Emmerson Share Discussion Threads

[trying2getrichquick] 22/6/2021 14:15

Very true Nash!

[nash19] 22/6/2021 11:41

Hopefully something cooking on the funding side. I'm totally indifferent as to what level, if an anchor investment kicks in here the debt will follow. Then we should re rate into the mid to high teens quickly.

[qsmeily456] 21/6/2021 18:56

You total 🐴👅s

[trying2getrichquick] 21/6/2021 16:59

Graham had always said Q2, I suppose, and it still is.

[westie50] 21/6/2021 16:39

I had hoped for the permit to be announced end of May/beginning of June so I think it's natural human nature to be a little nervous when things start to drift a little. I do have full faith in the management though and they have previously said the Moroccan Govt haven't brought up any questions, so i really do think it's just a matter of time. I agree I would like to think Hayden and co have a deal in principle, just awaiting the rubber stamp of the EIA A '1' share has just appeared on the book on the ask so its nailed on for tomorrow of course!! I'll grab at anything!!

[trying2getrichquick] 21/6/2021 15:35

Totally agree Cyberbub. I had emailed Graham and Hayden two weeks ago. They said they have had no ‘red flags’ are we’re actively chasing the government bodies involved. They are using a superb company, Phenixi, in Morocco, who has a great team.

[cyberbub] 21/6/2021 15:19

There's very little doubt it will be positive, EML have done everything properly and over a considerable timescale (one assumes any revisions or tweaks requested by the govt will have been made already). It's also clearly in the govt's interest to approve it asap. So whether it's this week or next week or the week after, it's incoming... The question is what wil happen afterwards about the funding? Perhaps management have got a deal lined up ready to press the button on as soon as the ESIA lands. But I would hope that perhaps they don't, and the share price jumps closer to 10p and allows them to base any funding on that price... I don't mind waiting until September until the big funding RNS, if that's what it takes to get the best deal for shareholders... With a bit of luck it might do to us what it did to FAR :-)GLA NAI

[trying2getrichquick] 19/6/2021 07:29

Fingers crossed for a positive ESIA RNS next week.

[yasyas1] 18/6/2021 17:09

Yes lol. Quite a boring share really but agree lets hope for nice surprise and rerate

[donald pond] 18/6/2021 10:37

I think something has to happen in the next 2 weeks. I'm actually quite excited for the first time in ages

[westie50] 17/6/2021 17:58

For those who read Hayden's tweet, his last sentence was interesting. "Investor interest really starting to pick up now!" Is he referring to ii investors or something relating too funding?

[yasyas1] 17/6/2021 17:01

Yes but need the permit first. Come on eml move it!

[cyberbub] 17/6/2021 16:51

It's a bit of a bummer we aren't producing today! :-(. Never mind, whatever the short term spikes and dips, it seems clear that the long term trend of increasing demand is here to stay...And as Hayden explained, Jansen is big but will only really cater for some of demand growth and exhausted reserves elsewhere - plenty of demand still left to go round! Ultimately the delivered price is what matters to the customer, and our low price to close markets (whether Morocco,, Brazil or Africa) will mean we have an advantage irrespective of size...

[westie50] 17/6/2021 10:59

https://twitter.com/HaydenLocke5/status/1405460631881408516?s=20

[rajawali] 17/6/2021 10:06

BHP strongly indicating it will build the Jansen potash mine in Saskatchewan, Canada. Cost of up to US$5.7 billion. Potash would form the 5th pillar of the diversified miner, along with copper, oil and gas, iron ore and coking coal. Stage 1 will take 5-6 years to build, 1700 km to the port. After a long time in the wilderness as a commodity, potash looks very exciting.

[puzzler2] 16/6/2021 13:09

Let's hope the permit is imminent, which acts as the final pice of the jigsaw to conclude the financing.

[1airbag] 16/6/2021 12:33

Gateside - apparently the permit is 'nailed on'. I agree though, seems to be taking its time.

[gateside] 16/6/2021 10:36

Where's this environmental permit? Serious lack of newsflow in last 6 months.

[donald pond] 15/6/2021 10:31

https://twitter.com/donaldpond6/status/1404731435580284931?s=21

[lurker5] 15/6/2021 07:58

All broker research is 'paid for'. Either their retainer fee as official broker covers it. Or if they're not the company broker, the commission they get from punters does. Either way they are only in it for the money. Certainly not to make money for the punters. Which means they will always exaggerate to flog the shares (What was that old saw about 'And where are the customers' yachts ?')

[rajawali] 15/6/2021 03:49

This from Andrew Hemphill on Twitter(@Andy_ICIS_Fertz) Uralkali has sold 8K #granular #potash into #Brazil at $480/T CFR for June loading, amid speculation offers at $500/T CFR are only a week away. The #Russian major also closed 20K standard #MOP into #Indonesia at $350/T CFR. "Customers are ready to pay any price," says one trader. ...and this from Hayden on Twitter: Belarus supply threats and the flooding of Mosaic’s Esterhazy mine coupled with v strong demand are starting to have a serious impact and interest levels In the sector are rising #potash #eml Underlying potash supply and demand equilibrium points to a material increase in prices which only goes to improving the already compelling EML case.

[apfindley] 12/6/2021 18:01

All published research pieces for companies are paid for.Otherwise it gives an unfair and biased advantage to just the companies being promoted by research...which would obviously be classed as ramping because the people publishing that research would very likely be invested already, otherwise why waste their time.I'm not sure why readers can't get their head around this concept.So all these other research notes you are happy with for stocks that you own are ALSO paid for. Consider that when moaning about paid-for research.

[gateside] 11/6/2021 11:13

I'd rather have this paid for research, than another investor presentation!

[cyberbub] 11/6/2021 10:36

As long as people are aware that it's paid for, and challenge its content accordingly, I still think any information is useful.

[bazildonbond] 11/6/2021 09:44

That's my point Don, it give the "Impression" that this is a research piece when it is infact only "promotional".