Member Info for Scoobydoo321

Altho not like for like -
A sniff of a possible ML, KOD jumps 40-50%.
We actually HAVE an ML, with only a small 15% rise from a bottomed-out SP.
Hugely undervalued.

Totally agree - this is the same SP when it got its EIA many moons ago. Ridiculous. Should be way north.

https://twitter.com/i/status/1359488563478429699

Feb 10
A reminder of Chinese offtakers just around the corner - waiting for this ML

#ACP #graphite

SUCCESSFUL CHINESE EPC TEST-WORK
Floatation of core samples from the Mahenge Project to produce high-purity concentrate at the Xinhai facilities in China

Exceptional economics

IRR of 91% and Payback Period of 1.6 years
Low capex
Safe jurisdiction - Tanzania.

Bring it on!

ACP is so significantly undervalued compared to its peers.

Insane to sell for 5-15% at 5p

kawabunga!

I am not invested here - neither do I have any intentions to short.

For newbies, might be good to see the subsequent share action of DNL after they obtained European approval for their drug a few months back. Might help to understand how the market perceives a drug approval as separate from commercialisation. Personally, I learnt a thing or two from what happened there. GL

A little malaise today across board on small caps - so we are not the only ones. Quite a few red about today. Thought it was only my pf but not to be!

I'm bullish for Tga over next few months because -

- coal prices high with supply constraints / demand high
- newish stock - I reckon more and more PIs will jump onto the wagon after seeing the price action
- fundamentals are outstanding
- September rally given Fed's dovish stance
- commodities supported by weaker usd

100k seller has stopped selling for the past 2 days which has helped the SP uptrend.

@goonertone

I hear you but even if there is a sell off from PIs - the NAV after Leap will remain sky high - that will not change.
Given the tempting high NAV - if the SP is low - new punters should buy in as and when SP stands at a mega discount to nav.

@goonertone
All this reliance on Leap for "old" holders is going to mean that any early uplift when it does eventually IPO is going to be quickly removed by all of the holders sitting waiting for leap exit straight off into any strength having recovered their money.
The only way this gets any traction for x 2's and above is to get enough good news out on all the other investments to get new Cannabis based investors on board prior to Leap and to convince a percentage of the remainers that it's worth hanging on to even after leap. That way Leap is an added bonus not the end product.

Are we expecting a decent performance for this FY ended 30/6/21?
Does any LTH done their calculations?

@colourblind86
From his / her tone, Daltp98 has another agenda. One which appears to be going against most of us on this board.

Something tells me that this company is in the right space, right time - bright future!
and
It actually is profitable!

With ask @ 102.1p, given recent appointments + newsflow - bought back in.

Strength of coal price is critical.
E.g. THS was all hunky dory until PGM prices fell.
Real kick in the nuts there.

Expecting September return crowd to suffer a bit of FOMO and throw a few quid here too.

Right...any one invented a time machine? Lol.

Lol I like your style helu! Whatever happened to moderation and risk diversification!

p.s. secretly thinking to myself - why did this come onto my radar only a few weeks back!

Money making machine.

@Troll - I think times have been extended coz of Covid.

Yawn...EML..waiting for EIA
KOD..waiting for ML
ACP...waiting for ML
GRL...waiting for first gold pour info

Resource stocks are all about waiting...so chill.
IMO, terrible time to sell. Each to their own.

Hopefully - we will get to know whether Kidney platform will receive FDA clearance very soon.