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"Because of their payment in shares, the board are aligned with the interests of shareholders". This has been reassuring, but it's far too broad a statement.

The board are only aligned with people who bought shares in the last 12 months and intend to hold long-term.

They are not aligned with:

* traders

* people who've held shares for years

* short & medium-term investors.

Lots of people in those three groups feel angry, but they never had 'alignment'.

I've been displaced from medium-term to long-term. I would rather that hadn't happened, but the same compelling opportunities remain.

Of course by 20s, 30s, 40s, 50 and 80, I mean 0.20's, 0.30's, 0.40's, 0.5 and 0.8!

My take is - the longer we wait, the higher the potential high AND the potential low get.

Each day a few people who bought in the 20s / low 30s bank their profit and are replaced by people who bought in the 40s, so the longer this churn goes on the better. If we'd raced to 50p+ two weeks ago, there would've been loads of profit taking. Now, we have lots of new holders .. increasing daily .. who are looking beyond the tax loss sale (and a short term lower share price target) towards what can be achieved with the proceeds. Any low (seems extremely unlikely given the queue of potential tax loss buyers) will be supported to a degree by those in the 40s not wanting to sell at a loss.

I'll go for 80p in a matter of days for a solid result in the tax loss sale and support in the 30s in the unlikely event it fails to materialise.

I think that old adage works if they're selling something once, like double glazing.

Here, they have CAC once, then repeat income year after year. Repeat years have zero (or minimal) CAC. Customer renewal rate is 96%. 70% of customers expand the range of services they subscribe to.

Could they have no customer acquisition cost for a year and grow their coffers on repeat income / renewals?? Not sure how the numbers stack up there. I'm hoping that customer sign-up continues and that in X months/years, there should be a large enough base of repeat income with no attached CAC that they are profitable. I've no idea how large X is

https://news.sky.com/story/wh-smith-targeted-by-cyber-attack-with-hackers-accessing-data-on-current-and-former-employees-12823482

Sounds like they needed Osirium PAM and PEM

Final results last year were published via RNS on Apr 22nd. Based on the intermediate updates for this year, I'll be making small top-ups between now and mid/late April this year. I'm not expecting steady share price growth with this, more great leaps forward. Would be great to see your 20p again Alans55, but my short to mid-term target is closer to 6-8p

No problem is that big Grg200666. I hope you can find some support here, but there are lots of other resources available.
DM me if you need (and if my free LSE account allows it).

I've dipped my toe in here after reading up a little. I found this to be of particular interest (NHS contract)
https://osirium.com/resources/case-studies/osirium_case_study_nhs_lanarkshire.pdf

Can you recommend anything else I should read / listen to / watch to gain a better understanding of current status and future prospects?

Does anyone know where we can see how Rambler's energy costs have changed over 12 months?

Energy prices for domestic users in CA (like in Europe) have fallen quite dramatically. It may be that energy costs for Rambler have significantly reduced too - no idea how to confirm

https://www.marinetraffic.com/en/ais/home/centerx:-56.094/centery:49.438/zoom:13

Currently docked at Rambler's port.

thanks, that works.

Thanks Santhi123, but that previously posted one has expired. I think they only have a short life before timing out

Could someone please post a link?

this I assume
https://www.theguardian.com/world/2022/nov/14/chinese-authorities-unveil-sweeping-measures-to-rescue-property-sector

Weather forecasts for Baie Verte, Springdale, St John's all look OK (inc windspeed). No need for concern from a Rambler perspective. Good luck to those in its path

"..because commodities prices typically rise when inflation is accelerating, they offer protection from the effects of inflation.." https://www.investopedia.com/articles/trading/05/021605.asp

IMHO, copper is one of the best placed of the commodities. Huge government investment in the green economy is part of every major geo-political growth strategy. e.g. https://www.nytimes.com/2020/07/14/us/politics/biden-climate-plan.html

At Rambler, we may be paying more for energy to mine & transport the ore, but the industry controlling the-limited-copper-supply will pass some or all of this cost on to the buyer (i.e. the cost of copper will climb). Meanwhile, inflation is effectively shrinking the size of any debt without a single repayment.

is this another new caterpillar? I only see news about one delivered 12 months ago
https://twitter.com/Rambler_Metals/status/1432317565431390208

Not sure about that DG. There was a shipment in March though, so that will have included a bit of stuff from 2021 H2.
It's all getting a bit Venn diagram

DG, there's a big ugly storage facility at the port. This is gradually filled, then the ships are filled from that store.

you can see it here:
hxxps://www.ramblermines.com/storage/carousel/pa162999---trim2-1645554216.jpg
(Big white blot on the landscape)

If I remember correctly, they get paid 90% of the value of the copper when they drop off a load at the port (at the current copper price at that time). The rest is paid when it ships. <- citation needed

Not everyone's cup of tea, but this org switched to buy & stay long just over a week ago..
https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=RMM.L