Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
PATT did sufficient research to slant his argument against EUA. It happens often and will catch out the unwary. Unfortunately the unwary can buy or sell shares like the rest of us and will be influenced. He is a keyboard warrior who finds warped pleasure in messing with peoples minds on forums. He's the downside of social media. He needs to be ignored but social media has shown how they can be successful.
A disgruntled ex employee / contractor who asserts the company wouldn't listen to his strategy? Who knows if you were right or wrong in your assertion Snapper but you were contracted / employed by PFC. You suggest a strategy and they decide whether to accept your point of view or not. They have the big company picture. You didn't. Your job was to produce a strategy and to put it to the company. It's not your position to insist on it. There are many other considerations for the company than just your narrow strategy.
I, of course, am giving you the benefit of accepting your involvement was to produce such a strategy. You may just be an opinionated contractor.
Morning all. Agreed Alex. The fact is the company is only in full control of the acceptance of the final sale price. It's disappointing to see the SP dropping on such news but the market can't mess with the final sale price. All the evidence to date with this BoD is they get things done. A final sale, or partial sale of MT, is coming.
Look at Crude trader's history and his posting last October. He's clever but just plain wrong.
This placing is at the current SP and with no discount. Now EUA hold all the negotiating chips for whichever direction they wish to go.
If they're happy to get just 1% on a 47 million investment. There are better opportunities elsewhere. I suppose someone or some institution may have 47 million to park up temporarily. In that case Shell is as good as anywhere.
At 12.38p that's a tad over 1%. 4% would be for the whole year.
I used to post here a lot but have not done so for some time as there's been a lot of nonsense posted. Recently rowka has appeared and has posted some good research but has progressed into some extraordinary values for the sale SP. I would only wish they would come true but they appear to take the overall value of palladium as the overall value when there are many years of mining to be done and many roubles and dollars for a buyer to spend to get the palladium. It is surface mining only but a large amount would have to be spent on equipment, processing plants and for employees over many years.
I originally considered around 30p would be a good final figure, when the SP was around 1p, but have now realised the figure should be at least around the ACF figure from their 3 February research article. That concluded a figure between 54.8p and 60.6p. It may even reach 78p. However if the BoD hold out for a much higher figure they may end up with no sale and have to resort to the Sinosteel agreement and mine it themselves. That will require somewhat longer for the SP to achieve a higher level than it currently is.
I presume you're replying to me, although I didn't mention 2 months. I said a few months.
Shell is a strong, investor orientated company.
Years or maybe never? Governments putting caution before economic implosion? Let's just all of us just go out and top ourselves now should we?
Look at other companies. I suggest Shell stands up very well against them. Take your choice. If you don't want to invest in Shell then don't invest in shares. Put your money in a bank with between zero and half a percent interest. Up to you.
I can understand the frustration of long term investors in at £24 a share but Shell is a very solid company and will bounce back. It is paying some dividend, albeit about a third of normal, but will return to normal business in a few months and the dividend will also bounce back. It's not an AIM stock. You're not here just for capital gain. You're also making a dividend, which will improve as things return to normal.
Interesting logic from Steven. Because not everyone took up their allocation it therefore wasn't oversubscribed. What? Oversubscription refers to the requested number of shares exceeding the maximum available. That's it. Simple. And that's what happened.
The flu vaccine only lasts a year. What's the issue with Covid 19 antibodies if they only last a year? Just get an annual vaccine.
Of course Shaun. All of that is true. I was just looking at the only way a broker could say someone couldn't take up the Open Offer.
Someone else (HH) has mentioned their broker has told them that they can not go with the Open Offer in their ISA. ISA accounts are identical to all other accounts but just are not liable to tax. However if you have reached your £20K max for the year you can not add more funds for the 5% OO allocation.
MMs know some will be selling to get into the Open Offer. So they know there will be liquidity with some selling cheaply.
Plus Lateral Flow Product? Plus Working Capital? In fact all of it helps the company in general terms and therefore their Covid position.
This placing has to be good news. Why do it unless they were within reach of getting this antibody test design frozen? They lay out what the funds are for and it's mainly for the Covid research. So we're primed and funded for getting the antibody tests out there. The government will be buying them.
Spikej, you ask me a question which none of us here will know the answer to. Not even you. He gave shares to new Directors last December from his own holding to avoid shareholders being diluted. That is the only clue we have as to how he could have acted with the warrants. Either he gave them up or was prevented by some rule which we are not aware of , or it was simply they expired and that's it.
You really are clutching at straws for reasons that we would like to know. That is the real question here. Why is Spikeyj so interested in what happened to the warrants? Why would he have so much against a share currently in suspension but being all well as a Nomad has just been appointed when he and others were saying it would never happen?