Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
All talk but no action.
I mean, it all sounds good but all there is is speculation.
And as the share price bumbles along, increasing and then retreating then surely “The Market” is not convinced as yet?
And it’s been like this for quite a while. But as I’m in but down, so I must wait.
We are all ever hopeful else we wouldn’t be here!
And I see the pattern like many (all?) other chats -
Smallest rise and it’s “here we go!”.
Retreat or stagnation and it’s “must be manipulation”.
I think we can all agree that KC over promises and under delivers. It’s not a good look.
If the world isn’t ready for “pure EVs” (surely “EVs”
is a sufficient term?) then I can’t see how it will be ready any quicker for Vs that require hydrogen?
Are we building out hydrogen delivery at pace?
The Chinese EV (state subsidised) success is worrying the legacy ICE incumbents. They will push back with their lobbying of governments. Tariffs will be imposed. Maybe that will slow EV sales, at least in Europe?
Regarding EMH, it does seem actual production is far off and financing
I guess (educated or otherwise) that the market just isn’t that interested. Yes, on paper it looks good (maybe - hopefully - will be in 2024 and 2025) but right now, given all that’s gone before i.e. financial reporting, and nothing stellar right now, then there may be other opportunities to park one’s money.
As I’m 50% down (on a very modest holding), it’s become a “long term investment” for me ;)
All imo of course!
“5G NB IoT” always amused me. NB-IoT started in LTE/4G and has been adopted (will be supported) in 5G (so it’s really just 4G (and 4G modem/chipsets will be cheaper than 5G ones for a little while). Such low throughput is quite the opposite of what 4G and 5G was marketed/hyped as).
5G mMTC (massive-MTC, the 1 million devices per sq. kilometre / 1 device per sq. metre criteria) can be achieved by doubling the spectrum allocated to NB-IoT (with a few other operating criteria).
Satellite NB-IoT is in the standards and so the LoRa vs NB-IoT rivalry can continue from space…
CarpyM
“One thing's for sure...your recent posts are not going to encourage others to buy the shares and they are more likely to sell, so you are certainly not helping the SP! ”
If someone is selling or buying purely based someone’s posts on here then it sounds like they aren’t doing much research… and are probably investing on a whim?!
Always good to read views, both positive and negative - “keeps it real”, else groupthink might creep in.
Yet the market doesn’t like it.
What’s missing?
Less profits, more debt, China factor?
And no director buys?