cur de bull
20 Jul 2015
i this co going bust is it going bust or incredible value at this pri
II Editor
13 Jul 2015
NEW ARTICLE: Trends and Targets for 14/07/2015 " ITM POWER. (LSE:ITM) is a share with an odd looking chart. Since April, some pretty intensive activity has taken place to stop the price closing above the BLUE line. At time of writing it would need only close above 27.5p to escape the ..."[link]
robin goodfellow
13 Jul 2015
Re: another minmet? I do and wendy .
nigel ever hopeful still
13 Jul 2015
another minmet? this share is fast becoming a joke for me. who here remembers minmet?
DustinHoff
11 Jun 2015
Re: Zim 15% levy confirmed on hold Export ban removed and Zim platinum tax resolved..[link]
dotlink
08 Jun 2015
aqp is making losses for the past 4 yrs and continue to do so, there a reason why the sp is so low
DustinHoff
22 May 2015
Zim 15% levy confirmed on hold [link]
DustinHoff
21 May 2015
Re: Intersting [link] of the risk for a 15% levy 'may' disappear in the nxt few weeks + strong words (indicating sentiment) on expanding the Mimosa mine..L2 stacking says we're not going to break out of 9p just yet..
DustinHoff
15 May 2015
Re: Intersting bought volume today is 4x the sold volume and the price after 4hrs and 1.2m shares (above average) is still being pushed down..feels to me like something is happening in the background
DustinHoff
14 May 2015
Re: Intersting Price/ Book of .53 = a valuation of 17p a share, anyone have more Information on the debt or remaining bond; I understand the bond was mostly repaid thru the dilution of shares in early 2014 when the sp was around 20p..
forwardloop
12 May 2015
JPMorgan maint 18p tgt IP Group FTSE SMALLCAP Financial Buy 339 208 63.0% Numis Securities LtdAquarius Platinum Ltd FTSE 250 Basic Materials Overweight 18p 9.26 94.4% JPMorganLonmin FTSE 100 Basic Materials Buy 310 138.6 123.7% Deutsche Bank
DustinHoff
12 May 2015
Intersting Interesting to see the continual rises today but on the back of more Sells than Buys..would suggest to me someone large is stockpiling..[link] begins to look like a rounded bottom..and a slow accelerating pickup as long as it closes above ~9.3p with the next resistance around 9.7pBought in to AQP last month based on the below thoughts -- Platinum currently $1136/oz and appears to have bottomed vs production costs of $800/oz & shareprice was between 16-20p when platinum at $1213/oz (8% drop in income vs 45% drop in share price)- ZAR/USD was 10:1 when between 16-20p now 12:1 (~20% improvement in income)- Positive sale of assets generating 450M (ZAR)- Cash flow positive $141M (USD) (undervalued company)- price appeared to bottom at around 8.5p & then found support at 8.9p- AQP 'appears' to still be the 5th largest platinum producer globally even though suffering a reduced last quarter (market share)- Vehicle manufacturing numbers have increased again (demand),- China recently reduced interest rates again to spur growth whilst shutting down local metal refineries due to pollution levels (demand)Zimbabwe Mimosa mine is 50% owned with Implats who, separately are refurbishing a refinement site to comply & remove the 15% local raw material tax implications - theory being Mimosa (& AQP) will be able to use this site in the future and so not have the 15% tax implication also.Options I'd suggest are for this as a take-over target (challenge being the 21% local ownership which triggers duplicate payment from a foreign perspective) or given the cash levels to either share buyback, wait and hold as commodities are still depressed or acquire additional licenses and diversify into other commodities.Immediate negatives being the 1.5BILLION shares out there & Zimbabwe pushing for a 51% local ownership stakeAnything else out there to add or amend to my thoughts?
forwardloop
11 May 2015
Noah maint 24.49p tgt MaintainAquarius Platinum Ltd Buy 24.49p 171.8% NOAH Capital MarketsPunch Taverns Overweight 214 82.9% BarclaysAnglo American Outperform 2050 78.5% Sanford C. Bernstein & Co
kylescot
04 May 2015
Re: BMO maint 27p tgt Aquarius trading on JSE at R1.85 this morning with good volume, that should relate to 10p on the LSE which is a bit laggard probably due to the upcoming elections.
forwardloop
23 Apr 2015
BMO maint 27p tgt MaintainInternational Ferro Metals Ltd Buy 25 733.3% Numis Securities LtdAquarius Platinum Ltd Outperform 27p 204.1% BMO Capital MarketsLonmin Buy 297 122.3% AlphaValue
