Sapan Ghai, CCO at Sovereign Metals, discusses their superior graphite test results. Watch the video here.
January update could be an inflection point.
Just shows a big Dislocation in valuations. one is to expensive, or one is to cheap. Buyer Vishay Intertechnology paid a premium & said. “In addition to expanding capacity, we intend to collaborate with the Compound Semiconductor Cluster in South Wales.
IQE £165 million
$177 million,
New Reactors will help and customers & potential customers funding research. Just read a Infineon report detailing silicon, silicon carbide, and GaN. Making projections, for electric cars, power data centres ect, and how they would all fully transition form silicon to GaN by 2030. When Lemos says revenue will triple it really will. You also have all the M@A occurring, I read a report in Evertiq.com which details the M@A in GaN companies. Problem is this co is being shorted, I think all the companies I have seen being shorted only a couple went bust. All the others without exception have bounced back. (Anyone wants me to give them a list I can). This company has a leading edge in what has been a niche market, it’s on the verge of going mainstream and Lemos is the man to do it.
I think he’s doing a good job under the circumstances.
Jpmorgan have closed short position,.
Mysteriously Russian government bonds and corporate bonds were left off the sanctions list
He’s talking rubbish …….fact Financial Times 10th March JPMorgan &Goldman Sachs say we are withdrawing from Russian market. ……fact Wall Street Journal 30th March. vulture funds buying up Russian government bonds, and corporate bonds. Wall Street journal goes on to name JPMorgan & Goldmans as the main buyers. It reckons they will profit by 100%+. Also State department officials have said sanctions are not meant to be permanent and will be part of any peace agreement.
price is going nowhere till they decide how they are going to fund final leg to profitability. Another raise or taking on debt.
Gone into a different league now.
Fitch report from the 6/10, Down grade not sure if someone’s mentioned it. They mention They need waivers in December and maybe a capital raise. If they can do that the stimulus money will come through early in new year I have a spread bet and have gone long. 100% this will survive. Only 4-5 shorted stocks have actually gone under in last 3 years .
Investors are reminded that the Company is not subject to the UK City Code on Takeovers and Mergers......................................
which means its all done under Canadian takeover rules.