George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
This share ticks many of my investment boxes:
1. Early stage, well before the herd
2. Strong brand
3. Growing global market
4. Funded for the near term
5. Good management with skin in the game, the CEO is a founder and owns ~23%
6. Ambitious plans, they aim to be global No.2 to £2.6bn market cap Fevertree
7. Already delivering, in 20 countries already and the recent RNS is another 240 stores + E-Commerce.
8. The share has low/limited downside however very high upside in my opinion
DYOR
EISB is worth a look, looks like a junior Fevertree
https://investors.eastimperial.com/
Added more, sub 13p looks a very strong buy to me.
I can see a Copper supply & demand squeeze coming
https://www.mining.com/web/union-at-caserones-copper-mine-in-chile-to-strike-after-talks-collapse/
can tell this is a very high quality stock, any dips are now heavily bought.
Lots of news to come, 100p is in our sights short term with multiples of that long term.
Looks a good entry after a little pull back
This could 10-20x from here
Sub 6p buyers could really multi bag here once word gets out
I’m in, undervalued & well under the radar
Re-rate soon here
The numbers here are fantastic, lots of news to come and seems quiet, best time to enter.
The upcoming JORC news will get the markets notice.
10 Reasons I’ve significantly increased my PXC position over the last couple of months:
1. Funding ‘cloud’ out the way and could well be the last one ever due to high % profits from 2022.
2. £16m cash & ~£40m FCF in first year of production
3. US based investors have come on board, Cannacord being one.
4. The Board have significant skin in the game.
5. Safe jurisdiction, Idaho USA.
6. Diverse metals which will handle macro headwinds much better than miners with one main metal. PXC have large Copper, Silver, Gold, Cobalt & Zinc resources.
7. Commodity bull run looks to have started and could last for years.
8. PXC will be in Production in 2022.
9. There are multiple mines within PXC. Just one of them (Empire mine) is only 1% explored ??.
10. Drill results to date have been excellent & the resource base is growing exponentially. >$2bn Measured, Indicated & Inferred already.
Great to buy & hold for the long term.
DYOR
Bought today, gold set to rise, news to come and excellent profits, seem a well run business
Hi all - what is the funding situation here please ?
Nice words Trek
Class
Someone is loading up in multiple 100k blocks !
I see PXC at over £1bn market cap at some point and around £200-300m when in production
This is a once in a lifetime story for many investors.
This is a great stock for II’s with the big focus on ESG & based on Idaho.
Cannacord via Giles Hargreaves already have a position
The more you research the more cheap it looks.
I think by the end of September we’ll be well above 100p, a couple of good news items between now and then will push us much higher
Biggest returns will be for those accumulating and holding long term
Added more recently
I can see 10-20x here
Serious upside here for early investors in my view.
We are very early sub 20p
For those interested in the sector EISB is a new list that IPO’d on Monday
A tiny minor to Fevertree but ‘could’ be the early stages of another great story
https://investors.eastimperial.com/
EISB is still a minor however the brand looks great, sales increasing and a global footprint
Revenues are good vs. market cap, making a loss however the rapid growth and post COVID reopening make this a good play IMO
Nice to see the founders own a big %
I think sub 15p buyers will do very well long term
Fevertree is £2.7bn market cap, 10% of that from here would be a 10 bagger for EISB