Member Info for Cevodniya

Col80, it's such a shame you played the typical amateur investor strategy of selling your initial shares and running with Free.

This strategy is the exact opposite of serious wealth creating professionals who buy into a serious percentile growth

When you sell your 3 million at 10p, work out the cost of your decision.

Unbelievably stupid

Chesh, explain your cognitive processing!

couple of disgruntled delayed Sells coming through......! :)

How do you know they are DISGRUNTLED?

They may be exceptionally ecstatic having bought at sub 1p.

But they are not sells are they?

They are buys!.

I'm always curious when a poster loke yourself appears with totally illogical comments.

Nettles, i agree 100% on the geopolitical issue, certainly with the Iranian situation, but at a national level, i think it's irrelevant re Rolls-Royce whether it's Starmer, Street, Burnham or Rayner as PM.

Goldfinger doesn't add up!

Svend, Propoganda?

Giys i agree with comments here, but this is a Rolls-Royce share thread to discuss Rolls-Royce issues and frankly I'm struggling to see how the comments here, actually afrct Rolls-Royce.

Thatcher was a Chemist by the way.

Wako, fantasising about what?

Typo last qtr of 22

Https://simpleflying.com/rolls-royce-is-rewriting-the-rules-of-what-a-long-haul-engine-can-do/

Warrie, i invested very heavily in Rolls-Royce last quarter of 23 at 70p and sold the last trench at £12.83p, so a nice bag.

It wasn't difficult to analyse Rolls-Royce's divisions and predict potential growth i.e Defence, (note how to spell Defence).

It's fundamentally the same for Defence Holdings, logically this company, with its BOD, contacts, environment and political desire for sovereignty, within a 5 yr times span ALRT should reflect in percentile terms, the growth of Rolls-Royce .

Obviously, the first initial contract with declared revenue is the catalyst.

Retirment, if you spent more time on your weaknesses instead of your unprecedented success at market timing, you'd not make the same mistake.

I'm waiting to see if you post when you LOSE money, instead of the constant bragging with regards to your wealth and material possessions.

your wealth

Retirment, please explain why you consistently can't spell lose, i.e lost, i.e to get beat or lose something.

You always spell it as loose, which neans not tight or slack.

Why?

Warrie, it's seriously hard to take any of your thoughts seriously, when you can't even spell Defence correctly.

Look at what you posted and in simple English terms, explain why?

is heavily involved in U.K . defense projects it is tied to NDA's and classified restrictions.

Seriously Warrie, what is your problem?

Wako, in the great scheme of things, its nothing.

You are so short term in thinking, everything has to be now.

A few weeks ago, I sold a few Empire Metals that I'd bought at 5.73p for 34p and bought 51000 Rolls-Royce at £10.93, nice little trade that's turned out.

Let's see where Defence Holdings are in 2 years.

Gravy, why would I leave that out re capital expenditure?

We are waiting on a PSF and a DSF, olus JV's and offtakes make a capital expenditure figure, completely unobtainable.

But an investor of your experience knows this, so what came are you playing?

My little £600k dabble into Rolls-Royce at £10.93 looks quite tasty at the moment.

Fundamentals Gravy, Fundamentals

Gravy, i asked it about your prediction that the SP was going to 20p.

It laughed and laughed.

Can you give a fundamental analysis of your reasoning behind this analysis?

Pied, so after an incredibly detailed technical and financial synopsis, where do you actually see the SP going, short and medium term.

Pied, how fo you spell LICENCE?

Gravy, one day, can you explain to me, how you value a company"s share, I'm curious as to how you invest.

Following today’s update from Empire Metals regarding the latest drilling results at Pitfield and the accompanying comments from Managing Director Shaun Bunn, I have reassessed the investment case and updated my valuation outlook across short, medium, and long-term horizons.

Key Developments

The latest results materially strengthen the project’s credibility:

- Multiple thick, near-surface intercepts exceeding 7% TiO₂, with higher-grade zones above 10% and peaks approaching 18%

- Increasing evidence of a continuous, high-grade mineralised system at scale

- Completion of an extensive 700+ hole drilling campaign, reinforcing geological consistency

- Management now openly framing Pitfield as a potential “district-scale” and globally significant titanium system

Importantly, these results will feed directly into the upcoming resource upgrade and future economic studies.

What Has Changed

This update does not simply add more data — it shifts the narrative:

- From isolated exploration success → to repeatable, scalable geology

- From theoretical resource → toward a potentially mineable, low-cost bulk operation

- From early-stage story → toward a credible future development asset

In particular, the combination of grade consistency, thickness, and near-surface positioning significantly improves the likelihood of favourable economics.

---

Updated Valuation Outlook

Short Term (0–6 months): 40p – 70p

Upgraded from previous expectations due to increasing market confidence in geological continuity and upcoming catalysts, including further assay results and a resource upgrade. A move beyond 50p now appears realistic, with higher levels dependent on market momentum.

Medium Term (6–18 months): £1.00 – £2.00

More meaningful re-rating potential as the market begins to view Empire as a future producer rather than an explorer. This range assumes progress toward early economic studies and potential strategic interest or partnerships.

Long Term (2–5 years): £3 – £7+

The upper end remains similar, but the probability of achieving it has increased. If Pitfield is confirmed as a Tier-1 titanium asset with scalable, low-cost production potential, valuation could reflect strategic asset status rather than speculative exploration.

---

What Has Not Changed

Despite the positive developments, several key factors remain outstanding:

- No formal economic study (PEA/scoping study) yet completed

- Capital expenditure requirements still undefined

- Titanium market dynamics and downstream integration pathways still evolving

As such, valuation remains probability-based rather than fully underpinned by defined project economics.

---

Conclusion

Today’s results represent a meaningful step forward. The project is transitioning from an exploration narrative to a potential development story, with increasing evidence supporting scale, continuity, and economic viability.

The most important shift is this:

«The question