Member Info for BOJO2020

So if you don’t know, lots of private investors correctly identified this as over sold last year @ 16p.

Relationship with Morrison’s etc.

Handy for food and essentials and no ques... makes sense!

Recovered to 55p so very good. Then the results came out and which were appalling. Truly horrific!!

Most sold but some walked blindly towards it (believing as other did previously) without doing research and it looks like they have been burned again as the pre lim results are fairly bad.

However, this would be a buy IMO @ 23p ish. I have always thought that if the circumstances are right then Morrison’s may step in. That is not particularly likely but it makes a degree of sense.

MCCOLLS have a lot of structural debt from store acquisitions but the appear to be recovering slowly.

Don’t get me wrong, this is a dog of a share but it may yet have its day! Plenty of research required.

ATB

https://twitter.com/botswanadiamond/status/1373894131685146625?s=21

Added this morning on interactive and went straight through!

Good Luck!

Bought 100k shares as a pure punt. Price might move quickly??!!??

https://www.lse.co.uk/rns/BOD/diamonds-recovered-from-thorny-river-g6s1390u49jeoah.html

I hold BMN yes. That is a different investment case. For them it is not as easy as just digging the V out if the ground so they are having to evolve. That is leading to some pretty smart ideas IMO.

Aside from BMN I am invested in to assets that are very similar to FAR. Held FAR previously but not any longer unfortunately!

I think the interesting thing is how Davis will convert the shell.

Remember to make a market you need competition. However to be an investor you can hold more than one stock.

SP28,

There are other producers that have similar resources. No point kidding ourselves that this is unique...

clock face have you even read the posts from members here about licenses? Have you followed the links??

What is it exactly that you don’t understand?

We have applied for licenses

We will be told when or if we get them.

Failing that check the links that I and others have posted if you believe CB is not releasing information.

I am holding onto BMN as ESKOM contracts are up for grabs. And btw, Sir Mick Davis was formerly ESKOM chairman. Born in SA I believe and so the plot definitely thickens. The question then is how relevant this is to IES and BMN.

Below is a link to an intended page on the Next Source website, but if it takes you to the homepage I strongly suggest you read the Next Source news on TSX by scrolling down slightly. It explains the deal in fine detail. Also gives a good back ground on Davis and more importantly his view on the wider market including staying in step ahead of Chinese. I do not believe such information has been declared to FAR holders so this is a major heads up IMO.

https://www.nextsourcematerials.com/posts/nextsource-materials-appoints-sir-mick-davis-former-ceo-of-xstrata-chair-of-the-board-and-successfully-closes-initial-tranche-of-strategic-investment-by-vision-blue-resources/

** say I meant

I know I for one need to figure out the status’s day interpretation; so for example Merit, what does that mean? Sure it is all common sense but may send an email so they can tell how to read and interpret the info. No point guessing when money is invested.

ATB

This may be of interest.

https://twitter.com/secgranholm/status/1372288127965003776?s=21

Saw that Troajan. Ex top AA executive in on the act too!

I’d have paid 19p ish for FAR but there is no way it is worth 43... Too Vision Blue on the other hand they have put one over the Chinnese. A £2 billion dollar mine gives them a big say in the market.

Just reading Next Source latest RNS. They are arguably better than FAR and bobbing around 20p.

Just received first instalment to build graphite mine. Vision Blue would own 37% by second instalment. need Nolupus to help me research this. It’s all above my head!

Also Armadale (Graphite) look very interesting. Just trying to find out about funding for mine build.

Fek,

Quiz question.

Who was the former Chairman of ESKOM...

If you don’t know you may not like it!

Glitter we are Mercator

Thanks LW,

We are on the right track now...

AG, the info I provided was the near latest but no harm done as LW has provided the very latest information from what I see. Together we have proven that CB isn’t hiding anything!

I believed this information would be openly available to a point (in time) so that WE can scrutinise it for ourselves and make better informed decisions. Quite frankly I was becoming tired of negative sentiment which I felt was no reflection on ECR. Now it appears I have been proven right to hold happily but I will chase more facts for myself in future (it takes mere moments).

I really don’t see why worried holders should not follow this up with an email enquiry to the authorities relevant to our questions in the future. All to easy to do. What with dialling cards offering telephone calls to Aus from a penny a minute, You might call them up Monday! Tell them to get a wiggle on.

Anybody thinking of selling may wish to have done research before selling? Even better before buying... Just an idea. I know I should never have sold FAR. That really hurts lol. Happens to us all I guess.

ATB

Been with ERR 22 days so not surprising we have not heard anything. Other applications listed yet to be accepted. And yes I did say applications which means the application pack! Doesn’t mean rejection. So this obviously takes time but I would like people to start discussing the available facts...

You can make a start with ERR

https://earthresources.vic.gov.au/__data/assets/pdf_file/0003/611877/Report-3-Licence-Applications-202011.pdf

ATB

That’s just crazy. 40p! I am not bitter lol

Thanks Balanced,

Plus website is very good. Compare this to ECR where the is no news and also a NDA, it has a lot of information. Definitely a good sign as ALL potential investors can do their own research easily.

I am trying to find out how they intend to build the mine (physically). This will relate to timelines very significantly.

http://armadalecapitalplc.com/

Also regarding Next (TSX) it has graphite and Vanadium play. The V is very high grade and does not need roasting. At .33 cents that equates to 19p by my reckoning so is a far better buy than Ferro at the present time.

Again Sir Mick Davis is clearly looking at EV’s and Vrfb and other storage batteries including lithium. If Vision Blue (his company) were to ever go public it could be very very interesting. They have business partners that have just listed.

Not suggesting that you or any one else should feel inclined to buy but it shows how dynamic this space is.

One thing is for sure, EV’s are going drive mining over the next 10 years. Once there is parity in sales between combustion engines and electric motors the game will be up for conventional vehicles. That day is coming fast apparently.

ATB

Having a good look. Grades are the right levels. NPV interesting and feasibility etc.

KABUNGA selling but has warrants @ 2p ish so buying opportunity over the next period. Not seen licences awarded but only looked briefly.

Would be interesting to see how long set up would be if they can achieve funding.