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So Wolfy you admit that all you have is a hunch, yet you have posted it as some form of fact atleast a dozen times.

WRT the recent fall, don't you think that is due to the confusion around the departing CEO, rather than a large seller.

Since the initial panic, the price has hardly moved at all

In addition to processing our own tailings, I wonder how many of the other small mines in Mineral County we can do deals with?

Not so sure about your analysis metalmickey as technically the shares have been in a downtrend since the start of 2021.

I'm not sure how first revenue can't be seen as significant either.

Southcoast

I've said a couple of times now that Debenhams in a year or two could easily be worth more than the total Boo current valuation.

If the growth we are seeing now continues then that time period could be considerably shorter.

The only issue is the short term possible effect on overall revenue as Boo don't report Debenhams GMV.

In the meantime we are suffering a stupidly long sequence of red days with stupidly low historic volumes, either someone is trying to accumulate or something will have to change

I don't think Sheffield has the capacity to manufacture, it is pure distribution as far as I'm aware.

The capacity in Leicester was tiny but will save £ms per year.

One of the reasons for our lack of profitability at the moment is that we are using significant air freight to support the test and learn model. It will be interesting to see how the impact of falling oil prices benefits us.

It's also why Debenhams and Karen Millen are so important going forward, as I'd suggest their business models have significantly higher margins.

Interestingly, the similarweb stats for December are now live and for the first time ever Debenhams had more visits than Boohoo and a record number or visits to Debenhams.

Interesting update ahead potentially!

Interested to hear where people see fair value once we have the final permit

My view is around 0.25-0.3p

Great news, we should be cash generative in a few months with hopefully a still high gold price.

The market cap should then relate by hundreds of percent!

Great news, we should be cash generative in a few months with hopefully a still high gold price.

The market cap should then relate by hundreds of percent!

I'd agree it's good to debate all risks as well as positives.

However, to compare this to HZM is more than a little silly.

I don't know why anybody takes broker analysis seriously.

The stats say less than a third of them prove to be correct.

In general they tend to be atleast six months too late, I do think junior miners have bottomed, certainly in gold and lithium

Wolfy why are you still banging on about this mythical seller when you have offered no evidence that they even exist.

The cancelled trades are far bigger than the couple of 1m trades, maybe you could start a conspiracy theory about those.

If there is so much selling pressure why is the sp stationary?

And if you could differentiate between "their" and "there", it might be possible to take you slightly more seriously. Actually, thinking about it, it wouldn't!

I've been watching this for ages and just bought in today.

Can't believe how much it had fallen with the potential in the projects

Looks like the bottom is in ( I hope!), good luck to all and hope those underwater still make a good return

James it's good to have an open discussion

If you read the information about the innovation pathway, it's an initial six month period that can be extended in three month bursts.

We know we were offered the place in June, but we don't know when the case officer was assigned and we don't know if the extension, if required, has simply been rolled over.

If we were extended then I don't view this as requiring an RNS as we are already on the pathway.

It has also never been the case that the pathway would lead back to the sandbox.

For me we are part of a programme until we are told we aren't, anything else is just a waste of energy

I believe IOCA has been created as a standalone subsidiary so that a stake in it can be sold if necessary. Happens all the time

Wrt the Winsfield thing, surely any upfront payment will have to be modelled into the DFS, so let's wait and see rather than fret unnecessarily

The BRC represents bricks and mortar retailers predominantly.

I guess this article backs up what was posted yesterday about bad weather driving trade online.

Thanks for confirming Spideystreet

Shame to see a pair of tools trying to spoil a good thread

Looking at the sp and trying to apply any form of supply and demand analysis here is beyond a joke.

Just look at the close today, down from 8.5 to 8.36 on a sea of buys and a couple of large after hours trades.

Big boys won't pay a fair price and the market is run for them. It's one of the reasons AIM is dying as the market slowly eats itself. Too many people are becoming too wary of the games that are played.

We are now back to the sp when the MRE was released, the good thing here is the fundamentals get better and at some point the sp will follow suit.

Exactly on cue the spread parachute is deployed again!

It's so stupidly predictable.

It may not be one large seller anymore, it may be MM play to fill a large order

Thanks that's an interesting read Dip.

Where UFO may fare better is that the timescale is so compressed here, from DFS to mining in months not years. This may stop the boredom factor from setting in as there should be a regular flow of news.

It's impossible to say where GSt will be in five years time. My personal view is that it will likely have been bought out.

I'm far more interested in the next couple of years.

The building blocks are being put in place for a £50-100m revenue business imho, which will still be fractional share of a rapidly growing market.

What really excites me tho is the way the BoD don't make a fuss, they just quietly go about delivering the strategy they have outlined. It's a rare gem of a business that has the confidence, experience and ability to do this