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Aquarius Platinum Share Discussion Threads
Showing 13551 to 13574 of 13575 messages
|Given the rises in every other miner over the last few months, I do wonder what this would have been today if the board etc hadn't capitulated.
As Jonny Rotten wisely said - Ever get the feeling you've been cheated? ;-)|
|Hi Does anyone know when the payment will be in our trading account?|
|Oh I see. I didn't realise a TO was working through
|is it not just moving up to the takeover price?|
|This looks unbelievably primed for a major breakout. Some AT buys just gone through as well|
|Well the trend is my friend :)
|I think deal going through judging by Directors holdings.
|If it does not +90% loss|
|if you think the deal is going throu there is a 20% gain hear|
|it was AQP share price recovered on takeover offer, then LMI on platinum price rising. next platinum player to recover will be JLP. may start rising next week as many haven't seen the RNS on Friday afternoon.
platinum price was at the bottom and now been making recovery. there are several platinum junior minors sitting on huge assets and yet being cheaply valued. AQP is one example, where Sibanye sees this as a bargain and now have taken it over.
another to watch is JLP, where its sitting on huge platinum mine having potential NPV 4bn ! that is huge assets and waiting for licence which is expected this month. MCAP JLP only 30m at the moment.
my fear on LMI is while its good to make the recovery from the recent sell off, LMI still need to address how for them to renegotiate the huge debt burden,
platinum is making huge recovery since last week and LMI has risen hugely since.
perhaps JLP turns will be next week ! especially as its got the RNS intraday on Friday and not many would have seen it.|
|PPG – Plutus Powergen the easy next 10 bagger!!!!!
The chairman of PPG said that each 20MW site would generate about £1.6m - £1.7m in revenue. EBITDA given as £1.25m - £1.5m.
10 sites on that basis = £16-£17m revenue with EBITDA of £12.5 - £15m.
Therefore possibly £3m-£4m conservatively annual profits depending on the ultimate revenue split ?.
On a p/e of 15 that's £45-£60m m/cap or 8p - 10.5p/share.
Given that's it's growing, his further comments were - 'really smash the 3 year target for 10 sites' and they have already 1 year behind them.
If those targets are smashed and as they do have 500MW of sites in the pipeline - on the same p/e the share price could see 20 - 27p.
We do know that they plan to own some sites outright at 100% which again would improve the margins significantly.
Ultimately also what do they do with that profit and they could expand into other avenues - was there not talk of this in some other countries ?
Called it a compelling investment, fully funded and no further dilution to the shareholder base.
571.43m shares in issue and 49.5% held by management/Paternoster (Charles Tatnall himself having 9.71%).
Chelverton Growth Trust PLC was accumulating and just 7 weeks ago had increased to 33.33m shares or 5.83%.
Free float will reduce all the time and one thing to remember with no more placings it could become difficult to trade in/out and regain your holding.|
|from another board
platinum price is at the bottom at the moment, however, this price will not stay at the bottom for long.many are expecting the price will recover and hence there are several platinum junior minors sitting on huge assets and yet being cheaply valued. AQP is one example, where Sibanye sees this as a bargain and worth buying (and no burden of debt, unlike LMI).
so, this should crush those punters who were falsely saying nobody will be interested to buy platinum miner due to low profitability as platinum price too low. in fact, several major players who are deep pocket will be acquiring smaller companies(like AQP, JLP) while they remain cheap.
another to watch is JLP, where JLP has massive platinum assets worth around NPV $4bn and yet their mcap only 28m. perhaps all eyes are waiting for the mining licence before they put their offer.|
|closed out at 9ish earlier in the month and did not go back in at 7ish...ugh..|
|Considering the basket case SA mining is, with future lower! metals prices likely ( though not definitely plat and pal) the bidder is buying a lot of risk.|
|Disappointing price for me as bought my RI allocation. Been adding to my heavily underwater small cap resource stocks recently but not these!|
|any chance of a counter bid here?
Looks like the buyer Sibanye is getting a steal...|
|bid price is 12.85p by my workings so still a bit of potential|
|took my profit and piled more into CRND and OXUS|
|I'm Glad I Kept Mine !|
|Oh well, a 90% loss for me - how come everytime I gamble instead of invest things turn out bad? On the positive side, i was thinking of selling a few months ago when they were at the very bottom just to clear out the portfolio a bit, so clawed a bit back more by luck than judgement.|
|Was hoping for much more longer term :-/
|Not exactly a great end to the story 12.9p but I guess it is better than nothing.|