Member Info for Takayama

If anyone has a cut and paste version to the upstream article, or a precis, I'd really appreciate the share. For what it's worth, I've been around for a few years now, and what I've found is a solid board (of directors), with a solid company eventually pays off. The hard part as an investor is sticking around. Serica (among the oil juniors) is a case in point. Many others. You get paid off in multiples of your investment rather than just a small percentage rise. I do find it difficult to find fault in SDX's current strategy, green energy concerns notwithstanding. Perhaps not my punt for a 40 year investment given where the world is heading, but still worthwhile for the relative near future.

Topsharepicks - You get my vote!

Politically, Baylan still wants to say no. But he realises he can't because BEM have done everything correctly. He needs therefore to find a good reason to say no. So yes, crunch time is approaching. But crunch time has always been approaching. And he has bought a lot of time to find a reason to say no. Delay continues to be his best option for his career until he moves on to something easier and leaves it as somebody else's problem. He doesn't want to be remembered as the |Minister who ignored a minority. Will he continue to delay? Well, UNESCO are a shot in the dark. Perhaps they will give a reason he can use to say no. But it's unlikely UNESCO will want to get embroiled. That's good for BEM. In the meantime, legislation within Sweden changes, and perhaps it may create an opportunity to say no. It is always easier to do nothing than do something controversial. Human nature. But I remain a holder. For my sins. Ho hum.

It's just started

Yes - you can watch the live stream of the debate here: https://www.riksdagen.se/sv/webb-tv/video/interpellationsdebatt/vargstammens-storlek-_H810135. and the agenda is here. https://www.riksdagen.se/sv/dokument-lagar/dokument/foredragningslista/fredag-den-22-januari-2021_H80I69
Good luck buddy.

Wotitsworth - we're currently debating the size of the wolf population (0832 GMT). After that is a debate on cooling towers and legionella. And then it's Mondig's question.

Told you that you couldn't enlighten. Avoiding defending your point isn't defending.

Pocko- well it looks like there is a feeling that something will come out of Mondig’s position and her question . People are ‘crossing their fingers etc’. I am an avid follower of the excellent posts that are written here and read them assiduously. The impression I’ve got is that people are expecting this to change the price of fish. At the end, it is a political decision. Enlighten me if it’s any different. Bet you can’t.

And as far as Antoni's question is concerned, she is asking about "innovation critical metals". This is likely to be more a nod towards Norra Karr (rare earth mine - oooh, strategic as well!) rather than Kallak (iron ore - boring old world metal). Again, sorry to be the predictor of wet fish landing for BEM. Regardless, I'm still here after all these years. I should have listened to my own bloody advice years ago!

I think we may all be disappointed with Baylan's answer which will be along the lines of "yes, of course I'm doing that, and that involves a number of measures including "x,y,z" , none of which will actually change the price of fish. The question isn't at all difficult for Baylan to answer. Sorry to be the predictor of bad news.

Personally, I am surprised the news around LKAB hasn't produced a bump up. Ho hum. Perhaps it's just a matter of time. Usually is.

Let's face it, very few posters have anything of much use to say. Isn't it time for a sweepstake of some sort? A virtual pound in the pot with a view on when a decision will come? The number of reindeer that will be viciously slaughtered for venison pie? How many bottles of Baileys SuzyQ will down in December? Winner gets to sit on Santa's knee. Cheeky matron!

Just wondering what people here think of Baylan? When I read about him, he is:
(a) not a green but a socialist, which is good for us
(b) politically invested in "innovative technology", which is good for us
(c) he's looking at: "Sweden’s opportunity for strengthened competitiveness by being a world leader in sustainable value chains" particularly with regard to metals and minerals. This bit is important because it says that it is hard for Sweden to simply refuse to mine ore on its own territory to push the issue of environmental damage to another country where regulations may be more lax - so it's a greenish argument for the mining of ore in Sweden.
But of course I'd say that. I'm a holder!
On the timing of the letter - I'd say that of course Baylan is aware of all the points, but the objective was a polite 'Hello, we're still here and we are expecting something' - so objective achieved.

The swedish government simply don't have anywhere to go. They recognise that BEM have fulfilled all the requirements for a licence and it is simply a question of timing now for the government as to when they will be awarding the licence. Will the votes they lose as a result translate into an electoral loss? Or will there be other issues on peoples' minds? It's a good time to buy now IMHO.

It's a matter of time until it gets back to 50p . Not sure if you'll have seen this piece which pretty much blames the TSX delist for the fall: https://www.bnnbloomberg.ca/video/josef-schachter-discusses-sdx-energy~1691184
"Geologically exciting, but disenfranchises the Canadian stockholder via the delist"

Inevitably, they all delist from the TSX, and inevitably that always causss a huge overhang. Buy! Buy! Buy! Shame I don’t have cash.

I doubt it would be a smart merger. No obvious economies of scale. It would be a larger mass of stuff and that’s it. And SDX isn’t Canadian.

I’m not bothered in the lest bit about the price drop. Given it is due to the SD delay, the price will inevitably go back up when we are close to getting over that hump. In addition TSX holders who can’t continue to hold because of regulatory reasons are selling , but most of that should have happened by now. This all that remains is retail. This by end of year, we should be back up . In the meantime I am kicking myself for not selling when the shares were delisted but that’s my own greed. So no worries. I haven’t made as much as I could have from this but at the same time I’m not expecting to lose out either. GLA.

Will there be balloons at the sixth birthday celebrations do you think? And then will burst as they touch the sky, like our dreams, just fade and die? Personally I think the licence is now guaranteed. Our balloons will be large and bling-y.

Yawn (in respect of the amount of time it is to get to a decision). I am kicking myself for buying in, then selling then buying in. I’ve made absolute squat on this one only to know the sp will go ballistic at the drop of the SEG’s hat when a decision is made so it is now too risky to sell. Apart from the onset of reindeer season and the prospect of having an exchange on the name of Santa’s deer, I am afraid I am realllly bored. Isn’t it time for another sweepstake? Come on some one! Organise something fun!