Member Info for Couerdelion

Yesterday's Times article was on QQ, not DGE

That's 40kt per year of LCE; more than twice the annual rate that CTL are looking at. The results of the scoping study was included in the 2023 ARA, iirc

Quite a pleasant surprise to see these shares being offered at a discount. Perhaps and offer for early buyers ahead of the new ISA-year and one that I couldn't pass up being over 15% lower than last years offer - which coincided with "Random Number Tariff Day".

"Having very clearly stated no more dilution to shareholders"

Can you show the evidence?

SirB,

Presumably you already know the answers to these questions. Or maybe you have your own unique take on them that you could share with the board.

Here's an interesting statistic which should demonstrate the value of buybacks. Trainline has bought back 21% of its issued share capital since it started its program.

The shares used to purchase feed for Roan and payments for LWP are issued at a 14% premium which ought to be a good sign.

What I found quite instructive were the SP levels mentioned by Daniel. He seemed to be talking about expectations for prices moving to the "high-teens" and maybe into the 20's which, if I'm honest, doesn't sound particularly high. And if they are financed through to summer then we may want to see some of those earlier warrants exercised even if this does add to the sell-side.

Still a few weeks away from the PFS release, which will contain a lot of the financials, and the broker note will be out shortly after so that's when we can start refining our expectations of where this SP should be.

The Tories were in power at the start of the oil crisis. What's ironic is that Heath refused to allow the US to use British bases like Cyprus and the US Defense Secretary had some strong words to say to the ambassador.

It's only equivalent to a 1% dividend. With the benefit of hindsight, I should have sold more earlier.

Well this is nice. I bought back 120% of the shares I sold this morning.

Sure consolidation is a good thing. The market digests the higher prices before setting off again.

If you're here for trading profits you need to know when to take them. Otherwise, I don't see what the problem is with the market absorbing higher prices.

It would not be a good sign if management are easily distracted by the other regions. Their three top priorities right now are Laguna Verde.

I believe the question of the lake exclusion was covered in one of the recent investor meets but feel free to ask the question at the IM later.

I prefer to think of my money here are sleeping.

WITW,

To quote "Anyone considering letting stock go for anything less than 20p tomorrow really needs their head checking. 🔎🔎🔎"

Certainly a relative bargain trading at close to 9% DY. I've topped up back to where I was mid-December.

All I've done is sold some of the shares that I picked up in late January. Got my cash back and still kept almost half of that tranche of shares which I think I can call a win.

Expecting this to continue rising but who knows. There'll be traders about this week looking for a quick return

No surprise we are top of the AIM leaderboard today. MET1 far behind in 2nd place