Member Info for BuyToHoldForever

If they are serious about a big boys listing then they simply have to go to NASDAQ.

Pick up a ready made clean SPAC with some surplus $, some heavy hitter US tech NEDs, and no assets which needs something real to reverse into and go for it

The market cap uplift would be off the charts

Expect a melt up DOT and LIDO both surged tonight. Polkadot is the next Etherium

Just wow....DOT becoming very exciting place to be. Good call by KR1 management. Bounceback like an elastic band

You won't know what day that is - it could be any day between 1.2.2021 and 30.6.2021.

I have a feeling that US investors may have a better feeling for the timing of FDA decisions - share price will reflect this

AN wants to get this to £8 - £10 a share

Big reversal due tomorrow with bitcoin correction quickly over and polkadot sniffing $10 again.

HL telephone only dealing on KR1

ARB is great, but those with a lower risk perspective will be attracted to KR1 on Aquis which is incredibly undervalued compared go their crypto assets and track record

Excuse my lack of knowledge but how can someone else buy Paraytec for 5 or 10 or 50 million when it's 100% owned by BRH and not for sale?

drop out the deduction for BCN shareholding and your numbers are right. The upside is 10x. But if they can acquire the other 50% which is in administration then the upside is 20x....and they could also look to fund the capex at project level. Combination of snr debt, jnr debt, grants, plant and machinery vendor finance and offtake partner equity which would result in higher returns for ZNWD shareholders as it would minimise any further dilution at plc level. Heck even the Federal Government may get involved strategically - they put €375mn into BioNTech in September!

Three things will make this go into the stratosphere (1) deal to buy the solarworld 50% (2) offtake agreement with a major vehicle OEM - VW Group more likely than Tesla and (3) project level funding for the capex

Am particularly excited by the potential for Polkadot at KR1 given it's tiny capitalisation vs BTC

Bitcoin up 10% from the flash crash. Weekend media reports that the Chinese government have taken a massive position in cryptocurreny via PlusToken.... 194,775 bitcoin, 833,083 ether, 487 million XRP, 79,581 bitcoin cash, 1.4 million litecoin, 27.6 million EOS, 74,167 dash, 6 billion dogecoin, and 213,724 tether. If the Chinese state decides to park these for the long term, it will lead to a re-rating of crypto currency as a serious asset class. KR1 remain under-noticed, under-appreciated, under-valued

EMH shares have doubled in value between 4th Nov and 6th November and continue to fly on the back of the value of the Cinovec lithium resource being recognised as strategically important, probably to Tesla.

EMH expects to produce 25 k/t per year
Piedmont expects to produce 23 k/t per year (for Tesla)
ZNWD expects to produce 32k per year over 30 years, but currently only own half of that so 16k net to ZNWD

Piedmont market cap $340mn (£258mn)
EMH £36mn
ZNWD £12mn

Result is a market cap per tonne of expected production as follows:

Piedmont £8,000 per tonne
EMH £1,440 per tonne
ZNWD £750

So ZNWD is now valued at HALF the value of EMH, for what is the German side of the same fault line lithium deposit, but in a safer jurisdiction and even closer to the German car industry

EMH should be worth 5x more than current value if the value of Piedmont lithium is applied. So if Tesla become an offtake partner on the Zinnwald/Cinovec project, the upside is > 10x fold. While EMH has a long way to rise, so does ZNWD on the other side of the border.

guy looks like a total amateur - glances over the cost of extraction with a Tesla environmental argument which is way too happy clappy lightweight, but not grounded in any commercial understanding of the importance of cost price. Also, no mention of the funding situation, capex, DFS timeline, gross margin, whether EMH mine has more lithium than Tesla would require.

Has anyone got a number for Hargreaves Lansdowne - have been trying to contact them for a week via secure messaging with no response. Just trying to get a/c sorted for the divestment of Loch Tay Gold

This one has a very long way to run before it becomes fair value

Assuming the AGM approves the proposed deal they will have:

50% of a lithium project in Germany, with a good chance of getting the remainder
NPV of the project, net to Erris shareholders of £190mn
£6mn of cash / no debt (placing, existing cash, cash at target)
A de-merged gold project at Loch Tay

Erris can also buy out the 2% net profit royalty for €2mn so the truth is that they got their hands on the Zinnwald project for song

Bacanora has shed about £24mn of market cap since the deal was announced so that equity value is going to go somewhere - I reckon that after 26th October formalities it will appear here as Mr Market starts to put a true value on Zinnwald

Strong buy up to £25mn market cap

A de merged gold project at Loch Tay

this has been manipulated down...whoever got in or set the placing price is now happy to let it go again

could they merge with AMGO?

Gold grades....they call Red Lake Canada's "Fort Knox" for good reason - the amount of gold and concentration make this project exceptional, hence the core shareholders they have in Eric Sprott, Rob McEwan, Anglogold Ahanti and Newmont.

good post - completely agree. That's why I got out of POG and into PUR. Safe jurisdiction. Enormous upside, net cash, huge cash margin as gold price takes off. Paper currencies are being devalued all over the world and interest rates could turn negative. Gold producers are the place to be. I expect a 10-20 fold increase here over the next few years as they execute the strategy