Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Totally agree, PR is shocking. Even TW on his bear cast yesterday questioned what is the point of Wallbrook. They are letting down the business and should be fired ASAP.
Should see a 50% rise tomorrow!
https://travelweekly.co.uk/news/air/easyjet-collaborates-with-boots-for-covid-tests
Cash shell with £2.7m in the bank maybe worth £3m! lol 0.1p coming soon than you think.
Fair value for the share as a shell would be around £300k so plenty of downside still too come! The companies JV is outdated. In the world of carbon reduction, how can you justify burning gas to make power. It’s not even a CHP, and least with those systems you get the heat benefits.
CHP has even had its day with many large corporations now declining the benefits of CHP due to the carbon intensive of the equipment. Sell.
I’ve been looking at this for a while and it’s not my cup of tea. I’m struggling get my head around why the BoD think this is going to be a cash cow. The technology from is a gas turbine powering an 11kv transformer for use by the DNO for peak lopping. This duck had its day 5 years ago.
The use of gas is extremely carbon heavy and many large corporations are now moving away from CHP units (where you get both heat and electricity) due to the carbon impact it has on the business. In other 3 years I can see the Government banning this once Hinckley point is up and running. Good luck for anyone invested. Make the most of the ramping by the roast and don’t hold too long.
from a business continuity perspective it is extremely important to have more than one source of feedstock. All solid businesses would want to reduce this risk profile. I’m more than happy to see feedstock move to and from other companies. After all, last thing you would want is for the processing plant if there was a supply issues outside of the control of Pensana. I.e,port or rail strike for example.
Near term, chart looks good for £1.40 -£1.60 by end of June , should test new high by end of summer. (£2.08) however if grant funds is approved (and it looks like we are towards the top of the list) then you could probably add another 60-80p to the above. More long term view would be a market cap similar to that of lynas corp. approximately £3bn. Therefore around 12x from we are today.(around £14 per share,could easily be more.)
Great to see. Everything now coming together. SP should now move nicely back toward £2 over the summer.
Interesting listening on palisade about ESG in mining. Jamie is presenting at the G7 summit on how sustainable mining needs to be. PRE are in an extremely strong position , hydro power for the mine, product going into EV and wind turbines, end of life magnet recycling all to “ Establishing a World-Class Sustainable Supply of critical Rare Earths for the Green economy”
Pensana are ticking sooooooo many boxes it hard to see how this company can’t be a huge success. This will be a £5bn+ company over the next 3-5 years.
https://podcasts.apple.com/gb/podcast/palisades-gold-radio/id1439485214
Knobstando,
Stop ramping this piece of ****. This is starting to go down faster than the titanic, 30p by next Friday. This has been must best performing stock for May and I'm now sat on a substantial profit, should I close the short or wait for 10p by end of June? I think I will hold.
Please stop telling people this is going to the moon. It's already been there, time to bail out with a decent profit (if you still have any )
£95k buy at 4.24pm!
Whatever, wait and see when the company updates us next week.
Bakky. Here you go mate. Someone posted a picture for you.
https://twitter.com/itslookingbett1/status/1397946429755301895?s=21
FFS Bakky, read the RNS and go to the MHC website, (they even state it on there for you) Recova is just the software for registration used by boots. Day 2/8 tests and in-store testing is with MHC.
Bakky , the in-store testing is with MHC. All what happens is the store sticks the swab up your nose and then it's sent to MHC. The Recova -19 portal is just the tracking software.
This is the main reason why the SP is stuck at 5p. So many people just don't understand how it all fits together. As for the Penny, you don't need to speak with here about it, as long as you know someone in the logistics team in the warehouse in Burton and someone in their pharmacy department you will get a understanding of volumes!!
I think you sales revenue target is massively understated. My source tells me this week online sales have increased to 3000 test per day as half term approaches. In store testing has seen a big uplift as well with over 20 tests a day in one particular store in Oxfordshire. Considering all online sales go direct to MHC and then commission given to boots a 50% increase is likely to be closer to 5000%! All will be revealed once the company gives up an update next week.
Look at the story, has anything changed. NO. The west are desperate to ensure raw materials are available from outside of China and that they the obtained sustainably.Pensana ticks this box. These metals will be in very high demand over the next couple of years just as Saltend is coming on line. Pensana are very much focused on becoming known as a producer than a miner and are ticking all the ESG boxes. I am 100% convinced that funding is already lined up and we are just waiting UK & EU governments grants to be agreed before the package can be announced.
When these share were at £2 I was kicking myself for not buying more. I am more than happy to continue buying and added another 12,000 shares to my holding at 115 & 125. If I can free up some more cash than I would continue to buy at these levels.
I only thought United looked good in red. Lol.