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Neometals just listed £40m MCAP, anyone know anymore about them, my quick skim would make me prefer to hold CRCL despite an 8 x valuation different….

https://www.neometals.com.au/our-projects/core-projects/barrambie-titanium-vanadium-iron-project/

Converted at 1.5p as laid out last week, a good confidence boost while we sit at 1.3p.

Maybe the interested parties decided to wait for CM contract prices before committing. Mast announced this today, seems a massive positive change. With energy markets as they are at the moment I personally would delay making a decision until knowing.

“Mast Energy Developments Plc, the UK-based multi-asset operator in the rapidly growing Reserve Power market, is pleased to announce that pursuant to the T-4 Capacity Market Auction results, the 100% owned 5 MW Bordesley Project was successful in securing a Capacity Market (CM) contract of GBP30.59/kW/pa for a period of 15 years.

The T-4 Capacity Market price is GBP 22.19/kW/pa more than the Company's original reference price of GBP 8.4/kW/pa, as published in the T-4 Capacity Auction for delivery in 2021 / 2022.”

Thank you Malik

Does anyone have the link for the CRCL telegram Group?

Mcfcnige, I am not an expert, but the warrants are under 20% of the company, on a good news run they could be sold out pretty quick. However Align have CRCL as a conviction buy with 21p target, I would assume they would not be unloading at 2p for a quick gain.

https://twitter.com/shares_ftse_aim/status/1496181208530698247?s=21

Align picked up on the zero hedge article I posted. Nickel surge can not be ignored in our valuation for much longer. Such huge reserves and MOU signed.

The market just needs evidence Scott and team can deliver, with the hurricane tail winds we have I am pretty confident they will get something in the goal.

https://twitter.com/alignresearch/status/1496158149170298882?s=21

Nickel is looking very strong hitting decade high.

https://www.zerohedge.com/commodities/nickel-prices-surge-decade-high-amid-soaring-battery-demand-and-ukraine-crisis

mcfinge, I think things are coming sooner than you think. With this funding out the way I am banking on them taking advantage of the annual spring bounce to roll out news.

Align think so also.

https://twitter.com/alignresearch/status/1495662418495692800?s=21

I found this bit of the announcement encouraging today

“As previously announced on 14 December 2021, C4 Energy Limited ("C4"), a Company controlled by the Company's Chairman, also intends to convert its current debt position of GBP126,917 to equity, which will be subject to a further announcement as appropriate once a formal agreement has been entered into. C4 has indicated its intention to convert this debt at a minimum price of GBP0.015 per share.”

1.5p seems a decent “floor” in the sense that it needs to be above that for this to all work and I can’t imagine they would go to all this effort without an expectation of a much higher than 1.5p share price.

Align are aligned to a much higher share price than here, hopefully the market digests this mornings RNS and comes to a more positive conclusion than it has now.

The end result of all this will be 391,987,601 in issue, at 5p that is still under £20m MCAP. Just need Scott and team to deliver on one key area and that should be achievable. Sitting tight personally.

mcfcnige, Align certainly putting their money where their mouth it. I can’t see the warrants being exercised unless we hit a much higher price accompanied by serious volume.

That is a huge commitment from Align. A confident Tweet from them this morning.

https://twitter.com/alignresearch/status/1495662416226627587?s=21

“ 2/2 the next few months and that should be equity game changers for shareholders -”

CPFC84, interesting post. It is certainly unusual in an AIM share not to have a selling overhang. As I have posted before relatively small buying moves us quickly, throw in the news we hope for and I think we will pretty quickly be making new ATHs.

Each to their own, strong sell away. Have a look back at what was said on BBs when it fell to 16p on the COVID plunge, spoiler it was pretty negative stuff. Weeks later it was over 10x up. I tend to make my best returns when lots of clever negative doomsters reach peak doomstering…

Aldenaran, you say that very confidently regarding buyers not being interested in AVCT at this level.

I bought AVCT in Feb 2020 for the possibility of a COVID LFT and the possibility of a breakthrough cancer therapy. I paid between 16p and 28p back then. I then sold out completely between £1 and £2.10. I have sat on the sidelines since.

I personally can’t believe to be back in AVCT at this level. When I was buying in 2020 Affimers had only been used in a Zika virus LFT (the clue a LFT could be produced for COVID) but had never been used in human. 51.7p for AVCT after a very successful early in human trial phase…..

Mcfcinge, that is no bad thing, come spring us old timers will be drowned out.

Totally agree, I first bought in to CRCL in Dec 2020, I listened to Scott on a pod cast and I really liked his knowledge and enthusiasm and still do. But as we know there has been a few false dawns. However it really does feel as if we have a shot at a couple of bit of good news in the coming weeks. We are £5m MCAP, if one comes off we could easily do 3-5x if a few come together then multiples again. It is the risk reward profile I like here, just my view and understand others taking a different view. I have not lost much over the last year so have been happy to accumulate sub 2p and build a position.

On a jittery day good to see us up, again very little buying pressure moves us up nicely.

Hopefully if all goes to plan and the share price appreciates the volume and spreads will improve, I think it is just a function of how thinly traded we are on some days. Like posted before that doesn’t mean very little buying pressure can move the share price very swiftly.