News from the USA is up next you would think. Depending on the...

First 2 Last

Share
Profile

Follow
fellini

1,301 Posts.

1

17/09/18

15:57

Post #: 35650508
Share

Originally posted by nelson_peltz ↑

A few weeks have now passed since the last update about the mineral sands trial that had been foreshadowed in announcements for many months prior. With the trail now underway I'm curious whether we will get an update about another trail given that they are previously sounded out months before any movement on it?
IMO this company for the time being is fairly priced given that its not making a profit nor has any details been released to inform the market otherwise. Management keep referring to "expected future sales" however we are yet to see any real increase in profitability.
This makes me question the ability of Management to actually succeed on these promises. While we have made great progress while Lewis and co have come on board there is a risk of stalling if sales do not follow in the short term (and by short term i mean the within 6 months, not managements version of near term which based on previous announcements means anytime this century.)
Which brings me to another point, succession planning should now be taking place. Given Lewis' strong delivery so far and willingness to personally support the company you would think he would have to be a prime candidate for taking over in the next 6 months to year assuming continuing delivery. Current MD has been in the role for a long time and overseen a reduction in shareholder value in recent times. Looking at the current buy/sell spread and previous announcements and the traction this company should be receiving the market seems to share the view of the points I have described above.
It is important to get contracts and sales locked in and make the company profitable before the next market crash which could sadly send this company to the scrap heap. There will be a lack of funding available and willingness of companies to trail things as they are cost cutting. It is also important to allow the share to run in a bull market even if it is at the tail to allow long suffering share holders to realise some gains instead of possibly being forced to sell at depressed rates sending the stock even lower.
SDV currently hold some great technology and I am extremely bullish on its future if the correct management is in place and strategies taken. However it still bears the scars of its days as INL and it will have to prove it self far more than another company for the market to take it seriously.
Hopefully Management is up to the task and will address the points mentioned.

Expand

News from the USA is up next you would think.
Depending on the detail may very well move the share price.
This company which is very much in in its infancy as a public entity is imo very much
undervalued.

SDV Price at posting: 1.0¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

MTM

Australian Rare Earths bullish on early-stage uranium potential at Overland, SA

OCN

Southern Cross Gold zooms in on 9 new high-grade zones above 20g/t at Golden Dyke

Watchdog takes Webjet to court over alleged 'false' flight prices with hidden fees

SHN

Chimeric clocks $4.17M R&D tax rebate from Canberra

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

PME

Pro Medicus signs landmark $330M deal to roll out imaging platform in US hospitals

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Chaos reigns markets – so let's take stock of where we're at ahead of December

There are more pages in this discussion • 3 more messages in this thread...

First 2 Last

Add SDV (ASX) to my watchlist

(20min delay)
Last 60.0¢		Change -0.005(0.83%)		Mkt cap ! $105.3M

Open	High	Low	Value	Volume
60.0¢	60.0¢	58.0¢	$60.42K	102.6K

Buyers (Bids)

No.	Vol.	Price($)
1	50000	59.0¢

Sellers (Offers)

Price($)	Vol.	No.
60.0¢	27000	2

View Market Depth

No.	Vol.	Price($)
1	175000	0.060
1	75000	0.055
1	250000	0.051
1	200000	0.050
0	0	0.000

Price($)	Vol.	No.
0.080	150000	1
0.082	50000	1
0.085	50000	1
0.089	128572	1
0.090	283197	2

Last trade - 16.10pm 29/11/2024 (20 minute delay)

SDV (ASX) Chart

News from the USA is up next you would think. Depending on the...

Top Stories

Australian Rare Earths bullish on early-stage uranium potential at Overland, SA

Southern Cross Gold zooms in on 9 new high-grade zones above 20g/t at Golden Dyke

Watchdog takes Webjet to court over alleged 'false' flight prices with hidden fees

Chimeric clocks $4.17M R&D tax rebate from Canberra

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

Pro Medicus signs landmark $330M deal to roll out imaging platform in US hospitals

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Chaos reigns markets – so let's take stock of where we're at ahead of December

Buyers (Bids)

Sellers (Offers)