Member Info for AGBR

That 41.6M sell on Friday will probably produce the OAM TR1 you're hoping for.

Yes, you're right 26th. Missed that.

Did anyone notice the two very large buys made around 9:00am yesterday? Total about 17M shares at 1.1p, reporting was delayed until after hours. Hedge fund? If they were to buy more, this could put a floor under the current price. Odey Asset Management still have 55M shares, so still quite a way to go.

From me too, thanks for trying Looed

Email received here too.

Luckily Lloyds Share Dealing haven't deleted my FRR shares. Living in hope!

Thanks FSHG team.

I reckon it is. I've been trawling through DDD's January posts to get up to speed on things and have decided to buy back in! (Feeling quite apprehensive about it...) At one stage back in the day I had 1.5% of the company, and with friends and family more than that. I used to regularly go and chat to MC in St James'. Good luck to other holders and respect to the long termers who have showed astounding patience.

16-Feb-23 13:39:17 630.00 42,308 Unknown* 610.00 650.00 266.54k O
16-Feb-23 13:39:20 630.00 42,308 Unknown* 610.00 650.00 266.54k O

I can buy stock at 617.00 so these look like buys.

I think the main risk is raising the necessary funding without huge project or "TopCo" share dilution. Most small cap miners go through multiple rounds of dilutive funding in order to get into production. Negotiating offtake agreements in advance to fund project development sounds great on paper but could be difficult in practise. Otherwise looks pretty good.

I think this relates to rumours about a firm order from the US Navy which will keep them busy for years.

I actually think it's a good investment at these levels. If the results from the bulk sample analysis are as expected and show the graphite to be the 99.95% purity in concentrate that Mike Ralston has been talking about then the property and rights they have on there own are worth more than the current share price by a decent margin.

I'm not sure they will be able to sort out project level funding by the end of this month as per Mike's promises, and I guess lack of confidence is filtering round the small private investor base so the share price is slumping. Personally, I think this will be taken out next year by one of the parties interested in a large offtake agreement.

I was being facetious when I was replying to Astro. If you know what you're invested why would you take any notice of the likes of Roger? But clearly this is not one for widows and orphans!

Astro - you'd better sell your shares then.

I have to admit I've sold my holding after seeing lots of posts on ADVFN from the same poster "pumping" MFX up (not you CT). I imagine there is quite a lot of hot money in it now, so it could pull back. I'll buy back in once it's settled for a month or two.

It would seem from the tweet two days ago plans have been moved forward, hence the SP increase.

I agree it's a binary flip. This is the time when people with a real talent for making a lot of money on the markets, make a lot of money. I see there are a reasonable number of sales going through. I'm happy to hold knowing that what I've got I can afford to loose. The absolute worst thing would be to sell now and see the situation resolve itself in the next couple of months.

I think people buy the RAV shares for the voting rights. Funds will often have a mix of RAV and RAVP. The prefs are cumulative as well, so the unpaid divis are retained while you hold the shares.

But bear in mind you are buying for the long term because they probably won't be tradeable from April. I've got a reasonable number of RAVP shares and it's possible they will become valueless.

I've always thought a suspension or de-listing was possible here. I'm still hanging on to what I have. This will have to get sorted out. I think Putin will be deposed/assassinated before too long, regime change will put a different perspective on these. If we all go up in smoke in between times, it won't matter anyway.

We might be, but the market rarely prices the risk correctly. That's the opportunity. A lot could happen in the next few days. I think buying RAVP is a long term thing. It's a buy and hold stock. The reason I hold certs is because SCRIP means I get more shares instead of the divi if I want to go that route. The mainstream brokers offer nominee holdings and can't handle scrip well. The warehouse market in Russia will be wrecked because of Putin's actions in Ukraine so it's quite likely holders will have take shares instead of a divi for a year or too. The other risk is that Raven property de-lists soon, then people won't be able to sell their trades. Could happen anytime.

I'm not selling what I have, but I wouldn't buy now at 25p or so. Anyway, interesting times and at some point an opportunity to top up. If it was 5p even we'd both be buying.

I might add more but I'm not going to sucked into the swings up as it goes down. It's hard to know where the risk/reward tipping point is here. But not at 20p I'd say.

James! You could lose the lot. The debt is in Euros, the income in Roubles. Their clients are big western multinationals who are washing their hands of Russia. It's looking very dodgy, the prefs are highly illiquid and not a good instrument to trade.