Pensana Share Discussion Threads

[sirmark] 10/10/2022 13:02

This business will be making 450,000,000 per year clear profit ... will be a multi-billion-pound business.

Don't forget they have just signed MOU for 25% of their production already.

[sirmark] 10/10/2022 13:01

Level 2 looking good

68.9 7,500 LIBC 09:28
69 7,500 PEEL 10:00
70 7,500 WINS 12:46
71 7,500 MREX 12:55
71.3 7,500 SING 12:55
71.3 7,500 JBER 12:55
71.3 7,500 STFL 12:55
71.3 7,500 SCAP 12:56

Not much stock about the £40k trade gone through he had to pay 69.35 which will look cheap in a few days

[dmitribollokov] 10/10/2022 12:53

Can't find the short interest on bloomy, but it's a good point and then px action doesn't look quite squeezy.

[sirmark] 10/10/2022 12:51

I will add images and news tonight.

[sirmark] 10/10/2022 12:50

Pensana the Rare Earth business set to produce from 2024
!YOUTUBEVIDEO:ga0Re5_oAAQ:
!YOUTUBEVIDEO:_7uAzRTvGRE:
!FOLLOWFEED

18.10.2022
This mornings presentation link (http)




February 2023 Presentation

[sirmark] 10/10/2022 12:40

I'm not one to start threads but I'll set one up today so I can add news and charts etc.

[sirmark] 10/10/2022 12:40

I wonder how much was stock was loaned short? .. we might also see a squeeze as the funding you could argue was never guaranteed. Now we look ready to go. £6 as he mentioned in the video would still be cheap.

[sirmark] 10/10/2022 12:38

Exactly Dmitri... I always try to be conservative with my estimations and then I'm pleasantly surprised :)

GL ALL

Just getting started, new Imo within the 10 trading sessions.

[dmitribollokov] 10/10/2022 12:33

I don't disagree Sirmark, I own 100k of these. He's too savvy to be talking like that if it wasn't done and as you say the share price tends to agree.

This is an incredibly exciting investment. Once funding is done I think you can kiss £1 or anywhere near there goodbye. £1.2/£1.5 by xmas is conservative if all the funding is in place. This will be a multi-billion pound company when it's up and running.

[sirmark] 10/10/2022 12:19

The share price over the past week tells you all you need to know IMO, coupled with his comments.... I'm very happy and will after my recent top up sitting pretty ready to ride this over the next few years... and the dividends this company will throw out will be very high percentages IMO.

Game changer in play... you can read the signs and buy or wait and watch each to their own ...but for me we will soon be above £1.00 after bond news and a small 15/20% dilution which I feel has already been sorted with a small amount being open to maybe only existing PI's we will soon see.

I expect this to be circa £1.20/£1.50 by Christmas.

[dmitribollokov] 10/10/2022 12:11

He's pretty loose with his chat tbh! There's a difference between having the funds committed and writing the docs to then roadshow a bond. It must be a private placement that's been agreed and they are finessing the docs, otherwise it's pretty misleading saying money will be in the account in a few weeks. $175mm is too small for a public HY bond really.

[oapknob1] 10/10/2022 12:06

Documented.

[mwj1959] 10/10/2022 12:02

Not sure it is is sorted. He said they would be going to market in the coming weeks.

[sirmark] 10/10/2022 11:51

It's already sorted (watch the video)

[dmitribollokov] 10/10/2022 11:25

The HY market isn’t going back to printing PIKs with 2 and 3-handles ever. Get the funding in now.

[petralva] 10/10/2022 11:09

The bond markets are in disarray at the moment,I hope ps waits for things to calm down, otherwise we'll end up paying sky high interest!
Might have to wait till early 2023.

My thoughts only.

[sirmark] 10/10/2022 10:41

nwj1959

They are waiting for the paper so once this is done the funding will then be complete and at that point the RNS will be released.

with the sort of free cash flow our projections are here this is going to look cheap even after this has 20 bagged.

I'm happy to watch and wait.

[mwj1959] 10/10/2022 10:36

A very useful update. This is the first detail I've heard re how the $250m needed for Saltend is going to be raised (correct me if I'm wrong here and if that is the case how they can "announce" this without an RNS I'm not sure). So from the bond side of things looking to raise $175m with documentation being completed and going to market in next few weeks, whilst acknowledging timing for such an issue isn't great i.e. cost is likely to be higher than initially thought. $75m from equity investors (compared to a current mkt cap of c.$180m), even in the same breath he said that they won't need to go to equity market! They are going to the equity market. $50m hopefully from a strategic investor. Not sure whether it was a slip of the tongue or not but he did initially say that they had "got" this $50m ,but then quickly changed that to "looking for" (3.34 on Crux interview). The remaining $25m to come from existing shareholders and institutions that they already know. So quite a lot of equity to raise and key to its success will be getting the strategic investor on board as this should encourage further institutional investment. So that's Saltend. Also a lot of interesting detail later in the video about funding for Angola, particularly around the UK government's involvement alongside 3 other bilateral agencies, all being tied together by an investment bank. Looks to be all debt.

[sirmark] 10/10/2022 10:23

Seems I have a fan lol (short are we...lol)

[sirmark] 10/10/2022 09:39

hxxps://youtu.be/_7uAzRTvGRE

Funding in coming :)

[sirmark] 10/10/2022 08:11

Bond finance sorted 175mln paperwork finalisation being done and will hit in the next week or two. 24months till first production but will be 450mln free cash flow per year !This will be a 1.5/2bln business in just 2 years. So at least a 20bagger and will still be cheap compared to our piers.

[mwj1959] 07/10/2022 10:04

I am a LT investor and worked in investment management for over 30 years, managing significant amounts of money for considerable parts of that. I am certainly not a trader or FUD merchant. I've seen plenty of these investment situations before, so just want to add a touch of realism to some of the more optimistic posts. I am definitely not trying to push the share price down (and to be honest comments by PI on this board are hardly likely to move the share price). I want this to succeed as much as anyone and if I didn't think that would the case I certainly wouldn't be invested here or in PA's other venture, ALK. Upside is significant if it all works out, but we shouldn't ignore the potential downside risks too. Investing is always about getting the balance between reward and risk right. There is loads of the former in this stock, but still plenty of the latter, particularly in the absence of funding. Hopefully, this will be rectified soon.

[chinasyndrome] 06/10/2022 23:38

I wold love a $1 for every Trader and FUD merchant who claims that they are Shareholders, it is almost like a badge of recognition for them.

There is a big difference between an Investor that has a vested interest in the well being of the Company and an intermittent holder who wants to see the share price tank at this moment so that they can go into yet another Pump and Dump cycle.

You may be being "Sensible" but you are certainly not 'Cautious' or why would you be posting comment designed to subtly erode confidence ?