Member Info for Ant1986

Cannot see it hanging here for much longer, just a couple of quarters from production, after 10 years in the making, sat on a technical low.

Even with the grimmest outlook, you can’t value a producing Nickel mine at 29k pa, at £300-400m. And that’s before considering HZM isn’t a one trick pony.

My memory is clear here too, shouting stupid ranges and how it would max out at 98p or something, before it stormed up to 175p...

I have my SIPP in here, but the reality is, I'd expected a second raise and then that's kind of it, the main three holders will be at their max then.

Sorry, corporate presentation*

I think a cash raise is highly likely. Third broker and recent corporate broker? I reckon they have been out looking for cash and explains the steep drop too.

Can’t see it lower than 125p though.

I balance that with production will see 185-200p but there is always the question of a bid.

Must be close, especially if a certain poster has popped up and begun talking utter jibber jabber.

All to play for with just a few months ahead before first metal. Exciting times.

Given the 12% rise, I’d have expected a happier board.

I mean it’s a bit ridiculous that we’re down here but 4p could come fast on progress news. It’s all been a bit too quiet since April.

Ashley and co will be hoovering up more shares at this price?

Results beating us up this morning.

I don't see their results as being that bad, certainly not moving forward. Most expect Aviva to perform slightly better and that's what I believe. Happy to hold into tomorrow, especially from this low.

Expecting record revenues against higher claims costs and a much-improved outlook from the last results, as customers accept price increases (the wider insurance market tells me this). If you've tried to get an insurance quote for anything this year you'll note how much higher all quotes are.

Interesting to see how many were bought at 72p - several hundred thousand pounds worth in a handful of trades.

I filled my boots, but not to that level.

We really could do with an RNS!

Worst people? Ha-ha, thanks.

Shanta were under offer and all parties withdrew, and Eric said the timing wasn't correct.

Given the progress, I think Shanta could command a much healthier premium to the SP. Personally, based on my situation, I'd rather they sold at 20p now. You may differ. Either way looks bright.

Is now the right time to exit?

Good luck with your 350p.

I think you'll be blown away, next month, because everything I'm reading is suggesting customers are paying significantly more for insurance. Couple this with no one being able to really avoid paying for insurance, which means revenues should match the claims inflation increase, at least.

Yes, agree, could go crackers if you think of the global scale.

Well, this made for good reading this morning, superb news.

Claims inflation has been cited as a principal concern, but I'd suggest reported price increases at 26% over two years will more than correct this.

Solid as a rock. Buy.

I have a decent slab of SIPP in here and looking for well over a pound in the next couple of years.

Am I right in thinking we just bagged A$58m profit on this investment?! That's incredible, looking at the typical performance of the fund!

Taken a few for my SIPP, SP seems a bit depressed with all things considered.