Marechale Capital Share Discussion Threads

[gepetto100] 05/12/2023 08:24

SW - I think Weardale is a very cute investment. To the short termer it's frustrating but ultimately I think it's an explosive one. The amount of infrastructure being piled into the north east that will be dependent on supply such as Weardale without the transit costs and the complicated logistics around the world can only serve as a big plus in my estimation

[gepetto100] 05/12/2023 08:17

Kaos - I agree about the trust relationship but I also think they have a healthy balance of that along with the realisation that digitalisation brings in terms of benefits. I like the way they go solidly forward and not standing still Meant to say - they might not be a blinding set of results but ultimately they show a good team are in place and wise to shareholder value More than happy to hold and add

[gepetto100] 05/12/2023 08:10

That's a steady as you go set of accounts in the current climate.There's no cash burning which underpins the diligence of how MAC operates.I like the it that they are alluding to new revenue streams in 6 months Digitisation brings many benefits - speed of contracts, spin off financial services and I would expect this to be finalised in the next 6 months Luke will come into his own once that will happen I reckon as his entrepreneurial way of operating will kick in An announcement on who replaced Flight who has gone is imminent- I'll be interested to see who that is, as there's no allusions to a replacement in this announcement All in all a steady set of results- better than a lot of the previous stuff we've seen over the last year

[kaos3] 05/12/2023 07:55

no mention of Luke too

glad they are looking for new funding sources. they took a year or more to write that line. good morning.

how long does digitalization take i do not know. at their pace.

i always thought their main strength is fair old fashion trusting reletationship, support and knowledge.

how do you digitalize that i do not know either.

they did never explain what exactly they will digitalize and to what advantage. i hope it is not just a fancy buzzword.

i have trust into their investments. to be ok but i am very displeased with their past few years work and results unfortunately.

[1savvyinvestor] 05/12/2023 07:45

The wait goes on for a move that will ignite interest in MAC . Not really sure what the oft mentioned digitisation will do for MAC and what it means . Paltry profits again . Decent cash but they seem reliant on people like chris kenwood injecting funds . Let's hope he can make a substantial change to what seems a very boring investment

[still waiting] 05/12/2023 07:43

No mention of Weardale but they hint of developments in the short term.

Mmmmm 🧐🤔

[gepetto100] 24/11/2023 08:44

Here's the plans - everything due to be finalised and pilot plant looking to be in place by end of 2024 - looking to progress fast - see next steps in the consultation- link below 'Construction starting Late 2024'https://weardalelithium.co/public-consultation/

[gepetto100] 24/11/2023 08:29

News today Nissan investing £2billion in new plant and gigafactory (36 miles away from Weardale) - game over https://www.bbc.co.uk/news/business-67517522

[still waiting] 23/11/2023 07:09

Weardale plans published.

[gepetto100] 22/11/2023 13:19

So Lord Flight has stepped down - do we see Luke Johnson or Chris Kenning fill the Director post - a possibility and that would be very interesting

[gepetto100] 16/11/2023 07:49

In current markets - like everything - sale and demand

[still waiting] 15/11/2023 18:12

Or TVL/Weardale developments ?

[kaos3] 15/11/2023 10:22

I wonder how long does digitalization take?

Or a sale of a single.asset?

[still waiting] 26/10/2023 15:03

and another, loading up whilst its quiet ?

[still waiting] 24/10/2023 21:15

I don’t think so.

[waterloo01] 24/10/2023 16:29

Burgh sold yet?

[still waiting] 24/10/2023 07:10

I wonder if VSA researched Weardale lithium and Mac as part of this?

Can’t be long before Weardale triggers a major rerate here imho

[still waiting] 14/10/2023 11:53

Do you feel CK might take up his directorship option ?

[baz9707] 13/10/2023 17:39

Agree i really hope Chris brings in the digitalization of the company and in turn beef up the revenue and deal flow.

Also with Weardale advancing the project we could see another rise in the valuation of MAC holdings.

Anything else on the books is a bonus.

[1savvyinvestor] 13/10/2023 12:49

Just been to AGM and I have to say that Chris Kenning is impressive in the room . I think his involvement could be an absolute game changer . I'm holding all my shares .