Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Same here, top up done!
You know a steep direction change is coming when MMS’ trickery begins to geT your shares cheap ;-)
Was a matter of time. May take a lil more time but the direction is unmistakable, especially after Putin’s shenanigans!
Ukraine’s attack will be remembered in history as a key turning point re:accelerating alternative energy tech transition!
@Acker. I’m still in both too. Just spreading beans around.
They both have a long way to go for sure, but opinion is that short/medium term KOD has more room to move in a sustained upward move.
I see PREM as going through the initial jolt KOD went through as well, it eventually evens out and settles with the time it takes for permits to land etc.
Tme to seriously load this. Bottom’s bottom!
Well I see no case for dismissing it as they're still looking into it. Typically few variants even make it to news channel, as they are quite a few of no concern. So my covid-spidey-sense is tingling here, but guess we'll see soon enough.
https://www.independent.co.uk/news/world/europe/france-new-covid-variant-mutations-b1986241.html
Omicron is here to stay. Mildness means people need to go back to work, but fast transmission means regular outbreaks at factories, warehouses, offices , schools etc…that’s where we come in.
I anticipate demand For our services will be very solid for the foreseeable future, 1-2 years!
Testing is a must but industrial grade deep-cleaning is in real demand for workplaces where work from home isn’t always possible…some offices, factories, warehouses, etc. But also, even later, at the first sign of an outbreak, schools, care homes, hospitals etc. Will need a full wipe.
Basement prices won’t last!
Back to lockdown is inevitable folks, eventually after many attempts to delay/avoid for the next 2/3months. Low severity vs high transmissibility, hospital beds unfortunately win every time, sadly.
The strong economies will desperately try to keep things going as much as possible, a they all sense peak lockdown fatigue is here. The uncertainty around new strain also means REACT has a window to lock in substantial contracts as not all activity sectors can work from home!
Expatbrat, I suggest this article. https://techcrunch.com/2021/12/09/why-the-next-big-entrepreneur-must-come-from-climate-tech/ and this as a source of great resources https://climatetechvc.org/
No-one knows who the big winners will eventually be this early in the race. However my take is that you need not worry too much about scoring the no1 at all costs.
Unlike the scenario in 1995 when Tesla had to go some way to remind us and sell the "Green is better" messaging , now the situation is that "Green is painfully needed, like yesterday!!". Look at VC activity in the space, they all smell blood and are literally throwing money at the right ideas while fussing very little at the lack of execution experience. In short supply and demand realities forcing them not to be less " VC picky" given the sea change on the way.
https://techcrunch.com/2021/12/09/why-the-next-big-entrepreneur-must-come-from-climate-tech/
Do a Buffett when they’re scared! :-)
**orders.
My point is, the industry is in its infancy and ore et s are for future deliveries and include an element of plant/infrastructure build completion.
The tide lifts all boats as always is the case with first entrants. Then eventually natural selection occurs through consolidation as more and more me-too players rush in for gold.
This is like oil in 1915 all over …just get in, no one knows for sure who the Shells and BPs will be, but everyone will win at least for a few years
Yep, post-pandemic fears many'll realise in a year or so, that this was the bottom :-)
Loading the boat every chance I get.
Dismayed? Sorry pal, are you buying, selling or holding? Winging is not an option.