Emmerson Share Discussion Threads

[fightingdata642] 04/5/2022 09:27

Lurker you're a tool and are going in the filter bin.

Not sure what you've assumed of me, but I have a portfolio of 16 positions in companies, some further funds, a small book of options trades and a crypto portfolio.

There is nothing I'd post on this website that I couldn't back up with a position if asked. Hell I'd be happy hearing your "trade idea", seen as you're posting on here without backing yourself you must have one?

Or are you just happy enough to spout research but not confident enough to put your money where their mouth is?

Let's keep this community as trades (or trade ideas) with well backed DD. Anyone with the keyboard warrior attitude that can't back even their own opinion with a trade should do one, you're not an investor, just a tool throwing an opinion around..... and unwilling to back it!!! So not even worth you being here. Glad the filter option is available!

[qsmeily456] 04/5/2022 09:15

Pump and dump rampers

NoESIA is a fact not opinion

No ESIA NO mining facts🤣Ԑ95;👅👅;🛩💥

[qazwsxedc69] 04/5/2022 08:26

Emmerson PLC (AIM:EML, OTC:EMSNF)’s Khemisset fertiliser project is “just the ticket” as the world seeks out independent potash supply, so says stockbroker Liberum.

Morocco is mining-friendly and Khemisset has myriad advantages that should result in highly competitive delivered costs to Atlantic Corridor markets and superior returns, Liberum analyst Yuen Low highlighted in a note.

“Emmerson is currently hoping to receive Khemisset’s environmental permit in mid-2022, which could potentially see completion of the project’s construction financing package during the autumn of 2022,” the analyst said.

“In the interim, we expect regular newsflow regarding project development and financing milestones.”

Low added: “Although the shares have risen since November 2021’s strategic investment, we view the current share price as presenting a relatively inexpensive entry opportunity ahead of a period of significant de-risking, during which we think a number of significant catalysts could emerge.

“We do not believe the market as yet fully appreciates the need for Khemisset in this era of increasing food security concerns and desire for ethical, sustainable sourcing, compared with many potash projects.”

According to Low, Khemisset will prove amongst the best-in-class for investment returns and ‘greennessR17; due to its advantages – geology and infrastructure allowing for a faster build, proximity to port and key potash markets, and by-product salt which boost the project valuation.

Short term price target - 24p

[the chairman elect] 04/5/2022 08:21

EMMERSON [SECTOR - POTASH] LSE:EML //// RSRCH: Liberum "LIBERUM: Emmerson* - Initiation - Best-in-class independent potash play....

Share price target [short term] = 24p

[lurker5] 04/5/2022 08:17

Mr Fighting Etc! It hsn't occurred to you of course that there might be investors out there who track very closely a number of stocks - not just one - and don't necessarily have 'skin in any game' until they decide to. Their opinions as to relative values and likely events/performance will be considerably more useful therefore than of someone with 'skin in just one game'. Work it out. And keep your naive opinions - more appropriate to the dog track or the roulette table - to yourself.

[qsmeily456] 03/5/2022 22:10

15p u🐓 complete 🐃💩

Substantiate 🐓

[yasyas1] 03/5/2022 20:36

Hope so . GLA

[westie50] 03/5/2022 19:27

Nash19 that was a good read and thanks for sharing your thoughts I totally agree 20p+ will be seen before Q4 with so much more to go longer term.

[qazwsxedc69] 03/5/2022 19:07

Bloomberg just had a little potash section. Pretty sure that will have been a first. The creeping awareness of the coming global food shortage coupled with 1/3rd of the Potash market being switched off overnight is starting to feed into the relevant stocks, and Emmerson is still very much under the radar. You only have to look at the levels of traffic on the usual discussion sites to see how low key things still are, but the story is seeping out. As prices continue to rocket and food security starts to become an issue, the chance of an overall takeover / OCP tie up grow IMO DYOR etc NBNutrien up 6% today, 80% over a year. Mosaic up 10 today, 100% over a year.

[nash19] 03/5/2022 19:01

I've filtered the obvious and new candidates here. Please ignore as it's a waste of time rewarding the rebuttals. They are clueless keyboard warriors.I've posted here before on the fundamentals and I've been wrong, I'd said double digit by Feb I'm pleased to see it get there now.I've also said equity would be raised at circa 15p. I stand by that, any less would be frustrating, I see that as on track now.I've been pleased to see the broker coverage but keep in mind they simply assumed equity raised at former levels. Makes sense but they will quickly adjust their models now.The leverage on value that's created here is immense. If equity for the mine is 70/30 and equity is raised in the teens then you comfortably get to pre raise price of 25 to 35p. Self fulfilling really.These sensitivity analysis are in the broker research also.Most fundamentally the price of oil won't see 50usd any time soon and equally potash is now firmly above 1000 for thr foreseeable.So now we have a project where the key drivers of value are all 2x better and that's against a backdrop of profound undervaluation anyway.This is easily a £400m market capital company now post ESIA and dogs in the street know the local government will release that as soon.I'm very disappointed its taken this long and expect now the fundamentals are on show that we will hit 20p+ before Q4.

[qsmeily456] 03/5/2022 17:55

No ESIA

so no potash mining

No cash

So massive dilution

🛩💥🤣🤣9315;🍾ԍ46;🪟👅;👅

[qsmeily456] 03/5/2022 16:07

CyberOstrich....U loser back to 8p ill be £1000s in profit. 🩳🩳🩳🩳r us 🤣🛩💥🎄7795;🌴ӽ94;🍾🥂;🪟👅👅

[cyberbub] 03/5/2022 15:59

Guys PLEASE don't engage. It only gives them pleasure and makes them continue to clog up the thread with filtered posts. Just filter them.

[smokeyjohnson] 03/5/2022 15:47

Get to your room Smelly, that's not very nice. Stay there 'til we call you for your dinner!

[qsmeily456] 03/5/2022 15:00

Down this 💩 goes u losers

[yasyas1] 03/5/2022 14:44

Plan to wait it out

[yasyas1] 03/5/2022 14:44

Oh get lost will you. Go and find a job!

[qsmeily456] 03/5/2022 14:23

EBITDA=0
EPS= 0

massive over valuation

[qsmeily456] 03/5/2022 14:21

Yeh back to 8p all hype and 🐃💩 here🛩㈐5;

Yes fertiliser will be important but this is 4 years minimum from production.....the world will be different by then....

[apfindley] 03/5/2022 14:08

I suppose some will be taking profits on this small rise. But the npv8 is stated as 3.8bn dollars, which is well over 25x today's market cap.

[cyberbub] 03/5/2022 13:57

It wouldn't surprise me to see a bit of profit taking at the 'psychological' 10p. But I doubt it will last long given the prospects here. We're still only rated at £90M which remains highly undervalued IMO.

[sloppyg] 03/5/2022 13:31

feel for people when a stock on ones watchlist starts to rerate before a position is taken.

Perhaps, following suit, our next note of caution comes at 20p?

Some stake building has been going on now for a couple of months. Getting interesting......

[donald pond] 03/5/2022 13:24

Lovely to see buys above 10p.

[qazwsxedc69] 03/5/2022 13:12

Absolute wave of buying. 10p not looking like it will prove much resistance IMO

[westie50] 03/5/2022 13:07

So much for the idiots on here, we'r eon the cusp of double figures. 9.9p on the ask