Member Info for Aberdeenman

Never forget, buying at around the current SP ~6p as opposed to buying at double that, doubles the eventual pot, it is a no brainer that this will be a winner, unless there is a fraud or stupidity going on in the compamy (been there, but with Glencore involved and the experience of the BOD, that is an infinitesimal risk)

Bon Courage mes amis, but I don't, personally, think there is much risk here, and the rewards will be huge.

Aberdeenman

"Aberdeenman. whats your estimate for a potential BO price?"

Not going to go there 2020, who knows? suffice to say it will be many many multiples of the current SP.

Some of the manipulators on here are throwing into the ring the negativity around the novel Covid 19, I would actually say this is not a worry, meduim to long term, as there will be the biggest fiscal stimulus programme in history (globally) towards the end of this year, guess what will be needed, and who has the biggest high grade resource available?

Fill you boots time in my opinion, buy when others are fearful.

Aberdeenman

" China will be looking to ease their immediate economic situation by investing in projects which will (more) immediately inject life in their domestic economy"

China always has, and always will look at a long game, it is ingrained into their thinking and has been for centuries.

I agree they will be planning short term domestic stimulus, but they have always excelled at securing strategic long term advantage where possible. If you have ever been to developing nations in Africa (I have) you will see evidence of Chinese investment everywhere. There are signs in Chinese, and Chinese Engineers/Construction worker all over the place.
Zanaga is a significant, long term, strategic potential asset, they will make sure they secure it, for us it would be better, like a house sale to have several interested parties, however the Chinese will do for me.

Again I reiterate, the Chinese think very long term, sometimes more than the current incumbents lifetimes, some may say well that means they are in no rush, I could agree....once they secure the asse.t....., but I suspect they will want to exploit to secure supplies and gain a price advantage that would feed into wider, and greater, economic benefits that far far outweigh the value of Zanaga alone.

Like the Chinese, you just need to be patient to make your fortune, don't listen to those that have no real message but a huge agenda, nothing wrong with negative viewpoints, when relevant and on point, but manipulators abound, you know who they are.

Current pices are very attractive, if you think long term, buying now will double your eventual pot over where the SP was a relatively short time ago, China can only function and modernise by (strategic) growth, as an OP pointed out, domestic projects can only go so far, hence belt and road. Zanaga is a no brainer.

Aberdeenman

dconors,

Did we not meet before?

Is not everyone out for themselves investing?

However there is nuace, I did a lot at my own expense for zero reward. AIM is fickle.

Aberdeenman

Dajjas,

It may have escaped your attention

"do you mean like red leopard holding, which I remember you saying would be 3p post deal!"

RLH is not yet 'post deal'

Aberdeenman

There may be some news incoming that may appear, very slightly negative, however, is actually part of very very positive news.

Aberdeenman

Random,

NFX will do well, I have issues with the CEO, he is very green, however, there are other grown ups in the room that are making sure things get done, despite some of the CEO's errors.

It will do very well, if this remains the case.

Aberdeenman

Apologies,

Been a long day, retractors should obviously be detractors.

There are still some others that I have mentioned previously that are still to come to fruition, this one will be earlier.

Aberdeenman

These comments, OMG, do you even understand Shells?

There is risk and massive reward.

As for the reward, despite my retractors, I have a skill seeing companies at a very early stage that produce returns in the 10+ bags. Where they go from there is subjective, and each to thier own exit and timeframe.

This one, as I said will do well, hearing good things, I think the fizz has not gone and it will be a great tonic to anyone's SIPP, or even, on an earlier timeframe, the results will have some 'natural & organic' spectacular growth.

Those that detract from me, are usualy short term profit seekers, those that listen can make serious money by getting in at the right time!

Fever it will not be, but it will reach a similar cresendo.

Aberdeenman

Some good research and post chaps!

Interesting Tweet about Baowu from ZIOC, now it just needs a press article to pick it up, and the company 'forced' to publish an RNS confirming talks are underway, but by no means certain, the usual.......

But that will trigger a rerate!

Could be days away!

Aberdeenman

P.S. Always , always, alsways bad form to post on a board one is not invested in, those that do so ALWAYS have a personal agenda.

trentdailytimes.com/2019/12/13/zanaga-iron-ore-lonzioc-shares-pass-above-50-day-moving-average-of-11-00.html/amp

Aberdeenman

miningweekly.com/article/zanaga-chinese-entity-to-develop-congo-brazzaville-iron-ore-project-2019-12-11

Aberdeenman

"This share will not move an inch until it is sold."

Time will tell, but once the traders are out the way, those that are intelligent enough to see the obvious potential will start/continue to buy in.

Unless you are trading, who cares about day to day movements, just top up when you can at these prices.

Aberdeenman

Miners are not always sexy investments, and AIM, well enough said, apart from it is getting much worse.

Last rises in ZIOC seem to have taken some time, a few weeks, to work through, so once the press/trade press start giving coverage we should see some movement (hopefully)

Aberdeenman

There would obviously be dilution if they go to production, but there would be a mix of other forms of stakeholding/investment as well.

Given the chinese could likey buy this for a pittance, but still give us PI's a very significat return, it would seem the most likely option.

What comes next is likely just extended due diligence on the part of the Chinese.

Aberdeenman

The Chinese could also be playing hardball with Glencore to get a better price, they know Glencore will need to raise cash in the near term, they can squeeze them by delaying any buyout.

Aberdeenman

For those new to this, Simandou recently bid $14bn for a less attractive resource. Do the maths on ZIOC, half it, even quarter it, and then look at the current market cap here.

"Sinandou $14bn & $17Bn infrastructure costs, miners seem to be desperate for iron ore
https://www.spglobal.com/platts/en/market-insights/latest-news/metals/112519-guinea-simandou-iron-ore-developer-seeks-partners-eyes-2025-start?platform=hootsuite"

Those that have been selling lately will be sorry they sold, c'est la vie!

Aberdeenman

Glencore AND the Chinese Belt and Road initiative funds behind this now, little ZIOC is not so little any more!

Aberdeenman

Very interesting share, ZIOC, made money from miners previously, as always timing is key.

Hearing good things, I am in.

Aberdeenman