Member Info for sasa43

Yep, just seen that, too, Copper - that's a start, anyway - sasa.

AV would probably prefer 'AfriTech metals', ODA, given the spread we now have! - sasa.

Agreed, NQM re: the new CEO, Chris Cox, and we all know what he needs to do and pretty quick after 1st July when he's in charge and with time running out! - sasa.

Echo that, TDT - sasa.

Agree with that, Maverick, after a cursory read; it seems the best from Serica is now historic with just about every outcome lower than before and ahead of Labour's intentions which they seem oblivious to, if they get in, the divd prop will likely decline, too.

'Twas good while it lasted... sasa.

Let's hope so, bots and if the Investor Presentation also discloses an overseas acquisition / investment for a change, bearing in mind the sizeable fund raising facility announced a few months ago, that might explain the somewhat better sp showing just recently.

If any deal merely extends their NS involvement again, though, disaffection with such news will likely set in again, I fear... sasa.

For pity's sake, Publican, leave the guy alone - wasa made a huge mistake in believing JM's forecasts of how everything was on track to deliver here, as all the LTHs did before the scandalous falsehood was revealed a few weeks later.

Okay, you were right on this occasion whereas most of us trusting investors weren't and have suffered huge losses in consequence, so give it a rest for all our sakes - sasa.

Quite possibly, deep - The Smith board originally agreed the Mondi deal, now they've switched in favour of the IP approach - the Mondi merger seems the better tie - up for DSS, according to most observers, bringing into being a European major grouping being a cleaner arrangement for existing shareholders, too.

Mondi has pondered this amalgamation for quite some time and now they've made their move for it, will they let it slip through their fingers for a modest improvement in their terms?

We'll soon know - sasa.

Interesting, as you say, TDT.

I think the other important inducement for consumers to 'go electric' is for the manufacturers to be able to extend the range problem to be near comparable to what an ICE motor achieves on a full tank of gas.

Running out of juice and being far from a charging station (if you can find one, that is, with an immediate space available and, ideally, offering a 'flash' charging capability,) remains the most off putting aspect of switching, for now, in my case, anyway...

It'll happen, no doubt but not for a while, I guess - sasa.

The persistent selling to constrain the sp for now looks orchestrated to me, too, Metatron, so not such a silly conspiracy theory I'd say...

The 'key' to setting this off should be AV's overdue partnering announcement and then we could see quite a pronounced short squeeze to propel the sp a good deal higher than today's level and at the expense of these suppressing tactics for a change!

The recent surge in our principal metal prices (Tin & Lithium) couldn't have arrived at a better time for him and if the arrangements are deemed to be 'transformational' for Andrada, as suggested, then some decent analytic coverage should ensue to further advantage, bearing in mind the other mining licensed areas we hold, too.

Just patience required from here, imv, as has been said - sasa.

Historically, the Y/E results should be sometime this week - sasa.

We'll have the 2023 Y/E results to hand and I'm expecting the annual divd to be maintained, at least, if not marginally increased to, perhaps, 25p ps for the year as a whole.

Unless an overseas deal of some kind is announced (MF mentioning that many shareholders regard it as the 'elephant in the room' here) the double digit yield we're on is hardly compensation for its absence.

C'mon, Mitch, make it your 'swan song' for a change, prior to Labour killing of our Nth Sea energy industry to the detriment of all our domestic producers - sasa.

Explains the rather unexpected rise in the LGEN sp today, despite the dull mkt background generally?

An 8% tax - free yield as things stand will be extremely competitive when it comes in and even more so when interest rates decline and there aren't many 'reliable' yielders like this one available, either.

Just a thought - sasa.

Hi jupiter - I read somewhere recently that Amazon were keen to secure their own cardboard box supplier - maybe they're looking at this situation, too?

A cash deal would be 'small change' for them, after all - sasa.

No further explanatory message, then... sasa.

the moderator has deleted with ****** my reference to a ************** offer initially but you'll no doubt get my drift - sasa.

my comment on the t/o situation here wasn't a prediction, alessandro, it was a guesstimate of what might transpire - a big difference.

there are several variances at play now on this being the 'put up or shut up' day - e.g mondi's original preference was for a ************** offer but this could change by either being accompanied by a cash underwriting, too, or an all cash offer to gain acceptance by the d s smith board and there might also be a request to extend the deadline to facilitate a deal or nothing at all, in the event. we'll soon know...

it's interesting to see the sp picking up sharply this morning if nothing else - sasa.

Hi Oldfortyniner - it does seem the mkt doesn't think anything much will come from Mondi's approach, judging by the rather listless sp ahead of tomorrow's deadline, I have to concede but you never know - sasa.

Well, we'll know on Thursday where we stand with this 'old T/O chestnut'.

On the positive side, my guess would be an offer of 400p + to be put to shareholders, almost certainly more if it is to gain the Board's recommendation - if there's 'no deal' in the event, the sp's likely to fall back by only 10% or so, given the current price is barely above where it was pre the bid talks.

Ergo, limited downside from here v 30% upside seems a good risk / reward ratio to me...

Meanwhile, management seems to be on the 'front foot' in today's conditions, which is encouraging, anyway - just my take on things, pending, fwiw - sasa.

Hi TDT - yes, the positive 'Contango' effect seems to be underpinning Andrada's sp right now ; it's a pity the list of lithium stocks are largely Aussies but if AV soon releases a positive statement re: the partners' discussions which have been going on for quite sometime now, the shs should finally head North for a change!

Tin, too, is holding up pretty well and there 'ain't many producers of that crucial metal around at present, either - bodes well for our little known gem here, all being well... sasa