Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
I must admit the Financial Times article doesn’t read well at all.
This case or cases as it where will go on for a long time and will not be good for any shareholder.
Bit of a fingers crossed situation this one I feel. By the sounds of it Ferrexpo could easily loose most of its assets which is not good.
Good luck all.
The shorters amaze me sometimes.
Revenue and profit has increased sustainably over the last 11 years the the share price hasn’t followed the success of the company.
I wonder if they are considering a share buyback scheme?
Personally, I think everyone must be realistic.
Has the company ever delivered anything so far on time. NO.
Has there been many numerous false promises? YES.
The fact behind the matter is you can’t trust a word this company says. Some people will be invested over the past numerous years and will be significantly down. Some people will have topped up over the years to narrow down their investment burden, and some will have invested recently on the mention that finance may be completed this year.
However, from past experiences of dealing with KEFI I won’t be topping up until after confirmation. Of course, the share price may be 25%, 50%, 100% up on the day of confirmation if it comes, but that’s a risk I’m willing to take. Institutional investors will probably pile in upon confirmation and when MCAP of the company is safely over £100 million, so it wouldn’t be a bad strategy.
Hopefully finance will be secured before year end, and everyone will be a winner in the end. Some richer than others.
Dividends will be paid in early Q1 certainly not this year. Why woudnt they pay one on a great revenue and profit margin.
I doubt TRX will double in a year. Highly doubtful but good if it happens. Not interested in rolls Royce was a traders dream and a terribly run company.
I’m really not interested in what you buy and sell. Every buyer and seller has their own agenda.
I clearly do as I run my own business not that it has anything to do with you. TRX have said they do not envisage going to market as the company will be turning profitable. It’s been mentioned in numerous presentations if you have watched them.
My personal investment has nothing to do with you or anyone else so please refrain from asking.
Have a good evening.
I’m not surprised. They are a year on years loss making company. Who would ever want to invest in a company with fundamentals like that ?
Good evening.
Not sure what your agenda or investment strategy is but generally a good selection process and patience is generally a good investment strategy. You mention you hope the share price will be a £1 in the next 12 months. Why ? That would be a circa 95% return from current prices in one year. I just don’t see that happening personally.
There shouldn’t be any further consolidation as the company should be currently turning to profit with circa 5 million in the bank. The next 2 to 3 years profit will be invested for future expansion. Who’s buying or selling shouldn’t even be on your radar if you have done your own research and are happy with your investment decision.
As you mention TRX was one of your biggest gambles I suggest you rethink your investing strategy. Research, research, research, and your investment decisions will never be a gamble.
Good luck all.
What question did you ask ?
I really don’t get the market sometimes.
HL’s net asset value is increasing year on year.
Revenue has increased over the last 5 years.
It has a decent dividend.
A fantastic operating margin on circa 700Mil + revenue.
If you look at the figures it’s a great business ye the share price doesn’t seem to reflect it.
Confused.Com
Big Blue just stop now and mature please.
my thoughts are the poly r assets will sell for circa 4bn. i would hope for more but that’s my *** packet gut feeling calc. although i don’t want them to pay any sort of dividend from the proceeds of the sale. i would hope they use that capital to invest in the kazak mine or to buy other assets. investing in other assets with any spare cash from the sale, rather than pay a dividend would be a better result for the future of the company and therefore its shareholders in my opinion.
He obviously has a lot of spare time to waste.
Agree. Poly metal don’t have to sell it’s just in their best interests to do so. There will be more than one bidder at the table which should secure an acceptable sale price. We all know it’s not going to be brilliant and at best good. We are where we are and all details should be clear by year end. All shareholders have the right to vote regarding the sale also.
“Some of you are AIM deluded. It's over. You've lost everything backing this horse. The race has finished. Your ticket is for the last place. It has no value. You are going to have to deal with this reality. Write it off and move on!”
Not sure how we have lost everything when we are invested in a company that’s nearly breaking its own records on revenue making a healthy profit and will resume paying dividend probably early 2024. Not sure how this company doesn’t have any value lol. I suggest you digest your own words. Write it off and MOVE ON !
Its ok BSR intelligent people will just filter him just as I have. He’s so against this well-run company for some reason. He obviously has an agenda and sticking to it. All the best to all shareholders.
Yes I agree and that was an urgent and desperate selling ploy. I have no idea what VEON had in terms of debt on the assets though.
I don’t believe you are correct with your assumption. It won’t be a $1 deal as you are inclining. The sale of the business will more than cover the debt purely because of income multiples. The Russian assets will be highly attractive to Chinese and Russian bidders. Just depends how much they want the assets I suppose.
Once the deal is done the company can move forward onto better and greater fortunes.
What are your predictions guys ?
I have no spare funds to top up sadly.
Big buys this morning......someone is loading up.