Member Info for Scoobydoo321

Indeed - I am rather "perturbed"

Completely underrated by the market - incredible.
Jan's day will come when the market can not help notice.
Until then - buy at bargain prices !

Trin's partner Cne - some potential good news
https://www.ndtv.com/india-news/government-to-scrap-controversial-retrospective-tax-law-that-led-to-row-with-vodafone-cairn-energy-2503490#pfrom=home-ndtv_topscroll
SP of CNE going parabolic

$1bn divided by no. of shares o/s

SP could be to do with RE prices -

Courtesy of Hogsnipe at Pre BB

NdPr prices near US$100,000 per tonne

Shanghai Metas Market NdPr oxide prices have risen over 35% in the last month to RMB627,500 (US$97,000) per tonne continuing the strong trend which has seen prices double since early 2020.

Adamas Intelligence forecasts a 15 to 20 per cent increase in demand for magnet rare earths during 2021 and expects NdPr demand to more than double by 2030.

Post 2030 Adamas warns that: "It is exceptionally challenging to foresee how the supply side of the rare earth industry will be able to keep up with rapidly growing demand for magnet rare earths under any realistic scenario. The rapid demand growth of the 2020s will soon be dwarfed by the demand growth of the 2030s."

Woken up a bit from its deep slumber!

Not an expert but see little reason why Polx should NOT get the FDA clearance.
The same applies for Renx.

I reckon Michael is very confident that it will come in August otherwise he would continue to keep his mouth shut - as he has done so in the past 6 months.
To actually give an actual indication that they will get it by a certain time differs to his typical silence.

And
Would be a great time for SWB to announce date of listing on main board.

L2 showing - No shares left literally

POG
1,829.25 +15.15 +0.84%
13:26:52 - Real-time derived data. Currency in USD

Great opp. to buy cheap when tin prices are at such high prices.
Only a matter of time SP aligns with tin prices.
+
Upside of Li and tantalum discoveries not factored into SP.

If they are a conmen?????

Chairman is chairman of Sylvania Platinum
CEO - Bernard Olivier - excellent credentials and has an impressive CV.
This is NOT a fly by night operation.
It's run by a highly experienced board with strong credibility.
OK it's a junior, so was GGP when it started up.

Last 5 years show same slight reduction of shares on Stockopedia.
i.e. No dilution.
Company has been generating FCF through its business + sale of conveyancing platform.
Impressive.

11.7p NAV @ 31.3.21
9.05p Current mid SP
Still SP at a significantly undervalued level.

Does NOT include imminent LEAP's ipo.

John should issue an update for shareholders or at least some good news for us to chew on.

Last news on trade / finance was 29th March, 4 months + ago.
During this time, SP has fallen from 4.60p to 3.90p - in line with overall market sentiment and with warrant holders releasing shares.

Given the new recruits, they can not be doing that bad. Hopefully, I would not expect them to be off their rocker with increasing staff costs without an accompanying increase in revenue.

Come on John, market would love some reassurance.

Appears that the spread tightens once US opens.
Similar to Renx and HCM

The directors were buying at 80p only in May which provides very strong credibility that we are significantly undervalued at these prices.

As stated, would not surprise me if Lloyds or equivalent - makes a move on ULS.
https://www.fstech.co.uk/fst/Lloyds_To_Buy_Embark_For_390m.php
Also, Lloyds are adopting Trufin's Satago platform and have been trialling it for the past 7-8 months.
As it stands, ULS is too cheap which makes it a ripe take over target.

Having been detracted by Covid, big pharma's attention should be returning back to trials.
+
Recent FDA approval for Alzheimers' Disease must be good for Ixi to encourage more pharmas with clinical trials for AD drugs.

Any good news, PIs will be jumping on this given that SP has bottomed out.