Blencowe Resources: Aspiring to become one of the largest graphite producers in the world. Watch the video here.
I've tried to find them but I'm having to look through hundreds of threads... and the ones I can find only seem to focus on Polygon... care to share any light? Thank you.
I will average down and wait. I think if I don't see the company making good progress by Jan 2023 I may reconsider. But the MCap right now is tiny, and I don't want to miss out on a potentially nice rise for the sake of what I have invested.
Nothing has changed… still waiting for results, this will likely go down until that happens. And that is fine, I have a small position in this, not expecting anything overnight, but it is high risk high reward so just forget about your investment and reassess in January 2023.
Hi, new investor in this company. But am I correct in saying this company has growing revenue each of the last 5 years, growing operating profits, debt of 50 million but cash reserves of 148 million. No major negative news in the last few months despite a falling SP and finally likely to benefit with lower covid rates due to 1) more people buying the products for nights out etc and 2) less supply chain issues.
So what's the bear case? Why is the SP falling in your opinion? Thanks
Thanks for your reply. I still feel a nearly 7% dividend seems very generous with the debt still to be payed off? But I guess the high profitability could explain this. I've opened a small position and hope to add accordingly, certainly seems an opportunity here and the demand for Cu Zn and Pb isnt going to go.
Hi everyone, I've only recently started researching into this company. Good seeing H&L owning around 15% of shares, and good to see the company has been given large loans to help with operation costs, they obviously believe this company has a successful future. My main concern is with the company being in debt, why are they giving out such a large dividend. Would it not be more sensible to pay of debt etc before doing this? Thank you.
Hi everyone, I have recently started looking into RENE. So far I can see on the financials the company is understandably going through a fair bit of cash, im wanting to know how long can this go on for, and is the likely answer shares being diluted to fund the work.
Finally I can see the share price has fallen a lot in recent months, with no real reason as to why? Ive opened a small position today and hoping this starts to pick up.
Hi everyone,
I have recently started trying to analyse companies myself. I want to invest in several companies for around 10 years minimum. Focusrite is one which took my eye so I had a look into them. I think this company looks very promising. Good financials, high assets to liabilities, small dividened, in demand product and overall a company which gives investors a lot to like.
However, I have one big problem. The profits after tax last year I believe was around £7 million. For a company valued at almost 1 billion is this not an issue? It seems the shares are valued very high. I understand the company is growing which is why you have to expect a big difference between the market cap and profits, but it seems very high?
Is this normal for stocks like this or is this a good company which is unfortunately overvalued?
Many thanks.
Certainly is very beaten down over the last several months. There are upcoming catalysts in the run up to the end of year so I will personally hold. The downside risk at this point is worth it for the potential upside imo.
Hi everyone,
I don’t invest in many companies, especially AIM, however I feel this stock is getting a lot of mentions at the moment and seems to have a fairly beaten down price for no apparent reason. So my question is, prior to opening a position in 4D, does anyone believe this company is a bad investment, and if so why? Many thanks.