Member Info for Albinio74

Should get more news on Amitsoq Graphite this year but Ilmenite at Thule seems to be Greenland priority at the moment , looking to mirror Bluejay's progress. JORC could be significant for sp.

Yep - seems they need cash. Sold a further 5% in HHDL as well. Weirdly stating their Alba shares gave them good continued exposure to HH when announcing it.......

Cheers Rosewall will have a look. Always good to compare - e.g. Bluejay interesting to assess for Alba'a Thule, so hopefully some useful info on SGZ. I had just thought we would get detailed info on their partners etc. Saying that hardly as if they always go on about UKOG or Angus but at least we know who they are.

Some good info but lacking in detail for me. Will read through again - still staggering potential relative to SP however. Clarified Brockham for me - basically need SCC to stop being plonkers so they can maximise potential there. The time line for HH welcome. Clogau - better info, but still need more detail on any costing responsibilities and what the other 51% of gmow actually is made up of. Thule still the medium term biggie for me and Amitsoq the long term cherry (Amitsoq the original reason i invested). Need a resource estimate for Thule if they are going to fund raise at some point. Melville Bay - who are our JV partners - detail too thin. Nice at least JORC in place there. Understand better the strategy with Inglefield licence - ties in nicely with Thule. Will read again in case i have missed anything.

See we are being given the daily commentary of gloom on meaningless movements with no news...... Great stuff.

This is from the Bluejay website - interesting read, particularly the shallow coastline and potential to dredge higher grade Ilmenite that is sea covered, assuming the same at Thule. https://www.titanium.gl/projects/dundas-ilmenite-project/ There feasibility study is due this Q according to this, which will probably clarify movement of the mined material etc. http://www.titanium.gl/documents/research-reports/BLUEJAY_SMRE_17Oct2017InvAlert.pdf This RNS suggests Bluejay have a partner set up to connect them to the market for the processed material, and again promising stuff but also shows how much Alba (or any partners they end up involved with) has to do, but that is why they are so cheap and why I am in. http://www.lse.co.uk/share-regulatory-news.asp?shareprice=JAY&ArticleCode=s98yp92b&ArticleHeadline=Bulk_Sample_Agreement_for_Ilmenite_Project

Trying to stick to things relevant to Alba rather than the daily Drozone nothingness posts, interesting article here on Grabat Graphene batteries https://www.pocket-lint.com/gadgets/news/130380-future-batteries-coming-soon-charge-in-seconds-last-months-and-power-over-the-air

I think the grade/purity at Amitsoq is also relevant - although my guess is this is a long term project unless a third party does get involved. Surely some significant news due on something shortly. http://www.lse.co.uk/share-regulatory-news.asp?shareprice=ALBA&ArticleCode=qa6zode2&ArticleHeadline=Summary_of_Geochemical_Sampling_at_Amitsoq http://www.lse.co.uk/share-regulatory-news.asp?shareprice=ALBA&ArticleCode=5l5y1col&ArticleHeadline=Amitsoq_Update http://www.lse.co.uk/share-regulatory-news.asp?shareprice=ALBA&ArticleCode=e8t2zfpo&ArticleHeadline=Multiple_New_Graphite_Beds_Discovered_at_Amitsoq

Nothing major just a favourable mention http://www.lse.co.uk/share-regulatory-news.asp?shareprice=GUN&ArticleCode=5afzczje&ArticleHeadline=Halfyear_Report

Yeah - Alba and HHDL.

Oh dear - another Dropzzzzzone. So transparent, Why bother.

Following on from earlier discussion, Michael Nott seems the only one of the main management that seems to have actual mining experience (he is 68) . All the others seem to be mainly experienced with banking, finance and geology etc. Unless i am missing something. So if they wanted to set up mines/processing plants rather than prove up resources and sell off, plenty of hiring would be going on at some point, or looking for contractors and partners, so unless all done behind closed doors would leave a trail somewhere. Maybe Start looking for jobs/contracts being advertised in Greenland - on the Amerisur board a few months ago some interesting news came to light via their partner advertising for contractors giving some insight into progress at one of their wells.

That would make sense but no way to know for sure.

Think some tweets bouncing around about HH. Weald Oilers or whatever they are called. Not looked in detail but popped up on my phone suggesting something already underway there - probably getting site ready for flow testing.

Makes sense but their frequent refernces to Bluejay and the way GF talks during interviews is like he beleives they are there to develop and mine, but so far all they have done is explore and take economic interests in other ventures. May be worth looking at the personnel/BOD and seeing if any of them have any experience beyond the exploration side.

clicked post before i had finished but really just saying seems to lack the buzz for PIs to flood in and perhaps just off the radar for corporate interest. Is it all down to the location? But when you look at it, seems a really good chance for short term 20-50% level gains and longer term even more - should be on more PIs watch lists in my view.

I was in here until the Autumn when I cashed in a moderate gain from 15p to 20p. Was intended as a temporary move to make a quick buck elsewhere (which predictably did not happen) then come back here. I was happy to re-enter anywhere under 25p - so current price just seems bizarre and if I free up some money will be buying here again. There are lots of companies like this, one i have been watching for a months but not invested in is Beximco - no matter what happens the price just seems so sit in a narrow trading range, but seems very under priced like Amerisur. I think many are looking for big upide "multi-bag" stories - Amerisur just doesn;t seem to have that buzz around it where

Recently picked up a small amount of shares here - thought it might be a secondary way of getting GGP exposure but I have found it hard to find clear info on values for all the individual holdings. Aside from GGP think the Alba and Cora holdings are worth about 150k but no idea on the rest.

Drill or drop story vague bilge, no credibility at all or anything significant attributable to an official source. Surrey cc in ongoing talks with Angus - that is not a confirmation of anything regarding planning. A green MEP having a generic moan irrelevant. Angus however go into explicit detail on their website to explain what a load of tosh this is. http://www.angusenergy.co.uk/what-we-do/brockham-oil-field-faqs/

Got a buy recommendation in Investors Chronicle this week. I hope SP stabilises or even rises a little until next news. In the recent video interview imminent Mariposa news was indicated as likely.