Member Info for 28jaczar01

Harvest Lane are still actively increasing their position (now up at 9.02%) with shares recently purchased at a higher price than the current 0.62 AUD offer. Make of that what you will 🤔

https://api.investi.com.au/api/announcements/nwc/3b076597-823.pdf

It actually spiked around 15% up and has settled back to around 10%. Must be some related news

Probably ends the day blue.

New CEOs love to do a “strategic review” within their first 3 to 6 months of taking over. This is where they like to get any bad news that they find under the bonnet out on the table for all to see and clearly registered as being legacy of the previous mgt regime. They then present their turnaround plan for the Company future where they take the ownership to fix it going forward. Depending on what findings/fixings come out of the SR process it could include for significant implementations such as dividend reduction/curtailment, right sizing, etc. In shorter term this likely means more pain for long suffering share price here.

Continues on my watchlist.

Jeez….look at the old guy in photo with the red flowered turban. The hatred between these factions won’t ever abate. Thats why Israel will want to continue the war for total defeat/regime change in the ME countries hostile to them. They have tasted blood in recent times and sense current weakness of their enemies..The need to be hammering home their position of strength will be what Netanyahu will be pushing hard with Trump at his visit to US this week.Oil price etc will respond accordingly.

Interesting buying today……Trading update should be due soon.

8p showing on the ask. Buying continues and not far off doubling of share price from the lows of a few months ago. Under the radar is fine as you avoid the P&Dr’s and get sustained positive SP momentum as we have been observing in past two months. Ok for the herd to arrive eventually once it’s well into double figures and hopefully announcing a dividend 😉

Coming soon on Tuesday 8th July….

https://www.victrexplc.com/investors/investor-calendar/

Here is link for the major shareholder details from their website, but it’s from 6 months ago. There has been no TR-1 this year.

High % ownership of this stock is held by insiders. That situation has its pros and cons…..

http://www.opgpower.com/investors/shareholder-information/major-shareholders/index.html

The placing for NWR that CAML were going to partake in (date was originally envisaged as being today 4th July) has been put on hold….

https://api.investi.com.au/api/announcements/nwc/3bc073bc-131.pdf

Harvest Lane have increased their holding to 7.97%….

https://api.investi.com.au/api/announcements/nwc/34b1e485-c33.pdf

Few posters on hotcopper are saying that Harvest Lane could be acting for CAML…..interesting.

Less than 20% taken up….just about buys 1 bitcoin. Looks like they missed the boat on the Bitcoin treasury craze.

Yes it looks to be getting pretty messy….

Interestingly another entity has been recently building a larger stake….Harvest Lane….motive unclear?

https://api.investi.com.au/api/announcements/nwc/2ed08a22-0fc.pdf

Also to our knowledge Tooru are still holding nearly 10% of Mindflair stock. If that one takes off shortly as many envisage, then we can expect Tooru to get swept along with it.

Noted Harchris…..Page 61 is saying “January 2025 to May 2025” which differs from page 7. Assume the page 7 is a typo I guess.

It makes sense to be for the 5 month period as it then matches with the timeline given in the 18th June 2025 operations update RNS which stated “….approximately 2343 ounces of gold dore poured in 2025 as at 31st May 2025, averaging 468 ounces of gold dore per month”

Furthermore from this comparison we have at last gained a clear understanding of the ratio of gold dore (468) to gold (370) that we can reasonably apply on future occasions when they are tweeting gold dore production values. Namely the ratio is at 79%.

The end of the reporting period is 31st Dec 2024.

Note the important use of comma after end……. “For the post period end, January 2025 to June 2025…...”

Page 7…..Jan to June 2025 production of 1847 Troy ounces, for an average of 370 troy ounces per month……but 1847 divided by 6 = 307 and not 370…..is this yet another slip of the pen/ maths fail, as we have become used to in their tweets 🤔

Https://www.lse.co.uk/rns/final-results-for-the-year-ended-31-december-2024-6jn068sz987k0pv.html

Same offer price but from reading the Kinterra announcement this battle looks to have a ways to go…….

https://api.investi.com.au/api/announcements/nwc/24cfe566-576.pdf

Btw Break Fee has risen to 2.3 MAUD (being circa 1% of the updated market cap value at the 0.62 AUD offer share price).

Thanks Coldfeet…your feedback makes sense and is reassuring to holders.

We would not have wanted Leon to have such type of detrimental cards up his sleeve to try and railroad us shareholders into voting for this bad proposed deal to get over the finish line.