Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
Elric, as a representative of SBTX and Stuart then, please try and at least empathise with investors here who have seen their investment fall significantly over the last week, no?
What is your purpose posting here if it is not to build subscriptions for your service and promote SBTX?
The vast majority of us regular posters here are genuinely interested and invested in SBTX, it would be great to have a positive dialogue with you!
Why not share some of the positive insight you have and help investors understand the situation better and build confidence? In turn that might inspire more people to subscribe to your service and invest in SBTX?
Hi Jimmy, quite simply the fundamentals are equally as strong, or more so, as they were when the market valued SBTX at double this price, and that was BEFORE they even had regulatory compliance in the US and UK for Axisbiotix!
So I believe this is a temporary dip and I believe Stuart made the right decision not to provide forecasts at point of going to market.
Unless there is a big issue with supply or demand, this will easily hit the pre-regulatory compliance price in 2022 and probably well beyond once the Croda/Sederma deal is progressed, also on schedule for commercialisation in 2022
Yes agreed belgrano, we know that the market valued SBTX at above double the current price on the just the prospect of Axisbiotix commercialisation and the consumer study output. My thinking is that once we've settled around this current price, IIs will start loading up with the aim of taking profit next year on the back of commercial progress and new revenue streams opening up. And so the cycle will continue. I read a recent post in another BB that I think is soot on. Look at the company, not the SP, i f you want success as a long term investor, which I think is spot on here too.
Wow yes staggering revenue figures. Suspect there are protracted and challenging commercial negotiations. It's critical AFC emerge with decent margin short medium and long term, which may mean getting creative with the commercials agreements in this situation where risk and volume commitment is difficult to pin down
'TM Power (AIM: ITM), the energy storage and clean fuel company, announces that it will issue a Trading Update, to report on progress during the six month period ended 31 October 2021 and to disclose the current pipeline.
Will be fascinating to see how the pipeline is presented and what level if detail is disclosed. Don't think ITM have done this before unless I missinderstand what they mean by disclosing the pipeline?
We're long term investors picard, so don't judge over a few days. The only reason these comments will have aged badly over the last few days, is if you invested a few days ago and need to sell now.
So your perspective is clearly one of short-term trading. Genuinely hope you didn't invest recently and need to take the loss now. GLA
Fantastic news, and in line with their commitment to open up the maratime industry.
Interesting to see how the SP reacts against the backdrop of the current covid related downturn.
Maybe my comment 'crash' was over playing it a bit! Downturn seems more appropriate :)
Hi Elric,
Thanks for taking the time to explain your approach and reasoning on here. There is however at least one contradiction in your post. You say that you earn a living from doimg this, but you also say you probably earn only a few pence an hour?
You also claim that others only conduct 'softball' interviews. Please can you give examples lf where you've asked 'hardball' questions of Stuart?
Don't get me wrong, I've found your interviews with Stuart (those I've been able to access) really interesting and insightful, but I don't think that you put him under pressure to answer difficult questions, in my experience.
I remain an ardent supporter and investor of SA and SBTX, but I do share the frustration that Stuart has given only one interview via a paid subscription at a time investors are clearly lacking confidence.
Not squared at you, just a general frustration.
One more reflection, if you are trying to win more subscriptions, stating that you were going to give something free, then changing your mind because people's complaints is counter productive.
Can you imagine if Stuart decided to withdraw the special offer on Axisbiotix because some people were questioning the efficacy of the product?
Rant over!!