Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The Zoom call was organised by First Equity (who also sent me a three page Buy recommendation in December), they invited 400 investors for a lunchtime call and only 4 showed up. They called me last night to get my feedback - I said I thought Mike Ralston had a very compelling story which he had presented well and I was confused as to why the meagre turnout. Will buy another £10k today given a few more LSE people have responded. Id take everything said on a bulletin board with some reserve but they are a good way of understanding shareholder sentiment regards the boards performance and enthusiasm for the stock. Still thinking about NEXT and NMG or building my Tirupatis stake further so would appreciate any comments any LTH may have regards how Blencowe compares? Good weekends to all
As a recent investor earlier this week I was quite impressed by Ralston and his message to the extent I was thinking of investing another £10k. However I was very surprised to see only three other investors on the call - I hadnt realised how far under the radar this stock is. Can anybody advise why a project where strip mining (presumably) the top 30m of a large volume, high quality product with good transport links over an area that already has a long term licence issued and decent board ownership isnt getting more attention? Who is the large seller, an institution in no rush to get out? Im struggling to see any downsides other than the lack of interest or awareness given the number of Zoom attendees?
Hello, apologies as a very irregular LSE poster and one who is ignorant of this share. I just came across BRES and was impressed by the company presentation on the website and todays RNS. I own quite a few AIM explorers /miners at different stages and for different green metals.
As far as graphite gos I own TGR and was looking for another graphite miner to spread the risk a little. I had been thinking of NEXT.TO and NMG as US/Canadian stocks seem to attract more investor cash than AIM stocks although they are often as overvalued as AIM stocks are undervalued. Thinking to dip my toe into BRES tomorrow morning but wondered if any existing LTHs could explain why this is so under the radar (location/BOD), why there was no apparent SP response to the RNS and what they see as the pros and cons of this stock versus the other graphite companies I mentioned.
Apologies again for my ignorance regards this stock but once invested Id plan on being a LTH adding more stock as more derisking occurs. Many thanks in advance.
letitbeme, I never post as I can never remember my password but as someone who lost my shirt on SXX and is being blown about (to the moon) by gale force 7-8 in Aberdeen wondered where in the NE you were based. I own around 20 AIM miners but UFO and POW are my big hopes and have been for past two years
Very many thanks once again, I will chase that up. It was tidal which I liked most about them initially although the diversity is a very strong point as is their growth into Asia if they can own projects rather than just advising on them. The storage (given tidal generation isn’t available 24/7) was to ensure baseload capacity so they can optimise their power provision contracts and get the best return financially.
Great film to you, great life for me - took me all over the world - but not out of it. :-)
how can I sign up to receiving the RNSs?Thanks again for the information.
Storage I guess can come with time as company grows. My main fear was they could be eaten up before they had a chance to grow so very much appreciate your input
I meant storage from their generation process so they can sell when prices higher.
Regards your “welcome” comments I don’t do (anti) social media so don’t post anywhere on anything. I’m just looking for a company doing the right thing the right way at the right time to help them grow and hopefully help myself in the process. Interestingly - to me - I spent 36 years overseas doing the job you ironically have as your user name.
Thankyou for taking the time with your feedback. Having lost much of my encashed pension being invested in oils of all sizes I was just looking for some guidance before investing more as I think this is a great opportunity unless it’s bought over by its main shareholder or by big oil diversifying before it reaches it full potential.
I bought in on the mid August dip caused by the funding request and would love to put a lot more into SAE as the business combines energy, engineering and renewables so potential is huge. What’s stopping me investing further is my ignorance regards the CFG alliance involvement. If they upped their holdings another 0.2% could they not force a shareholder acquisition and take control of all the companies assets thereby taking our profits and potential future gains for themselves? Also why didn’t they provide the necessary capital required themselves? Last query is do SAE have any storage capability to maximise sales price? Any clarity much provided. GLA