Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
IMHO Tesla is the most overvalued company in the world and due a massive correction but each to their own. Good luck.
9 billion liquidity (with no disposals) at the start of 2021, 350million cash outflow per month with no cost savings factored in, the board have set them self up for the worst case scenario and some. But don’t listen to the board listen to Kando......
Kando is a clown that puts a negative spin on anything, his “facts” are often non factual.
“An adult response”
The investor on this BB are not children, perhaps with the exception of you.
Kando the ray of sunshine on a Sunday.
Your right, LTH wear blinkers and see through short term volatility that is the basis of long term investment.
Something you clearly can’t get your head around, it’s a shame it really is.
I am not sure you will get an adult attitude response with such a patronising post.
That development has nothing to do with RR.? What’s your point?
Pfen is that in English I can’t make any sense of it.....
Kando pot kettle black?
Kando your outlook on anything and everything is painful have a few hours off.
Kando,
H2 (q3 and q4)
Lots of people were waiting for sub 32p it didn’t happen. Please read my post don’t just shoot from the hip.
Kando I remember when people on this board were going to buy in at sub 32p as RR was doomed. Start off 2021 there was liquidity of 9bilion with out the sale of itp, with out cost cutting RR. was getting through circa £350 million a month in 2020 doing the sums I think your argument of cash burn is nil and void if we assume flying will recover somewhat in H2.
Your valuation is not correct. Charts on line have been change to show the dilution e.g. 297p x 8.3.
I believe the volume of buys will pick up along with flying hours back end of H2, once ii’s start buying in bulk it will move then, it’s to high risk for them at the minute. The business model and reputation is there, the flying hours will be back shortly.
It will underperform until flying hours are increasing as it is seen by most as a power by the hour company only. ii’s won’t reinvest until the cash starts to flow in again, as the company has stated that is H2 this year could be September could be December who knows!?
The current Mcap based on today’s figures it’s overvalued, if you look to the future it’s seems very undervalued, depends which way you look at I assume.
There is no doubt RR. Is on the operating table, so the best time to buy.
Pandemic - becoming manageable by 2022
Debt - manageable due to good management
Fire sale - planned sales of non core businesses at a fair value
Rights issue - very successful
You must understand you have a very lob sided view?
If you only invest in companies in the good time expect poor returns.
A new village idiot, welcome Kando. Having just had a look at your posts you wax lyrical about a balanced view yet you have the most one side view on the board.
White noise.........
So it’s not been falling for 10 years. Stick to facts. By your own admission it rose in that 10 year period, which is is? It’s been falling for 10 years or it hasn’t? FYI I just looked a google briefly to check it hadn’t “fallen for 10 years” if it’s that bad why bother holding any shares at all?
RR. has been falling for 10 years? April 2011 - 218p Dec 2018 - 100% increase. its not "been falling for 10 years". Why spout utter rubbish?
95% of this BB wouldn’t know investing if it him them in the face, all after a quick 20% if it’s not archived in a week the company is useless and going bankrupt. I used to get involved with the serious chats on here but now it’s completely pointless. I have noticed your likes of Arsenal don’t bother any more and I don’t blame them.