Member Info for Albinio74

Brilliant news, Shame via a leak, so much more to potentially come too.

Glad that is out of the way (for a little while) must have been running on fumes.

Hope there is a clear strategy to monetise/JV an asset, no doubting the potential but can't be many more raises left in the tank at these prices.

Mention of interested parties in Amitsoq before so that seems a good bet (JORC and partner maybe - think Amitsoq accessible all year round isn't it?)

Imagine more exploration and planning at TBS next summer with a view to beefing up the JORC the season after over a larger area with bigger drills.

They have previously suggested there are near term revenue possibilities at Clogau (planning surely next step)

And HH surely now must be very close to being recognised as a substantial asset for such a tiny company.

Might be tempted into a small too up at these prices.

Thanks Yellow - that was it, yes makes sense to tie in with other near term info, but if nothing else immediate would have thought worth some kind of update, and if considered too much for casual release (e.g. a Tweet or website update) then by default becomes RNS material - would not do any harm.

Appreciate it is not where everyone's focus is at the moment though.

Specific to HH this is looking very positive - hope this can start to rub off on the projects (so much potential to unlock)

Sure in either an RNS or interview (maybe late Sept/early October) they suggested we were a few weeks away from further information being confirmed in California - flow rates etc- can't recall exactly - if so should be due soon, or is my memory letting me down? having a quick flick through the RNS feed can't see it, so maybe losing it.

I would say that is a pretty unconventional interpretation of what is happening but hey, we have got to make our own decisions on these things.

Unusual to keep telling us you are out at break even though - once stated, surprised you want to keep visiting the mostly forward looking discussion.

yes so is that about 3.5% of the company (141m shares) - if so should require another notification if an alternative party has taken all of those?

Not sure Brockham is on the radar at all, Alba's own information on the "project" is out date and and irrelevant, which probably tells us all we need to know really. Would be very surprised if anyone has the appetite to try and do anything there.

https://www.albamineralresources.com/page.php?pID=51

Sorry just to clarify, Bluejays RNS releases are today and are identical in type to the RBD notifications yesterday.

Near identical RNS releases on Bluejay yesterday - just corporate admin/shuffling. Don't think anything else going on.

Good link Samroy, some seem keen to undermine Amerisur. As per the post below actually highlights the value of their pipeline.

If BS would expect them to release an RNS to comment on the speculation.

If no comment probably something like that incoming, but trust S&S to deliver for shareholders, maybe a case of grasping the bigger picture. Happy to hold.

Hope you are ok Dsfat, fingers crossed HH can spring this into action and five you something to smile about.

Absolutely Ian, but I don't think we will get that just off the back of Bluejays progress, Alba have lots of work to do at TBS IMO to get a serious partner and investment, the Maiden JORC compares very well with Bluejays maiden resource estimate, but they have sent several years and a lot of cash focused purely on that project to get to where they are.

If Alba were to mimic that then they would have to sell of HH to get the money required. Drip fed income won't do. If they get a partner now, with the project in its infancy they would have to give up a lot for not very much I suspect.

Amitsoq could be the one for me - graphite going to be a very hot commodity with the right grades/flake sizes, but again a lot to do there, worth checking out some other Graphite players to get a sense of what is required (ACP been doing well recently)

Ever hopeful, great potential in the right areas for me (ilmenite and graphite) but GF and gang have to show some serious progress and detailed plans, they seem too focused on Clogau, and I worry they are stuck in a never ending plate spinning game

I get why people wonder about MMs and trading volume / SP action while holding a share or looking for the best entry price and an obvious necessity for trading, all perfectly natural to show interest in all aspects of your investments, but personally I try to invest for medium to long term gains and attempt to tune out of short term fluctuations. Saying that, I see no mystery here.

We have had a fantastic run of news and the sp has responded from the 0.7s (about my average) to hit the 1.3s and then settle in the 1.2s - bearing in mind little has actually been confirmed, that is great going and in tune we with progress.

It's a great investment proposition still, lots of news to come and as things become clearer the price will respond, whatever MMs might or might not be up to. The potential is vast and the sky is the limit. The company is so well run with downside managed by a great diversified portfolio that is also now significantly derisked by progress and news this year.

The story here is great - we are (probably) not too far from maiking more upward progress. Very happy.

This week has been about as good as it could have been really - i think all genuine LTH understand the potential in the licenses , if HH can genuinely generate sufficient cash to keep the lights on, or be sold for a lump sum to really get something moving (not sure if i am in favour of that, in the past was not but does sometimes seem a better use of HH to unlock the other assets) then Alba again become a much more attractive proposition again.

I don't expect a big move based on the recent news, but at such a low Mcap, only takes a bit of interest to pump it up a bit I suppose.

No, not too concerned all gravy here, looking to deepen my understanding.

Yes I know they set up contracts with individual developers and publishers thus far, but I am trying to understand "frictionless scalability" with exhaustive one on one contractual agreements, and the potential wider implications of the Pubguard and Unreal Engine Deals, as well as the DSP hook ups, to me that opens up the possibility of semi automating the process for any developers using Unreal, thus getting advertising into appropriate games and audiences without the need for extensive negotiations all the time - horses for courses and some games would need more attention and be more involved, but some sort of automation is how you get frictionless scalability, otherwise scale comes with big Investments in people.

Looking for anyone with a knowledgeable take on it really.

Good post Rhodi, would be staggered if it goes for under 30p, and that would probably prove to be a bargain in the end for their share of CPO-5 alone.

You should pay attention to Parsley, with all that is occurring, as he is most definitely an expert on fantasy.

Nice to see a move up today, seems we are back to relying on HH to keep things going. Fingers crossed.

Don't often comment here, happy holder and like this board as I can usually just read relevent points from the better informed than me. Then someone with 300 posts turns up confused about sp and mcap, come on, what twaddle ......