Member Info for Thunder2040

I think you get a free balloon and slice of party cake if you buy at the moment

Look Laura, it's going up. Stock goes, stock goes down. Do you like that? Haha 😂

That may be

Only so far it can go without news

The $8.5 billion critical minerals partnership aims to strengthen supply chains for rare earths and strategic metals.

Alcoa’s gallium recovery project in Western Australia was designated a top priority, with the U.S. pledging an equity stake.

Interesting, so are we to read across that galium is a priority, in which case surely our $3m pre feasibility study deserves a look.

Exciting times.

Not discussed as much on here currently but the slides in the last presentation on the Botswana license were also in themselves very very interesting. Silver, if found gives this a precious metals angle that could well be a real asset..the neighbouring plays have some big resources currently in production at least for copper

Consider the volume ATM the size on the bid/ask is crap, clearly filling larger orders IMO

MMs are having an absolute laugh with the quotes and spreads on this atm.

It's already been discussed by the director, it's zero equity, rights on future resource sale

4p+ is my prediction

Taking a look on the company website there are some good research notes covering the valuation and comparison to peers:

https://storage.googleapis.com/leaf-prod/uploads/company_profile/corporate_page/200/section_attachment/5e940ce7-91fd-4dbf-851e-a5851ded03e6.pdf

This one from a few years back lays out the value on offer.

Furthermore is US did find the feasibility study with the $3m that's getting on for the Mcap of the entire company which does also indicate this is chronically under appreciated by the market

I too believe the US will provide funding for the feasibility study. They balance sheet is sorted for 12 months minimum so I fail to see how this share price isn't heading north now

"Use of Rare Earth Metals

IQE does not currently use any Rare Earth Metals for any of its volume production products. Small quantities (less than 1% of total raw material spend) is procured for research and development projects and for such projects a minimum of six months’ supply is available."

From the IQE website. So what exactly do rare earth's have to do with IQE?

Saying it's not financially viable on a cyclical low point seems daft, it's been around 35 years. They have a liquidity issue to address, but if they can sell Taiwan for fair value which I believe they can, it's future in defense, power gen, AI, sensing looks strong to me.

The nature of semi related company is jam tomorrow but when they said their pipeline is the strongest it's ever been I and I think multiple potential suitors took note.

All your posts just spouting off his it's way too risky yet here you still are...stop playing games

Lol, very insightful analysis there. How do you value Taiwan then? Because on any form of multiple even remotely compatible for actual revenue or ebit that covers the entire Mcap.

No, I'm on about them taking shares rather than base salary

I think the Directors would not be taking shares if they were no confident of a successful outcome above current market value.

There is a lot of scaremongering going on here currently.

Https://www.upstreamonline.com/exploration/totalenergies-executive-warns-south-africa-about-unacceptable-exploration-delays/2-1-1881673

Also there is no full year guidance issued or updated with these contract notices. It's a huge red flag.

How do you know what forecast revenue is..this could just be a running commentary of how they get up to circa £30m revenue which again they lose money on.

No mention of margins.

I ran the rule over and invested years ago but sold after realising the margin is simply too poor. It simply doesn't make a profit for 5 years I hope for your sake it changes but I would be cautious as when you lose £5m+ a year equity raises come thick and fast