The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
‘Grades unique for this region.’ ‘We are excited to accelerate our valuation of this opportunity.’
My goodness.
'We compete on quality, not on price'.
Love that.
OTL - I think that's called pragmatism. Many of us share your concern and will wait for concrete evidence of consistent momentum before we breathe a sigh..
Have we ever seen that in one day before?
Don't know why this has happened but it's very welcome. Sometimes see a slight drop after a Div is paid. Not so here.
Truth or lie? Seems like they're following our fireside chats a little too closely. Happy to be wrong.
Managaed to get a few more after a number of attempts.
I can't seem to buy on Barclays. Anyone else having problems?
4.8p
I think it's fair to say that's rude.
have got some funding..
The Science and Technology Select Committee says technology alone cannot solve the problem of greenhouse gas emissions from transport.
The report warns: “Hydrogen technology may prove to be cheaper and less environmentally damaging than battery-powered electric vehicles. The government should not rely on a single technology.”
- what they fail to mention is the billions of dollars already invested in EV technology.
https://www.bbc.co.uk/news/business-49425402
Yes TDT.
I’m encouraged by the language used in these reports. Regular suggestions of a complete re rate of the Nickel price.
Can’t post the link on the phone but if you go to the KRS board there’s an article on Nickel deficit.
Very encouraging...
https://youtu.be/kmvVyRE6qVw
Every Electric Vehicle will require 110kg versus an ICE (Internal Combustion Engine) which uses 20kg.
19 minutes in is where Mr Beck talks about Copper.
yet quite a rise.
What would happen if the herd arrived?!
from BlackRock and State Street. See the RNS.
https://www.investorschronicle.co.uk/shares/2019/06/26/lithium-intervention-needed-for-ev-takeover/
'The lithium supply chain has already seen more M&A (mergers and acquisitions) activity than cobalt or nickel since the EV boom began in 2015.
The mining industry’s inability to finance projects means carmakers might have no choice but to throw billions at guaranteeing future supply through M&A and project finance. '
for these articles. Always good to gain more understanding of the Nickel supply/demand.
What a great company this is.
With such a large Mcap, do we really believe the Govt would underwrite us? Placings are a tried and tested finance option for companies with Mcaps of £30m let alone £1bn...
All that matters for LTHs is that we become a producer. That looks a step closer today.