Member Info for BlueGlow

Hi donalb,

Don't know what the issue is.

Maybe just pop me on filter.

Hi InJamesweTrust,

I don't really think of many of the regular posters here as investors tbh.

They couldn't even be described as a supporters club, who might at least criticise their team when it underperforms.

I mean investors are supposed to be somewhat anxious passengers right. They listen to the BoD's promises, then fret about performance, delivery and project management, and where possible hold that BoD to account.

Holders here seem to just dismiss unwelcome news, then invent some bizarre conspiracy to explain why the update they wanted is being hidden from them.

Then get really mad if you disagree!

I think for some it's become a reputation thing too.

That isn't to say things won't come good, but its a crazy way to treat an investment, lol.

What about the discussion regarding IG, leverage and PRD.

Do you have a view on that?

That's a stock you're materially invested in.

Information has been shared related to a broker's decision to pause leverage trading which can only be described as utter nonsense.

Does it concern you that fellow PIs are being misled at the hands of posters widely promoted as "expert"?

Have you wondered what investors who routinely present as proud LTHs with a visceral disdain for "traders" are doing with active leverage accounts?

Have you asked these "experts" how and why a broker manages exposure? Or to justify their misleading commentary?

Does it bother you that they advised you to buy at five times the current market price?

Have you noticed how they continue to mindlessly push the stock even as its forward sold into the latest equity raise. Then promptly hail that raise as both welcome and accretive, having previously denounced anyone who dared mention the prospect of such a thing?

Do you think these people are all playing with a straight bat?

Now you've got your "safe space", how come y'all back here calling people childish names again?

Canada goes into recession.

Analyst expectations of 1.5% growth way off as economy contracts in Q1, for the second successive quarter.

Charts: ASOS, CellBX, Ceres Power, First Dev, Georgina, Kendrick, Ocado, Raspberry PI, Strategic Minerals, Xtract.

https://www.youtube.com/watch?v=R59XG1CynD8&t=773s

Sterling:

The pound trading around $1.342, set for a monthly loss of over 1% against the USD.

EU, Inflation:

France’s EU-harmonised annual inflation rate rose to 2.8% in May from 2.5% in April.

Spain, inflation edged up to 3.6% from 3.5%.

Italy, to 3.3%, from 2.8%.

KEN,

https://thatstocksguy.substack.com/p/kendrick

SVML,

U.S. Department of War describes heavy rare earth supply chain risk as "a clear and present danger to our national security".

Looks cheap, especially after the recent update.

GAL,

Now with $100 million in the bank.

Ocean Partners UK Limited added 14,600,000 Units. Total holding 13.32%.

Eric Sprott added 36,364,000 Units. Total holding 18.45%.

Voulme comes from the TSX-V.

ALRT,

From recent RNS:

" Defence Holdings further announces that the first public comments from Chief Executive Officer Andrew Roughan will be published via the company's web platform and X account at 12:00 noon. BST on 1 June 2026.

The video broadcast will provide shareholders and market participants with Mr Roughan’s first detailed public comments since assuming the role, including further insight into the Company’s Operating Model, strategic direction, operational priorities and broader approach to long-term value creation across the defence technology ecosystem.

Mr Roughan will also provide updates relating to the Company’s commercial progress, including developments across customer contract activity and operational execution against the Defence Holdings strategy."

Question is, does the guy have something to say that moves the SP?

ORR,

Spike in volume, dont know why, but there's potential big news in the pipe.

Watch those warrants, but the right news should blast straight through them.

SML,

Baron Investments:

"STRATEGIC MINERALS #SML at current valuation levels are a sitting duck as one of the highest graded Tungsten plays globally with the deposit remaining open along strike and depth! A multi decade mine life, an orebody that very likely expands and £Billions in cumulative free cash expected at a fraction of todays metal price.

One has to also note that holding TUNGSTEN WEST #TUN (which soon goes into production) is set to make much of its market cap in free cash each year! Analysts are already talking about how it's going to distribute as the optionality will be immense (production capacity, dividends, buyback but also M&A). Zeus in their recent report highlighted that at just $680/mtu the company will make free cash of $100m per annum but pricing right now is c.$3,000/mtu!

High profile investor and Australian billionaire Greg Coffey (“the wizard of Oz”) owns 3.34% of Strategic and 15.57% of Tungsten West. And fwiw, Coffey recently provided funding for the first phase restart of fines gravity processing at Hemerdon.

Very very happy to be in both and I'm sure it's not just me?"

Https://www.youtube.com/watch?v=fXoV09OGJws

Hi buddy,

Yeah, i also added a few :)

The price action on gold is causing drag at the moment, rather than any operational issues.

Gold looks more likely to touch $4000 than $5000 at the moment, but that can quickly change.

UBS, J.P. Morgan, Goldman Sachs, etc are all forecasting gold around or above $5,000 EoY.

Also, yeah am good, hope you are ok too.

Oil:

The White House said: “This report from Iranian controlled media is not true and the MOU they ‘released’ is a complete fabrication.

Oil:

WTI crude oil futures plunged 6% to $88.3 per barrel after Iranian state television said Tehran is committed to restoring commercial shipping through the Strait of Hormuz to pre-war levels within a month.

BZT,

Finance to facilitate production expected shortly.

HH88,

AMRQ:

https://thatstocksguy.substack.com/p/amaroqs-future

Looks cool :)

Axios reporting that Iran has given the U.S. a new response on draft peace deal:

https://www.axios.com/2026/05/01/iran-peace-plan-response-trump

No details yet.