@GoLeftMassa@HTVIOLA@conkers3 I'd love to know your thoughts on #CAPD? I've held for over a year and I think it's grossly undervalued, particularly with the rollout of their MSALABS contracts.
@APathNotTaken@Trevorlloyd92 I couldn't disagree more, Gallagher's completely overrated. The fact that he's shining in a very poor Chelsea team isn't a ringing endorsement.
He isn't an upgrade on what we already have.
@DavidCa041980@jangadamines So a mine build is feasible with the improvement in iron ore prices (#jan investors are aware that poor pricing had perhaps impeded the mine build), off takers and the possibility of the Fodere plant being a future bolt on(no massive impact on the capex?)
Thanks for your insight.
@DavidCa041980@jangadamines David, would they need the Fodere plant in situ to start mining or could they feasibly add this after and just process the tailings? Sorry, my knowledge is very limited in this.
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@APathNotTaken Just madness. A very talented player never given the chance, partly due to injury but mostly because of the managerial carousel at Spurs.
@Woodywudpeck The drop is well overdone. 🤔 It's an illiquid share so any buys/sells result in large price swings.
The economics are still remarkable with an IRR of 100% plus. Good opportunity for other investors. #JAN
@private_punter @EstebanMaccers Agree with you. He showed no emotion last night, think he's already planning his exit. You can't blame him, the job is fast becoming a poisoned chalice!
@APathNotTaken@fullback03 I think he's made up his mind. He's done with debacle at Spurs, already looking for an exit.
Need wholesale changes to that squad, too many playing without conviction.