Member Info for Takayama

Mat78 hit it on the head for me. Personally I’m contemplating selling some other stock and use the proceeds here. Then I’ll get myself a place on the board and announce a fire sale and easily double or triple my money as I wind the company down. Who’s with me?

There's often a reason behind which NEDs are appointed. Here we have someone who is being praised for 'their experience of capital markets'. I hope all is well and that KNB aren't looking at raising some fresh capital.

I'd be interested in reasons why the EIAS would not be granted. Presumably the only reason would be that the mine is so valuable that the Moroccans have decided that the project is too valuable and will decide to nationalise the resource. Personally I'm nor surprised at the current SP undervaluation. I see it in many parts of of AIM, and these valuation issues appear to be particularly AIM specific in my experience. I'd suggest this is a fantastically good entry point (as I did recently) and just sit back for a couple of years.

I'd imagine O'DONNELL is a bit of a day trader. He may have a core holding but has enough time on his hands to sell a decent amount at a reasonable profit to buy back in at the next dip. No harm in that.

Hey all you SEED rampers. If you're so smart, how come I'm not a millionaire already? I'm a brilliant investor and it's someone else's fault. That's why. You want facts? My bank balance isn't as high as I want it to be. That's a fact! And that means the CEO of this company is out to scraw me. That's a fact! Gee gees is my thang. I'm going to be a millionaire this time next week because I'm brilliant about gee gees and it'll only take an afternoon. It's that easy! Don't let anyone fool you about this 'there's a real world out there' stuff. (I knew I should have tried BTC :-( ). Making money is easy! Look at me! And if I'm not making money, then it's someone's fault, and it isn't mine, nor is it the fault of the other unpredictable factors out there in the so-called 'real world' with a 'million variables'. Humph!

Personally, I hope you keep posting Mat78 and aren't put off by sleights. Always informative, good posts. Thanks buddy.

Longlad - I'm still not sure what you are saying that Ed is doing wrong exactly? It seems like the general consensus is we all get it was a bum investment for you personally as it didn't get you rich quick. But what bit of SEED's strategy is it that you think should change, and what exactly do you think is the problem with SEED (aside from you not getting rich quick off of it). Is it just because you don't believe that there will ever be a liquidisation of LEAP? Ever?

The impact of the war on SEED SP? Erm, it's a bit obvious the two distinct factors that result from this war that pushed the SEED share price down? I'd agree that if you bought this expecting a quick and large return, you won't have made a particularly good choice, particularly if you came in more than a year ago. But that's perhaps more on you rather than the SEED board. I can see a company with a clear strategy, good people on board, in a market that is expanding. Aside from the lack of quick profit, what's not to like? I'd be genuinely interested in insights that others would provide.

Published yesterday. Click the link, then ctrl f with 'hydorgen'. Two mentions identifying hydrogen as part of the strategy. We're going to see another 5-15% rise today I bet.
https://ec.europa.eu/commission/presscorner/detail/en/ip_22_1511

Apologies to all for changing the subject at all, but the general malaise around Ukraine and specific Leap angles affecting this share, this isn't entirely off-topic. My contention: Ukraine has essentially won this war whatever happens. The common enemy of Russia galvanising Ukrainian statehood, and the reaction of capitalist economies which will essentially destroy the Russian economy, Russia already talking about peace (who'd have thought this quick), even if it is from a completely impossible starting position. Putin has the power to 'sell' a peace, however it looks, to Russia given he controls the Russian media machine. It's common among us lot (investors/speculators) to look for evidence that supports the position that we wish to take. Putin can't sustain this war. God forbid that Ukraine becomes a Grozny, but from what Zelensky and other Ukrainians are saying, they're not going to surrender. And they will rebuild. We're going to get back to where we were, Leap will be sold, we'll be a £50M company and upward. What do you reckon?

AudibleEnergy - We're good at getting people support diplomatic efforts (ahem, via persuasion rather than pressure), either overt support or less than overt support, which is what direct Moroccan government intervention in this to fast track the bureaucracy would be. You'll recall the below economist article, pointing out a previous UK diplomatic coup against Putin. There is absolutely no reason for the Embassy in Morocco to pussyfoot in this. We're facing a barbaric opponent in Putin and need to do everything we can to put pressure on him and to relieve the impending food crisis caused by the potash short fall, short of starting World War 3. A phone call from the Emmerson board to the Embassy in Rabat pointing this out would be minimal effort: https://www.economist.com/europe/2018/03/23/britain-pulls-off-a-diplomatic-coup-against-russia-at-the-eu

It's easy to misinterpret an abstention. I'd say without a doubt, that fast tracking EML would be an easy diplomatic win for it in view of its abstention (essentially, saying to the US and the UK that it will help however it can, but at the same time not DIRECTLY alienating the Russian support for Western Sahara). Easy win for US and UK too - better to have secure supply of potash this way. UK Embassy Rabat, should, I imagine, be discussing this with the Moroccans right now. Impending food crisis, needs to be resolved, acknowledgement of realpolitik, and, by the way guys, is there a way you can help us resolve this fertiliser crisis? Oh, there is?! Well, we can still be friends then!
https://www.moroccoworldnews.com/2022/03/347380/why-morocco-should-support-the-us-led-unga-resolution-on-russia

Any chance someone could post the Sunday Times article? Thanks!

I get there needs to be a process for everything, but at the same time, everything can be fast-tracked. If the UK Embassy in Morocco hasn't already pulled it's finger out and talking directly to the Moroccans to push for the strategic significance of this project (it isn't just about profit) so we avoid massive food shortages as a result of Russia's invasion, it's missing an obvious trick.
https://www.bbc.co.uk/news/business-60623941

This isn't a commodities stock, nor is it a defence stock. Nevertheless, wellbeing cannot be anything but a growth stock, and I am guessing that this will accelerate with the stress of a war. GLA

We're heading for another supply squeeze. No more Belarus potash. It's in the world's interest for this project to be fast tracked. I hope the Foreign Office (sanctions) are working with the Department for International Trade (promote UK business). Some easy wins for diplomacy here with HMG pointing out to the Moroccans that they can do their bit to further isolate Russia and Belarus, and pick up some good international trade contracts and contacts themselves if they pull their finger out and fast track this. Does anyone from the Embassy in Morocco read these posts? The Moroccans will love you for making them feel part of the world community, drivers for peace and democracy. Let's do it!

I have to admit that the absence of communication for a few weeks doesn't bother me at all. It's all about patience and a waiting game now. As I've said elsewhere, I welcome challenge about where this is going wrong, but in the absence of that, all I can see is a process we are going through. It's pretty normal. GLA.

I'm not sure failing to predict a share price accurately means there is an integrity issue.

That's a third of annual profits wiped out. H2 is poor economics because of a lack of economies of scale. Of course, all of a sudden, it looks a lot more attractive. Not only in relative cost terms to natural gas and oil, but also in terms of energy security. Watch this space. We're heading a lot quicker to a green economy. Some may complain a lack of orders. That isnt going to last for long.

I agree Westie50. I have to admit it looks pretty much like a done deal to me. So the issue I have is why is the SP so low? Does anyone know?