Member Info for Banburyboy

Yes NKOTB

Admin is acting quickly. Probably fast tracking any reporting on this Board as its clearly a meeting room for crackajacks.

Go high. Many on here think DRC is dead and the timing is around AB acknowledging that. Previously he had a habit of just ignoring failure with no acknowledgement so perhaps that's where we are.

On ALR too many unanswered questions

1 - will it pass for export

2 - how much is inthe stockpile?

3 - can we mine more or do we need the Chinese others to stump up cash ?

4 is this now just us selling licences rather than producing ? Completely different to what we were told.

Zimbabwe has moved from an almost certain small scale operation with low capital expenditure with lowish income but huge margins to a lot of unanswered questions.

This moves the reward risk play negatively and Bell has more failings than communication. He's in it for him and the few not for you.

Chunky buys this morning Amadan. Few more and the herd will be here :)

Fair point Justbe and the cap fits.

Duke agree on Jupiter. He actually stated the holding was transformational and future growth and overheads could be organically funded from Jupiter returns and dividend. One share consolidation and billions of shares later look where he got the company. Endless list of failures and DRC and ALR odds on to join the failure list

Duke - The great thing about these boards is you get your memory jogged. Candy crush has departed by memory. It was bizarre anyone remember more ? Did we buy an IT company with long suffering shareholder funds.

Just Be,s post was illuminating. More and more high quality Lith deposits being found across the world. That and more efficient technology is allready reflected in prices. Add to that a landlocked ( exports through Mozambique), corrupt and untable jurisdiction you wonder if the Chinese will look elsewhere or pay peanuts because they can ? I brought into the small scale production and sales to local market which seemed a good move. Not RRRs fault but that rug was pulled. This ALR is now a slower burner and unlikely to generate cash. As others say we are on fumes. We know loans are not allways disclosed. I've allready said the 30th June 2023 accounts will be delayed as long as possible. I really think there publication will be company defining and reveal the family silver has gone. Unless of course DRC comes good but not one to hang your hat on. You are right Spec is a top poster and I hope he's timed this right. He's more trusting of AB than you and I.

Duke - I had a few theories a minor one was you and he had words in some dark quarter of Manchester !

More seriously the solicitor name droping was indiscret.

The most likely is he pished off others in the company by revealing too much re CLNs , him providing loans, company policy on loan disclosure 200k and the fact the company can't issue shares ( no one was aware of that).

I think he was really loose lipped and has been told to pull his socks up.

Friday normally action day here. DRC cash ? Agreement with Chinese or share spike with herd arriving ? All conjecture on my part as I'm not an insider.

Great summary Fool

My glass will allways be half empty on the deal. It was poor value to existingvSH's and one advantage was Tailwind had no hedges so earning were reasonable. Then of course hedges were applied but no mention of this at time of aquisition.

Very dishonest. I do wonder if existing holders who voted YES like the Hardys were aware of this or they had the wool pulled over their eyes to ?

Yes Svend. I haven't picked up on whether this is a permanent change in direction.

So if and when private residential picks up will they return ? Can they return ? Will they mothball that element of the land bank or just sell it ? Anyone know ?

Neversell - I disagree the boards are for indivduals to post on HBR oil and relevant economic news.

Most on here would agree this board has far to many crackpots who post complete rubbish on non relevant conspiracy theories.

I like others suspect / hope you've timed it wrong. But good luck with your next investment.

Helpful. It's hard for you to step away I guess. It would be for me to. Five years of ramping [ or in my case warning] this has become addictive.

The key distinction is what Kurt says is conjecture. He's not an insider so it speculation nothing more. What you say and advise as an insider can be taken as true so you should not really post or very cautiously.

No doubt Steve Fox will offer the same opinion.

Your latest posts have been grumpy and belligerent but looks like the penny has dropped.

Have a great day - boring

Blue he's still reading he had a little dig at me.

I think they might suggest delisting which would be game over for all but the few.

Conjecture on my part only but you need to get in the mindset of this company which is run only for insiders. I think they have potentially reached the limit of how much they can milk from private investors and will move on to a new way of operating outside of AIM. Giving all existing shareholders a kicking on exit. Trust in short supply with this one

Suspicious1 for the bin.

Somone out their is mega sad with all the accounts and covid crap. The arrogance of these " no marks" who not only think they know more than experts but are also ruining a normal conversation shareholder of HBR on this board want to have is breathtaking.

On a lighter note and I seldom post tips but I really like ZPHR. Fully funded oily. Good production waiting on news of a well that was so powerful it blew up. They were insured but have patiently restored all kit and plugged with cement. News soon and limited downside but potentially could double depending on results from blown well. Interesting to benchmark against RRR. Know which one I prefer.

Panda - it's an old fashioned concept called ethics and morality. Helpful has ramped this for years and lost anybody listening a fortune. We're he just an ordinary SH like me and you that's fine. As you know he confesses to lending the company money being a CLN holder holding discreetly in ALR and Elephant. Add to all that he's a financial advisor. Nobody can stop him posting but he would be strongly advised should he take advice not to. Ultimately his call and its definately dull without him. I quite like being known as boring.

Hi Helpful - I thought that would goad you out of hibernation :). Looking forward to some posts on Lithium copper and gold prices. Welcome back.

Everyone on here seems to think he's called Stephen Lundy. The location of his business fits with the solicitor location. Mr Lundy again is listed as major holder in Elephant and ALR.

All the evidence from posting suggests that's correct. I find it amazing someone in that position who has quite clearly done well for himself would think it even worthwhile let alone appropriate to post on here. Clearly a man with a few personal flaws and ego issues in my eyes.

Playing devil's advocate careful what you wish for as its dull on the board without him. He's a great lightening rod for the many who are enraged by AB and this company. Only the intellectual collosases Maqsood and RIA to use as foils now. I like Speculative and Trade as they have done their research and are taking a calculated risk.

Yes Culpepper. Wix have a lot of non cash charges in respect of leases which means cash flow is materially higher than pre tax profit.

I think this an excellent hold with 8% yield guaranteed with as you say propect of SP gain or potentially special dividends. Strong hold for me.

Targa AB would spin a shoe with a hole in as a golden slipper. No news on DRC in that context sounds ominous to me.

Robins - did you not see the debate with Speculative about insider trading and my complaints to Helpful that he was conflicted. He very foolishly put his solicitors name and company on here ten or so days ago.

My advice to Helpful was talk to your solicitor its clear that you have knowledge as a debt and CLN holder that we are not privy and as such are conflicted.

I suggested he ran it by his solicitor who I would guess would advise out of an abundance of caution Helpful should stop posting.

Immediately after he did. Very naive to put his solicitors name and company on here. Speculative was more forceful in his views.

I moved on from Deltic a while ago .

I had a number of run ins with Noel. He's belligerent to the extreme and could cause a fight in an empty cinema let alone room. I suggest you all use the filter button it really does work. But happy to be added to your list.