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Well the referred ‘likes’ have all been deleted now…but not the others. IMO nothing wrong with Ben liking other peoples tweets. Good evening all :)
Why are people obsessing over a small ATF grant, which will probably be less than 5% of the overall finance requirements.. 250m bond is a huge amount that significantly de-risks both projects. Still people trying to put a negative spin on things. ATF clearly not necessary to finance this, but will be a nice bonus when it is finally announced..
Considering Saltend wasn’t even in the business plan this time year, the progress within 12 months has been incredible. £3 before xmas
Theorist and Dumbpunter, posts a minute apart, same forum different threads, both only ever posted about Pensana. Same person, one agenda, bore off. Anybody who listens to your rubbish deserves to lose their money. Looking forward to you both disappearing as quickly as you appeared.. :)
You boys really are earning that overtime aren’t you.. It’s getting a little bit desperate now.
Hi CH,
I have a question - what companies do you actually invest in?
Just had a look through your profile and every single one of your posts is about Pensana. How strange you don’t post on forums where you actually own any stock. Its almost as if you have some ulterior motive...
Anyway you must have some belters being such a top class investor, share the love...
Tony, I suspect we will hear something in the next few weeks on this (think we were round 7..)
As always with securing public funds, it takes a long time. I have not seen any major allocations from the ATF to any other company - no more than a couple of million. A grant would confirm bankability and provide UK government support, and open the door to financing the rest of the project. Lets see what the next few weeks bring!
I really don’t see point in sh*t posting under-researched views on forums of companies you don’t invest in. You must be so bored. Get a life
Charlie, be interested in seeing how you worked through your valuation of 530?
For me you would be hard pushed to find a better growth stock with so much potential...
Just bought another 20k...fundamentals unchanged, buying opportunity
Really positive summary and great that Paul is happy to chat.
Hoping this short seller gets the squeeze - and agree that Hamilton on ADVFN sounds like he’s responsible (or involved)...
I hope so Tony! We need some news!
Great buying opportunity for those with some patience...
Great interview and reinforces the fact we have invested in a well run company on the verge of major success. Still easy 10- 15x the share price from here over the next few years.
Key takeaways:
- Paul has no concerns re. financing, lots of different options on table and confident will be arranged over next few months
-company now institution ready
-gov backing
- Mine and refinery to be built over the next year or so, commission and production 2023
- Permits/planning in place
- Engineering design done
- Expectation is for the company to be worth at least 10x current market cap when enters production (on a par with Lynas at £4bn)
- Pensana have already identified areas for expansion at Saltend to allow the company to significantly expand processing and become a green ‘Processing Hub’ to buy and process other rare earth companies carbonate
- Will produce 5% of worlds rare earths by 2023-25 and look to significantly increase that over time through processing
Tony, thought you sold out around 80p! Glad to see you busy on here...great summary
Completely agree. The pull-backs provide us long term investors opportunity to continue to build up our position. I do, however, think the BP will come before planning approval, which could still be a few months away...
Lets just hope Pensana can keep the wolves from the door and this exceptional management team have a chance to establish a major global business with time. Unfortunately I think BP might make a very tempting offer at some point...
Haha understandable why MXC is getting mentioned, as the traction for one and not the other is a bit odd. Does look like interest is suddenly picking up though..
AJB than HL imo
Hi Wlaw
I would be interested in joining- can you post the link?
Thanks
No BFS yet but quarterly activities and cash flow reports released...