Member Info for beardozer

Anything interesting to add?

Funnily enough, BKY is a uranium play but it may never see the light of day hence the binary bet! Yeah, I'm also very interested in investing in Uranium as it's the only logical solution to the problem of Global Warming. Meanwhile, at least ZIOC has trod water while frothier shares have plunged. Froth and Zanaga make very uncomfortable bedfellows! I'm convinced our time will come! But it could involve something none of us are expecting...

I bought some ATM today after selling half my holding in ROCK when it was # 2 Top Riser. Thought about selling 5% of my holding in ZIOC to invest in BKY but that would be "pure speculation" (and binary just like ZIOC). Most of my PF is invested in Commodities which MUST obey the law of Supply & Demand. In theory, Communism works. Been reading stuff I don't understand about chickens coming home to roost if all the Commodities ETFs were forced to honour their obligations. Not sure what effect that would have on Commodity prices - surely they'd declare bankruptcy at the first opportunity? ZIOC is a sleeping giant which will reward us all eventually. As I've said before, surely it's worth risking £1k in everyone's PF? The silence is deafening.

I was interested to see 6.3% of the company is owned by BMN. Also love the photos on their website of all four Directors wearing Afritin polo shirts! If that doesn't show commitment, what does? Seriously, I'm expecting huge returns from all sorts of Commodities in high demand for green reasons.

Obviously it is but what is there to talk about? ZIOC shareholders are a bit like mushrooms - kept in the dark. Not to mention going round in circles for years on end. I don't see discussing other investments as "ramping". It might be bad etiquette but so what? Why would anyone not be interested in fellow shareholders' investments and ideas for how to make money?

How about Cornish Metals? A Canadian company listed on the TSX under CUSN, they are planning to reopen the South Crofty mine in Cornwall. If they do it will be the only working tin mine in Europe (excluding Russia) or North America. But with an IRR of only 23.4% is it worth it? Of course, if the price of tin rockets the project would become much more appealing.

"When a bar of tin is bent, the so-called “tin cry” can be heard as a result of twinning in tin crystals; this trait is shared by indium, cadmium, zinc, and frozen mercury. Tin is the 49th most abundant element on Earth." I know I'm overdue a visit to Specsavers but I can't find any mention of tin on the POW website. Apart from that it looks interesting but did it really multi-bag last year or was there a share consolidation?

The trouble with selling is you may find it impossible to buy back in after the door is slammed firmly shut following suspension from trading pending the news we've all been waiting for. Bearing in mind ZIOC could be a 50-bagger from here I am prepared to sit on my hands for however long it takes. Many years ago I was so confident about ZIOC it constituted over 80% of my PF. Since then, and despite me increasing my holding substantially, it's now around 40% which I feel is about right for the risk/reward it hopefully offers.

No need to apologise for mentioning other investments! Some of us are desperate for recommendations. This week I bought ALS, PRE and TWD but 40% of my PF is invested in ZIOC.

DYOR and wonder why ROCK and RMM aren't rocketing and then explore rare earths . To their credit PRE are about to build a facility on UK soil which will only be the second one outside China.

The first of the herd has arrived! Be interesting to see how so few shares satisfy so many investors...

What can I say? Apart from even more patience is needed - imagine it as an elastic band! Hopefully when it snaps all our dreams will come true! I hate to blow my own trumpet but my other investments seem to do OK - ORR recently rocketed not to mention CRTM and IGAS. This week I bought ALS, PRE and TWD with a view to sitting back and milking them occasionally while they grow exponentially. Still waiting for ZIOC to fund a £630k mediaeval house in Suffolk where the second bedroom is larger than most village halls. It's just started snowing!

Everyone's heard of Glencore - maybe Pensana will be a global brand in due course? I'm surprised the SP isn't higher after news of the new facility they're intending to build on UK soil. Apart from that, the future prices of REE could amaze everyone - it's a simple matter of supply and demand.

A belated response to Saturday's Telegraph Magazine article about critical metals?

"15 months invested here have a fairly well documented view of how this always pans out." That was then but this is now! A lot of ORR shareholders thought the same and sold expecting the usual slump but the SP kept on rising after Mr Market finally realised their faith was very well-founded. What I've finally learned at last is: Sit on your hands! Having done all the research and identified undervalued shares it's a tragedy if you sell far too soon.

Does that mean you sold before it rocketed? Understandable with its past record but suddenly it's an undiscovered gem!
Whereas LOGP is a very undervalued discovered gem with a mountain to climb.

...after interest in buying Butlins. Obviously, SAGA is another leisure company of interest and it's worth a helluva lot more than Warner Leisure Hotels (wouldn't be seen dead!)

Loads more interesting posts than usual this week! Kongolasse's post has concentrated my mind while Popples' post made me laugh. I have nothing further to add apart from being a shareholder in ZIOC is worth nothing as Higher Forces are in play.
I may have even started to dream about Zanaga it's on my mind so much!
How about a surprise Russian bid which forces the Chinese to offer far more than they'd envisaged?
In fact, any "surprise bid" would be very welcome! I might even offer one myself. Presumably ZIOC is not obliged to reveal failed offers? If not, they should be.

I sincerely hope so! At the moment it's looking like I backed the wrong horse, but as we all know, impatience can be extremely expensive. As I discovered today after IGAS rocketed - I lost patience in December! With KIST and WCAT attracting speculative money it's a mystery why LBE and CRTM aren't. If the Herd ever discover LBE it could be extremely profitable.

Are you saying RMM is a good bet? I've lost faith in Gold and think Copper could be the New Gold. Last week I sold 66% of my holding in ORR and got my timing wrong yet again! Could've doubled my profit had I waited 24 hours.