Member Info for 28jaczar01

Interesting that GIG partners has recently (21st May 2025) made a short position (0.51%) in Victrex visible again, by reaching the 0.5% minimum threshold level for declaration. This is the 1st time since they last held a declarable short position back around 4 years ago. On that previous occasion they were short on Victrex for a significant time period that was spread over 2019/20/21 for which they quite rapidly ramped up their position to a high of 1.42% in March 2020 before then subsequently reducing.

https://www.lse.co.uk/ShareShortPositions.html?shareprice=VCT&share=Victrex

Furthermore I notice that they have been very active during May 2025 (far more than in previous months) for increasing the majority of their declared shorts. Having done the same approach of reaching the 0.5% declaration threshold for short positions on seven other London listed Companies as well as for Victrex.

Wonder what’s their strategy & future plans in relation to all of this increased extent of their shorts visibility, etc……🤔

https://www.lse.co.uk/share-prices/short-positions/funds/

Shall watch with interest to see where GIG takes their Victrex short position & the seven others declared in May 2025, in the coming months.

Yes indeed. As a minimum you would expect MFAI to already have issued an RNS that they had got the majority (70%) amount (circa 1.8 million) that was due directly from Forcepoint, if they have indeed received it ok like Smarttech247 did six weeks ago.

Whilst for the 30% balance (circa 0.8 million) that comes via SVV if this portion takes some longer time to process (although six weeks and counting seems excessive) for the MFAI receipt then there should have been an RNS for this portion done separately.

Poor Mgt communications here…..why ? Is there a related problem going on ?

https://www.lse.co.uk/rns/realisation-of-investments-in-getvisibility-lsfp3hal5ovqwz3.html

Looks like AS has hired SB for N4 pharma, along with the likes of FM…..Interesting development 🤔

https://www.lse.co.uk/rns/establishment-of-new-senior-leadership-team-25ciqmz2d8pg8h0.html

Interesting to have a read through the views of the majority of posters in past 24 hours for New World Resources (NWC) on the hotcopper website (Aussie stocks equivalent of this LSE website)…..their general consensus of opinion is disappointment from their perspective as NWC stock holders, and that CAML has got themselves a great bargain if the deal completes.

https://hotcopper.com.au/asx/nwc/discussion/

Whilst there is clearly persistent large seller(s) here who have been offloading for several months (recent placings overhang related?), to me it seems unlikely that it is Riverfort with Nick Lee being involved in both Companies who are selling their long term (since the Pires days) held position, before unlocking the value from their key AI investments comes to fruition.

In Riverfort’s RTO related RNS issued last week, within section 9 Titled “Current Trading and Prospects” it stated that “RGO remains an investing company holding cash balances and a small number of investments. Subsequent to the unaudited interim results for the financial year period ended 30 June 2024, it has not made any further significant investments or divestments” which seems to back up for their non selling.

https://www.lse.co.uk/rns/rto-admission-document-gm-notice-restoration-otbu4rw0dt87axw.html

Does this estimate include for all the associated costs such as the drill program prep, equipment & manpower mob/demob, Cores storage/sorting/logistics, lab assay results, etc ? Please ask your AI friend.

Yesterday trading started at 0.205 Bid / 0.21 Ask and ended the day on 0.215 Bid / 0.22 Ask………that’s Minimal SP rise, so to me it’s no big deal…..onwards and upwards with todays excellent RNS which gives them plenty of funds for cracking on asap with Seismic work.

I am reading this right? In summary terms we are buying 30% extra to our stake in KON-16 for just 0.5 MUSD (plus small royalty) and then onward selling just 5% of our stake in KON-16 to another party for 2.5 MUSD…..If so it seems like an excellent piece of business. Bodes well.

Not the CEO (yet) but at least an NED has bought a few today. Mind you he’s already down on his 8.46 buy price.

In the interims. Market reaction underwhelming.

Let’s see if the CEO does some shares purchasing (as he used to do regularly last year) or not, now that the related blackout period will be over. That could be a pointer towards the true insider expectations for the rest of their financial year.

Victrex continues on my watchlist.

Interesting development….wonder how this will play out in the long term with FRES and Pan American.

https://ceo.ca/@GlobeNewswire/pan-american-silver-announces-agreement-to-acquire

Slowed it down to try to keep the SP from running up to much into the 5s…..the buyer continues in 100K lots.

The D-G example is Wood Group (ticker: WG)……..pretty much chalk and cheese for any relevance here….Probably chosen to try & wind up Icecool over the weekend. Nice try !!

L200….Did you get any warrants along with the last 0.1p placing (2025) price shares ? If so would you care to share their general details (exercise price, 1 for 1 ratio or other?, etc) ?

RP seems to prefer not to declare anything about warrants details within placing RNS and instead we only get to find out about them once the warrants exercising happens and consequently the SP tanks. Back in 2024 we found out upon issue of exercising RNS that 25 million warrants existed which had been derisively priced at just 1p whilst their related 25 million placing shares were priced 20% higher at 1.2p. This approach obviously makes the shares flipping a nailed on certainty with the consequent selling overhang impact on the share price and tells everything we need to know about how RP treats existing share holders.

Not an interview more an open mic session for JH……Would have liked ZM to have asked the odd question, perhaps getting his views regarding the poor market reaction to the recent drill results and schedule for future drilling and associated funding, etc.

Here you go……the share count & shareholder analysis (including Directors) as taken from their website (data as at 14th April 2025) which is post the last placing so it’s likely to still be valid data. Furthermore the stated total share count of 1,248,740,307 matches up with their last placing RNS (24th March). Number of Shares x Share Price = Market Cap. Good luck with your gamble.

https://wishbonegold.com/investors/shareholder-analysis/

Oh dear you really haven’t done your homework before investing here….

https://www.lse.co.uk/rns/result-of-egm-and-capital-reorganisation-update-x5afssk22um5vy8.html

Read the 19th March RNS very carefully…..it did not state that the financing covers funding for drilling……Red Setter has a relatively deep drilling requirement and that will take time and plenty of money.

RP seems to have overplayed his hand today by trawling up the historical Mosquito Creek details and it’s opened up many peoples eyes to the current SP rise as likely being an organised pump before we see yet another placing.

DYOR

Some good sized buys in the 100 - 300k shares range in recent days (including some trades showing up on the Aquis exchange) looks to me like a quiet accumulation is happening and they are trying to keep it at sub 5p for as long as possible. The advertised spread is tightening more today so MMs are likely running low on seller stock and so a move into the 5s looks likely in the coming days if buyer(s) continues.

This news release I noticed today…..Moroccan exploration assets look to be getting attention.

https://www.lse.co.uk/rns/proposed-acquisition-disposal-reverse-takeover-m6s127dyzlzo1mv.html