The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Https://ukinvestor.com/eight-golden-rules-for-using-bulletin-boards/
Https://x.com/BMWGroup/status/1776157842942079241
@BMWGroup·
Apr 7
Hydrogen doesn’t just represent a viable option for powering future cars, it is also a promising fuel source for transport logistics:
👉 allowing for fast refuelling and high payloads
👉 paving the way forward for lower-carbon, long-distance logistics
#BMWGroup #hydrogen
As a LTH I'm trying to be disciplined by not buying anymore having averaged down over time - the price here looks very attractive, and certianly all the pointers are to a rerate. Not sure about the market waking up to it as volume is still very low but it seems that news is imminent, so lets see what happens over the next month or so....
Loads of info on the internet. All you've got to do is put the question in to the search bar, instead of asking others to do the work for you. However, out of the goodness of my heart:
Re what happens (courtesy of Yahoo Finance):
- If the buyout is an all-cash deal, shares of your stock will disappear from your portfolio at some point following the deal's official closing date and be replaced by the cash value of the shares specified in the buyout.
- If it is an all-stock deal, the shares will be replaced by shares of the company doing the buying. It’s important to note that the ratio of old shares to new shares is rarely one-to-one.
- Some deals include a combination of cash and stock as well.
Re Value:
That depends on what the buyer wants to pay....
And take a look here too:
https://www.fool.co.uk/investing-basics/understanding-the-market/takeovers-and-mergers/
I did try and warn y’all:
TheBasher
Posted in: VAL
Posts: 714
Price: 5.00
No Opinion
RE: Scientific Advisory Board31 Jan 2024 04:12
@year1970
I completely agree. My post from 2nd Jan 24:
Posted in: VAL
Posts: 677
Price: 5.90
No Opinion
RE: THE YEAR OF THE PHOENIX ?
2 Jan 2024 00:44
Aka THE YEAR OF THE LEPER…
I’ve been in VAL for many years and still hold some shares to show it’s catastrophic loss in my portfolio - it serves as a clear and daily reminder to me not to repeat mistakes of the past.
On 16th Dec, the sp was 14p, and there were keyboard warriors claiming significant funds were coming in and that 20p, 30p, 40p and 50p or more was extremely likely. The sp is now at 5.9p. Says it all really and potential new investors should take note.
Below is what was posted by me 5 Nov 2023 and then on 16th Dec 2023 in response to all the bullish rumours on this board.:
TheBasher
Posted in: VAL
Posts: 651
Price: 14.125
No Opinion
Only 97% down. Tumbleweed moment with VAL 401!
I feel like I’ve been here before…
Oh, I have.
Time will tell if it’s any different to the 2nd, 3rd or however many false starts there have been.
Only need another 900%+ to recover my losses.
A leopard never changes its spots, neither does a leper (which is a pretty apt way of describing a chronically sick excuse of a pharma company).
Quite astonishing what JW has uncovered including that the then production plans were uneconomic. Knowing what I know now, I would have sold all my holding, rather then just 50% last year to invest in Kodal.
All hopes for a recovery now rest on his shoulders, and his ability to secure funding and/or do a successful placing. He is motivated to do so as he, as he points out in the RNS, has a significant financial stake in the outcome. Good luck JW.
From what Dennis has said about structuring the company,, the purchase of 29.9% of the company, the change of registered office, there could be company-changing news on the way, perhaps even owner-changing news. I know as much as the next guy, but I’ve been trying to make sense of the shenanigans, and this seems to be the explanation that surfaces easily.
Https://x.com/KodalMinerals/status/1770038564706824427?s=20
“ #KOD will provide an update on #Bougouni lithium project next week”
Tick tock!
Https://x.com/KazeraGlobalInv/status/1770759215486730505?s=20
Kazera Global PLC
@KazeraGlobalInv
8h
𝗛𝗠𝗦 𝗦𝗶𝘁𝗲 𝗠𝗲𝗱𝗶𝗮 📷 👇
The FlowSort being inspected after arrival on site. All perfect and clearly a brand new state of the art system. ⬇️
#KZG #HMS #SiteMedia
From my direct experience of international public bidding processes, there is initially a technical qualification process (Stage 1) followed by a financial qualification process (Stage 2) for those that pass Stage 1. Looks like Clontarf have passed Stage 1 and now need a minimum “cash in bank” balance (eg to fund performance guarantees) to successfully pass Stage 2.
No guarantee of course that once past Stage 2 they will be awarded anything, but they are making progress in a niche area.
I like the tone of the email, and sit with everything crossed for more news expected in April.
@goingtomoonufo
Are you invested?
If so, what did you buy at and when, and what’s your target sell price?
What financial numbers for revenue and gross profit have you calculated in respect to the JORC compliant indicated and inferred copper resources and target gold resources? I would be interested to understand your calculations too.
Copper @ $9068 seems to be starting a bit of a rally. If GWMO can get this copper proved up, should be engcouraging for a JV partner.
Gold @$2160 also looking very strong, with some forecast of $2500+.
I'm expecting 2024 to be the year I finally get some decent returns on this investment.
In April 23 I mentioned about a possible TO, and it was derided. Now it seems the flavour of the moment!
TheBasher
Posted in: KOD
Posts: 704
Price: 0.825
No Opinion
Next move after funding…
20 Apr 2023 15:58
Happy days. Glad I got in early and I’m definitely holding on to my @KodalMinerals shares… I think this is just the start of a MASSIVE rerate. I wouldn’t be surprised if Hainan make a bid for the entire operation, as happened with Kazera’s lithium/tantalum operation - their Chinese partner Hebei Xinjian Construction initially bought in to fund the mine, then subsequently made an offer to buy the whole thing out.
And if a sale is considered, I’m sure B won’t sell it cheap.
As we know with AIM, anything’s possible. If B walks away with a life changing amount of money, then I’m sure he could be tempted…. Let’s hope it would go to a bidding war.