Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Yep completely echo Lifeishard, long time lurker.. from being down on my investment here for a long time to now 214% up, and your knowledge about the history and local context has been so invaluable. Hopefully you stick around with your insight as long as you’re invested here - it’s appreciated by so many! Thanks HFB
I hope you’re ok crl. Life always throws more opportunities up. Itll sting less in time and all be ok
47 patients of a potential 120 recruited.
20 in rcc.
Leaving 27 in either lung, bladder, head or neck
Endpoint is 3 out of 30 patients per tumour group. Rcc met endpoint EARLY. Doesn’t mean the others won’t.
For me this RNS is great and a derisking one in the sense that it confirms delays are due to FDA.
Any RNS would just be released at 7am here, and then also released at the relevant US time
Exactly that Ash. People ignoring the macro in a panic … look across the pond at their sell off, the market rotating out of growth stocks. It’s happening here as well
Realistically IMO we are going to have serious inflation and a rise in interest rates and a market correction. Nothing to do with Eqtec itself. I’m not selling at these levels, will just hold in the bottom drawer until we come out the other side
I’ve been waiting for the right time to top up and average down a bit and so have now after that TR1 - hopefully we’ve found the floor
Positive as well the vesting conditions relating to each stage of the process up to commercial production
No reason to panic, this happens very often across my shares. Sometimes it takes a couple of days for an RNS to sink in and then the price melts up.
Of course past performance doesn’t guarantee future results, but I’m procrastinating from work and we’ve all been (im)patiently waiting for news and need something to speculate about lol, so here’s the RNS patterns for the past year or so, oldest date first:
11th, 12th and 19th June 2020: exercise of warrants
23rd June: Billingham MOU extension
29th June: Collaboration Agreeement with Carbon Sole
8th December 2020: exercise of warrants
18th December: agreement to acquire Billingham
5th Jan 2021: exercise of warrants
8th Jan: Greece MOU and ewerGy partnership
1st March 2021: exercise of warrants
11th March: collaboration framework agreement with Toyota
23 July 2021: exercise of warrants
…….
Good update, some highlights including still expecting to hit their revenue and profit estimates for this year, that this year is going to be heavily backloaded in terms of financial closes, new technology partners to be announced in the coming months, financial closes imminent, still engaged with Wood group looking for opportunities.
Yeah it’s been a quiet year but as they say, supply chains globally have been in turmoil. Also, the speed of progression in the U.K. is pretty dependent on local authorities… I work in one myself and everything literally ground to a halt with Covid, mass testing etc. I still feel positive about Eqtec and that any delays etc thus far are not really down to them.
Looking forward to the next 6 months!
Well there is the gold, so what a pointless thought.
I was thinking about this this morning Jai, I think actually the bit I’m most excited about is the Toyota avenue and putting us on the map in this space.
Because if the tech and model does work out there then the possibilities are immense looking towards mid-end of this decade and the pressure for EV manufacturers/gigafactories to be run entirely greenly.
Well talking fact not feelings, three weeks after the placing we had a financial closure yesterday, with seemingly another to follow soon. Shame the market (powerless to Eqt to control) didn’t react well but that sometimes happens, sometimes there’s a lag, hopefully it melts up a bit now.
Nothing has changed with the company for me. Onwards and upwards!
Thank you to Dersack for your posts yesterday, breaking down the numbers was really helpful to me.
Completely agree Simms. Also there’s been that little thing of a pandemic the past 12 months. I’m willing, and looking forward to, giving DP 12 months of more normal circumstances and seeing where we are then with regards to closures
I can confirm they tweeted the poster
It’s a meme stock now.. there’s no rhyme or reason to it, just like people are still holding GameStop refusing to sell. Although I do predict with this that because it’s going to be so long without a catalyst it will lose its meme stock status soon