Member Info for Tracylied

Indeed. Sales or rather volume of sales are the only lacking element. The products need to become essential to equal performance in the market. Clearly the whole process of running cables to properties is at a huge cost. If mobile is as good as or better than cable then why do it. It looks to me that providers need enet products to make this happen. Of course there are many legacy investments and infrastructure that will become obsolete so I guess that's one of several hurdles. I see Elon Musk's constellation plan is designed to bring broadband to the whole planet. However he will need technology like that held under enet patents to make that happen in a cost effective way. The share price has stalled and died but it won't take much to jump start this share again as the stock is so tightly held. Just a couple of buyers and it's up again.

You can't compare those as they are not like for like. Victoria golds planned mine in the Yukon is ten times bigger than Kiziltepe which is a tiny project. Also the costs are projected not real. The costs are on plan and totally reasonable in my opinion. The problem is the lack of investment in exploration. Kiziltepe could be in expansion by now with additional resources and satellite crushing stations feeding the plant. CIL is also a more expensive process because of the chemical and electrical costs. Heap leach or gravity sorting is much cheaper and quicker to redeploy. I think that this management need to show that they can do something other than steal shareholders money. They need to dust off their drill rig and go do some work.

There don't seem to be many to be had. Big drop in the share price but certainly as far as online quotes go not much stock with only small quantities quoted. Clearly this share needs some news. I wonder how long the management will let it drown for.

Inevitable drop. Shame on them.

Quite simple. The company has cash which it raised at very poor value and very limited income for exploration the core business of the company. However given all of this the directors manage to reward themselves for the failure of their previous share options. They were happy enough to take them back then but failed to grow the business. Therefore they should lose out. To sight lower than standard packages as a reason is nonsense. They should take that up with the remuneration committee. Oh that is them. What a joke this is. Kicking a few rocks is not exploration. When was the last time they drilled more than a couple of holes. Shareholders are paying for that mismanagement. I will sell 6m when I get a chance. Right now others seem to be selling already.

Six years ago and it shows how they have unachieved if their options are underwater. That's the point of options. If you fail they are worthless. Oh no you just issue more at a better deal. The package for directors is more than the exploration spend. How can that make any sense for a exploration company. Unfortunately there is no confidence that they are in it for anything other than what they can take directly from shareholders pockets. Kerim has had a good standard of living whilst shareholders have lost significant amounts. We have seen it all before and heard it all before. I am out as soon as I can offload 6m shares.

Certainly if they maintain nearly zero exploration like 2017 they will be self financing. If they want to spend any drilling dollars they will need to find some in my opinion. Question is have they earned their chunky payments...... Lets see what the markets say.

All remains on track. Painfully slow loan repayment but as they say it is ontrack. Just hope they don't use all the best ore to pay the loan.

Looks like our 2500 and 5000 seller have shot their rounds. The only way is up now. Even low volume buying will push this up a couple of % a day. Next stop 100p.

There seems to be a motivated 2500 and 5000 seller active at the moment. Someone must be taking a huge loss at 70p. I suspect once done the share price will lift on even modest buying. 100p must be the short term target and with news it will test highs again. The model is such that business done and profits can increase very quickly.

https://www.fool.co.uk/investing/2017/09/15/2-under-the-radar-growth-stocks-that-could-make-you-brilliantly-rich/ Not much has changed since apart from a new contract and a variation producing extra income....oh and a 110p drop in the share price.

70p half of the recent IPO and after hitting 190. Quite incredible really. I suspect that nothing has materially changed since 190p. The company need to push through the anticipated disappointing full year numbers and show that their products are in demand. What I like about this sector is the margin beyond initial sales. With scale profits will be huge. They just need to secure more clients paying royalties

The IPO generated cash to increase sales reach and accelerate R&D. Unfortunately it takes time for these investments to produce tangible benefits. It could well be that products are under test but are commercially sensitive. The news flow so far has been pitiful but a couple of new deployments could change all that overnight. I think we need to see the cash burn and await more information before knowing just how big this could be. It's clear the technology has merit and produces substantial cost savings. The flexibility and time to deployment will make the products a must have. Just takes a few to run with it and others will need the product to compete. It may well get darker before the dawn but right now it appears quite dark enough.

They will need to show continued contract wins to maintain momentum and increasing royalties. It's a situation which could grow ten fold overnight very rapidly. The technology has a proven worth and scalability is not a problem. Post IPO with the funds to expand secured at now nearly 50% discount the reality could escalate the share price multiples once new contracts increase in frequency.

Following the dramatic drop on what was really a mixed update the share price has flat lined. Classic would be a bounce or a continued drop. I don't think that there is much stock available and even low volume buying will lift the share price. The news was telling us that some aspects will produce greater than expected income but some of the expected income will be late arriving. Fortunately this company has a very substantial cash pile so flow is just not a issue. Anything positive and I expect the share price to be straight back through 100 to a more realistic figure. The opportunities are multiple given the market and the associated structures of the customer base.

I suspect that we will see some money attracted to this share as it's way too cheap.

Been very dry so far this winter in the med. Hardly seen any rain so far and still warm. February is normally the wettest month. Now it 18 and not a cloud.

I think the drop was well overdone on the news which as a whole was positive and a bit of delay. The company will show a profit albeit more modest than hoped. They are well placed to attract scale and looking at the interims cost of sales are low. Just need more of what they have done already which really was the point of the listing. I think we are in at basement level here.

Interesting situation now as the share price approaches 50% of the float price. The company seem to have strong products in a huge arena holding patents over in demand technology. They are profitable and hold a substantial cash pile. They have more than 50% of the stock within management and substantial high end investment vehicles. I think they probably lack expectation of a strong news flow and they are probably in a sector few really understand. Being new they lack presence but they also lack baggage and are quite lean. There is also little chance of dilution in the near term. At 78.4 the buy what is there not to like?

Current prices sells at 78.04 buys at 79.80. I don't think it will take much volume to send this back to 100. Not many shares out there are many are locked in to substantial loss. A great opportunity.