Member Info for Coops18

That is so weird 😂 with every passing week it’s a week closer to deals getting done! SP holding up nicely in the meantime! GLA

Filtered a few posters — nothing personal, but they’re stuck in a loop of recycled negativity. I’m a new holder and I’m here to look forward, not backwards, so listening to the same old doom on repeat adds nothing.

I’ve done my own research and that’s why I’m invested now: 10% institutional holder added only a few weeks ago, production is looming, not just a pipe dream, Richard has been adding to his position and bondholders could have sunk the company, but instead backed it long-term with debt pushed out to 2032 at 0%!

I can now see why helx suggested filtering a few of you 😂

There’s no reasoning with stupid unfortunately! In the 🗑️ you go

At 1m mcap, dilution risk is fully priced in - we’re literally priced at having failed already! Once the raise is done, all that’s left is a cashed up company moving towards production, that’s when rerates happen and those sat on the sidelines end up chasing the price higher.

So while some keep circling back to the same doom posts, others are looking at the risk/reward from here. At £1m cap, the downside is baked in — the upside comes if even part of the plan is delivered.

Negativity might keep people blind to it, but it doesn’t erase the fact that one catalyst will flip the story quickly.

Aiminvestor22 you continually post the bear side, so please excuse me for countering this for those looking to come while this is a 1M MCAP company!!

More of the bull case from what i posted earlier in the week:

Let’s stop for a second and look at this from someone buying in TODAY and what they’re getting for a 1m mcap soon to be gold producer:

Funding path is clear - approve GM and we have the cash to move into production

Operations - Plan is to start mining in Nov, means we are only weeks away from real production and revenue

Debt restructuring - balance sheet cleaned up recently, settled with noteholders (2032 or until mcap hits 35m) and secured support from large stakeholders.

Big players backing this - warrant holders agreeing to new arrangements have done so clearly seeing value in the next stage, couple that with recent institution buying over 10% of company in the few weeks shows big confidence FROM HERE

This is AIM of course there’ll be dilution, but dilution right now is not to fund survival but to fund actual production and cash flow. If resolution is passed and mining starts Nov expect a massive rerate here (x10 potential for starters which only puts us at a 10m mcap).

Aiminvestor22 the bb is swayed with negativity, totally understandable from a LTH’s perspective - but what about those buying in now?

A 1m mcap company with debt kicked out until 2032 (or 35m mcap - whichever comes first), projects lined up and a shot at production in a matter of weeks (Nov). That’s a perfect setup for a high risk/high reward type play.

Institution took up over 10% of shares a few weeks ago with Richard adding to his holding. Why??

The past might justify scepticism, the present is about opportunity! Sometimes you need fresh eyes to remind you the light is still there, even if you’ve been shadows too long.

Look at how quick market makers moved the ask up, they’ve soaked up sells like sponges, the slightest bit of buying has pushed ask up…it’ll be the same all the way up into the pennies IMO!

More of the bull case from what i posted earlier in the week:

Let’s stop for a second and look at this from someone buying in TODAY and what they’re getting for a 1m mcap soon to be gold producer:

Funding path is clear - approve GM and we have the cash to move into production

Operations - Plan is to start mining in Nov, means we are only weeks away from real production and revenue

Debt restructuring - balance sheet cleaned up recently, settled with noteholders and secured support from large stakeholders

Big players backing this - warrant holders agreeing to new arrangements have done so clearly seeing value in the next stage, couple that with recent institution buying over 10% of company in the few weeks shows big confidence FROM HERE

This is AIM of course there’ll be dilution, but dilution right now is not to fund survival but to fund actual production and cash flow. If resolution is passed and mining starts Nov expect a massive rerate here (x10 potential for starters which only puts us at a 10m mcap).

Aiminvestor22 i’m not sure what your game is (I assumed paid basher at first but i’m not sure now). It’s not a mini spike when current mcap is 1m…is it so hard to comprehend there’s only 1 direction the SP can move from here and that is up.

If you are indeed a holder and don’t believe the company is going to 0 then now is the time to buy and average down!

I posted the below last night, the bb is such that posts are often out of sight within a few hours cause of bickering on here:

- People love to wait for a placing - but that’s actually where the upside will come from! Placing brings in fresh cash and funds the next stage - that’s the trigger for value creation and a turn in sentiment.

At 1m mcap, dilution risk is fully priced in - we’re literally priced at having failed already! Once the raise is done, all that’s left is a cashed up company moving towards production, that’s when rerates happen and those sat on the sidelines end up chasing the price higher.

GM approval will trigger a change in sentiment and a rise in SP. So if i was to hazard a guess i’d say around 0.50….maybe higher if it’s done at a premium like the last placing.

At 1m mcap, dilution risk is fully priced in - we’re literally priced at having failed already! Once the raise is done, all that’s left is a cashed up company moving towards production, that’s when rerates happen and those sat on the sidelines end up chasing the price higher.

And that my dear sir is where money is to be made….buy when others are fearful!

People love to wait for a placing - but that’s actually where the upside will come from! Placing brings in fresh cash and funds the next stage - that’s the trigger for value creation and a turn in sentiment.

At 1m mcap, dilution risk is fully priced in - we’re literally priced at having failed already! Once the raise is done, all that’s left is a cashed up company moving towards production, that’s when rerates happen and those sat on the sidelines end up chasing the price higher.

There’s not much left to dilute at a 1m mcap boys! It really is time to buy if you plan on sticking around (and making some cash back!). At this size it won’t take much, one somewhat decent RNS and price will double before lunch.

Downside firmly priced in! Upside is what makes this interesting…!!

Ranger - Pushing the BHs money out to 2032 on 0% genuinely changes the companies risk profile. BHs would have never done it if they thought it was smoke and mirrors, as you’re implying.

Again I must stress as a new holder here, buying in at a 1m mcap my lens is very different to yours. For me, it’s not what went wrong before, it’s whether the company has a shot at actually delivering something now. I believe they do, even the smallest of positive news will see it rerate multiple times at today’s price.

Surely even the naysayers must admit the attraction for someone coming in at these levels right?! Most 1m mcap companies are shells, NTVO has actual live projects, it’s got institutions buying in only a week ago! Follow the money!!

As another poster pointed out earlier, it gets very boring having to read the same negativity posted over and over again, rehashing it daily doesn’t change anything.

My favourite trading quote rings true with this one: One mans trash, is another man’s treasure!

Ranger I get your point about AIM generally being rough on PIs — dilution, placings, and debt shuffles are part of the territory. But on the bondholder (institutional and high net worth investirs) restructuring specifically, if bondholders had demanded payment the company would’ve gone under. (Any nefarious activity was to take place would’ve been then)

Instead by restructuring they agreed to 0% interest (removing massive cash drain) and deferring payment until 2032 (or if mcap hits 35m for 10 days running). That’s not just moving debt around as you say, it’s essentially 7 years of breathing space with no repayments or interest payments.

Without restructuring there’d be no upside left for anyone, if they do get to production once resolution passes then it wasn’t just a paper trick but necessary step that gave them a shot at gold.

As for dilution, early stage juniors come to AIM for that reason so it’ll always happen (some need more than others and there’s wastage on the way, which has happened here) the resolution allows funds to be used to take the company into production not just for survival.

Sausage, yes we only need 75% of those that vote.

Ranger, you’re right in the 80% being the most powerful. The vast majority (if not all) are team Yes imo - if we’re going by voter psychology. Team No showed their hand and it wasn’t very big.

Playing out worst case scenarios is fine because it’s AIM and anything can happen, I think you’re wrong in suggesting nefarious play at this stage (specifically re the resolutions) - there’s more money to be made for everyone with the special resolution passed.

I wish LTH’s the best of luck but I’m personally looking at it from the lens of investing in a 1m mcap company so forgive my ignorance in saying, there’s money to be made from here and a lot of it.

Touching on my last post.

Of the 360 million shares in issue only 22 million voted against with 42 million voting for resolution 2 (given it’s a special resolution it needs 75% as opposed to resolution 1 which only needed 50% and passed).

So in reality, we’re talking about less than 20% of the entire register actually voting either way. The rest didn’t bother to vote at all (which is normal on AIM).

Team Yes is always the more passive side in voting, they usually assume board proposals will pass, that makes them less likely to chase down proxy forms or vote deadlines.

Team No tends to be more vocal and organised because they’re motivated by frustration.

Bottom line: the ‘no’ camp is only 6% of the company. That’s hardly a shareholder revolt. The vast majority of holders simply didn’t cast a vote — and of those who did, most were supportive.

Compare the last GM notice from 20/8/25 to the rns today - there’s a lot more info provided with specific timescales etc. It’s guaranteed there’ll be more (yes) votes next time round with special resolution passing easily.

Bergen Asset Managements 10.6% and retail that didn’t bother to vote last time will get the resolution passed this time round easily imo.

He mentioned providing an update ‘next week or the following week’ so every chance we get one before then. Plenty to come over the next weeks and months!

Aiminvestor22 - Market prices are set by supply and demand on actual trades, but AIM stocks with low liquidity can be manipulated yes, positive or negative chatter can nudge small retail investors to buy or sell (with even a handful of trades moving the price).

Institutions (like the one buying 10% of the company here last week) don’t trade based on forum posts, they look at project viability and RNS’s etc which is why new investors buying todays price should feel very confident doing so.

So yes, forum (or social media) type fear (or hype) can move the price one way or the other, on illiquid AIM market.

————————

Let’s stop for a second and look at this from someone buying in TODAY and what they’re getting for a 1m mcap soon to be gold producer:

Funding path is clear - approve GM and we have the cash to move into production

Operations - Plan is to start mining in Nov, means we are only weeks away from real production and revenue

Debt restructuring - balance sheet cleaned up recently, settled with noteholders and secured support from large stakeholders

Big players backing this - warrant holders agreeing to new arrangements have done so clearly seeing value in the next stage, couple that with recent institution buying over 10% of company in the few weeks shows big confidence FROM HERE

This is AIM of course there’ll be dilution, but dilution right now is not to fund survival but to fund actual production and cash flow. If resolution is passed and mining starts Nov expect a massive rerate here (x10 potential for starters which only puts us at a 10m mcap).

I get LTH’s frustration, even those with extensive running day commentary (for what i assume is a cheaper entry)

Let’s stop for a second and look at this from someone buying in TODAY and what they’re getting for a 1m mcap soon to be gold producer:

Funding path is clear - approve GM and we have the cash to move into production

Operations - Plan is to start mining in Nov, means we are only weeks away from real production and revenue

Debt restructuring - balance sheet cleaned up recently, settled with noteholders and secured support from large stakeholders

Big players backing this - warrant holders agreeing to new arrangements have done so clearly seeing value in the next stage, couple that with recent institution buying over 10% of company in the few weeks shows big confidence FROM HERE

This is AIM of course there’ll be dilution, but dilution right now is not to fund survival but to fund actual production and cash flow. If resolution is passed and mining starts Nov expect a massive rerate here (x10 potential for starters which only puts us at a 10m mcap).

A gold producer for just over 1m mcap.

Yes please.

Aiminvestor being one of the deluded posters i was referring to earlier. Why spend all day on here basing a stock from a relatively new account? Cheaper entry? Paid bashing? Bitter ex holder?

As for lose lose, you are aware one of the last 2 placings was done at a premium right?

The next raise will see us through production. Investment funds aren’t picking up stock over the last days and weeks, cause of lose lose scenarios.

It’s a common delusion that you make things better by talking about them.