Member Info for Bmeister

Surprised this didn't rise yesterday after finally getting some good results with almost record high season CPO production and very strong selling prices with May looking strong too on both fronts. Cashews back to full production too. I guess people have lost faith with this share which is why it's not rising but for me I at least see us in a good place now after waiting so long for the cashews to be fully up and running and CPO production back to normal/high levels. The news this morning makes sense with the higher interest bond being worth it giving the 2yr grace period to start paying it back and looks to me like they have some interest in buying the business so being open to a takeover/sale makes sense and probably the only way us log suffering shareholders have any chance of getting our money back.

Surprised this didn't rise yesterday after finally getting some good results with almost record high season CPO production and very strong selling prices with May looking strong too on both fronts. Cashews back to full production too. I guess people have lost faith with this share which is why it's not rising but for me I at least see us in a good place now after waiting so long for the cashews to be fully up and running and CPO production back to normal/high levels. The news this morning makes sense with the higher interest bond being worth it giving the 2yr grace period to start paying it back and looks to me like they have some interest in buying the business so being open to a takeover/sale makes sense and probably the only way us log suffering shareholders have any chance of getting our money back.

Most of the rise came on Tue because of the TETE JV being voted through and the prospect of £10m coming to MBO. i'm sure some jumped in thinking the licence was complete and will see a dip this morning but regardeless, this is still undervaled just on the TETE deal alone and more news will be shared as the conditions for the licence become met. The Q3 timeline to become a bank mentioned in the article shows they must be confident of meeting all the conditions pretty quickly. it's always a wild ride with MBO with so few shares available.

Agree doubt we will get a reply but it might make them do something and in this case RNS the confirmed banking licence which was previously only communicated as provisional

Let’s not do ridiculous price predictions and just let the market decide. You can email the CEO: har@mobilityone.com.my although the last message I sent him in early December about giving the market more updates and how poorly the share price was doing didn’t get a response.

Agree that the TETE announcement was already priced in a bit but still think the $100m plus revenue we aim to deliver has been missed and if this is high margin (and we know MBO like to downplay any revenue) then this could improve profitability substantially. The banking licence should be RNS’d but I’ve been invested in this company for a long time and they are not the best at delivering RNS’s straight away

Won’t be long now until we are back to recent highs. Drop was way overdone but think that was people panic selling after they had seen their profits increase 1000%. This is a long term hold for me. Well run company with a huge resource which hopefully they can double production within 2 years at relatively low cost ($120m) and that’s not taking into account TS which could be a monster resource and we are waiting on that. Record 1st quarter results will hopefully be released in the next 2-3 weeks. When this moves, it moves quick because of the low free float so would add more sooner rather than later

Very disappointed with the half year report this morning and always seems to be a different excuse. Was able to sell 500k today (so maybe this buyer is still accumulating) and will hold the other 500k in case something interesting comes from this buyer. Had high hopes for this share but slowly losing patience

well after calling me bull**** after being quite polite to you mxd, i hope (but don’t expect) that you will graciously accept that we are now moving forward and all your comments about it will get delayed again and never happened have not materialised. with this cash and the islamic bank licence, this company could become a serious player. their tech clearly works and is in demand and they just need to monetise is it which is what they are finally doing. i’m excited for the next couple of years and where this goes. it will go down at times as people are just after a quick windfall but after being here 18m (yes, not quite 2years as you mentioned mxd), let’s see where this go (already predicting mxd will say 5p again 😂)

Well I have been in this share for 2 years with my 1m shares and have had my doubts that the TETE JV would ever happen but now it looks like it will once shareholders approve. It's sad that posters like mxd who have been saying for months that it will never happen and we will get another extension in August, can't just accept that they got it wrong and congratulate holders for taking the risk to hold on and be happy that the risk has turned to reward. I guess mxd must be shorting the share. I bought in initially because it was a £230m revenue company that clearly had potential if they could monetise their technology. We shouldn't be predicting prices here though and the market will dictate what the value is here but at least i'm not the only one now who can see the potetial and like every financial report the last few years say, the TETE merger will materially change the finances of the company. It's been a wild ride so far and will be going forward but after 2 years in this watching no trades for days on end happen, i'm glad I stuck by and the next few months should be very interesting.

Interim results to June 25 now look much better. They don’t need to lift FY25 results until end of June so now the correct interims are out, I can’t see why they can’t lift the suspension. Let’s see..

Yeah it's very quiet here and the ADVFN board which used to be very lively is also very quiet. I think there's still some people taking the profits from when it was £1-2 which is holding it back a bit but agree this should be higher and we are just priced in for what we are producing right now and the huge resource we have and expansion plans are still not being recongnised in the share price. That's why I do think other companies must be circling. Miners like FRES must surely be interested in acquiring us at this price with the resources we have. I wish we would release Teren Sei resource and not really sure why it's taking so long

A lot of buying today for such a small market cap but yet the ask and the spread has not changed. Very strange. Hopefully good news next week on Utsi sell which is worth more than our entire market cap

Strange to be under £15 with gold back over $5koz and seems other gold miners have already recovered quicker after the gold pulldown. Let’s see what next week brings but should soon get confirmation of extension of mining licence for TS and with it the mining resource potential which should be in the million of ounces. Still think we are a takeover target given how many Chinese are buying Kazakh miners recently and the sheer resources we have no to mention that massive profits we are printing currently. It would take a lot for the owners to sell though but everyone has a price.

Nice to see you in here Laura and this is another one I’ve been in for a few months at 0.27 and done nothing but hoping now for a similar MBO (which I’m still in) rise. Shows it’s worth being patient with these tiny Mcap companies and thus has great potential with rare earths. They may also sell the business for a quick profit which I would take.

I also bought a few more yesterday as well and gold is on the move again and now almost at $5k. While the market may not have woken up to the potential here, i've no doubt some of the bigger players are aware of the resource and potential here and still think we migh get a takeover offer the family can't refuse. I saw FRES have just bought a gold exploration company for $555m and that is not even a producer yet or making any revenue so buying for it's reserves and potential to produce in the future. Our reserves and more than doubling of production in the next couple of years is not priced in at all to the share price yet.

I disagree and family shareholding is a positive in my view (prevents low takeover offer) while Kazakhstan has a low tax rate compared to other countries who are increasing it to make more money from precious metals (Zim, Chile...). So H2 revenue is $105m and profit before tax should be ~$60m taking 2025 to $95m. 2026 PBT should be ~$140m at current gold prices and then add in the resource and opportunity to double production for a modest $120m means this should be valued much higher (despite the rise).

Seems like someone is selling up as it was £17 at lunchtime yesterday. Must need the money or some people selling on news as results were great, exceeded guidance. Maybe some don't like the guidance for this year which is same as 2025 but Altyn have always been very conservative with their guidance so they exceed it and with AISC of ~$1,100, they are printing money at the moment. Expect a rebound and once they announce the doubling of production plans for a rather modest $120m then this will fly as still hugely undervalued

Really looking forward to Q4 results which should come next week. Should comfortably beat 50k guidance and with one of the lowest AISC of around $1200, we are literally printing money as we speak. Do wonder if they will announce a dividend although they are also needing to build up their cash position to fund the doubling of production in 2 years time. Still under the radar despite the rise

It should be possible still but is a hassle and may take some time. This is what they said in their RNS when they were delisting from AIM:

The Company is responding to requests from shareholders for information on how they may continue to trade the Company's shares on the HKEx. A shareholder will require an account with a broker who is authorised to trade shares on HKEx. The Company notes that some UK brokers have international trading divisions that are authorised to trade on HKEx and it recommends that shareholders speak to their existing broker in the first instance as soon as possible.

For shareholders who require an authorised HKEx broker, the Company has identified Silverbricks Securities Company Limited ("Silverbricks") in Hong Kong which will open brokerage accounts for shareholders and facilitate continued trading. There is no minimum shareholding required. Shareholders will need to complete Silverbricks' account application form and supply requisite supporting identification documentation ("KYC") in compliance with Hong Kong securities law.

The Silverbricks' application form and KYC forms are available for download from the Company's website:

http://chinanewenergy.co.uk/uploads/soft/200615/1-2006151R250.docx

Mxd - At least admit your 5-6p prediction most of your posts kept talking about last week hasn't materialised this week.

Nice gradual rise each day now which I actually prefer to the huge rises as means less traders and more people with sticky hands who know what this is worth.