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Don’t know about off takes, this needs to take off.
It will be interesting where our off takes are from you would assume it will be China
The figure is actually 4000% but still a massive increase. Even if half of this demand happens then it's still a huge amount of extra graphite that is needed
Give Elon a bell. :D
https://oilprice.com/Energy/Energy-General/Why-Are-Tesla-Volkswagen-And-Nio-Scrambling-For-Graphite.html
Graphite demand expected to grow 6000%. All major car makers desperate to secure supplies of graphite. Enough said.
Just posted this - I'd like to think we'll be moving, soon!
https://twitter.com/GungHoStocks/status/1506303084661809154?t=1u1GkYMQQZoRd9ADX76hWA&s=19
Free fee trading platforms.
Anyone notice those weird buys earlier in the day. Someone buying lots of £2 chunks of shares. How bizarre!
Elon Musk hearing news is imminent?
I can't reveal the source give him a few more years and a TR1 will reveal all! 4.5 to buy just £5k
someone's buying in carefully lol
It's Harald, fairly certain
Anyone want to weigh in on those last 30 or so trades ??? never seen trading like that here ???
Thanks Devil. I imagine also some of the warrant holders (Kabunga excluded) will be sticky holders too so the April warrants and September warrants may be tightly held shares once converted. By then I would expect we should have a clear timeline for development at which point why would one sell.
The telegram group total is at 21% this includes your holding wasa
SJ I actyally think in terms of price action this will be similar to horizonte. Maybe doubles on finance 8-10p £50m mcap area. But the jam is obviously at production (both companies). The equation then becomes how many 'aim investors' are happy with double and how many wait another year maybe more for another double+. I think now on acp there will be a lot of sticky hands - mb friends+family apparently 25% ish and there are some telegram groups I think where another 15% plus (perhaps Bwana can correct me on that number). There will be sellers on news also of course its how aim works. I'm happy to wait till production because real $ earnings are real $ earnings its hard to argue with cash in bank/divis when considering valuations.
I think a lot of bored money has left already. This share sat at 4p a real long time for many aim investors who probably moved it elsewhere.
Thanks Bwana.
Suspect like all shares of this type. A bit of positive news will do wonders. Though also like this type of share. Be interesting to see how many buying down in the 3s and 4s will be sticky and not the " in and out" types so prevalent these days if this does have a spike on news.
My biggest learning curve on AIM v my many years on main markets is the lack of investor patience in so many AIM shares v what I was used to.... :-(
Anyhow first some news, then we will see who is ling or not I guess....
Regards
Strummer-he is highly knowledgeable, highly researched, but simply does not suffer fools as much as some of us do.I ALWAYS read his commentary and respect his views.
As far as ACP is concerned I am also in pretty heavily and have been for a while-I am expecting operational news before month end.Mine build may be a little delayed, but I think a few months delay will be more than offset by a minimally dilutive finance deal, though I assume inflation will have pushed mine build costs up to cc$45m from $39m.
MB gets a lot of flack for poor comms and running the Company like a private business, to an extent this is justified, but give me a highly incentivised CEO who pumps substantial amounts of his own money into a business ahead of the lifestyle majority here on AIM.Quite frankly as long as he delivers, I for one , am more than happy to tolerate a private company style approach to management.
Finally the shares would be nearer 8p now without Kabunga-he is nearly gone and given many of us excellent entry/topping up prices.
Also reduced horizonte a bit but only playing at the margins still remains >50% of pf. But we did sell our business and I put around 90% of the cash into armadale the rest in goldstone around £250k here maybe more. Plus keep finding bits and pieces here and there and I do believe of the three I am invested in acp has the highest potential multiple on a 1-2 yr view (my thinking is 20p is doable) so it is mainly what I am adding. Its all relative to your risk appetite for me horizonte is now a safer bet, albeit longer timeframe, whereas acp remains slightly riskier but higher gain over shorter timeframe. You places your chips. For me it is looking like worst case scenario acp comes online similar timeframe as hzm first prod but hzm will take many more years to forther develop assets. Plus debt of $350m vs what we will have here $35m ish. Fsster payback means faster divis/expansion etc.
Cheers Wasa.
I have no issue with AIM tbh. I think he calls it as he sees it. But he's hardly one to compromise or moderate an opinion strikes me..... Not a diplomat material...! :-)
I have freely admitted reducing my holding a bit in HZM after a deal in the Autumn that I know a few of us were somewhat taken aback by. I suspect given your build up here you may have trimmed similarly. But that's your business of course.
I have left enough in there though for the longer term (8 Mill @high 4s), but have diversified here as well as a couple of others as see the deal there as a slow burner. Slower than here or my other interest areas at least?
I think that's fair enough. I think perhaps AIMs seeming sudden exit from HZM. If that's what he did... Or at least his withdrawal from posting there was surprising to a few given his past statements of commitment to the fundimentals there that's all.
He's clearly big into this one now, and has a wealth of useful ideas on it, fair play.
Just accumulating a position now across the 3 and 4s and awaiting events.
Cheers mate.
SJ I have contact with both Bwana and Aim off bb. Both top fellows. People just got other things going on at times its hard to be 100% into the stocks. Patience is also hard we all get frustrated at times.
I think this period has been an opportunity I know people are frustrated by apparent lack of progress since ml but the macro picture is improving all the time and if you believe this will get built (I do) then it has been a gift at 3.x 4.x 5.x in last 6 months. I am now around a third of mb holdings so whatever gain he makes per 1p rise I will make a third. Batten dosn for long haul here, even if 6 months or a year later (and I say if, I hope all on track) it matters not if the outcome is 15-20p+ at production. Gla
Freely admit new to this share. Holding as of today a small still. 3.415 Mill @ 4.2. But adding and see some potential here despite the sluggish pace?
Seems like Mr AIM is a bit Marmite on this BB though...
He gets a lot of tick ups for his knowledge of the stock, and as ever comes across semi beligerant, but highly knowledgeable.
But his blunt approach, plus support of the seeming slow pace of progress raises considerable ire on here it seems....
Not sure what to make of it personally. I respect his straight talking, and well researched, though barbed input.
But also know his similar engagement from HZM land. Where he was similarly brusk, dismissive, often generally right.....
But then one day was gone....!?
I would be interested in Wasa or Bwana's take, as not sure what to make now of his similar method here?
Regards.
AIMtodeath - your character is about exciting as your name - grow some balls ya bawbag !
No immediate rush! We would have needed to have recruited the builders of the mine by now and agreed costs to be able to even hope to start building one in May I would have thought. Not had final DFS yet nevermind details of how they are going to finance it.
Dry your eyes....