Member Info for Warno01

I'm sure he's listening to your negotiation advice Soder!?!
What will be will be - Exxon is transformative however awaiting equally important news on contracts, debt financing which could propel share price upwards anyway. We've been awaiting that since the start of the calendar year and that progress is critical for the growth of the business and share price.

The long term one from Wallet Investor is utter nonsense. Holding up to 135p and then we'll see. Anything north of 150p is brilliant, but cannot seen any reason for it to be worth a further 10 or 20% more.

Concern is that without one of those deals very soon, then the cash runs out. Lack of news very concerning indeed. Perception increasingly feels like a one man band with the CEO. Great potential but 12 months of very limited development is concerning.

I know what you mean on CEO having an impact, but realistically he's not there to drive short term returns, he's there for long term 3-5 year growth and improvement. The fact he's been heavily involved already is a good thing. It's now down to the sales and marketing teams to execute the plan.

I love this share. It was hard when it was languishing at the 60p mark but such potential. If the NZ deal and Carillon deals come through, that would be close to 50% of the MCAP before all the funds. Feel that a GBP5.00 share target over the next 4 years is not unrealistic. That would be a 9 bagger for me. Hoping to see a continued rise.

Thanks Neil. Hadn't thought of the portfolio balance on it. It's worth about 7% of the portfolio so plenty to run until it gets toppy portfolio-wise. Carrying too many shares at the moment (26). Need to cut back to 15 at most. GBP2.00 = almost 4 bagger, so might hold for now and have a consideration at GBP1.50 and see what the PGM market continues to do. Appreciate your viewpoint

Morning all- to all of you who have at least bagged on SLP, would appreciate your views on top slicing and % to slice.

SLP is my first bagger and I have 2-3 others that are in the 85-95% growth category over the last two years. I am conscious of the "let your profits run" mantra, and also want to secure a return on initial capital. The simple approach would be to sell 50% of the holding if 100% growth is achieved so you have a free ride with the returns. Equally, when you consider special dividends and the ongoing growth, considering top slicing a quarter or a third rather than 50%. Would love to canvass opinions on this. For reference, I believe that SLP will be pushing $2.00 over the next 18 months based on PGM deficit and company cash generation. Thanks for your thoughts

Amazing RNS - delisting from AIM to another exchange, placing of $120m of shares at 80p, large minority shareholding in AAQUA and Mesh. 75% ownership of Sentiance

https://www.londonstockexchange.com/news-article/AAA/proposed-placing-proposed-acquisition-and-update/15020456

Great to see. Investors presentation was not very illuminating in terms of new news. I didn't hear anything about the 2nd fund or expanded 1st fund - please let the board know if you heard otherwise.

Surprised that this board is so quiet. Hopefully something comes up with the investor presentation this week - still no announcements on enlarged fund or 2nd fund (latter unlikely from the last interview). Time has been ticking without much news. So fingers crossed and good luck to all. My short term target is 120p. With this now being 21% of my portfolio after the recent rises and up 50%, will look to trim a little at that point, although feel there is 200p in the distant hills over the next 18 months. Need to take out a little to ensure some cash in reserve. If this goes to 120p it's 25% of my porfolio - wonderful but a bit toppy

The share price has gone from just over 1.00 to over 2.00 and then retraced a bit in a few weeks. I don't call a 100% increase getting smashed. If you bought in at over 2.00 after that huge rally, then always a likelihood of a sell off - it's natural to lock in.
The Indian variant creates more uncertainty so this is going to be volatile. I missed out on main part of the rally and looking to come back in again, but waiting a few weeks to see what happens with COVID and retail. Could easily fall back under 1.50 or consolidate at this level for a while

I always give businesses a lot of patience and tolerance. This presentation has been underwhelming and it seems very much that it's all about him, not a wider team. AK also comes across as treating this as a chore and does not seem very prepared. The lack of new news is concering - great potential, but what is the plan to realise it? So far nothing of note. Just confidence

I wouldn't touch share prophets with a barge pole irrespective of whether they give positive or negative comment. Led by Tom Winnifrith, their record is very poor and lots of questions about their integrity. Often slanderous/libellous comments without foundation. Plenty of other comment on SLP which is good. I do believe in any PR being good PR, but TW's track record is one to ignore

I am not remotely interested in a 0.1p dividend. What's going to grow the company better, investing that into expanding a project, a new project, new technology, etc or pay it into people's pockets? Dividends work best for mature companies who can't rapidly expand or change and therefore can generate more value for shareholders by returning funds. There is no merit at all in JLP doing so

At this stage you dont want dividends. The return comes from growth. You want all the investment into sales, marketing and innovation. Dividends merely puts funds that could be used for growth into pockets which wobt grow share price

The price dropping back does not answer a question in dividends vs investing in new companies. No one is going to invest in MTR as a dividend play. If you want dividends go elsewhere. If you want spectacular share price growth (at some point hopefully), then you want investments in early stage miners/explorers

Is this a serious question? Dividends should be paid out when there is limitation on investment and growth. There is also lots of evidence that dividend policies are nowhere near as beneficial for shareholders as long term investments. The company is small and growing and the investments is what will drive value. Dividends do not generate value for shareholders. Logically why would they pay out money to shareholders when they can invest for much superior returns?

Likewise - received on 9th April and received on 10th April on separate DeGiro account

Profits should be up considerably assuming the operations have been fully functioning with no restrictions or shutdowns due to COVID. I havent see anything to suggest this is the case but it's something that we need to consider. Profits increased significantly even if the production targets weren't met in 2020

And lift off part 2. Through the 80p barrier. It's been a long time coming. Let's hold for the close please.