Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
Selling 750,000 at 1.3p seems odd given covid should be benefitting the company. Smells of capitulation. It’s not ideal that we haven’t heard anything but no news can be good news. Maybe they’re waiting for the outcome of the capital reduction court hearing around 17th January.
I can't comment barchid as I was thrown out of the Deutches Jungvolk for failing my grass up your parents badge.
Great to see a massive US company putting the cash down on a UK regional play. I do think there is takeover potential given the big discount to NAV, the cash generating fund management business which is ignored in the current value, and the interesting companies in their portfolio.
If only BlackRock had listened to dibs they could have waited and bought them for 25p.
I expect the dibs Tp index to be up another 25% next week.
I remember you making a good call on ODX dibs but if you want a fishing trip you’ll find better sport elsewhere.
https://www.telegraph.co.uk/news/2023/01/03/china-collapsing-face-covid-soon-world-will-suffer/
We’re still positive on day 10. Would otherwise have been visiting elderly relative on his birthday.
Schools going back after Christmas always adds fuel to the fire. Worse this time as masks are so passé and no regular testing unlike previous two years. Government complacency about to be exposed.
Hospitals and ambulance services under severe stress is the clincher. Tories have gone awol. I feel it's going to kick off again.
I’ve wondered that myself. Post-globalisation decisions are based on economic competition. If the Chinese economy is struggling due to rapid increase in covid infection, try to put the rest of the world in the same boat by encouraging travel after harsh border closure. You could think of it as biological warfare by proxy. The west appears to have a vaccine advantage but I’m not convinced we’re on top of the latest variants. I’m watching the situation with interest.
https://www.independent.co.uk/news/health/covid-variant-xbb-1-5-omicron-variant-b2254231.html
Whatever variant I've got is doing a Winston Churchill to the Moderna vaccine. I'm concerned that people believe what the politicians have been telling them about the pandemic being over and vaccines making us invincible. Certainly not my experience. Stay safe.
“Some arrivals will also be tested for potential new COVID variants, although it's believed those circulating in China are the same as in the UK and the rest of Europe.“
Lax as usual. It’s not the variants currently circulating thet we’re concerned about. It’s new ones.
It occurs to me that the rubbish covid boosters are yet another way the tories have used covid to play us for money. Smallpox vaccine was a good one that eradicated the disease whereas these questionable repeated covid boosters are ramped by politicians invested in the manufacturers.
https://www.theguardian.com/politics/2020/nov/17/rishi-sunak-refuses-to-say-if-he-will-profit-from-moderna-covid-vaccine
They say you would be worse without a booster but how can you prove that in the absence of a time machine? For all we know it’s a big pharma marketing gimmick. At least Sunak is doing well so that’s great.
I'm in ABDX as well. Their directors have skin in the game, so no complaints there. Some positive changes at board level and it could 10 bag imo.
If the vaccines are good, why are we needing so many boosters? I've lost count of how many I've had and I've still caught covid. I won't be having another.
Not ensuring mandatory testing arrivals from China is idiocy, especially when they seem to have pivoted overnight from being too strict to intentionally reckless. The crazy thing is, if their people protest at being thrown to the dogs, the leadership can say it’s what they wanted. Hard to get the better of autocracies.
They say fortune favours the brave jamrock, and if they do happen to issue an update that allays doubts and fears it will be harder to buy in quantity. I want to see their plans before I dip my toe back in the water. They said there’d be news in q4 which didn’t materialise. I’m interested to know the reason for that.
Hope it works out for you.
RG you're neglecting the increased probability of new variants that may overcome current immunity.
I don't know how it will pan out but it is worrying. One assumes China now has the herd immunity strategy our scientific advisors mooted in spring 2020 but which was quietly dropped. Officialy this is not an issue in China but unofficial reports suggest the virus is rampant there.
On past form with this virus we can expect more variants and more waves around the world.
I'm writing this in bed recovering from covid. I caught it from my wife who we think caught it after hugging an aunt (who subsequently tested positive) at a social event. All multiple vaccinated. Governments around the world are pretending covid has gone away but I feel our unwanted guest has more tricks up its sleeve and the Chinese are aiding and abetting.
MHC didn't need YGEN. They were a sub-contractor for us and their contract was terminated.
It's too easy to say YGEN could have done what MHC did. MHC had good relations with Boots and Penny got the deals done.