Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
what crash? ..I think there is a "profit taking" moment..
Market are "to big to fail" now and FED and ECB will help market recover in the short term..
what could happend with a rapid inflationary momentum is not clear...but there are clue markets are moving to raw materials..
Moreover next week we could have Astrazeneca approved that is a real game changer..
the recovery will take a lot of month (years for some sectors) but financial markets move first so:
1) in 2021 there will be opportunities for gains but with an higher risks
2) look back to fundamentals..there are lots of zombie companies with laughable market cap
3) there will be a real portfolio rotation
4) Nasdaq valuations is insane now
5) Materials protect you from inflation
6) We trust in Syme
With Syme figures as at june 30, 2020 I think it's fast and easy to publish a financial statement.
but I don't know..we need a complete financial statement or a RNS with numbers is enough?
Anyway remember we had a RNS with figures as at september 30, 2020...so do not expect extraordinary numbers..
200M market company with no revenues.
200M already priced all the potential. Only with SH issuance we'll have a multibag.
And everybody here know that..
we are holding shares of a business model that is not working yet.
Ex..we have also to consider the last RNS de-risk a lot the investment...it make sure the process is finished and the accounting model approve.
Investing here is risky as investing a Nasdaq small cap with a technology which is in a testing phase.
Personally I give a rest in analyzing the newsflow and I prefer spending my energy on other investment opportunities.
I treat this as a LTH and if it will go wrong I'll compensate with other gains. :)
"3) Why hasn’t a major fin tech investor of scale taken a stake in SYME if it such a game changer - is it just bulletin board experts who can sniff out such bargains?"
Theana I have the same issue. I try to explain..I am reading lots of italian news and articles. Noone write about Syme and AZ, who is italian, with a lot of connections in Milan.
Yesterday I red on linkedin an article with a list of 150 major fintech italian innovator...I scroll but AZ not found.
So Do I have to be worried?
Nah..probably Syme is considered a UK company or noone has really understand its potential.
If and when figures will come Syme will have consecration. (and we a lot of money)
momentum..it was the best choice for sure.
Unfortunately here I've reached my max. exposure until we do not have more revenues.
My choice was to sell half of my holding at the low 0.34..maybe not the best strategy. However I rest easy now.