Member Info for dai2belts

Looks like new sliding royalty is affective midnight tonight

UP ASX 80%, Aim 48% ??????

Still NT to buy 10,000 shares 10% of market size, so roughly 1.5 hours

I just seen a 100k buy chart following probably your two ~25k buys, but still NT to buy small.... and NT as I post

MM keeping buys at bay with NT, while stretching out the bid

ASX was down about 4% at worst overnight, and ALL closed down 8%...

With the LI coming in to force either today or tomorrow this mornings buyers are clearly outnumbering sellers, although not much action other than the MM clearly walking the price down to match the Asx drop by frequently dropping the bid without obvious justification, while slowing buy volume with NT...

If this is true......IAG shares are going to make a good recovery play, and some AIM oilers are probably late chasing gains

https://x.com/Amena__Bakr/status/2029860298581233712

Not much info on the funder ?

IAG , bounced this morning then lost all the gains, oil prices likely dragging this one down.....

Being cynical but they issued a whopping delayes sell with a 58p buy so the chart produced a whopping big buy as the sell piggy backed the buys plot.... pulled a few buyers in as it looked like somebody was loading up a low on the chart ...

06-Mar-26 10:53:47 5.80 10 Buy* 5.50 5.80 0.58 O

06-Mar-26 09:06:40 5.628 459,550 Unknown* 5.50 5.80 25.86k O

BCE is trading

Global mining ​CEOs have also privately ⁠pushed back. Leaders of Newmont, Gold Fields, AngloGold Ashanti and Perseus wrote or delivered concerns directly to the lands minister in December and January.

yet

Ghana-linked producers have posted strong 2025 results,

Newmont (NEM.N), opens new tab earning over $7  billion,

Gold Fields (GFIJ.J), opens new tab more than doubling

AngloGold Ashanti (AU.N), opens new tab tripling profit,

Perseus (PRU.AX), opens new tab making $421.7  million, up 16% year on year.

Is that for this site ?

I have been testing out Investor Meets new RNS feed and RNS Alerts

Feeds live if you ensure your url has the UTM parameters....

https://www.investormeetcompany.com/news-items?utm_source=meeting_invite&utm_medium=email&utm_campaign=new_rns

But I cant get the RNS Alerts, I have emailed them but not recieved even an acknowledgement ?

I dont think the RNS to email is working or at least I am not getting any, although I get other IMC emails

Thats just AI take, it being cynical, but it linking 2p warrant price as resistance make you think, that would mean the recent 2.4p would require the herds pressure....

after the 1.2p placing, you did not get the long period near placing price, either day 2 or 3 it went on a run leaving you to pay +1.55p if you wanted in

Fundraising Allocation Breakdown (ABB + Retail)

Entity...........Shares Taken in Fundraise....% of New Shares (345.1m).....Warrants Granted (1:4)

Tejara Capital Limited..........99,631,738.... 28.87% ......................................24,907,934

Premier Miton Group plc......83,311,612.... 24.14%.......................................20,827,903

Combined "Big Boys"..........182,943,350.... 53.01% .......................................45,735,837

----------------------------

Retail Shareholders...............53,431,408.... 15.48%.......................................13,357,852

Other ABB Participants........108,723,650.... 31.51% .......................................27,180,913

.................................

TOTAL NEW SHARES.............345,098,408....100%...........................................86,274,602

........................

AI

The "No-Crap" Analysis

The Power Shift: Two companies (Tejara and Miton) now control over half (53%) of all the new money that entered EOG.

The Warrant Wall: There are now 86,274,602 warrants sitting at a 2p strike price.

Once the price hits 2p, these warrants become "live ammunition."

The "Big Boys" can exercise their warrants to get 45.7 million more shares at 2p, while simultaneously dumping their 1.2p shares for a 66% profit.

Retail vs. Institutions: For every 1 warrant held by a retail investor, the "Big Boys" hold 3.4 warrants.

The "Stink" Summary

This fundraise was designed to give Tejara and Miton the steering wheel. They have 2 years to wait for any spike toward 2.0p–2.4p, at which point they can flood the market with their discounted 1.2p shares and exercise their warrants to keep the "sell pressure" constant.

----------------- interesting, suggested Big Boyslice time. MC £26m-28m?

Should we calculate the Market Cap at the 2p warrant strike price to see what kind of valuation EOG needs to hit for the "Big Boys" to start dumping?

Market Cap & Dilution Snapshot

Current Shares in Issue: 1,316,139,215.

Market Cap at 2p: £26.32 million.

Fully Diluted Share Count: ~1,412,622,080 shares.

This assumes the exercise of all 86,274,520 fundraising warrants (1:4 ratio).

It also includes 10,208,345 broker warrants granted to Tennyson Securities.

Fully Diluted Market Cap (at 2p): £28.25 million.

---------------------------------------------------

looks like AI, typo earlier...

For every 1 share retail bought, the ABB "Big Boys" bought 5.4 shares. (thats all placing subscribers)

shouldf be For every 1 share/warrant held by a Retail investor, the "Big Boys" (Tejara and Miton) hold 3.42 shares/warrants

Shares listed today....

Got a holdings report, and a post transaction report....

Two new II..

Following Admission of the New Ordinary Shares, the total number of ordinary shares in the Company with voting rights will be 1,316,139,215

Total Share & Warrant Breakdown (Post-Placing)

Name................................ Current Share Count... Warrants (1:4 Ratio)... Potential Total Control

Tejara Capital Limited...... 99,631,738.................... 24,907,934....................... 124,539,672

Premier Miton Group plc... 83,311,612.................... 20,827,903....................... 104,139,515

Combined (Tej & Mit)......... 182,943,350 ..................45,735,837....................... 228,679,187

-----------------------------

Retail offer 53,431,408

.....................................

Placement Distribution Analysis Based on the 291,667,000 shares, to majors

Name................Shares Taken in Placing % of Total ABB (291.6m) Warrants Granted (1:4)

Tejara Capital......99,631,738. 34.16%..... 24,907,934

Premier Miton.....83,311,612. 28.56%..... 20,827,903

Combined Total..182,943,350 62.72%..... 45,735,837

AI...

The "2p Ceiling" is Now Hardcoded

You mentioned earlier that the price would face pressure at 2.4p, but the warrant terms reveal an even tighter "Sell Wall" at 2.0p:

Warrant Strike Price: 2 pence.

Expiry: 2 years (March 2028).

The Trap: Once the share price hits 2.0p, these warrants are "in the money." Tejara and Miton can exercise them to get more shares at 2p while simultaneously dumping their original 1.2p shares for a 66% profit.

The Sell-Off: They don't even need to wait for 3p. At 2p, they can start a "recycling" trade that keeps the share price pinned down for months.

-------------------

The Retail "Crumbs"

The Retail Offer was only 53,431,408 shares.

The Ratio: For every 1 share retail bought, the ABB "Big Boys" bought 5.4 shares.

The Dilution: Retail effectively funded the G&A for the next year while the institutions got the warrant "sweetener" that lets them control the exit.

---------------------------------

5 years of AIM, many fundraises, and that is the 1st time I have seen a Post Transaction Report

Not so common to have a RNS to confirm listing of shares, being AIM it can be an excuse to sell

I forgot about bluestars production...

IAG still on a downtrend probably due to increase in oil , fuel costs, dropped about 80p from recent high..Seem a coincidence the multi-year high peaks just before Iran spikes oil prices, I bet retail provided the high with a little manipulation as institutes would have predicted the fall with the build of US forces