Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Thanks R&H.
Always nice to come in and stir up the hornets nest. Helps to induce some fresh thought at least.
I’ll be back, stark ******* naked, with my claymore to do gladiatorial battle another day. Next time I’ll inscribe it with ‘I’m a pompous ********’, to make the fight extra delicious.
Good day to you gentlemen :)
FYI Wighammer perhaps you should do some research later this afternoon and look at recent Merck take overs of biotechs (who are still in pre-clinical and development stages). Look at their pipelines. Look at 4D. Even at a glance even the most pig-headed amongst us can see an immediate valuation of multiple billions without even drawing breathe.
Lol. Shouty new arrivals I’ve been an investor since the low 40’s.
Also if anyone’s got a squeaky bum about this, sell all your shares, I urge you sell sell sell. Sell them all.
Is that better lol, any price here and lower is a complete gift. I will add allll the way down if novice investors want to sell.
The difference is some people have no idea of business. People want everything for nothing. Want to have a company that provides shareholders multiples of it value, with no R&D, no delays, no unforeseen circumstance, and no raising!
The whole point of being listed on any market is to RAISE CAPITAL BY ISSUING SHARES, that is the 1 purpose of being listed, otherwise you remain a private company.
Then when the company exercises that right, to raise capital through an offering, and people having a hairy fit! Laughable.
Believe me I’m not ‘surprised’ in any sense, and I don’t think anyone is ‘pleading with DP’ I am happy they are raising capital I think it’s great news and I also don’t care if he raises at this price (that is you, not me)
The company plans for its potential. 4D insiders have a very good idea of the company trajectory. If a 450m $ company (post share offering) then becomes a 20 billions dollar company that’s still moving over x40 times is current value.
Merck have a significant share holding and we are collaborating with one biggest selling cancer drugs on the market, ever. Pfizer now want a slice. Ark are sniffing around. You don’t have investors of this size involved without cause. We’ll see who else wants a slice.
And all your argument basically boils down to is - well I didn’t want x 40 I wanted x 70.
Duncan could come forward tomorrow and say he cured cancer and you would still have an issue because he hasn’t cured aids.
People here will just find constant fault in everything.
This is the exact reason the share price is the price it is. Literally. The reason is because of people like you lol.
The in-house and fully owned capability to manufacture at capacity will take care of that you cake addict!
I think if they receive 100m-200m should be enough for them to cover a few dozen eggs and some cake mix. Dont worry buddy you won’t starve we’ll make sure you get a slice.
Exactly, very eloquently put haha :)
I mean you’re half right! I generally only come on LSE to harass people for talking complete tripe and then I just can’t stop myself.
No it’s just generally people who are bullish about the company seemingly because the company is actually in a very bullish position lol!
Be assured everyone’s view is taken into consideration and the downsides are discussed.
The share price will speak for itself. Like I said let’s be honest thats all anyone cares about isn’t it. The share price. How many more multiples of price will we get per share so we can all make money. Let’s not pretend we are in it for any other reason.
Quite frankly the share price will speak for itself.
You have no idea what price Duncan will offer the shares at lol what are you talking about!
Lol also why are you concerned about your percentage of ownership.
Why don’t you shoot Duncan an email sounds like you’ll be able to help him navigate the ship!
I have no doubt the company has a very good idea of the potential overall MARKET CAP that could be achieved post offering and where this will take the share price.
Doesn’t Duncan have like 8-10 million shares last time I looked? I’m sure he will be making educated choices for the benefit of both the company and his own shareholding.
Whichever way you try and peddle your bull**** the share price will be MULTIPLES of where it is in 3-5 years. Certainly within the next year it will multiply.
This could be a 20-30 billion $ company.
If you think your research is on point why don’t I invite you to one of the groups where you have investors that have been researching this from day dot and you can throw your ideas into the lions pit.
People obsessing over share count. Even if they go for the full 40% at the exact price it is now it’s still massively undervalued! Even then (without doing any calcs it will still be under a 500m $ company, and all the additional shares are held in tight grip. So the float doesn’t change.
this is like a Punch and Judy show in here
You don’t understand the benefit of additional big pharma on top of Merck and Pfizer collabs? Really?
You don’t understand the benefit of potentially securing the runaway (perhaps on or before the day it lists) all the way to commercialisation, as they would have already factored in inflection points, which will then assist with funding.
Also you have no idea the deal Duncan will cut lol. Also if it doesn’t affect the share price except for people getting the runs over the word dilution and selling, then what matter is it to you lol?
4D secure the funds they need.....potentially being the last ever requirement to raise, and we hit nasdaq completely funded, with additional huge institutional investors on board, we puts us not only under a huge spotlight but also creates a level of competition between institutional investors as the program moves forward.
Hmmmmmmmm LOL
You people are all jokes
Hang on a minute. Are we comparing NCYT which moved 100 TIMES ITS VALUE IN A SINGLE YEAR WITHOUT ANY MEANINGFUL PULLBACK OR CONSOLIDATION, and is now trading as an OTC stock on the US market to 4D? The stories couldnt be any different if you tried. Completely different part of the sector, different setup, considerably different and recent price action. Not only that regardless of the future for NCYT which is indeed bullish was caught somewhat in a bubble of covid money which has now left. This stock needs to consolidation and find its feet, but will run again.
This is the problem with these forums. People ready to hack and slash each other at every opportunity. People ready to draw comparisons to things which at a more detailed level are polar opposites. I simply dropped in to help dispell some of the fear and doubt sewn by some posters on here which quite frankly highlight themsevles. Most meaningful 4D investor groups operate independantly from here and for good reason. This is because of all these posters would be quickly removed from the groups for talking bull****. For any legitimate 4D investor that uses only this forum, i would recommend looking to find some private groups to be part of, where some of the individuals are very learned investors. Most of whats posted here is utter rubbish. Unfortunately time served as an investor doesnt qualify someone as being a learned one.
Ill leave you all to your cesspit of despair and storytelling so you can dwell in your little sphere of toxic misinformation. Exactly why Duncan is providing a Dual offering.
For the other posters i recognise who i know are part of more central groups, Hello & Goodbye! See you on the darkside! ;)
You know exactly what I meant. I’m not going to forensically pick through what I wrote to appeal to the pedants.
This is is a huge win for us. II’s throwing money us to get their hands on 4D shares so they themselves can sit on them and grow their own portfolios. Us being given the capital in the transaction to succeed and pull ALL the rabbits from the hat.
This is a big win. Quite frankly I hope we can raise between 100m-200m of insti money. This is extremely bullish for the company.
Just wait to see who gets their cheque books out. Eyes wide open.
Dilution! Dilution? *Dilution* I hear you cry!
Sorry I forgot there were members of the board here? Nope. Institutional investors? Nope. High level investors worried about there overall % of company ownership? Nope. LOL.
Lack of education, and people being burnt in aim dog stocks are the cause of this irrational fear of a raising/(dilution).
1. Dilution does not mean the share price will go down! (Because that’s all anyone is concerned about). I.e if they raise at the current price, and it is a private offering to institutional investors only (which it is), then the shares are bought. The market cap goes up. But the shares price remains the same. If they raise at a higher price, great! If they raise at an offering price? Who cares lol. These are high level INSTITUTIONS. They have the stickiest hands of all and will be sat on these for YEARS. It’s not a ****ty aim placing to scrub investors who forward sell there shares, or dump immediately, and you have to churn the shares through buys. These are ii’s and will buy, and then that’s that.
2. Everybody knew 4D would need capital to continue. This is not new, we have known this for sometime, well over a year. This is a money hungry business before we reach full commercialisation. However this is why 4D is as cheap as it is. Be absolutely sure of one thing, if 518 goes to commercialisation you’ll be paying £15+ a share easy. If you want to wait until then be my guest lol. Let alone the rest of what’s coming.
3. This is the sole reason we are leaving the UK market. Because people havent got a scooby what they are looking at or talking about. I’ve spoken to some US guys and they are dumbfounded with the price action, and inadvertently makes them worry that something must be amiss. Surely if things were this good the UK guys would be buying stockk? Why is the share price this low? Why are they selling great news? There must be something we don’t know? We’ll be sure of one thing. When this lists the US troop will VERY QUICKLY realise what the score is here. This will be rightly restored to the share price which reflects the stock. Instead of reflecting the fears and worries and irrationality of ****loads of cuck Uk investors.
I’ll give Graham a call and see if he’s ok to spare one of his legs for my kindling whilst he’s at it.
Massive difference being ramping to high heaven and giving credit where credit is due.
Interesting theory - they removed a CEO from the ‘bonfire’ so they could appoint another CEO to chuck into the flames.
I’ve heard it all lol.
Some people you just can’t please.
SAE have just managed to appoint ex CEO of the worlds biggest independent renewable energy company RES, and ex CEO of 3/Billion$ Arcadia....and people are worried? Is this a joke lol.Tim has been at SAE for 15 years and done a great job however it is important to welcome new and extremely positive leadership direction during growth trajectory of a company. Company projects are always ongoing, there is no ‘best time’ to make such a switch when there will always be so much going on.Same old aim, people getting a squeaky bum at any sign of change, even though it’s glaringly positive.Do you think a CEO with such an suggest internationally extensive and successful background would put himself forward for this position if he didn’t think this would also be another huge accolade to add to his collection? This is huge news for SAE.
G.Reid was ME CEO of Billion dollar Arcadis this guy is the real deal. This is great for SAE.
Thanks Truth. I’m confident we will hear something before Xmas, but that’s just based on an instinctual feeling.
Technically we are at the apex of a potential bull pennant and we are respecting a 3 month trend currently.
Hoping for news next week, which will support our setup nicely.
^^
If everyone thought this was the best thing to do the price wouldn’t move lol
The market has been strong when it has moved, however there are many reasons as to why we pulled back so hard.
1. We moved to fast away from support
2. Warrants still to clear
3. Significant charting resistance
4. Some traders taking advantage of the above
As we move up and approach the weekly 200sma again, I am thinking this time we will not be rejected as this will be the 3rd attempt - (possible we may get a pullback, but I don’t believe a complete rejection). Once we clear this and the monthly 50sma and find support above these ranges this has the ability to move with gusto.
When we unshackle ourselves from these resistances, especially if warrants are cleared, there will be little to hold us back on good news.
I would expect the bull run to be significant and you may find sellers that attempt to ‘sell the spike’ as you call it may get your pants pulled down, when the price doesn’t stop running or only pulls back marginally.
However, let’s see.