Member Info for bonker99

Re LLOG:

Bigger is bigger.

This is the big break mate - 280-300p obviously the next stop but watch the POO - I think they're going to gun it from here and I do mean gun it ...

Must..have..inflation..

Sure.

See you at £6.

Right on cue:

US Embassy Jerusalem:

"On February 27, 2026, the Department of State authorized the departure of non-emergency U.S. government personnel and family members of U.S. government personnel from Mission Israel due to safety risks. "

Stay frosty.

It's not usually a good idea to ignore charts like this - another monthly close today of course:

https://x.com/bonker99/status/2027332351521333660?s=20

Straight to 280-300p from here mate unless they reverse her sharply - maybe much more than that by H2.

New yeah high today - must mean something.

Kerching.

Keep the faith.

Great site and presentation.

Interesting trade at 16:23:28

Cupboard running bare??

False flag coming this weekend then fo sho.

Nice close.

NEW - House Democrats to force war powers vote on Iran next week, requiring Trump to terminate military force against Iran unless explicitly authorized by a declaration of war from Congress — AP

Have it.

@Garp01 - I've mentioned the c105p-125p target range before.

Some chunky trades (both ways) at upper 50s as you would expect.

Apart from an implied breakout @ >57p, I note that the three prior weekly downturns all bounced off a c51 RSI, clearly implying tremendous buoyancy.

It's not up to me whether we finally get an even more bullish higher lows/flat top formation next but it kinda looks like it real soon - not sure how you generate sellers here tbh. Think they're trying to bore people out but are also losing shares at 50s in the process, they'll have to bid to get those back at some point ...

I'm not kidding re the chart chaps - arguably we're over the line already and the MMs are just waiting for you to send her back into 60s+, never return to 50s again.

No promises.

I agree entirely re adding some froth to the known numbers - it only makes sense given the mammoth rise in pricing since then - anything up to double prior numbers is reasonable re gut feeling IMO.

It may even account for the delay ......

I wouldn't wait until Q2 if I was you.

https://x.com/bonker99/status/2026965845767860659?s=20

At at least 2x the cost I imagine.

A lorra delayed very chunky buys - got a £20k II buyer perhaps.

Time will tell but it's not just about the quantity (huge) here but the quality (off the scale).

Specialist applications, as noted in this January RNS, will yield premium pricing that could also bend the DFS NPV numbers higher.

It's the combination of size AND quality that really captured my attention here:

Highlights

· Purification testing upgraded all Orom-Cross products to 99.99 carbon content. It is extremely rare for purified graphite to achieve these 4-nines.

· Four-nines purity is considered the highest purification grade possible and is required for lucrative defence, nuclear and specialist energy applications.

· Independent European processing confirms non-Chinese purification capability.

· Alkeemia's process offers a cleaner, lower-toxicity and lower-carbon alternative to conventional Chinese technologies.

· Independent testing by a specialist European firm strengthens ongoing offtake discussions and opens additional sales opportunities into European markets.

· Discussions with Alkeemia regarding potential direct offtake and European purification arrangements.