Member Info for swest42

Looks like I called it wrong because it's risen, I can't see why frankly. I'll go for some more sub quid.
To reiterate, I think mab is solid, but its those headwinds.. recent rate rise alone will hit disposable incomes so hard. Its on my watch list.

I commented the very same some time back on here. The contributors are very data/ numbers led, less of the 'this going to the moon' brigade.
Compliments to them.

For those with long memories (2017), 47 always a milestone of note

hmm. Weekdays I see it different, hospitability is suffering
Disposables incomes squeezed meals out first o to go, cost of living ..
PS not to disbelieve your experience, just different from mine
Its a difficult picture to assimilate granted

hi jazz
Could I ask if you are bullish short term and why please
I can only see negative headwinds, but I'd like to hear if u think think different. Is it because its fallen from such highs or something else
All views valid

potentially about to get very interesting, but as a lth I've been confounded many times before, so lets see.
that overnight a11 price, my word.
GLA

MAB is an outlier for me but I do hold a few long term, I think its solid.
I have funds and will buy more but only at the right price given the macros
clearly the BB not much intertest, no problem with that
FWIW I can't see this recent rise lasting, I stand by Spring being a buy opp, gas cap will expire I believe, interest rate rises will bite, disposible incomes squeezed. If I'm wrong then I've misread it and missed my buy window, thats life

more tightly held of recent

I'd have to fall in line with your sentiment
The purist in me wants it all, but one has to be realistic
I think RIO would bridge to some major suitors like VW, I think ALL lack the critical mass for that on their own .. but I'd love it proved otherwise, all to play for

Fundamentals remain in tact. We are on a course. Just add time
I'm no rainbow chaser/ wedded to ALL, just data led, if spod price dipped big time, I'd tell it like it is.
I'd say most on here are acutely aware of spod price and outlook, and on that basis one must make ones own judgements.

To see the back of the seller on that basis would be great. I feel sp is pulling and dgr is the doglead

I think we'll see DFS in all but name , a hybrid
It is different here; we're not going to a bank to borrow the capex
PLL (and there funders) need to be 'satisfied', whether you call it a 'DFS' or something else

just surprising how things just take off
Nothing fundamentally has suddenly changed for me, it was a great prospect a week ago, and is it is now. But the SP has risen
maybe I'm just to close to it, I know the figures almost off pat, perhaps the interviews bringing it to the wider consciousness

Agreed.
I also noted the MIIF comments and where their potential involvement could be targeted, I welcomed that feedback, its been thought about, theres a plan

unfortunately I think most on here would accept the dgr are still at work
That will end, as all sellers do, and the overall narrative remains in tact
Only an objective comment , not negative

Morning
whats going on
too much excitement for sw :)

put like that, its a good question. see if anyone here feels able to rationalise it
All I would add is that rational is often in the back seat to sentiment, that 'magic dust' that just starts things snowballing, then everyone wants a slice .. a desolate watering hole one week is suddenly rammed the next
The wise of course were quitely buying when the herd was afar

nice rise, when do dgr start selling into it ..

have to admit, how long does it take to assess the bids, even provisional feedback, of which there has been none
Except someone selling a truckload at 60p after the rns.
jury out on that one for me, no one really knows the truth
With all this though, the counter argument is, to me included, if u don't like it don't invest.

your points noted, and valid
However, the intrinsic value can be ignored but not dismissed/ destroyed, and if you take it right to its conclusion, the eventual value will come out in dividends, but come out somewhere it shall. unless the mine doesn't get built or we get taken out
spod price x quantity. The fundamental equation at the heart of this. The x and y in that equation are rising.. everything else accrues