Member Info for andmillsy

Fabulous insights on potential value news - appreciated it.
Do you have any thoughts on time to value e.g. when may BZT be in a position to realise its 27.2% ? I'm assuming years not months although obviously earlier would be better.
Thanks

looks like someone is hoovering up down here ...
2021-09-14T07:47:12.020 GBX 0.17 2500000 4250
2021-09-14T07:46:26.363 GBX 0.17 2500000 4250
2021-09-14T07:43:39.803 GBX 0.17 2500000 4250
2021-09-14T07:21:08.910 GBX 0.17 40052 68.0884
2021-09-14T07:10:05.787 GBX 0.168 1000006 1680.01008
2021-09-14T07:09:33.013 GBX 0.17 10000 17
2021-09-14T07:09:02.347 GBX 0.168 2388059 4011.93912
2021-09-14T07:08:28.197 GBX 0.17 3875 6.5875
2021-09-14T07:08:23.110 GBX 0.168 1000085 1680.1428

Thanks Tallchad makes sense

Also zero lbs purchased by Sprott so who else is buying???

This seems insane
https://sprott.com/investment-strategies/physical-commodity-funds/uranium/
We're about 2% premium from my rough calcs.
Interesting again to see opening price but I'm a bit maxed out ...

eom

hold tight
https://twitter.com/JulesInvest/status/1437396694572863490?s=20

hopefully won't curse it ... but should raise more attention ...
Yellow Cake Jumps as Berenberg Says #Uranium Boom Set to Continue Physical Uranium Investment Fund Yellow Cake PLC $YCA in London is UP as much as 15% as Berenberg raises its Price Target from 300p to 400pNorth as uranium prices will "continue to strengthen".

Hard to tell buyers but
16mil vol was trades btw 1mil and 2.5mil being the largest trade
12mil vol was trades btw 500k and 999k
12mil vol was 100k - 499k
vol still building

Wonder if seller is Billing ? He had c50mil ....

40mil volume already - looks like will be highest volume this year

42.50

My source is 4250
https://twitter.com/numerco/status/1437189471020191750?s=20

Illaquens I am with you there. There is a misconception in the market about THR ownership of the Uranium assets which I am trying to correct - Fintwit ill informed comments....
I feel the company should do more to remind the investor and potential investor community they have a significant Uranium asset.
Perhaps after the recent sale of Pilot Mountain a refreshed investor presentation and intro of the Chair with an updated strategy is required ?

Can this break 1p today? Strong volume

I asked this a few days ago on Twitter and was advised that all 2021 allocation for YCA from Kaz has been drawn down :(

See link "Each year (until 2027) YCA can purchase US$100 million of U3O8 from Kazatomprom, 2021 option has been exercised."
https://twitter.com/SJ/status/1435925111631142917?s=20

Here is a thought..... Why wouldn't Sprott just purchase YCA to secure physical ?

Taken more too. Will be interesting this pm when US opens.
Anyone have a view to share on relative share price v ASX @ 1.9c ? Thanks if you can help.
Getting some attention on Twitter re Uranium assets. Company needs to get some info out imho many think Uranium asset was sold ! I do my best to correct ....

Thanks for this. Did you notice the 26% sp leap in Oz?

Any contacts on investor relations to leverage?

We're at a discount.... go figure

Can Thor ride the wave?
https://twitter.com/BshpKing/status/1436549896316858368?s=19