Emmerson Share Discussion Threads

[parob] 12/10/2020 07:29

Tweet by Hayden just now:Ag commodities on fire at the moment, key crops up 12% to 25% in the last 3 mths. The nxt to go will be the inputs to grow them. #potash is key. While everyone is focused on gold there are bull market trends appearing in other commodities which present great value. #emlhTTps://twitter.com/haydenlocke5/status/1315539530280247297?s=21

[cyberbub] 10/10/2020 12:59

Donald, dropped you a private message.

[lendmeafiver] 09/10/2020 18:31

Yep, that’s what I was referring to, thanks Chairman.

[the chairman elect] 09/10/2020 17:57

Zak Mir charts show a clear upwards channel @ EML towards 7p

[lendmeafiver] 09/10/2020 17:54

Was talk of next target 7p

[donald pond] 09/10/2020 16:43

Nice boom age, and here's your evening listening...it is up on Apple but may be a while before its on all servers - don't ask me!

[cyberbub] 09/10/2020 16:40

I'm no chartist but I could see 6p going before the end of the month IMHO. Especially if supported by concrete news eg ESIA nearing completion etc.GLA

[sportbilly1976] 09/10/2020 16:37

late 200k paying over too

all set for a 5p+ week next week!

[excellance] 09/10/2020 16:28

and back to 5p again

[cyberbub] 09/10/2020 16:15

Looking for a firm break through 5p next week hopefully.

[lendmeafiver] 09/10/2020 16:08

Then the breaks come off I think

[sportbilly1976] 09/10/2020 16:04

looking like it

[cyberbub] 09/10/2020 15:48

5p here we come??

[donald pond] 09/10/2020 14:07

Come on, could do with being cheered up, been too much 4D in my head recently.BTW, new Donald and Dave podcast coming today, just recorded it.

[sportbilly1976] 09/10/2020 13:44

just 100k on offer currently, over for anything more....tick up coming

[sportbilly1976] 09/10/2020 11:30

Feasibility MOPs the floor with other contenders

Shard Capital Research Note.

"For further analysis of key variance between the SS and FS, refer to the inside of this note. Overall, we view this as an exceptional result for EML"




"Valuation update. We have incorporated the new FS metrics into our DCF model of
Khemisset. Our current estimate of intrinsic fair value has increased to 17.7p/sh from 14.5p/sh.."

[cyberbub] 09/10/2020 10:59

Indeed the potentiallly lucrative divis shouldn't be forgotten!

[sportbilly1976] 09/10/2020 08:32

cyber,

it's not so much the 25p v 40p dilemma....for me it is the 25p and run or 40p + recurring dividends of 4-5p tax-free income p.a. for the next 15-20 years which needs to be offset

[cyberbub] 08/10/2020 20:11

PS given the high IRR in the FS, there is always the possibility of a buyout. I don't think the management want to sell up, but everyone has their price. The obvious 'sweet spot' for a predator is after the ESIA and mining permit, ie. Q1 2021. I can't see the management's price being below 25p at that point. Personally if given the choice of a firm 25p in early 2021 or a potential 50-100p from 2024 it would be a tricky one for me... Nice dilemma to have, if it happens! LOLNo advice intended of course, DYOR etc

[cyberbub] 08/10/2020 16:56

The chart is looking quite exciting IMO... I suspect we might be pushing over 5p in the next few days...I did say a while back that I predicted 8-10p by Xmas and am sticking to that! LOLGLA

[78steve] 08/10/2020 16:52

Thanks guys i will dmor

[sportbilly1976] 08/10/2020 15:12

added 2x 25k today...nice to take advantage of mini dips

[excellance] 08/10/2020 13:06

if you like a strong management team then i suggest you look at CHF.

their management team is second to none among the junior miner/explorers.

[cyberbub] 08/10/2020 13:03

There are many speculative 'dog' companies in the sector, but there are are also plenty of junior / pre-production miners around the world, with ostensibly good resources etc. However what sets EML apart from most of them in my view is the management. Good management is always a key deciding factor for success in any business, but particularly so in complex and potentially risky miners. The management at EML (particularly Hayden and Graham) are excellent IMO, and should ensure that the project is brought into production. Plus they have lots of options which aligns them with shareholders.I maintain my opinion that even with a very cautious view, and assuming it does actually get to production without mishap or black swan, I can't see any scenario where the share price is below 40p at that time. Quite possibly substantially higher.Just my view of course, DYOR etc

[sportbilly1976] 08/10/2020 12:24

a reasonable trade (from yesterday imo) just come through...£80k's worth