Emmerson Share Chat (EML)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Emmerson	LSE:EML	London	Ordinary Share	IM00BDHDTX83	ORD NPV

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.05p	+1.39%	3.65p	3.60p	3.70p	3.65p	3.65p	3.65p	3,246,550	08:00:00

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Nonequity Investment Instruments	0.0	-0.2	-1.2	-	22.85

Emmerson Share Discussion Threads

Showing 1851 to 1873 of 1875 messages

Chat Pages: 75 74 73 72 71 70 69 68 67 66 65 64 Older

Date	Subject	Author	Discuss
18/3/2019 09:43	those 2 large trades earlier were buys. Mkt very slowly starting to wake up to this...!	bobby1904	Read Full Thread Reply
18/3/2019 09:03	Looking good to breakout.	parob	Read Full Thread Reply
18/3/2019 07:31	Rerate of this share price to reflect where the project is getting to has to happen at some point soonish as there is currently a total disconnect. My target share price this year is 10p+	bobby1904	Read Full Thread Reply
18/3/2019 07:27	hTTps://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/EML/14004983.html another step forward!	bazildonbond	Read Full Thread Reply
11/3/2019 10:14	Small bullish pennant developing on the chart. Looking good for the next move up.	parob	Read Full Thread Reply
06/3/2019 08:13	Take part in the latest ADVFN Twitter poll about EML https://twitter.com/advfn/status/1103201438434553856 If you wish to follow us on Twitter, please do for the latest financial info plus any offers that are going on.	shiv1986	Read Full Thread Reply
05/3/2019 08:28	I agree with everything you said there! This ticks every box for me including very importantly the quality & experience of management which is excellent here. As an investor (not trader) I'm extremely happy to have some patience as this is a conviction play for me. In 12 months time this will be worth considerably more than today.....	bobby1904	Read Full Thread Reply
05/3/2019 03:27	Great to see EML starting to attract attention. The board is doing a solid job communicating the story and setting out realistic milestones. Morocco is a significantly easier environment than Mali, where the Papillon team had so much success. Regardless of macroeconomic headwinds, the only thing that is certain is population growth underpinning fertiliser demand. Low capex/ high margin producers such as EML are in prime position and location. This thing has a very long way to run, IMHO.	rajawali	Read Full Thread Reply
04/3/2019 17:46	Emmerson announces potential $7.5m saving at Khemisset (EML)hTTps://miningmaven.com/blog/768-emmersonEmmerson (LSE:EML) soared 16.1pc to 3.6p on Monday morning after announcing that it could significantly cut the capex requirements of its Khemisset potash project by using a different port.The business said it could save $7.5m on the capex costs previously announced in a scoping study for its Morocco-based asset by using storage and loading facilities at the Port of Casablanca. It has previously been looking at using the Port of Mohammedia for the export of potash created at Khemisset.The change in port would result in a slight increase in transport distance for the product, given the potential use of rail rather than trucks for the majority of the journey. Transport can often be a particularly expensive stage in the creation and delivery of potash due to the produc's bulk and heaviness.However, in Monday's update, Emmerson said indicative mine-to-port logistics cost quotes from the Moroccan National Rail Company show no change in operating costs from Khemisset's scoping study.The business added that using Casablanca, a significantly larger port with a more significant draft capacity, would allow the loading of a broader range of vessel sizes. This has the potential to reduce overall bulk shipping costs to target markets like Brazil, it added.Elsewhere, the company said it remains in discussions with numerous Moroccan entities, included the port authorities. It is looking at further opportunities to improve Khemisset's economics ahead of upcoming feasibility studies.The scoping study for Khemisset confirmed that it has the potential to be among the lowest capital cost, highest margin potash projects in the world. Forecast economics include EBITDA margins of more than 60pc and a post-tax NPV10 of over US$1.1bn based on industry expert price forecasts.Emmerson's chief executive Hayden Locke said it was 'pleasing' to see progress in the firm's efforts to cut costs at Khemisset.'The Port of Casablanca is one of the largest and most modern in Africa and, consequently, it has outstanding infrastructure already in place. Discussions with the Port Authority suggest that we may be able to benefit from this; potentially reducing our capital costs further and having a net positive impact on our overall transport and logistics costs delivered to our target markets, including Brazil.'This is a positive development and it will form a key part of our analysis for the Feasibility Study. We are rapidly progressing Khemisset and look forward to keeping shareholders updated as we identify further areas of improvement for the Project during 2019."Towards the end of last month, the firm hired Don Larmour of Global Potash Solutions to advise on metallurgy and processing at the asset as well as acting as a consultant for the feasibility study. Larmour has already conducted a detailed review of the Khemisset scoping study as part of his hiring process. Through this, he identified opportunities for the simplification and optimisation of the project's design. Emmerson believes these have the potential to reduce capital and operating costs. He also suggested potential changes to Khemisset's brine management strategy and identified several areas of focus for the next, more detailed design phase to further de-risk the project.	parob	Read Full Thread Reply
04/3/2019 13:51	From the most recent research note.hTTp://www.alignresearch.co.uk/cpt-company/emmerson/We update our coverage with an increased target price of 13.48p and Conviction buy stance.	parob	Read Full Thread Reply
04/3/2019 10:36	#EML announced news today regarding the potential for further CapEx savings at port enhances outstanding Khemisset Potash Project. In addition @emmerson_plc had media coverage over the weekend in the excellent @joannemidas Sunday @DailyMailUK column...https://twitter.com/tmsreach/status/1102516913979248640?s=21	burtond1	Read Full Thread Reply
04/3/2019 09:15	As ever need to flush out the weak day traders & then we could see some real price action as there very large chunks of stock held very tightly here. Most who went into RTO are looking for over 10p before they even start to get twitchy on the sell button!	bobby1904	Read Full Thread Reply
04/3/2019 08:46	Today's rise itself will get this stock on a few more radars. Still a very quiet bulletin board!	parob	Read Full Thread Reply
04/3/2019 08:02	hTTps://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/EML/13988225.html	bazildonbond	Read Full Thread Reply
04/3/2019 07:22	Yet more potential Capex savings and a Sunday newspaper tip. I think we’re in for a good day! From the Jan 15th Corporate update. Lots more news to come this year: “we expect 2019 to be a year of high impact news flow as we continue to de-risk what we believe to be an outstanding potash project."	parob	Read Full Thread Reply
03/3/2019 10:04	Should help get this gem of a share on the radar. Very few investors currently aware of this share, hence its sat around IPO price despite amazing progress.hTTps://www.dailymail.co.uk/money/investing/article-6760447/MIDAS-SHARE-TIPS-Emmerson-harvesting-profit-fertiliser.htmlMIDAS SHARE TIPS: Emmerson is harvesting profit from fertiliserThe global population is expected to increase from 7.6 billion to almost 9.5 billion in the next 30 years and the United Nations estimates that food production will need to rise by around 70 per cent over that time.Fertiliser can help to bridge the gap and demand is expected to increase steadily in the coming decades.Fertiliser production is already a major industry, with around 200 million tons consumed annually.Growth: Emmerson , a small, Aim-listed firm, is developing a mine in Morocco, less than 40 miles from the coastVirtually all is made from three basic ingredients, nitrogen, phosphate and potash, a potassium compound.Most potash mines are in remote locations, in the wilds of Russia or the Canadian planes, but , a small, Aim-listed firm, is developing a mine in Morocco, less than 40 miles from the coast.The shares are just 3.1p but should increase significantly as chief executive Hayden Locke moves the company into production.Potash is known as a bulk commodity, which means it is heavy, takes up a lot of room and is costly to transport. That presents huge challenges for companies miles from the nearest port but it provides Emmerson with a significant competitive advantage.Located in Northern Morocco, the group's potash can be transported cost-effectively to some of the largest markets in the world, particularly Brazil, the southern states of America, South Africa and much of Europe.Big business: Fertiliser production is already a major industry, with around 200 million tons consumed annuallyThere is enormous potential in Africa too. The continent has 60 per cent of the world's uncultivated arable land and fertiliser usage has historically been extremely low.Now, times are changing and demand in Africa is increasing by 30 per cent a year.Morocco itself presents substantial opportunities for Emmerson, as the country is home to one of the world's largest fertiliser companies, OCP Group. In the past, OCP focused on phosphate but it has moved into full fertiliser production in recent years, importing nitrogen and potash.Sourcing potash from Emmerson would be a logical move, driving down costs and improving security of supply, particularly as the group's Khemisset mine is less than four hours' drive from OCP's main fertiliser production facility.Emmerson has a long way to go before it starts to make money but progress to date is encouraging.The company already knows it can produce around 800,000 tons of potash a year and that it will be one of the lowest-cost producers in the world, thanks to the mine's geology and its location.Production is also likely to increase substantially. The group's total mine area covers a hugeexpanse of land, more than 450 square miles, but Locke is focusing on a third of that to keep costs down. Over time, mining activity is likely to expand, increasing production and extending the mine life to several decades.Locke expects to begin a formal feasibility study in the next few months, in essence working out whether the project makes commercial sense but early signs are encouraging. It will cost about £300million to take the Emmerson mine into production, which sounds like a lot of money but is relatively cheap compared with most potash projects.Locke is already in talks with potential funders and interest is growing from deep-pocketed financiers.OCP would be an obvious source of cash too, as the group would be such a beneficiary from home-produced potash.Emmerson hopes to start commercial production in 2022 and, once the mine is up and running, it should be immensely profitable, generating at least £100million of cash after tax annually.Potash prices have been rising in recent years but, even if they fall by 20 per cent or more, Emmerson will still be able to make money, while most of its peers would be struggling.Locke is also an experienced operator, having brought two mining companies through the development and financing phase in the past decade, one of which was sold for $570million (£430million) in 2014.	parob	Read Full Thread Reply
03/3/2019 06:49	Let's hope it can have the same effect as it did on AAZ. Won't take much buying for this to go to ath's. GLA.	mad foetus	Read Full Thread Reply
02/3/2019 23:09	https://twitter.com/davidburton1971/status/1101973447306084352?s=21Midas tip #EML !!!	burtond1	Read Full Thread Reply
28/2/2019 11:44	Hayden Locke on twitterOCP continues to lead the way in Africa. This will be the most important region in the world for fertiliser in the coming decadeshTTps://www.graphic.com.gh/business/business-news/ghana-news-moroccan-mineral-fertiliser-company-ready-to-partner-with-ghana.html	parob	Read Full Thread Reply
26/2/2019 06:16	hTTp://www.alignresearch.co.uk/emmerson/emmerson-moving-towards-feasibility-stage/ Spooky, i put this question to Hayden.... They have modest salaries, with day to day expenses like anyone else, they have to purchase shares just the same as anyone else, if the position was different HE in particular would buy more, and will when finances allow!	bazildonbond	Read Full Thread Reply
20/2/2019 08:01	Not really, spooky. Plenty of exposure to the upside with options. Modest salaries is not where these guys will find their payday. Pretty standard stuff. As we move towards feasibility stage, market should start to wake up to this ripper and Directors will be handsomely in the money. As will we.	rajawali	Read Full Thread Reply
20/2/2019 07:41	Does it worry you that the directors own hardly any shares?	spooky	Read Full Thread Reply
20/2/2019 07:34	At some point the market will wake up...Hayden Locke, CEO of Emmerson, commented:"Don is one of the most experienced potash processing experts globally, with extensive experience in crystallisation plant design and operation. We are delighted he is available to provide us with his expertise at this pivotal time for the Company, and his desire to work on the Khemisset Project reinforces our view that it is a potentially world class potash project."The Scoping Study and the previous work completed by Ercosplan provides a fantastic basis for us to begin the detailed analytical process of optimising the process flow sheet for Khemisset and then testing it in the laboratory."Through Don's review, we have successfully identified a number of areas which require attention to further de-risk the project and, notably, a number of areas where we believe there is potential to further reduce our capital and operating costs, especially on the energy consumption side."	parob	Read Full Thread Reply

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