Member Info for Almostscratch

LCM also have a supply agreement with RBW. After years of waiting things now moving quickly in this space

I thought George seemed a bit distracted giving that presentation - it wasn't quite his usual fluent delivery. All positive new though

Well given that the 2 companies you have pumped most were PURP and RMP I am sure not too many really care

True but the fact they haven't reported would not preclude updating the website based on the share register

And there it is - listed as unknown though

Good update but not quite sure why they bothered to be honest. Took 50k earlier but not showing yet - no doubt it will appear as a sell in due course

Yes but Kodal did step away from Disko - why? We never got any feedback from their work there

That includes options and performance shares

25million at 6 and a bit less at 8

Are there warrants at 4.5? Thought they were at 5 6 and 8

It is. Though if I drop that here then can I currently think of a better investment. I have hope that a couple of other holdings will go on similar runs which will bring the 30% down somewhat

It is a chunky holding - have been invested since late 2017 after I read an article about President XI's family holdings in rare earths. It has been a long road but now about 30% portfolio weighting which feels slightly uncomfortable. It is that conviction vs comfort balance I struggle with

I know this is still grossly undervalued and I should add. However It feels hard to do that when I would be paying >3x my average. Even though my 30k yesterday under 35 proves it is still a clear buy. Anyone else having similar struggles?

The 30k at 8.16 was my buy. Couldn't resist it especially looking at the ECM Capital Advisers note

You do realise that Westwater is a graphite play and Rainbow a rare earth play? Plenty of graphite plays around with very low market caps - this might change once someone invents graphite magnets....