Member Info for Ant1986

If the pressure is a combination of 3p warrants and wider market, I hope this is the bottom before we begin another climb after warrant expiry.

I'd certainly like to see a £500m valuation minimum over the next 12 months, which puts us very close to first metal.

Once Horizonte is producing, knowing paypack is 2-3 years, the mcap/value could be closer to £1bn.

Mindless deramping is a good sign, nearly always a precursor to a rise.

More than anything is 'killing' trading. It's far too wide. Hopefully it will close in the coming weeks as things progress on the ground and we move up.

If all 80m 3p warrants are sold, that's another £2.4m in the bank. The chances of further dilution in the near term are very slim.

More than 200m volume even since the Anglo announcement.

I for once see a broker note and agree with WHI.

And to add to that, £4m is what this company has spent in the last 4/5 years on drilling this copper asset, Anglo will spend $8m in two years (and probably quicker) to close phase 1.

Will this be the week we see any value added for the $88m deal struck with Anglo?

Quote from the company: "We're in a hurry" - leads me to think drilling will start sooner rather than later. "Belt and braces" part of the contract is all that remains. Cannot see much change in the terms and I'm pretty certain most of the DD will have been done, given the length of this negotiation. Anglo, having already owned these assets 30 years ago, agreeing to one of the most attractive JV deals I've seen on AIM, must think they have bought a monster at today's copper price and Zambia's new political position.

Exciting times indeed.

The risk before this deal was significantly higher rather now. Also, reading between the lines, every other asset is basically not that important now.

Within a year, GGP went up more than 5 times its mcap after Newcrest deal.

I keep looking at more and thinking I don't want to pay 5p but it's ridiculous given it could well be 20/25p within a year if it follows suit!!

Anyone notice the Short Tracker alert?

Couldn't see anybody short, wondered if it was to do with the consolidation somehow?

Not bad, either. Just, meh. BOD out of ideas and had no new cards to play it seems.

That's me done.

Waiting for the smaller II's to start accumulating, it just cannot stay at £250m with the progress made and future ahead. Wouldn't look stupid at £750m!

Definitely taking the **** with the spreads.

God knows why this is such a big deal in this day and age.

My day began £155k in profit :)

Hadn't realised how over heated lithium had become.

Interestingly it basically states Nickel is too cheap by 20% and isn't really getter any cheaper than today's price.

If I had anymore free cash I'd be buying Horizonte shares.

Buying some for my children's future too.

Really doesn't matter, the PI is hugely in the minority here.

Really not bothered by Directors holdings when the company has a share structure/partners that it does.

Directors should receive options with performance targets attached, which I hope they would sell and enjoy the fruit of their labour.

The size of partner(s) and type (Glencore) will keep them more than driven/honest.

The large sells (£350k) were matched with large buys.

Looks like two big holders transferring stock.

Looks like we're seeing another transfer yesterday - roughly 3.5m shares sold and then bought. Wonder who's positioning and why?

Beyond important to my own morals, it's vital to funds and meeting their ESG criteria.