Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
https://www.proactiveinvestors.co.uk/teams/details/270/Ed-Stacey
FYI
Ed Stacey
Analyst
Edward has a Master’s degree in Mathematics from Oxford and has used his mathematical skills to excel as a support services analyst at HSBC and Societe Generale. During his time in investment banking, Ed covered numerous blue chip stocks such as Rolls-Royce, BAE Systems and Airbus
Hmmn....
I'm not sure , a good article, and I can see the the analyst and I can dig a bit deeper..
OR
I can listen to what faceless LexLusar, BMonkey and Squid post, with heir balanced, factual and substantiated posts!!
LOL
Financial outlook
Based on both the inventory securitisation programme and the TradeFlow deal, we expect strong growth in revenues for Supply@ME in 2021, driving a rapid transition to profitability, with further growth in the coming years.
Based on our forecasts of £50.1mln of revenue and £29.8mln of underlying earnings (EBITDA) by full-year (FY) Dec 2023, we believe that the current market capitalisation of £123mln leaves significant upside potential. For example if the market were to apply a 10x multiple to our 2023 EBITDA forecast, this would imply a market cap of £299mln, or 143% upside to the current level. We believe that there is potential for the shares to re-rate during the remainder of 2021 as the business plan progresses through its next stages.
Year end Dec 31 Current 2021 2022 2023
Revenue (£mln) 1.1 12.1 25.0 50.1
Gross Profit (£mln) 0.4 9.7 19.1 38.0
EBITDA (£M) 1.2 7.7 14.4 29.8
Last post: Matt121 12 Jul 2021 20:33
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Matt121
Mon 20:33
Posts: 81
Price: 0.334
No Opinion
Copied this from the Argo board, feel like it’s relevant here.
Secrets of paid shorts/bashersToday 13:29
Wouldn't happen on this BB, would it?
"Next, we had to follow certain guidelines on what we could say. We were urged to have an “answer” to every long’s question, but we were to frame that answer in a way that ridiculed the questioner for asking such a question. However, we were never to use profanity or vulgarity because that would cause people to ignore us. We were to make fun of
people, but in a civil way. The idea was to get “play,” i.e. reaction from other posters. The more play we got, the more the room would be disrupted. Ignored posters get no play. One exception would be the hypsters since they were “defending” the stock against our onslaught, they got a little more leeway. People would side with the hypster because they thought he was real since he appeared to be on their side, but was really on ours, setting us up to disrupt the room." Happy reading :)
https://conscientiouscapitalinsights.com/confessions-of-a-paid-short-or-basher/
Lse just had to repost this.. lol
Secrets of a paid basher
Started: Matt121, 12 Jul 2021 20:33
Last post: Matt121 12 Jul 2021 20:33
Go to Thread
0 replies
Matt121
Mon 20:33
Posts: 81
Price: 0.334
No Opinion
Copied this from the Argo board, feel like it’s relevant here.
Secrets of paid shorts/bashersToday 13:29
Wouldn't happen on this BB, would it?
"Next, we had to follow certain guidelines on what we could say. We were urged to have an “answer” to every long’s question, but we were to frame that answer in a way that ridiculed the questioner for asking such a question. However, we were never to use profanity or vulgarity because that would cause people to ignore us. We were to make fun of
people, but in a civil way. The idea was to get “play,” i.e. reaction from other posters. The more play we got, the more the room would be disrupted. Ignored posters get no play. One exception would be the hypsters since they were “defending” the stock against our onslaught, they got a little more leeway. People would side with the hypster because they thought he was real since he appeared to be on their side, but was really on ours, setting us up to disrupt the room." Happy reading :)
https://conscientiouscapitalinsights.com/confessions-of-a-paid-short-or-basher/
HKK
HereKittyKitty Premium Member
Today 16:24
Posts: 4,071
Price: 0.3175
No Opinion
TF deal has taken the SP down 12.7% since completion sadly - somebody should ask what SYME got from TF purchase as shareholders are not seeing benefit'
I thought you sold up and were coming back after first IM, and had no intention of posting till then and certainly not any negative posts which is all you seem to be doing now?
(btw holders are fully aware of what has happened since TF!)
If you are invested or not, what is stopping you asking questions direct to Syme or via the AGM. why should somebody else ask them for you???
Steve he actually accused me of abusing England's black footballers lol me a person of colour!
Yet these are the same trolls who accuse investors here of 'playing the man'
I'm not letting it go either.. So where and when squid.. just say?
https://www.youtube.com/channel/UCDUU4jmYLH3aonduuvgzDVA
Hi Peak, there is a very small segment at the very end of the first vid about off balance sheet etc. VERY brief. I have messaged TB, he seems a pleasant chap, replied and mentioned how excited he was about Syme, and that we would be doing his best to make it a success!
Look on LinkedIn, seems he part of their team now ;)
There is another vid Steve, thought it was this one, may not be, I will try and find it and post it. TB is part of a panel and they discuss how Inventory Monetization WILL be the future, and the market is going through an education process as we speak!
Yes frustrating at times, it's slower than we would like!!
I would say watch a few of his vids and you will see how big IM will be!!!
ATB