Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
Picked up a few more this morning.
Freeing up more funds to allow for further additional purchase's.
Didn't think we would see these levels again, may well drop a bit more, but to my mind this company is just falling on an ebbing tide, the drop has nothing to do with ilika's potential.
Dyor
R
Sorry to hear you're out TT.
Many of us PI's invested here have been burnt by very poor management & a complete lack of over site for years .
What could have been a successful & profitable company has been so poorly managed for so long that it beggers belief.
SAG may well step in to take it on, but probably at no great price
Let's hope the New management can pull something out of the bag & soon.
Wishing you well with your new Investments.
Cheers R
One of the things I like about this company is that they do what they say their going to do, on time and on budget.
Great IP, solid management in a rapidly expanding market.
Will be topping up at these levels.
Good luck Lth's
R
Ilika's SP seems to be falling prey to the Day Trader's, usual for this time of year I suppose.
Hopefully next update will move the SP north , always a lottery to try to micro manage your entry point.
Still dip's allow for topping up.
Good luck all lth's.
Personally I'm expecting an upward step change in sentiment & SP this year.
Only my guess & remember always DYOR
R
Saw this on itm page (link available there)
SGN, Macquarie's Green Investment Group & Esso Petroleum Co.
Have signed MOU to explore the use of hydrogen & CC to help reduce emissions in the Southampton Industrial Cluster.
Hopefully GTC will be involved.
R
Hi fatoomch
Not completely sure about the 6mth verses 12mth rule.
You raise fair points about TPG going forward.
I'm still holding out for some kind of sensible exit, but have been disappointed with tpg over the years.
Time will tell, still a hold for me.
Cheers R
Thanks fatoomch
I agree with you regarding Cartmell.
I'm fine with the new management having a chance to turn things around, but I can't see TPG staying as an independent entity.
SAG will want all the upside, so I'm expecting an offer after the 6mth window is over, at what price is anyone's guess.
Good luck to all lth's
Cheers R
Hi fatoomch
Can you see the new TPG BoDs releasing any meaningfully positive news prior to the ending of the statutory 6mth bid window?
Just trying to understand your take on how having SAG bod members on the TPG board is good for tpg shareholders?
Hi fatoomch
Thanks for the link.
It's difficult to get a definitive idea of what they do & don't do from their press release's / rns's.
Their taking of manufacturing bespoke wiring systems etc for the hydroFLEX system but little detail.
As a traditional supplier to govt/mod customer's they have never put much emphasis on updating or informing their shareholders or potential new shareholders on progress, this is so outdated.
I realise that much of what they do is confidential, but there is certainly room for improvement on this front.
Thanks for your prompt reply
R
Linde's JV with itm was announced via RNS number 63170 on 3rd Oct 2019.
Itm's SP was 43p at close on the 2nd Oct 2019
Itm SP closed at 48p on the 3rd Oct 2019.
(Have a look at the historical RNS & chart icons.)
That's a 5p rise on the day.
Admittedly it has improved since then.
R
My take on this share is that any purchase sub 250p will be handsomely rewarded over a medium term period.
ATM lack of news and cash flow considerations are making some PI's nervous.
Can't see any II's reducing their holdings.
As for me, at this level as soon as I have available funds I'll be topping up.
DYOR
R
BB, an open offer of 6.5p was never on the table.
A chosen few with largish holdings and a broker who would facilitate 'broker to broker' transfers managed to get 6.5p, but not the average Joe.
This is unfortunately playing out as predicted.
R
Morning WOTW
I've been tracking these for a while after selling out gradually in the wks/month's that followed the mid £2 peak.
Bought back in today( showing as a sell!)
I thought these raced up on the whole alternative power hydrogen/battery etc bubble, when they peaked awhile back.
Back in sensible lth territory now imo.
Will continue to top up from here as funds become available.
Good luck all.
DYOR
R