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Except those ithaca boys made millions and retired? How will it be made worthwhile for them to leave the beaches of the Maldives to come make JOG work? Until we see some evidence of that, I fear a t/o by their city palls on the cheap will be on the cards. They might even manage to pull of a Caza Oil!
Couldn't agree more, Herbie! If a multi billion deal was going to be done, this would've been done 12 months ago. Unfortunately the MT and LT decline in Pd demand makes this a rather unattractive takeover. No Pd needed for electric vehicle, but Pt looks good for the LT. 24p however is not the price to pay today for a company which will be worth 70-80p in 5-10 years time. EUA may be safe from bankruptcy, but the share price only rose from the low single pennies on rumours of a big takeover. So on the no deal rns the drop will be "biblical". When it's back in the single digits, then it will be a decent risk/reward profile for me to speculate in. I suspect that when the no deal rns happens, we will see the insiders quickly dumping massive amounts of their holdings and looking to buy back later as the drift continues lower for years as they try the long slog of building a mine and extracting Pd whilst it still has any value.
IKN very decent of you, but perhapd give it to the local foodbank instead - better for your carbon footprint. I'm very curious why you think I have "deramped" anywhere - is that the definition of not smoking the multi billion happy baccy? I think EUA has some great ground, and Pt will do well in the future, but Pd is on the way out unless there's another high demand use for it post ICE vehicles. Still can't see anyone paying NPV for EUA. SA shutdowns might spike PGM prices if demand doesn't crater and the SA mines shutdown again, I suppose. But that won't really help EUA since any buyer will be looking at LT fundamentals, which seem pretty poor for Pd now, and they won't be fooled by ST supply shock price spikes.
Would those be the "not so bright ones" who perhaps listened to a word of that rubbish you were talking last week about how an RNS late friday or monday morning latest was all but guaranteed?! You're right, anyone who pays attention to such a poster really needs some "help"!!! You've really been quiet these days spambot, why is your daily posting average dropping into the double digits?
Sounds easy, except the psychology makes it hard. When things are up, everyone wants to ride it higher, and when lower everyone's afraid of losing more. "Be greedy when others are fearful, and fearful when others are greedy!"
Every single BoDs on AiM has the goal of executing on their strategy! If that's the bull case for EUA I think it might be time to switch to a broker which offers short options on AiM, because i cannot imagine a less compelling investment case than "But the BoD say their priority is to execute their strategy!!!" I could understand a LT investment case based on improving fundamentals for Pt and a hundred million ounces potentially if it over the next 15-20 years, at which point EUA could very well br worth a couple billion. But to claim that the BoD's focus on executing their strategy makes this a safe investment at these wildly inflated prices is bordering on the insane, imo.
Can't imagine anyone falling for these silly word games about being in the middle of executing on their strategy. Presumably the BoD of any AiM co would claim that they are in the process of executing their strategy. It's starting to become pretty clear that the board were telling everyone the truth when they keep announcing that there can be no certainty of a sale, that will certainly be a biblical crash when the no-sale rns lands. Institutions buying shares is no guarantee of sp success, plenty of institutions charge high fees to clients whilst delivering negative growth. And they don't deliver negative growth by watching the value of their clinets' investments rise!!
LOL the Pirates of Penzance here were doing the "it'll be done for christmas" routine this time last year, and likely will still be doing it next as well. And all the while the ICE continues to decline and hence the fall in Pd prices. NN don't need to actually buy this to win, all they need to do is seem like a credible party and cost EUA mining time so Pd can be sold at a premium without the dumping prices we might be seeing if EUA got their finger out and actually achieved something credible and not just pie in the sky like these ridiculous multipound takeover predictions.
What a pity they didn't take Benitz out with them and get in someone capable of doing the job. Seems like the team at Longreach was right all those years ago to dump the Benitz clan, the guy has delivered absolutely zero value for shareholders for as long as i have been watching this. Time to bin him and his team of yes men and get in a team whose ambitions don't vastly exceed their abilities. Perhaps an emergency meeting to propose Benitz's termination is in order?
Only needs a 40% fall to reach my expected 15p takeover price; whereas it needs more than a 300% rise to get anywhere close to this £1 per share nonsense. I will leave it to you to figure out which of us the market considers to be more realistic :)
Those talking like the sale us a done deal are dreaming. There's absolutely no certainty here, and if things continue to get worse between russia and ukraine i could see an all out war with nato and russia nationalizing all private assets, especially London listed companies. There's absolutely no certainty here, which is presumably why it dropped from the 40s, can't even hold onto the 30s and is now closer to breaking back down into the teens than returning up to the 30s. Personally i suspect it will get sold for about 500m all in, which will sadly leave a lot who bought in the 20s, 30s and 40s out of pocket. The BOD know their only viable exit is a sale, and the buyers also know it.
With all due respect, I disagree entirely. It may well be impossible to judge the share price performance given the current commodities backdrop, but the ongoing progress across the entire portfolio can be assessed based on RNSed information.
All that matters, Felix, is the price you buy at and the price you sell at. The rest is just noise! POW are well positioned for exploration in gold, uranium, nickel, tungsten and copper. These guys managed an at market price placing in under 24 hours from big investors who obviously thought there was something worth speculating in. Noone can hold your hand or offer guarantees, this is aim and it's junior exploration. But one major discovery and it could be a 10-20 bagger! Multiple discoveries and who knows. Do you feel lucky? Not today, not tomorrow, but in the coming few months and in 2022? Ask yourself one question: if the ceo with his 10% ownership of the company thought this was a dud, don't you think he'd be paying himself a huge salary to recoup some of the millions he will lose when the sp tanks? So now decide for yourself what it indicates that he takes a third of the average aim ceo salary? If you need more help than that to join the dots, you really need to stay away from aim coloring competitions!
Strange that they now tell us they've been investigating a dual listing. Yet for a year they implied there was a bidding war! Hardly sounds like you would waste months on dual listing work if you really did have multiple parties wanting to buy the whole shebang!
concludes with a Moscow dual listing?! Not exactly the outcome anticipated by the rums all round brigade! Bizarre that they have been exploring a dual listing whilst telling the market all this time that they were in a bidding war. This all goes from strange and unexplained to thoroughly bizarre. But let's not forget that the JORC will be released "shortly". After all that was only a couple of months ago back in September. Lol
Why would they be bothering to investigate dual listings if there really has been a bidding war over the last year? This doesn't stack up, it's all starting to seem as though perhaps things have been "misrepresented" to put it kindly!
Which shorts are getting burned?! As far as I can see, anyone who shorted Eurasia in the 30s and 40s is massively in the money, whereas those who have held long all the way down are significantly lower on the value of their holding than they could've been by simply selling out many months ago (more than a year ago in fact!)