Member Info for 28jaczar01

Did anyone at the AGM pin Nick Lee up against the wall in the urinals to find out whether it is Riverfort (now called Tooru) who are ongoing selling their large MFAI stock holding ?

Just joking….🤠

Let’s hope to see the new CEO buy a good amount of stock on the open market now that this RNS is published and hence he should be unrestricted to do so.

To my way of thinking the Company doing their Strategic Review during a period of the 2024 US Presidential Election and commencement of the Trump administration was the worst unsettled time period to be doing it. Doomed to failure frankly.

Now moving on circa 6 months afterwards and we now have the benefits of the Trump Administration Plan taking shape with the use of Tariffs etc to incentivise Companies to actively pursue “Made in USA” path forward for their future business growth in USA, which is the key market for TRX.

Hence if the Strategic Review was instead happening now I would foresee a very different & positive outcome. With TRX already having their well established USA operations with readily available expansion capability, then growth potential, partnerships, takeover, etc opportunities would likely be widespread with various parties queuing up at their door wanting to discuss future opportunities with TRX Mgt.

Perhaps behind the scenes there are now already discussions ongoing with newly interested parties regarding such matters, considering Trump has moved the goalposts in the past few months and that the USA new positioning is well aligned with TRX already well established set-up. It’s VALUE to others will have increased significantly.

The recent share price uptick is to my mind is in the early stages of reflecting this very positive geopolitical change to TRX future business opportunities.

Plenty of opportunity and Share Price re-rate here still to go IMO….DYOR.

The ongoing big buyer is still chomping away at 9.4p today. Into double figures by next week me thinks.

There we go the share price has pushed thru the 30s in less than a week and now currently sitting at 40p on the ask. Clearly a new upward trend is now in place. Some positive trading news from Mgt would be welcome now to accelerate this ongoing positive sentiment.

Buying continues this morning with some good size trades.

On L2 two of the market makers are already pricing their ask up at 40p.

It will have raised industry wide awareness that CAML are actively looking for making a deal for a suitable growth asset.

It will also show that they will be disciplined on the valuation/deal and will not over pay. For the next deal they negotiate I envisage they will push to apply a larger % break fee (say 5%) which will greatly help to ward off any potential competition.

Over and above the various assets that they have already assessed in recent times that concluded with making the NWR selection, they are now likely to shortly become aware of many additional opportunities from other Companies with assets for sale who will actively come knocking at their door to do a deal. Likely to be a few gems amongst them.

When Sasa was purchased by CAML back in 2018 it resulted in circa 200 million USD nett debt. Today they have paid off all that debt and stand with nett cash of circa 50 million USD. In the intervening years they continued to pay out substantial yearly dividends to shareholders.

The ongoing Ukraine war continues to adversely impact upon sentiment and Share Price of Companies operating in that region like CAML. Once the war resolves which could be soon if Trump is to be believed then major investment into the region will likely re-enter promptly for the good value that is currently being offered. Private Investors have the opportunity for time being to get in ahead of the likely related re-rate.

Whether Leon could propose special dividend using a portion of SA disposal funds as a sweetener to get shareholders approval.

Few posters appearing this morning weakly trying to de-ramp.

The production guidance drop on zinc and lead was minimal (circa 5%) due to temporary drop in mined head grades, as explained in the recent RNS. There is 10+ years of strong mine life remaining at Sasa. The more significant contributor to Company revenue/profit being their Copper production has maintained guidance and the copper price is continuing to be significantly elevated versus the 2024 pricing, which should significantly add to their 2025 bottom line.

Buying continues….hello 30s nice to see you again. Hopefully it’s just a short stay here along the developing upward trend.

It should not be growth at any cost.

They will have a plan B and if necessary a plan C in mind, which we should hear about shortly.

The Break Fee is:

2,412,842 AUD.

https://api.investi.com.au/api/announcements/nwc/2b22e0c1-888.pdf

They’ve managed to get it done at 0.004 AUD (circa 0.19p) as reported today in Australia. RNS here is likely at 7am.

They really do need to make this latest funding count.

The break fee is also payable to CAML as referred in the NWR statement issued today in Australia.

https://api.investi.com.au/api/announcements/nwc/fb0d32aa-3c2.pdf

Plenty of time & more fish in the sea for CAML and I think it’s best for them to steer clear of USA based fish where it’s clear that there is a significant Trump price premium unfolding for their commodity assets. Should be sticking to somewhere in similar time zone as current assets so that can it be overseen most effectively by the Executive Mgt Team.

Leon are you watching? 🙄

https://www.youtube.com/watch?v=MZGz_z0sPaM

Currently into the top 10 on the LSE risers board so hopefully it’s getting some 👀 and interest. With volume can come price momentum….For balance a big ASK wall needs to overcome at 30p.

I’m sensing the buy trades number / sizes showing up so far today could be the first signs of new retail investor(s) taking up a position here. Momentum could quickly grow from here especially if the SP moves promptly toward double figures.

Small green shoots of nett buying this week. Perhaps the bottom is in and SP is now on the slow turn upwards. If so the 20s opportunity won’t last much longer.

The LSE system showing this down today which is false. All buys showing so far today and ask already gone to 0.7p. Hopefully they sort it soon so the stock shows up correctly on LSE risers list. In meantime take opportunity to buy before the herd arrives.