George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Right, I'm not so glad now it's back to the price I sold at. Should have bought in again at 46p but hindsight is a fine thing ...
Glad I did sell at 59p now.
I really appreciate the 23% rise so far today but I must admit I'm finding it hard to celebrate a share price of 6p, like many of us here I'm deeply under water here with an average of 17p. The glass is still half empty.
I'd be more worried about Mrs. Malarkey at Meatable, with a name like that :-)
Just kidding
When the price got to 65p last week I moved my stop loss up to 59p, now nervous about losing my holding, but best to protect capital. Thoughts anyone?
A good article today giving SSIT some spotlight in the Money Week magazine on-line and print, also extolling the critical nature of the space industry.
Yes, and over 60p today. I stand by my 80p prediction, being around 20% discount to NAV.
Dominicusbenacus, yes it is a good thing that Jim Mellonm has a seat on the board in a company that ANIC is invested in. This is a positive indeed as you say.
My only point was to highlight the complicated holdings and relationships between the different entities that Jim Mellon is an executive and shareholder of, but without judging it.
Not my best post ever, sorry...
In 2019, Mr. Mellon co-founded Agronomics and now sits on the board of three of Agronomics’ portfolio companies including Liberation Labs, Meatly and Clean Food Group.
I think it'd best put in the dusty "10-year" folder and compound the dividends.
Right dazzle. 40p would do me nicely.
Well if the NAV is back over 100p from September's 96p, we should be looking at an SP of around 80p, at least.
Let's say an 8% discount on 26% of sales is an overall 2% of sales - the cost of Panagraf coming between TGR and its downstream customers. To offset that is the saved cost to TGR of managing those sales to Panagraf's customers. Maybe it ain't so bad at this stage of the business, but the $ cost of using Panagraf will grow exponentially with TGR's CAGR.