Member Info for Nthoftheriver

Good posts chaps.

Tiptree. My view is it appears (short of a TR1 appearing) most of the shares have been taken up by small PIs like me. Well we’re notoriously fickle and it doesn’t take a lot of share selling for the SP to be knocked down. So keeping small PIs, at least short term, onside would help get the market cap up above £100m when some Institutional investors feel comfortable to take positions.

Thank you deepjoy.

Does make you wonder if more effort shouldn’t be put into getting shot of Imutex and realise the money to grow the business. But that easy for me to say as a back seat driver.

Our market cap is say £80m. If Imutex is worth say £4-500m. Then we are either seriously mis priced or something doesn’t tally. Have I missed understood Imutex value?

Just seems to be stuck here on the buys. Hopefully this will shift up once who ever it is holding it finally let’s go.

Well Charles Stanley Direct are now showing my SNT holding share price as zero again. Oh well, back to hoping we will be seeing some news. Lol

Notice that ‘palantir technology‘ is possibly looking to seek a listing. Quite a secretive company. Will be interesting to what this goes for. This has a 0.2% weighting in the SMT portfolio.

Doubt AirBnB will come to the market anytime soon with COVID issues.

Same here 1squadr0n, 2M shares @ 0.19p in my SIPP. Went to £0 on suspension and now showing at 0.18p on the bid. I’m with CD direct too.

May be getting ready to come out of suspension or just wishful thinking that the RTO is near.

Interesting bit form that website.

... Sabien is planning to seek partnerships and acquisitions with other companies that have disruptive technologies and are well placed to accelerate reductions in carbon emissions. ...

Great find Turtlewax. Hopefully some news about to break finally.

Well done Graham.

Let’s face it anything below 4.8p (Director Options) is going to do well here.

Hopefully we can see 4p this month along with a steadily rising Nickel price. (Not too much to ask, lol)

Morning all,

Nickel currently 13,200.

.... The combined market share of EVs and plug-in hybrids jumped 6.8 percent in the first quarter of the year, faster than the 2.5 percent growth seen in the same quarter last year, according to sales figures from the European Automobile Manufacturers’ Association (ACEA)....

https://www.greentechmedia.com/articles/read/covid-19-response-to-accelerate-european-ev-demand

Agreed DJ,

Mark may be talking about his project in Canada, but may as well be talking about HZM

Some points he stated

Location: should be near existing infrastructure

Local Community: essential to have local buy and keep them onside

Surrounding prospects: good to create a district setup for scale.

Life of mine: enough resources to last decades

https://youtu.be/SYNpg5g-YMw

On a roll this morning. The transition to electric just seems to be gathering pace. I’m not sure the story That EVs are still a long way from having a meaningful chunk of the car market is going to hold water for long.

Not sure if posted already,

https://news.yahoo.com/california-shakes-auto-industry-says-180026843.html

Bring it on JM.

Matt Gordon of Crux Investors is due to interview Mark tomorrow and has tweeted if anyone has question for him. FYI for those on Twitter and follow Crux.

Touches on Tesla and the LFP issue.

https://youtu.be/j28XU-u3z1k

Agreed owlo,

Suppose the last section ‘Caveats’ covers the LFP batteries being complimentary with other Nickel based batteries.

... Technology breakthroughs, until then, are nevertheless to be expected. Development of nickel-based cathodes with 1-5% cobalt loadings or no cobalt at all are present in the technology roadmaps of most European and North American automakers and their cell suppliers. In any case, LFP should be considered as a complementary or refuge material in addition to high-nickel chemistries. While LFP could power urban and some larger vehicles in the C-D car segments, nickel-based cathode will continue to be the go-to option for most automakers offering driving ranges over 400-500Km or performance vehicles....