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Agreed, but now is not the time. Not only is GGP 3 weeks away from the most important announcement of their existence, which if its the right one will multi bag... but if they sold here it could have a very bad knock on effect on their SP. There again.. I am biased.. being a holder of both.

Cheers Maverick. I think Ni prices will and are rising on this, and there is a trend in the making. I am not a believer of the price going over $15k/mt personally so am making my forward calls at a max of $12k.. lets see. Exciting times to be in any metals producing business I think.

Thanks for the research note. I like a lot of what you have put there and it is getting me interested (again) I would say though, you and everyone reading this should disregard any bank's price forecasts, especially UBS. Anything they forecast is, from my experience, in their own interests. I am bullish Nickel and have traded it at much higher prices in the past but wary of held back supply and over excitement of the whole EV scene. Personally , any forward calcs I will be doing will be maximum $12k/mt and if it goes over that, then its a bonus.

Agreed. Its one of the many missing things here. having been in this share for some time, and reading the news or rather the lack of news that comes out, I have to believe that this has been played down for kemet to buy cheap

Thanks for the replies. I have a lot of shares because I believed the story and the potential. Slowly I came to the conclusion that we were being fed a lot of BS and too many gaps in the story of their progress. I'm still in it because the bandits involved in this company need to make money out of it so we can ride their coat tails hopefully... Good to see them back in I suppose but we need to watch the register closely.

LTH here who has managed to turn a 100% profit to a 50% loss on good old KENV. Interested to see that Tracarta (Co dissolved in 2003 so I guess I am missing something), has been busy this year in Ironveld, SMA as well as out and in to KENV... http://www.investorease.com/company.php?disp=major&epic=IRON&holder=Tracarta%20Limited Is this good news ?

Very sad to see the price down here, and still no idea why. I'm starting to lose faith and ive kept strong for a long time... Any constructive thoughts out there? Might have to put this one in the dogs home

Agreed. You mentioned Newmont as your reason for the switch. I think their other properties are excellent a reason enough to own these shares, but the Newmont outcome will be a binary event and if its a no..then wouldn't be surprised to see them back to 30 again. FUM is a slow burner but hopefully we are on the home straight....I hope so.. they are almost my worst share in my portfolio...VAL being the absolute dog of dogs...

Matt... I own both shares... FUM down 60%, GGP up 90% so I can see your reasoning and logic, but just be a little careful in assuming that Newmont will find anything/offer a JV/ buy out. They are doing their own survey and there is no info in the public space on it so if you are being told otherwise don't believe it. Personally I think they will find something good, but its a lottery ticket. FUM will come good eventually.

Thanks for that. Everything good with that except that it comes from Macquarie bk who have little good reputation these days. If you ever trade ASX stocks you will know. However, IMO the SP is worth well in excess of £1 so will not argue with them. Very pleased to see it getting into the public space finally.

if you look at it on a chart... up 4p is just a blip and is of no consequence . To say this share is oversold is an overstatement of massive proportions. However, good to see it bounce and with it I think a confirmation that a low is in place. it could be that there has been a buy recommendation put out somewhere, and lucky those who have read it and getting in here. I would be adding too but as a rule don't add to loosing positions unless a scale down was the plan. This is the future, good to see that finally some one has woken up to it

I'm down 40% on my investment and don't really understand why. Sure there's been delays but the technology is proven and working and most importantly...generating income with a lot more to come. How the Sp is down here is one of life's mysteries. I cannot and will not sell up because it will become a most excellent stock to have eventually...

H5O... fwiw, I had a similar experience with HSBC with the ECHO consolidation. They said they did not recv the new shares, almost a week later than everyone one else was trading them. As I wanted to sell them asap that became an issue. Eventually they did list them and I sold them straight away... I made less as a result so I complained and I just today got a letter of compensation from them which covered some of the balance... not all, but it was acceptable.

depending on the platform, to actually buy shares you need to bid them as for e.g. Best invest will only fill a sell order if it is bid there.. they wont leave an offer in the market. I guess whoever the buyers are , they are realising this and trying to quietly get those sell orders without alerting the media.... going to be a fun close me thinks. Unless something really silly happens I am taking these shares for the long run and see what transpires. I know that the Malaysian jurisdiction scares some but they are a very high profile company and getting more so day by day so they aren't going to do anything illegal. Our shares are our shares. Nice to have crossed paths with you chaps.. and good luck to all punters.

Lunchtime or the lull before the storm ?

I reckon they will relist next year on NASDAQ which is much more Tech Co friendly and a much wider audience. Their AIM experience hasn't been a good one, so cant see them wanting to come back for more of the same..

I looked at that, but FXI doesn't appear to be included.. can you tells us what the number is please ?

If you don't mind being not able to see the daily valuation for a year or so, to be able to buy here is an absolute no brainer. its really about cash flow. If you can spare a few grand, I think its worth a punt...In theory a many bagger.

If you do.. can you keep us in touch ?

I guess its all about which is the bigger position...Longs don't have to get out, so long as they don't mind being locked up for a year or so..but shorts HAVE to close today.