forget about it for a while.
Due soon, however lets be honest here is there really anything in it we dont already know? Yet still the world acts to slowly.
Some big players are entering the game who have the money to speed things up a lot. It will be interesting to see if PHE can gain from a few partners worldwide because of it.
The lower SP does provide a buy in or top up price for those who feel we are close to the bottom that is for sure.
I am still nicely up and rarely average up but I will be honest I didnt think we would see these lower prices again so might consider topping up.
Long long way to go still with PHE and a lot of hurdles to overcome however each one we do is a step closer.
For me the new CEO is something I am looking forward to. A good company with good tech needs a good leader.
Dr A, generally we get along just fine so dont take this horrible but the amount of times you said your taking a break to be back on 5 mins later is a lot.
Im starting to feel you need this board more than this board needs you.