Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
Can’t access azy as looks a decent opportunity. My other mining play is HZM. Some similarities to ecr- but about 2 yrs ahead with exploration proven on Nickel. They’re on route to production, off take and cornerstone I expect in next week or so.
17 May- Friends and family will see big domestic market (relatively) when boris announces the RAG list for July expect a stampede particularly if the Green countries are our european cousins with a lat flow test as the barometer (free) i expected the price dip today as shares flipped from the placing.
So to answer the various queries- Air travel- most of the income in UK and Europe is driven by leisure travel. Most business and long haul has the advantage of lounge business and spend is materially lower for business traveller than the leisure brigade. Dont discount airlines who have the holy trinity of lots of capactity (all added to the fleet in 2019) hedged low fuel and aggressive deals with airports to guarantee passenger volumes. This will inevitably lead to a price bonanza for consumers as they offer lots of cheap deals to get people confident in travel again and ultimately to maintain load factors.
Growth in rail is going to be leisure driven and put bluntly there are lots of brand casualties in the market who will simply withdraw from the travel channel as the traditional high st landlord entices them back with great property deals ( no base rents, rent free periods, capital contribution and longer leases than the travel market has offered.)
This year will be unique in the UK which is SSPs core market - rail will be huge as we have no where to travel so whilst i agree the reduction in commuters will hurt certain stations, others will be buoyant. im sure you saw the pictures in the height of the pandemic of over crowded trains on SWT taking "commuters" to Bournemouth.
I'm bullish on this as the rights issue gives the company cash to grow at a time when there will be market opportunities in existing and new markets. structurally growth will return and that's without the US market that SSP were just starting to gain traction in.
Agree. SP a function of a placing out of the ‘blue’ as ‘well funded’ then the average assay results all destroy sentiment. I’ve held rather than exit as all the research on this gave me the conviction it’s a winner. Timelines, junior explorer who wants to become a producer. Your guess is as good as mine, I do see a relatively quick return to placing. The rest depends on results, macro gold sentiment, license approval and jv news.
Expecting 2 more assay results and confirmation of drill turning at Creswick. Both likely to push SP back to placing level then it’s onwards and upwards.
Expecting to be a steady stream of results with 2 drills turning, licenses to be confirmed. I’m significantly under water and have a relatively large stake as part of my portfolio. No fundamentals have changed here.
Christ this bb has degenerated into random analogies. I bought into ASOS on the premise that the board was devoid of nut jobs.
Any value to add on volumes/ Updates appreciated. Some deranged clown who has nothing better to do than ramble (Pedro 61 - I assume that’s an iq measure?)
Blocked with people power
To suggest that the results will be poor is an interesting view as any bricks and mortar operators were closed. The forward looking statements and integration will be the make or break for SP. I believe it will be pretty positive. That is unlikely to make a difference short term to SP. last three results the shares have tanked post great results. Fourth time lucky?
So there will be lots of body language experts on here.
This guy is a finance Director, hes not an extrovert so i listened to what he told us.
key points
1. they will speed up drilling with contractors
2. the Jv has licenses to sort before it can progress
3. 2 more hole results are still pending
4. they're trying to work out the size and orientation of the deposits so the drilling is targeted on this plan rather than slapping it in the middle of the plot
saw LND announce "bonanza" yesterday and apart from an initial rush, SP drifted back down.
this will take some time to recover and will only do so on decent sustained results being fed through, announcements on JV and licenses. I think this is 3-6 months to recover. underwater, not topping up. Holding as cant bring myself to shift this.
Strange announcement. Can’t plan that far off to land a RNS with certainty on that morning so either - news flow ahead of time as must know any questions will be around all the topics mentioned here or it’s simply an update, nothing more than that. Now my 2nd biggest hold so needs to start to move in the right direction. Plan to hold this for min 2 yrs so short term is a frustration as the wife thinks I’m clueless....
That was the positive. I sold last night as didn’t want to risk gains on back of the rise to the results. Will be watching to see if lower entry point or effective re rate. Wanted them to address the tender ‘blocking’ - didn’t see it in my skim read.