Member Info for Soder

What are you two on about? You’re talking absolute nonsense.

If anyone is watching season 5 with the agbot and the autonomous machinery being introduced and thinking “wow this is amazing” , CML and similar companies are central to that build out. Any type of autonomous vehicle, machinery need to be able to communicate with its central hub and for that you need the exact chips CML specialise is deigning and making for the manufacturers.

Autonomous far machinery, autonomous cars, autonomous warehouse robots, satellites, air drones, sea drones, land drones, autonomous trucks….they all need these chips and and demand is going to be bigger than ever seen as we never had so many opportunities and need for their products over the coming years. Get long. Buckle up. Enjoy the ride and this is going to bag and bag and bag and bag.

+7% after this. Huge technical trade playing out here. Add add add.

Which in simple terms means…when in trouble, DOUBLE.

IMO we just hit the floor. Buy buy buy. Double down. Sell house. Sell the kids. Sell the wife. Buy as much as you can. There are now more not two positions to take in this stock.

1. Long

2. Not long enough.

The velocity of this move has pushed short-term momentum indicators into deep, historic extremes:

The shares are now trading more than 26% below their 200-day Moving Average (DMA). For a profitable, debt-free growth company, a deviation of this magnitude represents a massive rubber-band stretch away from its mean

The daily RSI has plunged deep into oversold territory (well below 30). This doesn't mean it can't drift lower, but it heavily restricts the capacity for short sellers to press fresh bets without a counter-trend squeeze occurring first.

If you plot a multi-year Fibonacci retracement measuring from the 2022 major low (~80p) to the late 2025 multi-year high (~250p), the entire trading range spans roughly 170p.

The 50% retracement sat at 164p, which the stock sliced right through during this leg down. 

The 61.8% retracement sits precisely at ~144p. 

In classical technical analysis, the 61.8% level is considered the ultimate defense line for a long-term bullish trend. If a stock is going to stage a structural turnaround rather than entering a structural bear market, this is exactly where technical buyers and algorithmic trading desks expect a pivot or a heavy defensive stand.

Decent idea re helium. Semiconductor manufacturing needs tons of it and something like 35%+ is made in Qatar with production likely impacted.

If you like the semiconductor theme also take a look at CML Microsystems. Decent chunk of mkt cap covered by cash, no debt, and will see significant sequential improvement in financials after industry destocking now complete.

Nice. Chooo chooo all aboard. Another basin and further alignment with navitas.

any of the clowns in here know what one is? a capital structure? a maturity wall? maybe you wanna check them out.

as sure as night follows day. this will default. they have no way to refi and bond holders will take control. that’s not an opinion. that’s not a view. that’s not speculation. that’s a fact. if you are long this stock when they trigger default you will lose everything as you are subordinated to the debt in a truly ****ty restructuring jurisdiction.

You are going to lose the lot. That is guaranteed.

Just been downgraded to CC by S&P on “near certainty of default”

You know what equity recovery is in that scenario? Zero.

No one really follows this name and it’s so under the radar. I added more today. They can prob start marketing and trying to sign anchor tenants to Prague gateway in the first half of this year. If they get that don’t the value of that asset jumps massively. I assume the CEO is going balls long because there is a lot of interest in the asset alongside a huge discount to current NAV. As said yesterday….when the gold rush comes, start selling shovels. And things exactly what CORD are doing. Would be disappointed not to double my money on this from here. Genuinely.

I’m long. I like the trade. But it’s really annoying that the spread is being kept at 3% which is deterring buyers and allowing company broker to get shares without having to work. Close the spread and if it rises and they have to pay more for stock under the buyback then so be it. Just holding it here and it’s a wide bid offer just pushes any potential new money away.

….. start selling shovels.

Really really confident in this. Going to be huge returns over the coming years without the speculative risks of pure AI exposure. Don’t get me wrong, AI will create many millionaires. But it will also bankrupt as many. Cordiant removes the boom bust of the underlying opportunity. There are only two positions you can have in this stock. Long. And not long enough.

Https://tradingeconomics.com/commodity/coking-coal

Coling coal prices up massively which is why I am optimistic are the Futura option being exercised. Would be a great NAV uplift and also with some positive news on Cemos to follow this year. Lots of positive event risk here and think it could go much higher, a that without closing the gap/discount to actual NAV.

They have usually posted by now. Wondering if the pre Xmas Futura news and the sale option which expires in February (I think) may be leading to a delay if the option is now being exercised?

Can you just give it a rest? Your constant drivel and posts saying absolutely nothing are beyond boring and I can assure you are doing nothing to pump the stock, if that is your goal. Can we try use the board go actual content and discussion rather than therapy. If you want a friend, get a dog.

“The year it becomes a real production company” lol. Even post successful drilling, prob wanna read up on how long it takes to bring a field online mate.

this smells like gill doing self interest deals with his israeli mates. navitas is ex delek guys. am sure gill and the other co management come out of this handsomely even though it’s not obvious what shareholders get. this is like a takeover without being one. as that would require shareholder approval. gill = the ultimate con man bull****ter.

the irr of buying the stock down here will eclipse any of investment the company can make. they need to **** off all expenditure on wind farms, hydro and and “projects that matter” ….do me a ******* favour. the only project that should matter is maximising shareholder value and they are a disaster at this. andrew needs to face the music.