Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I say that because the market has pretty much priced in the loss of p2248 aim. Hence I don't see any significant drop on confirmation of that loss.
Hehe, I know I was stating the obvious there although some think there is only one scenario and that is we loose it. Unless some struck of out of this world luck Shell decides to talk about a deal with that one to!
I think only two scenarios with this license. We loose it or we get an extension to hold on to it longer. If the latter happens, which I see as a possibility, then we will get a very strong bounce upwards. 4p again maybe? License lost will likely cause a small drop to 2.4p maybe then back to current levels till next news. So anyone buying in now will have bought at the bottom I would say. Certainly nothing to panic about.
This share will trade sideways for awhile but will rise sharply on next positive news. So no need to get over excited either way for the next couple of months. But dick is right, 6 months things will get interesting sp wise
I mean nothing major will happen here tomorrow.
Nothing major will happen here. We may get an extension but likely we loose a license that does not change what is at play as far as the other licences with Shell are concerned.
You may notice I look at everything relatively!! :)
The zero orders will be possibly Conservative to begin with and will only grow at the rate of demand for electric vehicles. However this is one of Stars revenue streams. Their revenue streams from Cropx for example will grow far quicker as the Cropx tech is in huge demand right now. Starcom are developing a very balanced portfolio of clients and for me this relatively speaking is one the best risk reward investments on aim at the moment. They will shortly be announcing profits. How many aim companies do that? When you look at the high risk shares that fly across aim, star deserves far more positive sentiment and SP value than it currently is getting by comparison to other stocks. Highlighting the risks is easy with aim stocks because they all carry risk. But for me it's looking at it relatively speaking. Anyone who has money now to invest on aim and is happy to invest for 2 years has a high chance relatively speaking of making a return of many multiples of their investment here at current price. I am expecting 3p in the next few months as a bare min as my short term target. And that's conservatively.
So for starters we have Zero - Bosch - CropX
Now I am very sure that we have other major clients in the pipeline. Anyone not seeing this as a steal a 1.5p really doesn't understand the potential here. Big buys will come this way shortly I am convinced.
The strategic value of this latest deal is massive. The company is securing deals with very large reoccurring revenue potential which is key to long term sustained growth. Most importantly the deals they are striking are with greater profit margins which make starcom become a lower risk investment as the need for heavily discounted placings in the future also deminshes. Starcom will be able to agree more favourable payment terms and bank loan facilities when needed. As an aim investment for making 10 times your money back from current prices over the next 2 years, this is highly likely now in my view.
Aiminvestor loved clnr back in June. Read his posts everyone! He has an alterior motive for deramping this share.
Also how long have you been aware of the talks to do a deal with p2252?
Aim investor, how long have you been aware of the pending expiry of the p2248 license can I ask?
Pp2248 is just one license. Share price may well dip breifly if we loose that, but it will recover quickly as plenty of other licenses to do a deal with. Let's not forget what Shell are currently interested in. It is amazing me the focus on this one license as a reason to try and talk this share down. Anyway, the share price is priced in this potential loss as I see it. Plenty more good things to potentially happen here to keep investors hanging around clnr for some time to come
OK thanks Foxes. What are the alternative JV farm out/in options? For example if it is a farm in with Spirit, could it not have a similar potential to jog? Forgive my ignorance but haven't been investing long enough to know the ins and outs. I currently have £2k invested at 2.2p as a punt. Tempted to add a little more in Jan. Cheers in advance for any responses to my questions
What news do we need for this to do a jog?
Cheers for the research info Ridds, very thorough. I bought in this morning at 4.95p. Only 1ks worth to begin with.