Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Absolutely spot on Tennents. Time to put your big boy pants on. Nothing changed here other than an extended opportunity to buy in cheaply. As has been said , future accounts will show significant improvement , massive demands on the horizon for electrolysers and we’re ready to cash in. Looks like we’re a bit close to Smithys historical £1.75 prediction though..... defo need some good news or he’ll have to change my lottery numbers for me.
Wise move Lutra. It may be helpful for some to make the situation a little more translucent ( see through..... ) , the ref has put the ball on the spot and the games just kicked off. The half time orange is miles off yet. Shows how old I am. Good weekend guys.
Completely believe you Sharedup , most of us are down massively from the historical peak. Truly hope you are rewarded for your faith and convictions (..... together with the rest of us). I have bought more today and will continue if it drops further. It’s back into trading opportunity mode.
You are probably right to be sceptical TM but hopefully we will get the business and it will just be the start. It certainly won’t be a “oil all the way” , it will be oil has had its day and the only way is down ( like a stone ) once Ukraine gets sorted.
Love or hate the figures and the methodology used in expressing them , a 53% backlog jump in less than 6 months is not to be ignored. Will it all result in orders , let’s see , but the heat is still just getting turned up. Future growth is likely to remain very high for quite a number of years , I have quite a large holding here , I’m still confident. Make your own minds up but Rome was built over several centuries and the Romans were just sticking up a few stone columns...
So as much as it’s ‘just’ more testing and project work , how do you read this Bilbs? Is there an inevitability given it has government signatures written all over it? As we have said many times , the scale of opportunity is huge so once these boxes get ticked.......?? That’s my hope anyway and explains the capacity box which ITM are currently in the process of ticking.
I guess we’re doomed Kentboy and I understand your frustration. It probably won’t affect me too much and I’ve no clue how old you are but do we just stick our heads in the sands and say sod you to all the kids and grandchildren to come? I don’t think we can. The UK may be insignificant but god knows we’ve ripped off the rest of the world over the last few hundred years so maybe we should step up.
Getting crushed Kentboy is probably true but that’s today’s snapshot. Roll on 50 years and you can add getting fried , dying of starvation and potentially getting drowned depending on where you live. The threats of climate change will also lead to world and civil wars as resources , food , water etc. become scarcer. It’s your and our choice today what we do about it. For sure it’s all being handled badly and we need to tackle today’s and tomorrow’s poverty.
It’s all about to kick off after a very long build up. The demand for electrolysers will be huge so who will make them? Who will have the capacity on their books , who will be ready? Personally I’m confident ITM are getting their giant net ready. Wouldn’t say no to a chunky contract RNS obviously but I’m a fisherman , I’m used to a wait. One day soon...... right time , right plaice (apologies....).
Didn’t have any spare funds so sold £20k of trading account something or other to put into my ISA tomorrow when the funds land. Seriously considering ITM for all of it but now Mrs.Bilbo has shown her faith I’m in a serious dilemma. Her history of making wise decisions is highly questionable........
Plug sales approximately doubled year on year in Q1 to roughly $140M. Not sure what was expected but doesn’t look too shabby. Results were announced after close of day , a day in which they dropped over 12% , presumably dragging us down too. May be interesting tomorrow.
Just a question of time guys , just a question of time. Some of us have been here 15 years or so , what’s a few weeks , months , years ( ?? God I hope not ! ). Rebought a few more yesterday , any further drops and this years ISA money will be chucked in too. Very confident. JAQOT. Good weekend all.
Committee jobs for the boys. Job requirements and description? Procrastination , fence sitting , dithering , the ability to ignore the obvious , enjoying a nice lunch , coffee , cigars and a brandy. Experience in industry or getting off backside to do an honest days work not essential.
So Boris ( God help us ) is getting behind H2 and today the government announce they are buying back into National Grid. The aim being to provide a coordinated green approach for the future. It’s all adding up and ITM are in on the ground floor. It’s become a firm ‘when’ where it used to be a vague ‘if’.