Member Info for AIMtodeath

Soooo, year high, recent 50% plus gains for some........and people surprised there is some selling??

Nothing goes up in a stright line, this area will require some churn most likely to get out traders, stuck longs from the last time at this level. Contiued mention of coal and the very near future of having a stable Government in power certain to drive demand.

The scalpers waiting to the last second to get a bargain with a hanful of old price offers to sell..... then they got nothing. Seems the auctions are getting used to these last second new lines appearing and either delaying the auction a little longer or just not matching them at all like today.

Must be a delayed buy?

Someone shat themselves over it...

This is not a case of coal or no coal....

It might be a case of not expanding coal much more, that over time ss capacity is added it is added as renewable etc.....however over the next 30yrs they will still be burning coal with the power plants they have. They currently import poor coal and they can't maintain that, how are they going to solve that problem of importing poor coal that they can't afford.....own coal is the only answer and it actually has a green edge to it....less carbon transport and less burned for the same power output....replacing coal imports with own coal instantly improves CO2 cost. Add in energy dependency!....and budget improvement of not sending money abroad for an interior product.

Could you not have used another header for that comment jamesss......jeez...

Khaleda Zia, former Bangladeshi prime minister, dies at 80

64,000

16,094

Bought 4.17pm sold 4.23pm

Seen a few companies of show as releasing two RNS'...... if the 2nd one was different it would say 'correction'

2 years says NO ONE else is getting in on this deal

2 years says PowerChina has spoken to incoming Government representatives and know what is coming, why waste their time otherwise

Why....because 1. China will not invest (bring businesses to manufacture) in the country if Bangladesh do not sort their energy out 2. This is a huge project for Power China and well be careful what you deny them.....plus they may find a need for the overburden...perhaps...

For GCM this is like a big brother on the team and has a lot of sway, you are denying PC as well as GCM if you don't allow it and well see above...

PC will be doing the real talking behind doors

PC set to get a lot of income from mine planning and development and no doubt mine contracting (I think contracting because one day they will own it and they won't have to buy anyone else's equipment). Good for GCM, you rely on operations to pay the miners rather than raise an additional $500m for mine CAPEX. CAPEX will be offset be the almost immediate return from overburden materials...this will improve those willing to finance and the rates if they can see money coming back to them in short order.

It is in China's belt and road best interests to get mine operational as it helps them bring new investment to the country to bypass tariffs.

So like 10 different people....ha

Skin of your teeth....

Errrrr...the deal is DONE!..... only thing stopping it fully completing is the final 2nd payment before 31st May.

As a new outfit they are putting together a company to go public, that IPO probably supports the buying of LCCM and working capital to start production.

You won't IPO until that project is 100% safe and secure for your use. Rehabilitation loans/insurance, land parcel rights checked and made in your name etc. Finance discussions with potential investors.

They clearly ave gone far enough not to walk away and stumped up another AUS$150k....and you still think IF

Maybe for a few one off orders you'd see small sells, however in this case a series of sells and buys all at the bid and ask occurs regularly when a MM moves on the L2 and there is a change in the number of MMs at bid or ask.

Why the transactions occur when this happens above I'm not sure.

1 payment AUS$150K

2nd payment AUS$1750000 by 31st May

=1.9m

All other terms SAME!

All OTHER parta of deal are the SAME

Mon is correct nothing had changed

The option is actially CALLED, the deal is complete, theyhave just given them a deferred payment up to 3st may.....if they fail to second payment they lose it.

But essentially deal is done with a payent plan.

If it was not for the 3 headless horsemen selling there are a few here that would not have attained the hodlings that they have if they recently started buying in.

I have 3 times my original holding on their first news and doubt I would have been able to add so much (for me) if the price had moved above 2 towards 3.

The board I am sure was also aware of the impending selling and they sought to let a few wealthy individuals know of the upcoming liquidity that would be provided so whilst some larger hands have left the building there has been some deep pockets waiting to sccop a large portion of them up. again only they could have got such an amount of shares in this price range of not for the above selling.

Seriously with the work that Cuprum have done on LCCM and the intent of that work..... they would only not buy it if they could not get the funding. In this copper market with a mill already in place and known reserves to put through it, I very much doubt that they couldn't get it over the line. They have spent a fair bit of time and I'm sure some wonga to get the licence squared away, the rehabilitation insurance covered, mill updated and developing new processes for the mill..... they would have backed off smartly if the incoming offers of finance seemed poor.

It is not a case of IF but more WHEN!.....As long as the RNS for a delay/extension is puffed out with some updates on their progress and very much intent on progressing, it should not spook anyone given as Slurm has said, it is considered zero in value, but completion does have future benefits that would be price changing. As long as it is seen to be still on the cards then there is nothing lost, SML are not desperate for the money so no sale does not afffect anything to at least end of 2026. It is merely a bonus the sale, eyes should be on the MRE and economic update. There is normal buying and selling in any share but when you have large holders derisking it adds an additional downward pressure which no doubt toook the sting out of the drill results recently.

Https://en.powerchina.cn/2025-05/13/c_817477.htm

- Our business scope covers coal-fired power stations

https://www.carbonbrief.org/guest-post-why-china-is-still-building-new-coal-and-when-it-might-stop/

- Last year, China started construction on an estimated 95 gigawatts (GW) of new coal power capacity, enough to power the entire UK twice over.

https://www.reuters.com/sustainability/boards-policy-regulation/chinas-commissioning-coal-power-9-year-high-first-half-report-says-2025-08-25/

- BEIJING, Aug 25 (Reuters) - China commissioned 21 gigawatts (GW) of coal power plant capacity in the first half of 2025, a new report found on Monday, the highest since 2016 even as the country is building record amounts of clean energy.

Oh they'll build it if you want it....