Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
I am satisfied after yesterday's presentation. Never a nice thing to prevent loss of a customer.
I got the sense that there are bigger projects in the background. It would be nice to have an RNS everytime we signed up a new customer.
Interesting to see what happens in the leather business.
Before I knew of the big brands that we were starting to sell to I was confident that we should be at 800 given our consistant growth rate.
The growth rate could be eclipsed now with the big brands coming on board. It makes lots of sense. It makes their products better, greener and cheaper.
It is hard to know how fast we will ramp up now but I'd guess 1200 is a fair valuation now.
Could be over 400p this week.
Is strange that lse shows the share price higher than the previous day before the markets open. I don't know if there are orders in the background doing this or of somebody is giving their prediction.
Anyway for a share like this market cap of 10x is normal so we should be at about 800 p on that scale.
For there to be a meaningful presentation John will have to present some new sales numbers. He can't do this without an RNS first.
I'm looking forward to this next update.
I've seen a significant improvement in their publicity on linked in. They seem to be involved in all the right places to bring in new customers. The extra job roles that have been recruited for are important.
I'm also pleased that the 10m cash is being used wisely so no need for any further dilution but can be used for sensible growth.
We are in a much stronger position than we were a year ago and I expect the sp to reflect this very soon
Looking forward to the bounce back in SP.
This company is only growing with very little risk as it is well funded. With the cOP28 phasing out of fossile fuels. The market for these products is only going to get bigger.
We got a trading update last year on 20th April so hoping for one around this date this year.
The big thing was holding back the share price was the fear of placement and running out of cash. We are pretty much at break even and growing fast. I'm expecting a significant uptick in the SP after this update.
Last time there was a placing it was already sorted before we new.
If there is a placing, it may already have been agreed and we may not see a drop in SP.
I dont expect the SP to drop anymore and it will fly once we get the news.
When this was first announced they had enough stock to cover customer orders until the middle if December. If they managed to start production in November and still need to support customers as they have used their stock does this means orders are significantly higher than expected.
Do we get a rerate to 15p or 20p?
I have maxed the kids ISAs and extended the mortgage. This will be 25p by Christmas and more next year.
We took a dip because we brought in more finance. We were so close to break even but not quite. This next half will bring big profits with the international expansion to level out the 2 halves.