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Of course he has 'every right' to post whatever nonsense he likes,... just as I have every right to mute him :)
Thanks
I'm invested here and come to this forum occasionally to check others perspectives on new developments - every time I spend about 30 seconds on the page before posts from Wise Owl get too much for me and I exit... any idea how i can mute somebody? Is it possible on LSE?
Will defo be topping up when ISA refreshes. What an incredible entry price for new investors...
- Financially backed by US Government
- Network of relationships in key markets
- Supported by local government
- Huge graphite deposit
- Forecasted supply shortage
- Experienced board
- Sub 10M mCAP?????
Dont know if this article has already been posted, but i just think patience is required here. AIM stocks tend to drift down when news slows as people find other opportunities and sell smaller chunks .
https://www.reuters.com/business/autos-transportation/auto-firms-race-secure-non-chinese-graphite-evs-shortages-loom-2023-06-21/
What the Optimized Mammalian Antibody Library (OPTIMAL) is, and how the market will use it?
I've read a few different reports and still don't really understand it
Became interested in this share after reading a post online, but want to make sure i understand the growth opportunities first....
Update - 6M raise was from another AIM company not BRES - but the point remains, this project is very undervalued with its current MCAP
Market cap = 10M
Roughtly 6M in the bank from the last raise
Suggesting this entire opportunity is currently valued about 4M?
Absolute bargain - top up whilst you can, this could be a 10 bagger within a relatively short space of time.
Funding was the biggest risk IMO and BRES are now in a great position with multiple parties interested.
GLA
Thanks Master, looks very promising.
Can someone explain why they are so certain this document is relating to the LP?
looks to me like its related to acreage around the proposed oil refinery - nothing to do with Heron.
Is Mongolian Oil Refinery the same site as Heron then?
I'm also tempted but also feel i've already over-exposed myself to this stock hmmmmmmmmmmmmmmmm
The cheapest bank in an already undervalued banking sector in the UK.
A Robust balance sheet which will easily weather this isolated storm
Hefty share buybacks increasing the EPS
A no-brainer imo. Benjamin Graham 101 - a profitable business in temporarily unfavorable market conditions.
Top up while you can.
So my understanding of the next steps
- April / May - Results from feasibility study
- July / August - OEM study complete
- September - Dec - contract negotiation / operations initiated
2024 = cashflow begins
Assuming the results come back positive ofc. Anything i've missed?
What are the chances the Mongolian Government delays the Land Permit until the refinery is up and running next year? Isn't out of the question IMO
I'm questioning the timing as well .... if we know the LP is around the corner why raise now?
To give the large holders a chance to get in cheap before LP?
Or to change the narrative to focus on Velociraptor, prior to bad news on Heron?
Is there any chance Velociraptor will face the same issues with a Land Permit as Heron? Thanks
Anyone have an idea of what the potential market cap of a company with this much oil would be?
In a best case scenario where all licensing is granted
thanks
Taken an interest in this stock of late, but i must admit to being a complete novice with regards to mining stocks.
To me, it appears the risks are as follows
- Risk of Graphite testing coming back negative - (appears fairly unlikely based on CEO comments)
- Risk of political / administration problems in Uganda (appears fairly unlikely based on recent one-off authorisation)
- Risk of a funding partner shafting the company with interest (highest risk imo - but if enough diverse interest followings follows testing then the marketplace should protect the investor.
Obviously there is a risk of losing everything here but based on all current insights that seems a low probability.
Further, the reward appears to be a huge upside, easily 10x over in the long term.
Any veteran mining investors on this forum who can tell me what i've missed?
Sold at a huge loss here 60%+ making this one of my all time worst picks.
After considering everything I just don't have enough faith in the leadership or the product. I feel mislead by the initial RNS suggesting "recurring revenue flows of a significant magnitude" as well as the initial placing price. I even think "AI" is a little misleading. What artificial intelligence is actually employed in the product? After looking at the presentations it looks more like it is just tallying up buzzwords from reports.
I'll kick myself if this shoots this year but I just don't have enough confidence to wait around any longer.
GLA