PM8 0.00% $1.66 pensana plc

Share price - General Discussion, page-3097

  1. 3,592 Posts.
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    I have been reading some comments from UK holders, and there seems to be some division / doubt on how a "Grant" would be seen by Investors: Many think that it should just be considered as a cash input similar to Equity but without any mark up, In that instance a GBP40M grant would only add 18p to the SP.

    Others Add that the boost to Sentiment will also contribute to a rise in the SP possibly back to our earlier high of 208p ~ 226p ?

    I will still argue that a "Grant" should attract a Multiplier, After all when Lynas finally got back into 'Profit' mode, they saw a huge PE's attributed to those earnings and then basically moved all that profit back into their 'Provisional' Account to help pay off Debt and Kalgoorlie. I think I am right in saying not one cent has ever gone into a Dividend account ?

    Free cash is Cash, it does really not matter where it comes from, or where it ends up, so I still think some form of multiplier is warranted.

    I would truly appreciate a knowledgeable opinion on this, as I can not think of any apparent Precedents ?

    One thing that is for sure is that Pensana's Market Cap is going to have to go through a tremendous amount of Growth between now and 2024 when we will have a far superior operation to Lynas !

    If the Registry stays below 250M we will need to grow at an average of around 36-40p / month from now on in.




 
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