Marechale Capital Share Discussion Threads

[still waiting] 12/7/2023 16:05

Mm’s trading trying to get sellers ?

Bless.

[oliversydney] 10/7/2023 14:18

Also article in this month's Country Life magazine about the potential sale of Burgh Island for 15 million of which we own 5% can not do any harm and I am sure Luke Johnson is a significant shareholder for a reason

[still waiting] 10/7/2023 12:20

With NAV 3.6p I don’t think the spread means too much yet.

Looks like that 300k has taken up any slack if there was any.

[1savvyinvestor] 10/7/2023 12:11

Damned spread . I don't think I have ever seen such a wide spread on any share . 1.55 to sell 1.9 to buy . Absolutely stinks . Very frustrating for holders and discourages new buyers as they need 25% lift even to trade it

[still waiting] 10/7/2023 12:05

Ideally , a new vehicle could use MAC and Weardale could be the icing on top..

[still waiting] 10/7/2023 10:21

News update of the new shareholders plans close?

[coley15] 10/7/2023 09:15

Seems a little bit of follow through from Fridays late flurry of buying....

[still waiting] 07/7/2023 17:48

Interesting late flurry of buys before the close.

[still waiting] 30/6/2023 13:21

Don’t think mm’s will let you buy many down here.

[manual dexterity] 30/6/2023 10:10

Plans for Cornwall lithium hub to power 500,000 electric cars a year by 2030
WEST COUNTRY
CORNWALL
LITHIUM BATTERY
Thursday 29 June 2023 at 9:40am

[still waiting] 30/6/2023 09:49

We need some sellers..

Buyers waiting.

[coley15] 30/6/2023 07:56

Nice PR piece on Cornish Lithium last night on BBC's 10 o,clock news.

Looks like they're ramping up their PR to try help them secure their imminent funding requirements.

[1savvyinvestor] 29/6/2023 12:43

Insane spread again killing rise . 1.62 to sell 1.92 to buy £5k either way

[gepetto100] 29/6/2023 08:52

Kaos - would agree apart from Weardale not running fast enough, they and watercycle technologies have developed a very economical way of extracting lithium from brine. Some of the big USA miners are only just looking at alternative ways to heavy lifting mining.Direct Lithium Extraction (DLE) is very innovative and both the backing of Stubben Edge & a USA market could prove transformative for MAC and its investment I'm fully loaded here

[kaos3] 29/6/2023 08:25

yes ... stubben can provide mac with deals and with finances .... connections basically

mac team must be highly respected in the inner circles .... attracting stars who pay a premium ... which they are probably not really used to

i stay fully invested

despite not valuing their portofoglio very much ... nothing much going on there ... stagnating or even decreasing /f2f should do it by now f.e. - should they do a partial write off ..../. lithium is a race .... and whardale is not running fast enough... when all the world capacity comes online and possibly there is a change in tech ....

hotel selling - is different - it is great

[gepetto100] 29/6/2023 08:21

Weardale Lithium will need financial backing this is it

[gepetto100] 29/6/2023 08:19

This gives MAC some real options - just launched capital arm in USA just over two weeks ago https://www.insurancebusinessmag.com/uk/news/technology/stubben-edge-launches-capital-arm-449207.aspxGood article - Chris Kenning brings some ambition and backing as a fintechOur AUM (assets under management) business has grown from a standing start in 2021 to £400 million and is on track to get to £2 billion of AUM by end of 2023. As a leading fintech, we are looking to provide equity, debt, and reinsurance solutions to our partners."

[kaos3] 29/6/2023 08:04

close to a long term down trend break out



popping through 1 week 200 mda .... to the up

looks good ... just give us a little bit more

[imjustdandy] 29/6/2023 07:59

Hopefully next update will let us know more about the plan.

[imjustdandy] 29/6/2023 07:58

Chris gets his shares tomorrow so TR1 and 5 holders now holding 50% of the company up from 40%.

[still waiting] 29/6/2023 07:04

Clearly some plan in motion..

His own venture (CK’s) last had a value of £170m+ and huge growth and bn’s AUM, Nigel Wray also invested there.

CK highly thought of.

David Poutney, Chief Executive of Dowgate Capital, commented: “We were delighted to participate in Stubben Edge’s fundraise once again. The company’s phenomenal growth in 2022, in the current difficult economic climate, showcases that Stubben Edge has an enormous growth potential. We believe that Lloyd’s and the insurance industry generally are ripe for disruption and reform and that Chris Kenning and the team at Stubben Edge are well-positioned with their strategy and products to take full advantage of the opportunity in 2023. We’re excited to see them execute on their ambitious plans and look forward to continuing to work with them on their journey.”

[kaos3] 28/6/2023 17:03

something is afoot .... was said when luke bought too

i ll just sit tight and have no additional expectations

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but entrepeneurs are dynamic ... they did not buy for the NAV discount - eg - liquidation

so why did they buy ...

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and what still bothers me is - big and good existing projects in mining, oil can not get financing..... also the retail and industry has to pay down existing debts.

MAC will have it difficult providing fresh capital to its customers.
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where I can see MAC action is mergers and aquisitions, lots of brain and paperwork needed but not much financing.

[still waiting] 28/6/2023 16:45

Could he be lining up something for this knowing Weardale could be the icing on the cake as well..