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Thanks EB
Where did you get the 15 offers on the table number from? I'm not challenging it just want to see it for myself
thanks
Https://www.economist.com/finance-and-economics/2023/09/11/how-to-avoid-a-green-metals-crunch
Well done you had me spooked for a while so I re-read the announcement.
"I don’t know what that means. Was the warning just prudence?" Interesting that you admit to not knowing, the text in the going concern statement is very much boiler-plate and I'd be more concerned not to see it
Of course cost over-run risks exist and there can be significant negative consequences if they do arise, that's why the share price is where it is relative to NAV to reflect this (and this was true at 160 as well - the fall during August in line with the market and normal Augusts doesn't bother me too much).
Great thanks - will look out for that
Was there an investor presentation yesterday evening. I have a vague memory of one (but may be confused with another share) but couldn't make it. If there was one and anyone could share any views from it that would be appreciated
Being slightly lazy and doubling H1 EBITDA for the full year sows an EV/EBITDA multiple of c.8x - for a business growing revenue and margins this feels very low especially given barriers to entry, etc
Why do you keep posting the same thing over and over again? You're entitled to your own opinion and some of what you are righting is fact which I'm obviously not going to argue with but why are you boring people with the same material over and over again. if you have new info or a new take on things post away but constantly copying and pasting is just dull
I hold a position here and accept it's a complete punt - I hope you're wrong but if you're right fair enough just stop clogging up the chat with repetition
I'm also a fan of this one - like you TD2 I'm wondering what I am missing
Some interesting general industry background - nothing on HZM but worth a read
https://www.washingtonpost.com/world/interactive/2023/ev-nickel-refinery-dangers/
thanks Wasa
I'm with II, mine are now in my account
I'm happy to be patient on this, although as would everyone I'm sure, prefer some news / visibility of what is going on.
Do any of the larger shareholders have any contact with management? I think on HZM Wasa had the occasional conversation with Simon (CFO), as did I in the early days helped by the fact that I know his brother through work. Obviously nothing material came out of those conversations but sometimes it's just good to here the tone of their voice and gain comfort if management appears comfortable / happy with proceedings
a very quick google search came up with this
https://www.hl.co.uk/shares/stock-market-summary/ftse-350?msclkid=d13e8ddbd14711ec80b6df6f863162f6
I'm new to this share so first post on this board. Came across it in this article which is quite interesting. Don't currently own any shares and need to do some work before deciding whether to do so or not but thought I'd share https://www.vanityfair.com/news/2022/04/the-billionaire-clubs-run-on-cobalt-says-everything-about-our-battery-powered-future
thanks - like many people i think right now the ability of my memory to process anything involving time is basically zero
does anyone know off the top of their head when the lock-in period expires? I'm interested in putting more in here (a complete punt but I like the sound of it). If as CF suggested there is a rise before that and I miss out that's fine, but there's a decent chance any good news takes longer so if I'm buying more I'd rather wait in case there is an exodus
sorry in the time it took me to write that lots of people said the same thing!
this is a terrible idea - fortunately I don't think it is actually possible. If companies could arbitrarily impost an ex post cut off date why would anyone ever buy shares? You have a good feeling about a company and it's prospectus but know there is a chance that even if things work out well in the future you may not be entitled to anything as you unknowingly bought just that bit too late. This would be a disaster for market liquidity and valuations. Also, giving an entitlement to buyers after a dividend is announced means that the value of the dividend can be reflected in the share price so if people want to they can capture most of that value by selling - some might say long-term holders never sell but everyone does at some point and it may be that some people would rather sell the share cum dividend and take a CGT hit rather than have the dividend treated as income (obviously moot if held in a sipp or isa)