Member Info for airborne

It’s currently NT. you’ll likely see a number of waves today while consolidation takes place and the MMs take stock of where their relative books are etc

The spread is bouncing all over the place - from 10-38%! i think this will be very spicey throughout Monday and into Tuesday!

Nope - it's someone moving cash between accounts I think = 46k on the sell side (incl unknowns) and 47k on the buy side. It seems a clumsy and expensive way to do in in terms of the breakdown number of transactions.

Leaky leaky? some sizeable lumps being put down...

Someone is evidently happy to buy 700k shares - when you're just starting to wonder what's going on and if it's alive, someone drops some wedge on it!

Very true Norman! I think looking at the charts we were last at this point on Friday 11 April. In that time we’ve made some progress and some further delays (but different ones!). I’d like to have a better understanding of how things will develop and what timelines we will have placed upon us. The possibility of a 9 month FID seems a drawn out process, especially if we’ve been showing our detailed work as part of the JV conclusion.

I’m still optimistic that this will come to good, but I think I’m finally accepting that AIM is a law unto itself and that everything has to be taken with a good pinch of skepticism.

I’ve been on Hotcopper and had a read through their boards. Concern over the thunderbird mine needing possibly some more investment to increase yield - their LTHs are baffled and irritated by the drop! I haven’t seen anything signposted to us and any issues.

I agree with the new poster - just because we’ve been sat in this since the RTO days and those painful last four years (!) it doesn’t make us have any more clout on an anonymous board. What has become clear though is that we’re not all pulling on the rope together to get this up in value and so we can all move far away from our LTH averages!

One person wet their pants and sold 18k in 2 mins. I don’t think there’s a so collapse going on. There are two commentators who are very pessimistic and I hate to point out, but Legalwolf was recently talking about buying again so forgive me for my cynicism about your current vein of negativity.

The fundamentals are all in place. I’m an engineer and I’ve been trying to work out how you’d spend $81m on the critical infrastructure to get up and running. I expect the capex to be far below this amount (unless we have totted in the costs of full licence field exploration using A list celebs to do the shovel work).

I’m expecting two RNS - one to confirm the drilling programme has formally started (as mention on the ZM interview ‘in the next day, next few days’ was what was said. And then the deal with SR.

The pessimism and negativity in the void of news is normal on AIM, but I do question why some are invested on this market when they don’t like the manner of it!

Here’s a thought - do you think the interview was meant to calm , and has now been over interpreted?! The logic being to prevent a spike?

Mistype! I think it is OTT!!! Don’t panic Mr Mannering 😂

Paul - maybe sell up and go dark. I don’t think this reaction to one person selling their £28k stake in 4 mins is OTT.

I don’t agree with your conclusion that LB ‘chose not to invest’. We know their terms previously were to take a large slice of the company for their investment. We generally concluded that we didn’t want that to happen and seemingly the board took that view too.

I support the board’s approach and we just need a few more days to the end of the month and all will be in place.

I’m feeling ‘Sunday & sunshine optimistic’ and sensing we’ll break through 6p this week. It would be good to maintain momentum as we close towards the legals being completed with Sheffield Resources.

Not sure - I’d wondered what they were busy doing - potentially FA if they’ve left already!

On X a post from the gaffer’s presentation. If you’re eagle eyes you can zoom in on the slide.

Mentions potential for a rerate based on NPV: 36-54pps depending on the base and upside cases. Some day soon we’ll pop and head to fair value!

Damsila Exports (Private) Ltd [shall we all call it DEPL from here on?] was recruiting for a geologist about two months ago according to LinkedIn. So let’s assume they made a hire, I’d therefore expect them to have just started the programme of investigations. That 47km2 needs qualification fast…

Https://x.com/bigbitenow/status/1790652860088123627?s=46&t=0aYZEQbMn8dLBkr1r8YCMA

Deffo worth a read!

We’ve got plenty of cash for OpEx, so any discussions need to be about construction support or offtake. I’d like to leave LB behind seeing as they’re not in the CapEx funding.

I’d like to agree with LW. I think the RNS enhances the interview in terms of credibility. If more details come through on how this will timeline through to production, it will help new investors get to grips with the detail.

Let’s all keep our eyes peeled for the next RNS (which doesn't have to be as far out as 31 May I. The way it was worded!).