Member Info for Parob

So Spreadex have sold 3.39% (almost 9 million shares) since the 21st Jan, the majority (2.98%) from 12th to 17th Feb, i.e over 8 million shares over 4 trading days.

They now have only 2.97% left and they went under 3% on Monday 17th so they may have sold more since then. Either way they don’t have that many left to go.

Interview with Ed Stacey. Sounds good.

https://tinyurl.com/vm948y3

Proactive Research analyst Ed Stacey gives his view on the recent supply and licensing agreements signed by Itaconix PLC (LON:ITX) (OTCMKTS:ITXXF) with North American detergent supplier New Wave Global Services Inc.

''We saw a decent move in the share price when this news came out ... the approach is still very much to grow the business - it is growing, it has been growing and this deal just reassures people that there's still plenty of channels to keep growing the business''.

PALL: Why Palladium Is Not In A Bubble Yet
Feb. 14 2020

Summary

Palladium is in the midst of a parabolic up move after a 60+% gain in the past 6 months.

Sentiment and technical comparisons to past parabolic moves in silver and bitcoin suggest palladium is not in a bubble yet.

We expect another steep rise in prices after recent overbought conditions get worked off.

https://seekingalpha.com/article/4324330-pall-why-palladium-is-not-in-bubble-yet

New Wave deal announced expected to be worth $2 million over 2 years - that’s just one client and one polymer.

#EML - Golden Cross likely to form on the @emmerson_plc chart this coming week as the 50-day MA crosses above the 200-day MA. A bullish market signal.

https://twitter.com/Parob17/status/1226460386175614979

Just one post so far all day on this bb despite the excellent trading update and the shares up almost 20% as I type. Shows how under the radar this one is currently. Institutions and Neil Utley must be continuing to buy this up.

There has also been an overhang of shares holding the price back for a while, but that now looks to have cleared. I firmly believe we will see some strong gains once we’re on more radars (more news will help) and once the chart looks a little better. We seem to have a bowl forming on the chart starting May 2019 and can see this moving quickly once we’re through 4p. Valuation doesn’t currently reflect progress that’s been made by a long way.

Emmerson Plc's (LON:EML) Hayden Locke talks Proactive London's Andrew Scott through the results of a preliminary economic assessment for the production of SOP in Morocco.

The project has a post tax NPV of US$411 million and an IRR of 52.1% over an initial 20-year project life.

https://tinyurl.com/ulmhe77

Couldn’t agree more Mike.

From the Q&A:

“There is little to rival the Project in the global potash development space based on capital cost per tonne of production; the only real comparison is Highfield Resources, which has a market capitalisation of GBP160 million with similar capital and operating cost metrics.”

The fact that the price has been held back for so long despite constant good news, suggests the rerate could be fast once it starts.

Post tax NPV(10) across Emmerson's project portfolio now in excess of US$1.8 billion !!

This company just keeps delivering and so much more news to come over the next few months.

"The Feasibility Study for Khemisset continues to progress well, and we expect continuing news flow for the remainder of this year and early next year as we progress towards delivering the study in the first half of 2020."

Odd numbered (7541662) sell. Looks like the seller is finally out!!

Some very large sales have gone through today at 3.25p, over 8 million shares. I think those worked sells have been holding the price back despite the 72% resource upgrade which should have seen the shares rise considerably. Even management were surprised by the % increase! Anyway hopefully the price is free to move north now. Good top up price AudibleEnergy!

oNCo,

Taken from the Q2 newsletter:

Upcoming News Flow

With the commencement of the Feasibility Study, project related news flow should recommence in the current quarter.

Significant work continues in a variety of areas and the Company expects to update investors on the following items:

- Updated Mineral Resource Estimate - TICK ??
-Continuation of offtake/sales and marketing discussions
- Release of discrete portions of the Feasibility Study as they are completed
- Ongoing discussions with in-country partners
- Ongoing discussions with potential strategic and financing partners

Ed McDermott tweet on the 28th Oct

@edmcdermott12

Hayden knows this project and the ?#Potash? market inside out. Unsolicited offers of debt finance already on the table and due to complete feasibility study in H1 2020. ?#EML?

https://mobile.twitter.com/edmcdermott12

Me too! I think we will see a delayed market reaction to today’s news. Possible doji sandwich forming on the chart - looks good for a decent move tomorrow should it open positive.

And so much more news flow to come over next few months... excellent execution by management so far, on time and on budget.

Will the analysts now increase their share price targets following this news? Currently Shard target is 22p on completion of feasibility study which is scheduled to complete by end H2 2020.

...for anyone new to the company (18/4/19)

https://www.miningglobal.com/company/how-emmerson-looks-disrupt-global-potash-market-khemisset-project-morocco#

How Emmerson looks to disrupt the global potash market with the Khemisset Project in Morocco.

https://mobile.twitter.com/EmmersonPlc/status/1187345523499556865

Q&A Highlights:

We believe that it makes clear strategic sense, both from an economic and operational perspective, to consolidate the basin into a single, larger project and we are looking at ways to achieve this with the various stakeholders.

Version 2.0 of our Unity SDK is now fully operational and is being rolled out now. This gives our Bidstack Group PLC global advertising partners the potential to reach high-fidelity gaming on mobile, through within-game advertising. We'll be sharing a lot more soon - but, fair to say, with the roll-out of our AdConsole, this is a strong step. Thanks to all our incredible product team and developers. Head down here, executing. #bids #Q4 #3yearsin1