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Derskine, totally agree, the landscape and progress has been significant over the time I have followed, this will turn on a sixpence.

Deerskins and Joe, i have been here for over a year also, I built a decent holding this time last year and anticipate a restate by the summer 2021, however it seemed timelines slipped and Burwell hit problem and I dramaticAlly reduce my holding to invest elsewhere (incidentally I would have been better leaving it here despite the quite large range we have traded in…) I have now built a larger position as the management have moved things forward and we again seem on the cusp of the wider market appreciating what has been assembled here.

The one thing I will say is although the delays have been frustrating the fundamentals I invested for (Nickel price and energy prices) have exploded. I would much rather we be negotiating the final stages of contract atm than when I first invested. So maybe through luck the story just get better imho. But as others have posted solid RNS progress is now needed to show the market CRCL is a serious player in this space.

Resource sector investing and AIM is a tough place atm, so many people have lost hard earned money on hype and are rightly caution until value is materialised.

CP, totally agree. Lot of fundraising and fiddling, we know what we have. On the Nickel front it is huge, solid new is what the market is waiting for to cement this.

Having said that I think yesterdays fund raise was positive. One would have to assume the management knew the huge potential the nickel assets offered in February when they reorganised the finance. For me they eclipse the grid for share price potential despite the grid side of the business, if successful offering multiples from current share price. It makes me believe they have a relatively cheap way to progress and enhance what should already be very valuable assets. Risk reward still looks attractive to me and I was happy to add yesterday despite todays further drop.

Nice to see the 1.5m buy at 1.57p. Just games on still low volume, I was buying at 1.5p this time last year, happy to add at 1.5p with all the developments since.

Rocklawn, agreed what if these warrant holders believe in their target price and don’t flip as the doom monger they think they will. Either way another top up from me at 1.52p, if it is good enough for the major holders and one of the directors converting a few weeks back it is good enough for me.

Scott did say that once the mining license is granted it was months not years until shipping could commence. This is in PNG interest to get approval through and commence what I understand would be only the second functioning nickel mine when open. The peaker projects are of interest to me but the Nickel project eclipses the scale of return for investors if progressed, so very happy to see them turbo charge things.

Agreed guys, this is a good thread largely left alone by the disruptors. In the last few years ADVFN and LSE has largely been destroyed. Hopefully this remains a relative safe have.

Sniper, just filter him, already showing as green for me.

https://twitter.com/stockboxmedia/status/1503064821000024078?s=21

Sniper88, I don’t think we will need to wait until later this year for the herds to arrive, some news looks close to me. I am pretty certain if the management deliver tangible progress on one project more will be factored in for the other projects. All the ingredients are there and I think this will be one of the most followed stocks on AIM this spring once solid news is released.

Some key take always for me in the RNS.

“The Company has historically utilized a $18,500/t price assumption in the Company's base case modelling at its nickel projects in PNG.”

“As originally announced on 10 January 2022, the Company continues discussions regarding offtake with Shandong New Powder COSMO AM&T ("NPC"), and in light of recent price movements, expects further developments in this regard as major nickel users such as NPC seek to lock in secure sources of supply.”

I am sure the nickel price will settle down but surely we are looking at a step change to a 2x of the base case…

Obviously should have been mountain below, but you got my drift :-)

Is there a way to edit a post on LSE?

https://www.zerohedge.com/commodities/lme-member-has-defaulted-billions-margin-calls-lme-doesnt-want-declare-default

Not aiming to offend anyone here but discussing the share price at the moment is the equivalent of clambering over the boulders at the foothill of a huge mounting. We will get through the boulder field, and hopefully quite soon.

Sniper Align commented on that yesterday. It is certainly an option. ACM is selling their Nickel asset for £100m I believe.

Luke, swap the 1 and 5 around and that would be looking better..

https://www.youtube.com/watch?v=A5CD1lH0h0Q

Agreed Malik, the market has not reacted to either the increase in income/MW on the grid balancing side of the PF or the near doubling of Nickel over the last year and we are near a low since changing to CRCL, this is not an unusual patten prior to a huge move. When management show the market they can get deals across the line then a major catch up will come into play. CRCL is my bet on the AIM stock of the year, even if I am wrong on that the risk reward from here looks exceptional.

Also for those critiquing management for their speed of delivery on deals should be grateful we are negotiating those deals now.

https://www.reuters.com/markets/europe/nickel-prices-soar-supply-angst-russia-ukraine-crisis-escalates-2022-03-07/

Feels like things are coming together nicely, my last concern was Scott and team did not have enough skin in the game, this solves that problem. Really feels like this is shaping up to be one of the top AIM shares this year.