Member Info for NelsontheDog

BTC bubble - even if II's dont take over in BTC, the millenium kids will buy anyway - thats an awful lot of money that is also a large part of the drive for TSLA's mind blowingly astonishing pe (i bottled it and sold TSLA a while back). So will still rise, its just how quickly imho.
GLA
NtD

Cheers Tommy - seems we have the same surname!
Only taking 20% out - it gives stake plus 10% profit - missed selling on VAL in August and still have the pain - hence trying to grow up - but only a little. Might not be relevant if we stay around 60 this afternoon.

I want to slice at 63p - got so close but not dropping my principle as its a reluctant Mister Risk led initiative whilst FieldMarshall (the bull) is snorting everywhere else in my brain - 6 fold up in about 35 days - brilliant! But I would like to get on with other things - lol

I have already sliced stake out of this so plan to farm this from now (take 10% of gains per year). I think I will be farming this for some time (10years? assuming no takeover) - i do not see any bau barriers to success - their key challenge is building a company of managers that can scale the tech over more geographies and projects. Disruptive player in the mining sector, but not yet a disruptive pe - i believe we will hit nearer 50p this coming year assuming we continue to add new projects.

Agree Shivers. And the company can turn projects from start to revenue at least 4x faster than the rest of the mining industry so pe should be above the standard - and also has geen credentials - i believe our pe should be twice the mining average so say 16x - so 50p target next year on what we already know. Exciting times.
Merry Christmas to all - what a fantastic year 2020 has been for this company.
AtB
NtD

Im still holding - 9 yrs plus. I would love a share buyback but dont think it would suit Zhevago (he has peeps to reclaim his swiss tax) so I suspect we will get a bigger special divi and i hope news of more capital investment. Really hope i am wrong.
2021 going to be an interesting year - for the last 8 years we have been a junk rated stock - we might be ftse 100 next year - maybe time for a small p/e rerate - could push share past £5 (which i think it can do on pe 3.x, and maybe go up to £8.
Merry Christmas to you both and any fellow board mutes :)
AtB
NtD

Max & Sixth
Who gets their wife a bot for Christmas!!!! - i would recommend perfume, ipad, iphone....

Rightback,
I agree this Christmas run in is for me always the best time of year and i am really missing the catch ups. Chin up and curry and beers tonight- lets raise a toast to all we would have been seeing and relive some of the better times.
NtD

I suspect that some day traders bought here expecting a bounce on the rns issue (after the announcement Friday). They will be offloading today and hence initial drag on the sp. Hopefully by lunch pretty much over and upward progress will resume.

Moneyhawk - agree - Tjate is an asset to trade, not to develop. JLP is the disruptor in its market. If you look at other industries where there is a disruptive technology (Amazon, Tesla, Peloton, Betfair, Sports DIrect, early days), the disruptor gains a higher p/e to reflect the higher growth expectation. At present JLP doesnt have that higher PE but it will come (as will the cash once copper projects takeoff). I still believe we will get to 50p in 18-24 months without Tjate - Tjate just accelerates that process,
ps - if you find a disruptive share, buy and hold - they almost always offer the best returns - thats what I plan to do with JLP.
GLA
NtD

Iceman,
Agree with your post. However, no matter how good Suzy and Coxie seem the market will only truly relax to them once they do a commercial deal - until then there is a small question mark over management team experience. Once the deal is there, happy days and we will rerate to reflect the belief in a management team that can transact as well as develop the drug.
So many people on here believe Suzy and Cox have the right mix so I remain keeping the faith till the deal arrives.
ps - after the board today, looking forward to the webinar with Monty python on my mind - a nods as good as a wink to a blind man, know what I mean guvnor, eh eh, wink wink, know what i mean...
Badsterman comments on a deal to be referred to today - i really hope so - would be fantastic.
Heres to a cracking afternoon
NtD

Thanks jabba and dsfat,
Appreciate the super concise summary of Argo - thanks - and I have immediately sat up a bit taller with the Argonaut monicker.

Atb
Nelson

Busymum,
I totally understand your position and to my mind it is the needs of the vulnerable that make it more essential that those of us not in that category take the vaccines to protect those that cant. I believe there is a plan to initIally give vaccines to staff at hospitals in london - this side of Christmas - I will be interested to see the uptake percentage from these staff who see the outcomes of non-vaccination through ongoing disease outbreaks, but also because i believe they will be a good arbiter for a view from a fairly learned community as to the vaccine safety.
I sincerely wish you, your daughter, Davey and all the best in terms of health in particular. Over and above the normal investment criteria, that is a not minor part of what drives my interest in TILS, particularly with the driving force of our major SH being this rather than just profit - improving health outcomes is a massive endeavour given the misery health issues can and does cause and I am proud in a tiny way to have association with a company like TILS.
NtD

good morning

Fairly new to ARB. Quick question - have ARB any policy on holding BTC - looked on website but couldnt see this addressed. I would be very happy for them to hold a % of what they mine - prefer that to DIVI's etc if there is spare cash. Has there been passt discussion of this from ARB?
Atb
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I totally agree Davey. This is a risk call but it needs to be taken collectively as society not individually. We can only gain herd immunity if all take it. I am most interested to get the view of Doctors and Scientists - not what passes for politicians in the current situ. I fear there is an arrogance that we can individually outlive the virus - I may be able to but my Dad cant - i will take vaccine if docs and scientists collectively are taking it.
Worrying about the safety of the vaccine is a little bit like asking to see the lifeboat safety certificate when told of its existence and verifying with the authorities whilst the cruise ship you are on sinks.

Hi
I agree with all the LTH's here - this looks to be a very good long-term future. Fairly relaxed from the investment case but very frustrated around the timelines. I can forgive not being good at timelines once, but then if you arent good - get in peeps to handle it. I feel this share will drift until a proper timeline to main listing is published and a timeline for Accustem from now and forwards - otherwise this damages bod credibility.
To me it feels like there is way too much entrepreneurial owner led charging at moment and a bit of stock market relations rigour (which isnt fun at all) would stop the rot and allow a platform for II's and PI's to move forward - imagine for a moment you are an analyst at an investment company and see the strong case for TILS - you go to write a summary for the fund manager to recommend this stock but oh - its moving listing - announced over a month ago but no timeline; it split a part out but no timeline to list: I dont think you would even bother submitting for approval - in the bin. In summary - BoD too busy - need to get in some professionals to do the dull share stuff.
ps all above becomes moot to share price in short term if Brazil goes nuts - however medium and long term - if you believe you have the right products, getting the team to work as a listed company in terms of deadlines is equally important. I dont want to sell anytime soon so hoping this occurs soonest. All past is forgiven once the new timelines are published and then met.

RNS for confirmation of contract award and hopefully initial orders qty -

oh and usually there is a cliched shorters burn comment, not here, though, f**k 'em

keeptofacts - hahahah
antoflea - lol
:) - sorry just had to add fuel to the fire......
atb
NtD

Hi unvrkw

In regards to a cheeky bid by our esteemed owner- you never know. However I would be surprised, given this is a Ukraine business, for the following reasons;
1. FXPO is clearly visible and attackable by the people of Ukraine and Zhevago rivals. As such it is visible and messable with(?) - such as the limit on his ability to sell holdings imposed. As such I dont think he would put more of his money into this risk - rather he seems to be taking out big divi's and presumably building a hidden more flexible wider wealth. However I am a long way from selling - there is still strongish capital investment (if this stops it is my signal to sell as it implies our perch sheltered under Zhevago's wing is not as assured). IMHO if he was 100% confident of continued ownership given the iron price outlook we would see much stronger cap investment programme, similar to that a decade ago to expand output.
2. The Swiss registration and UK listing (and our association with FXPO) act as a respectable shield to Zhevago and probably deters further state or rival actions against FXPO (and Zhevago) - without us more risk of extreme action as the world ceases to care as much. Remember FXPO isnt exactly a champion tax payer in a fiscally struggling Ukraine.

I remain a LTH (9 years here) and I am enjoying the new and wider views and inputs on the board here, but we must remember (i know you do unvrkw - but for any newbies)) this isnt a "normal" business and it isnt a normal ownership position - hence risk rating and bargain prices. Still feel a re-rate overdue and 300p easily achievable at present but not sure how much further we can rise without dramatic expansion. If this was all taking place against a company operating in Australia the SP would be £4-£5 min.

Happy with any rise but isnt it amazing that a poster with no history stating something on twitter can stimulate the stock. I have always believed things were not that susceptible to noise but there you go. Anyhow, just rethinking my strategy on some of my other shares - how do you set up multiple twitter accounts!!!!

Given JLP's disruptive approach to the mining sector, I firmly believe our p/e is way too low. A traditional mining project to expand production takes years - JLP from signing deal to cash in is 6 to 12 months - that is such a game changer in this sector. and hence JHLP ability to provide dramatic organic growth in earnings - this simply hasnt existed in the mining sector before. This is not in the price at the moment but will be soon (or failing that in any takeover approach once we get to that stage). Firmly believe copper will push us to 25p and p/e re-rate to reflect growth ability will get us to 50p in next 18 months.