George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
So true! The business model has yet to be proved to the market and bring commercialisation. One has to accept the volatility that comes with being invested.
Keep in mind the potential revenue stream plus as we progress the R&D spend will diminish somewhat.
I've accepted the volatility for 13 years now, and fully understand and accept it, as do many of this boards members.
Now! If you're trading it that's a different matter.. I have nothing against traders, and there is plenty of vol for them to capture.
Maybe! But I doubt it... I'm sticking to my hypothesis.
They could enter Dow Jones pharma index, but this is very expensive to do.
I think we will head to a consolidation which will enable us to delisted from London and enter Nasdaq.
There needs to be $ value for the USA to take it on.
Of course they could be approached by a UK based entity.
My guess is someone like 72point will be watching this very closely.
Just saying as I see it. Do your own research.
I should have said no one else on this BB seems to have mentioned it.... Not potential stakeholders ??
I should have said no one else on this BB seems to have mentioned it.... Not potential stakeholders ??
Has anyone else seen the MSC TV ads recently?
Pretty good with the strap line being that all their vessels will be carbon neutral and that they won't stop searching and testing until they get there.
No one else seems to have mentioned it... Cheers
And I guarantee that 99% of Mm's won't have a clue who or what QFI are and hope to do.
They agree to form an orderly market so for every sell there is a buy and visa versa. They really don't care.
I cannot say much more than Neil has said other than understand the management and their team, does the company have a diverse platform and access to funding without diluting the share price. Regular transparent communication to shareholders.
Time scale! Well that's difficult to predict, but I usually find three to four years gets the returns I want. I have waited seven years in the past.
None of this should be considered investment advice and please do your research and don't put in any capital you cannot afford to lose.
Good luck and welcome to the roller coaster ride of biotechnology.
Ben
Well, I hope you get back what you invested, which I am sure you will, but it will take time, maybe many years. I always have at least a 3/4 year horizon on return, but several of my old Investments have taken over 6 years before I have had the returns my risk tolerance will accept. It is a very unnerving and high risk tolerance niche of the market
Shame the market doesn’t see it that way. Not sure what it’s going to take to get this back up
1. I assume you are new to Biotech Investing!
2. Valuing an early stage Biotech company is virtually impossible.
3. Things to look for: Good team with a steady platform of new research which will bring value to the industry in all terms. Great partners, access to good financial support with excellent terms for all involved. Good communications, with no leakage to the wider market.
4. Last but not least! Patience!
Your welcome
Can you imagine the gremlins on this or other BB's if QFI hadn't released an RNS explaining the current situation re: travel.
It states MAY hinder travel not definitely WILL hinder.
Others are right in what they have posted.
Your selflessness is to be applauded 46G! Chapeau!
They have a replacement for MW, they are negotiating their required notice, but if I recall Jason said it may be 3 months! (please correct anyone).
Morocco is 2 weeks flash to bang, so we could be hearing v.soon. MSC! Maybe, it would be good to hear pre-AGM, but after Wednesdays chat I am happy. A lot was said, and I believe very genuine answers given to questions.
What I will say and this is no way a ramp, as I am so overweight with QFI, but the risk reward here is off the scale! I mean off the scale .
So! If they could and did have the chance to acquire a glycerine supply, then this is something I would invest in heavily.
If you can imagine the control over supply and demand, and the ability to buy future price movements, and have control over such price movements would be massive.
I know I am getting ahead of the game here, but think about Glencore! This is exactly how they started. They not only set future prices, but they also own the assets to which they set those prices.
It could be a very (long term) plan.
However, let us get that first signature, and then from there all the pieces should start falling into place.
Having been invested since 2012, I like most on here am ready to see this happen.
Oh by the way I do not mind admitting that I actually paid 50p for a small tranche back in 2013! Lucky for me I have now brought my average down to 5.7p so you can see I paid top dollar in the early days!
Morocco 2 weeks from set up to test complete ( site B)
KSA not dead, however they will only re-engage once they have contracts with other users. It sounds like they are sick of being messed about by KSA.
All projects are fully funded to completion. No fund raise required to get to contracts.
Fuel ready for Morocco, and will be shipped within a few weeks
Jason has come on leaps and bounds in his presentation skills. I have never felt more confident with on-going business. I'm happy.
Mark W. His replacement was picked from a very high quality candidate list.
It all sounds very different this time.