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....and I forgot to say it would be low ball anyway !!!!
That wouldnt be good news for everyone, my share ave is still a bit above 1.5p sadly...
Leon - we are all fed up with this, but you are just plain wrong ! All indications are Li will still be needed for passenger cars and light commercials but heavy stuff and plant are poised to go Hydrogen...
Oldbut - its very easy to insult a guy for being sceptical but respect is earned not given. I have been here since 2016 an have no respect so far ! Lets just say we'll wait and see whose right !
Ramp overdrive for 2024...
Making jimb lose his ramptastic cool is almost like drinking a double measure of a quality single malt !
Baby elephant in room ----- while Russia is still sanctioned CASP cant get best prices for oil though through Russian pipeline infra.......
Ho Ho Ho -- Merry Christmas ! --- (well it was for Sanderson anyway !)
Also part of UKOG !!!!!!!
I can think of AIM CEO's much much worse than KC eg Kiran Morzaria in KDNC and Saunderson in UKOG !
Fpv - this is a very sensible analysis. The German car giants dont really like EVs, you can have one if you spend a butt load of cash but otherwise they want to continue with ICVs as long as poss, and this is the influence they have on the EU bureaucracy.
KDNC (and one or two others) has taught me a hard lesson, ie a lot of AIM companies are 'lifestyle' operations where they give the BoD a nice C level lifestyle regardless of performance, and if it takes a company a decade to double your cash you have taken huge risk to do what you could have done so easily elsewhere. What amazes me is how they keep people salivating over all that time --- oh wait, not salivating, locked in with significant losses and waiting. My potfolio has ended the year ok but no thanks to this !
Quite right, to announce this only today is effectively a big fat porky and a trust-removing act !
This is another prime example of TAKE PROFITS ON AIM when you can !!!!!!
Funnily enough its only this and EMH that are staining the otherwise good performance of my portfolio in the last few weeks. I guess why buy dog doo doo when you can make money on regular investments !
Looks very positive but then again so do many AIM shares with a large discount to NAV -- the big question is how to convert that discount to NAV into buying desire or takeover desire....
One of the main issues I see is that the Govt are throwing a hissy fit about the Hong Kong owned Three merger due to perceived electronic threats from China..
Jax - actually you are slightly right ! But look a bit further back and KDNC is a train wreck but technically you are correct.
If it makes you feel any better I am in KDNC in AIM and thats far worse !
Shows MM's have faith in trades !