Member Info for Crocqman

Was just about to post to see if there was an LSE glitch as it seemed odd that no posts seen here for nearly 3.5 hours.
Volume still decent (should be a lot higher at this stage, imo) to previous days, delivery is close, news expected almost daily on progress, and that is just SFB alone.
Have the doomsters run out of arguments, and the real investors are just sat waiting for updates?
If nothing, that sentence should bring a few out. Maybe there has been a strategy meeting this afternoon to discuss the next bashing steps here?
Oops, another potential trigger statement there.
I expect 2 out of the next 3 posts to be 'green', can they resist?
gla

You would think so, Bp, but I doubt there will be much change unless there is company specific news, or a marked change in government policy to push these changes. Documents like this are all well and good, but there needs to be the desire and goodwill behind it to make a real difference to any long term strategy.
Logic does not often play a great part when it comes to small cap investment and what drives the SP in the short term.
The sentiment is good, but we need to see the tangible results with the multitude of projects for a move back North, imo.
Hopefully, not too far off now. Plenty going on here, just need some patience for those rewards.
gla

Still taking a conservative view.
Wet commissioning will see a rise here, but do not see it as a 2 to 3 bag, does not seem realistic to me until we see confirmed flow numbers.
Happy to be proved wrong.
Could see something in the 1.75 to 2.25 range though.
What is certain, is that we (finally) don't have too much longer to find out, and I certainly hope that GL and co have big plans to promote SFB when the taps are tuned on (one for the LTH's here).
I would be disappointed not to see mainstream tv and news media coverage, and even a mention in parliament, or a ministerial visit to site
gla

Sadly, markets are not rational though, Addison.
If they were we would all be making money all of the time.
Not currently beneficial to compare vs Argo just yet, imo, as both at different points in their growth/development.
Income there may have been down 90% in Q1, but they have an income stream, and this drop may have already been signalled to the market, so although there may be people selling, the news may have been priced in enough to support at that level. Not looked over there tbh, so just thinking out loud.
Good to compare the possibility here vs what happened at Argo, but don't necessarily see them moving in similar ways just yet.
Frustrating to see the illogical SP moves, but that is AIM, unpredictable and subject to people losing interest when they perceive nothing is going on (e'g' quiet no-news periods) even if we know things are going on in the background.
Fickle investors will head off elsewhere looking for a short-term gain before returning, trying to outsmart the market.

Just my thoughts. Others will disagree, or see things differently.
Pointless poring over every trade, or intra-day SP moves at this point, unless it is news driven, or a sudden change in volume which could indicate something happening.
Hoping to add further here in due course, but no free funds currently. Down, but unconcerned.
gla

"Definitely some interest from funds/institutions here"

Pure speculation. Just like the endless comments about placing shares being flipped (Done, almost done, done soon, etc) .
Absolutely no one knows who is buying or selling unless we see a TR1

What are your concerns about Thursday, NF?
I expect it all to be passed without issue, and the Ask is currently only a small premium to the offer price for VBR, or even at 18, or lower if you are lucky.
I added at 20 as I wanted to be in at that price rather than wait and see if it dipped further.
You can make a case for both scenarios, but unless you are wanting to trade, does it really matter?
Good luck whatever you decide

per the 27/04 RNS:
"Wet commissioning is expected to begin at or around 18 May and we are pleased to be assisted in this by an experienced team led by OSL and Inspec. We continue to aim for a short wet commissioning programme and a target date of First Gas of 1 June."

Given the 'at, or around' wording, I would not expect to see an RNS tomorrow if it has not started. Slippage allowed, but the market would only be informed if any delay was by a significant amount.
Nothing to be concerned about, imo, unless we do not see any pics, or confirmation before the weekend is out

Both appointments are as NED's though.
They will have limited impact on the day to day business as they will not have official responsibilities, other than independent oversight. Not a bad thing, just not driving forces to grow the company that they could be.
Very unlikely too, imo, that a NED would buy stock in a company that they hold a NED position to maintain their impartiality and avoid any conflict of interest. Happy to be corrected on this.

Also, the above (NED appointment only) would explain the lack of any SP movement to this news.
The question is, do they expect to appoint a new Executive Director, or do they consider the current board set up sufficient with perhaps an existing director taking over those responsibilities?

Still my largest holding, and my biggest disappointment (Ocado running this close)

At the risk of repeating myself for the nth time, ANGS will not rise much higher, imo, until 1) actual delivery on SFB, 2) achieving a tangible goal/milestone elsewhere, or 3) a confirmed bid.
It really is that simple, imo.
We could see a steady increase as we move to 1st gas, but seeing how long it took to finally break 1p, I would not expect much higher than 1.50p before successful delivery if this is the case.
Updates will not make any significant difference, other than allow comparison of progress to plan, delivery will.
It is only another 3 weeks or so, and they will throw extra bodies at this working for longer hours to keep on target as best as they can to deliver on time.
Pointless watching and commenting on the daily and intra-day SP moves, or analysing every trade, just watch out for official news and any volume increase that could signal a potential break-out.

To add, the article summarises that "Lithium is a metal whose time has come."

Not that ThisisMoney should be taken as any sort of reliable investment source, of course

OK, so specific to Savannah Resources and their European operation, but highlights the importance of Lithium, and includes the following quote:
"Experts predict persistent growth in the market for at least the next ten years, as we battle to reduce our dependence on oil and gas. That translates into booming demand for lithium – and surging prices"

The article could see folk looking around for other opportunities in this space.

For comparison purposes, Savannah is targeting 200,000 tons of annual lithium concentrate production by 2025 which at predicted prices could yield circa £120m annual profit. Savannah mcap is £71m

https://www.thisismoney.co.uk/money/investing/article-10792367/MIDAS-SHARE-TIPS-Profit-car-battery-boom-Savannah.html

It, ('they know something you don't') also implies that the company is deliberately withholding price sensitive information.
The lack of basic knowledge about markets, company listing requirements, etc from some on these boards is staggering at times. Too many gamblers looking for a quick return.
Or is it just agendas dressed up as ignorance?

Markets do not work like that. Too simplistic
There are multiple factors that impact on SP.
If it was just a case of Buys > Sells = SP rise, and vice versa, everyone would be winners.

ANGS will not rise much higher, imo, until 1) delivery on SFB, 2) achieving a tangible goal/milestone elsewhere, or 3) a confirmed bid. We could see a steady increase as we move to 1st gas, but seeing how long it took to finally break 1p, I would not expect much higher than 1.50p before successful delivery if this is the case (although I have a conservative view on SP possibility compared to many).

Sadly, the market does not trust ANGS given its history, so the bod needs to deliver for that to change. Potential, promise, etc does not wash any more here. Talk of ANGS being under-valued based on potential is moot until such time they produce at the levels anticipated. Almost 18 months later and many multiples of £'s over cost estimate currently, despite how close the target is now (less than 1 month, hopefully).

The SP is up more than 75% in 2 months too, so hardly stuck in the current price range.

All imo

No need to reply Bobcat, just seen your posting history.
Oh dear.
Weak and repetitive ramps and the usual mythical BB BS across multiple stocks.
Odd how 3 of 'your' stocks were all NT to buy at the very same time yesterday.
filtered

What do you mean RNS logged?
Any proof, evidence of this?
I highly doubt it as it is not possible to know this due to the secure nature of how the RNS system works.

Htbm,
I would not recommend it.
In my experience with other shares, that site seems to be infested with mostly nasty individuals, many banned from LSE multiple times with nowhere else to go.
Of course, there will be some decent posters, but lots of trolling and deliberately misleading chat over there on other AIM boards that I have had a quick look at.
Never posted there, and maybe the QBT chat is different (not looked).
Happy to stick with the decent chat, genuine optimism, and realistic (for now) views expressed here
gl

Not a fan of increasing my average when already in at a good price, but added an extra 25k shares here today to take me to target.
Decent volume for a non-news day today, and a good run of buys showing in the last 1-2 hours of trading.
Looks promising to me.
gla

I can see a one-off special dividend being announced with the FY results, with a view to looking at a more regular dividend depending on progress from the next EOY results in May 2023.
I posted before, that after the consolidation, the current shares in issue is currently low, so for me, I do not see any real benefit in going down the buy-back route at this stage.
Hopefully, we will not have to wait too long for any answer
gla

jimmynan,
I agree, best to filter the disruptive posters who offer nothing.
I have done for a while now and like you say, it's easy to see from their posting history.
For example, one poster, just on their most recent page of history, has started 4 threads directly aimed at calling out other posters, and the majority of the rest of their posts is moaning about them too.

Oh, that's you. Pot and kettle?
Added to my green bin

Treacle,
Surely that view is for PI's though?
Funds and institutions will not be selling (or not buying) because they do not want to be invested over a long weekend.
I doubt PI transactions really have much bearing on any SP moves for larger companies like this, yet it seems many posters do seem to think all shareholders act and make decisions the same way a PI does.
Don't think FOMO really applies either, for the same reasons.
Just imo