Member Info for 28jaczar01

With CEO’s I generally take much more note of what they do (or not do) rather than what they say (or do not say).

What this CEO has not done since he joined JSE nearly a year ago is buy any stock on the open market. I find that fact quite telling versus his warm positive words.

Anyway, when (if) he buys I shall likely buy.

Page 10 in the presentation for those in a hurry….

Pires is Mindflair….there was a name change back in 2023.

https://www.lse.co.uk/rns/change-of-name-z20fbcino4a75eo.html

There are only around 8 million shares issued and so these two large trades showing up this morning should mean TR-1 notification(s) come soon to clarify what’s been happening with related large holdings.

LOTM-13…..are you saying you bought some SURE stock today (pre-opening) at just 21p ?

From the recent Tern RNS of 13th Feb (link below) they only held 177,050 Sure Venture shares at that time. These two SURE trades from yesterday/today are for far greater amounts of stock, for which TR-1 should be issued shortly to clarify matters.

https://www.lse.co.uk/rns/open-offer-at-040p-to-raise-up-to-163384408-i9zzgmtgdp7w333.html

Interestingly sure ventures (SURE) also has their SP down significantly today (-14%) although no trades are showing up yet.

Not sure (pardon the pun) what to make of it.

Not “maybe”……”expects”…..

This RNS is not showing up on LSE (yet). Interesting to see their ongoing relations with share holder AYA.

https://www.londonstockexchange.com/news-article/TLM/acquisition-of-the-tirzzit-copper-project/17461683

The Muslim Ramadan Holy Month forecast to start next Tuesday night 17th Feb….It would not go down atall well with his Arab nation allies (KSA, UAE, Qatar, etc) if Trump attacked Iran during this period + the culminating Eid celebration. So it’s either this weekend or from late March onwards to kick-off with Iran. My gut feeling with the Iran/US talks ongoing is that no attack happens pre Ramadan as Trump continues to try to establish a diplomatic solution (despite the Israel leadership likely badgering him to crack on with taking military actions asap).

And it’s good to see the Fratelli selling overhang had finished last week. This will have contributed to the nice bounce we’ve seen in the SP this week, along with the CEO’s positive crux investor interview.

Very good start. The SP has already doubled since the recent re-listing and it’s still totally off radar. Bodes well, especially if the copper price shortly kicks on well above 6$/lb which it’s attempted to do several times in recent months.

They should have raised more funds (at least double) with this placing imo. Investors like seeing 1 year+ cash runways for explorers. This placing amount with 2 projects to now actively progress and no more Blencowe stock left to sell off, will likely barely last until mid year. Puts a lot of pressure on them achieving positive exploration news within H1 2026. Good luck 👍

Not a fan of these type of advance warning of a placing coming RNS….

You typically see them when a Company that needs to get a placing away has been given the heads up from their broker after sounding out the market that their current SP is flying too high and it needed dampening down ahead of then announcing the placing price which gets set at a further discount to the dampened down SP. Other posters mentioning 1p on here I suspect will be in the right ballpark.

Orosur attending the 1st to 4th March mining sector main annual event, for which positive news releases are likely being targeted. That’s less than 3 weeks to serve up the main course and desert after today’s starter …tick tock.

https://pdac.ca/convention-2026/exhibits-2026/exhibitor-directory-2026

The deposit starting near the surface (open pit set-up is likely in play) significantly adds to the attraction of this asset versus majority of other explorer’s assets being at depth. Also makes it far cheaper for the ongoing exploration drilling. Win Win 👍

With warrants you have to exercise them prior to their expiry date to gain access to them. It will cost you 0.8p each to exercise them once the one year lock-in period expires (in circa 6 months time on 3rd July 2026). Typically warrant holders will look for at least a 50% positive price margin upside of the warrant price versus the prevailing share price (I.e. The selling SP needs to typically be at least 1.2p) for it to be considered a worthwhile risk to exercise them to make some money via the delta (SP price - Warrant price). Note that the warrant holders ongoing sell off likely causes downward price pressure for the stock. It’s an interesting potential selling overhang for later in 2026 that the BOD needs to try to mitigate for it with some positive news to generate stock liquidity to support warrants clearing it quickly. Finally, reminder that the funds from exercised warrants are adding to the Hamak kitty which is the main positive aspect of warrants.

Probably a few stale holders of a once upon a time pharma sector Stock who didn’t want to hang around in a junior explorer stock resultant from the RTO and they have been offloading today. For me personally I believe that Copper is the next of the metals to very soon go on a major bull run that we’ve already seen happen in recent months for the likes of gold / silver / platinum / palladium / tungsten / tin / etc and so this stock looks a to be a good under the radar opportunity for copper sector exposure. DYOR.

Newbee007….They’ve done a 3 for 1 consolidation as part of the recent RTO. It’s discussed in the original related RNS from last year.

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

Historically Helios Towers have been focused on the installation & operation of telecoms towers and related infrastructure in various parts of Africa (+ Oman). Whilst it’s a very reasonable industry on which to base your business, it does not take a huge leap of faith to believe that a far greater business opportunity could be just around the corner for them.

It’s a huge new growth sector opportunity that is currently being mainly focused in the west & far east regions of the world but surely will be shortly expanding elsewhere including into Africa. We should foresee in Africa that it would strive to target to take maximum advantage of piggybacking upon suitable existing facilities and operations to allow for a highly cost effective and fast track implementation. Versus building it from scratch which would take significantly more time and cost.

The huge new growth sector opportunity I speak of here is …….AI DATA CENTRES

AI Data Centres in this region of the world will need to be right sized and cost effective, so it makes perfect sense to target to extend the capabilities of Helios Towers existing facilities and infrastructure that are already similarly handling data (telecoms) with high % online availability via secure & dedicated power supply etc provisions. This approach inherently gives Helios Towers significant competitive advantage for pursuing this huge new growth sector opportunity in the countries in which they currently operate.

Let’s wait & see if and when Helios Towers announces joining of these dots…I don’t think we will be waiting for long 😉 DYOR.