Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Vanadium price continues its strong surge upwards I see
https://twitter.com/baroninvestment/status/1503649209844649991
“Should oil production at Hurricane continue to meet or exceed budget, the Fund's 29% shareholding should be extremely valuable.”
https://investegate.co.uk/crystal-amber-fund--crs-/rns/half-year-report/202203030700054579D/
“it’s not unreasonable to believe that at 12p the stock has a real prospect of doubling from these levels”
“Given some of the price moves we’ve seen in commodities, hoping for a repeat of 2018 isn’t as unlikely as some might think.”
“Didn't expect to do this but added another 1.5m #BMN. That's me in for 6.5m, the most in a new AIM position for a while. Highest volumes today since 2018”
Heavy buying by the Baron. Largest daily volume in years. Vanadium trending strongly upwards.
Bodes well.
Currently up 30%.
"I see material upside in light of both the surge in the LCE price and the subsequent acquisitions. My 60p initial target price and 85.9p a share unrisked NAV estimate I outlined in my report are very conservative.
Indeed, Tamesis has an unrisked NAV of 111.5p a share which is still only based on a LCE price of US$42,000 per tonne, well below the spot price. Buy."
https://www.investorschronicle.co.uk/ideas/2022/02/04/profit-from-the-deal-of-the-millennium/
Strongest uptrend in diamond prices in years
http://www.idexonline.com/diamond_prices_index
Yes, looks to be gearing up for a breakout. Exciting upside when price cracks through 90p.
"I am excited by 2022; the industry has a lot of opportunity in front of it; mining companies are facing a potential bumper year"
"a genuine and tangible positive impetus is upon us; given the right marketing and successful trading it could be a year to remember"
https://www.jewellermagazine.com/Article/10388/2021-The-Year-when-The-Diamond-Industry-Rebounded
"Retail sales of diamond jewelry rose 29 percent last year and 11 percent above 2019, confirming a “spectacular rebound” for the diamond industry, according to a new report."
https://sports.yahoo.com/diamonds-roar-back-above-pre-085947653.html
Today's FT hints at SAA coming round to the idea of a merger:
"In an apparent softening of its opposition, however, the company also said that following talks with other large shareholders, 'the independent directors believe that it is in the best interests of all stakeholders in M&C Saatchi to continue to engage constructively in discussions with AdvT'."
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The "other large shareholders" then may have expressed that they may be interested at the right price.
https://www.nasdaq.com/articles/mc-saatchi-deal-deadline-likely-to-be-extended
Platform developing "incredibly quickly" and likely to lead to an "explosion of new users". Sounding very positive.
https://investegate.co.uk/quetzal-capital-plc--qtz-/prn/update-on-tap-global/20220131070000PDAB1
The following trades all at 102p late on Thursday according to Sharepad:
22,612,506
7,218,750
3,609,375
2,528,349
153,850
So a total of 36,122,830 at 102p or £36,845,287 worth.
10% of the company bought at a significant premium. Got to be a very strong chance of a bid here.
Good pullback opportunity here. Worth considering the bigger picture....
Malcy - "The market has not yet got the hang of this, to repeat I think that the shares could and should rise by a multiple and it’s going to be quicker than many imagine, not often a five or even ten bagger sits in front of investors."
Simon Thompson - "It could double again once investors cotton onto the implications of the latest drilling news. Buy."
finnCap - "As a result, FinnCap has hiked its prior price target. At 54p the broker’s new target suggests more than 400% upside to the current price of 10.05p."
"The market has not yet got the hang of this, to repeat I think that the shares could and should rise by a multiple and it’s going to be quicker than many imagine, not often a five or even ten bagger sits in front of investors. "
https://www.malcysblog.com/2022/01/oil-price-genel-sound-chariot/
Been a seller who has finally exited today apparently. Market picked up on this at 1:30pm as buyers came in.