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Ferroglobe PLC GSM

Ferroglobe PLC is a producer of silicon metal and silicon-based alloys, variety of industrial and consumer products. The Company operates through four segments: United States of America, Canada, France, and Spain. It is involved in quartz mining activities in Spain, the United States, Canada; and South Africa, low-ash metallurgical coal mining activities in the United States, and interests in hydroelectric power in France. It sells its products to a diverse base of customers in a varied range of industries, such as aluminum, silicone compounds used in the chemical industry, ductile iron, automotive parts, renewable energy, photovoltaic (solar) cells, electronic semiconductors, and steel. Its solutions include silicon metal, manganese alloys, ferrosilicon, foundry products, calcium silicon, silica fume, electrodes, pulverized products, silicon for advanced technologies, and other. The Company's subsidiaries include Ferroglobe Finance Company PLC, and Ferroglobe Holding Company Ltd.


NDAQ:GSM - Post by User

Bullboard Posts
Comment by tictactoe111on May 17, 2008 1:17pm
158 Views
Post# 15084941

RE: Well....

RE: Well....I don't particularly see any mystery to Fridays fall. Taylor like the many geologists who head up exploration companies is a dreamer and remains pretty clueless about the workings of the market. I suspect, as I said when he announced the intention to raise monies, that the placement would be heavily discounted from what was intended. I also suspect that existing holders of Gold Summit paper have been approached and offered participation. Those who have not lost patience with the snails pace of this company would take a view that it is better to dump their existing holdings and re-enter through the placement, including warrants, at a far lower price - and who can blame them.
 
This is not about news leaking out of the company it's simply managements inept raising capabilities and general stock-price maintenance coming to the surface again. You have to admit it takes some going to get a stock-price to fall from 80c to 6c whilst gold itself has tripled in the same time frame.

As far as I see it we have one chance left for Taylor to prove that we actually have something of interest that can be exploited. Being such a dreamer as he is I do wonder as to whether he's gone deliberately slow as not to actually disprove his own theories about a Comstock type find being a reality. Obviously the latter is a possibility but I really do believe this is crunch time for the company with either Taylor being right all along in which case we could expect a return well into the thousands of percent or it's more dreams and promises and we lose 50%. At which point I think someone would step in and take the company over, I doubt there would be much resistance from existing stockholders.

If we do get the find Taylor is hoping for I would obviously hope he would hand over the management / raising reigns over someone leaving him to concentrate on 'just' the geology. I would say at this stage I believe Taylor to be just a dreamer as regards Comstock but at least he's started to farm the business out and as with any exploration company you never know he might be right - personally though I doubt it but will retain my existing holding at least up until the next batch of drill assays.
Bullboard Posts