Member Info for Dartron

'Rail deliveries (at ~10k tons per train) starting imminently.'

That's the issue, I replayed the interview clip, they both go vague on the timing of the trains. Best answer we get is 'May'.
This needs to happen (30k tons) by end of May, that's the whole stock pile by the sounds of it.
From 8.50 Minutes. :
https://audioboom.com/posts/8079816-sunday-roast-site-visit-special-with-bens-creek-aim-ben-and-conroy-gold-aim-cgnr

67p looking like likely support, hope it holds until 'May'.

Easier to see them on Facebook, just search Bens Creek.

100 day moving average at 306p. We have not been below the 100MA since June 2021. In fact, SQZ likes to bounce off the 100MA. Last touch Nov 2021.

I am a big fan of buy backs for small caps. 15M shares would be 7.5% of the total shares, considering there are only 30% of shares not in large hands, that would make quite a difference to the SP, would also set the scene for better returns to shareholders in coming years. If large holders didn't sell, the buy back would be 25% of the remaining shares not held by significant holders.

I listened to parts of the Sunday Roast podcast. I found Adams parts to be interesting, but the presenters didnt add much for me, as they clearly have little industrial or mining background. As for the other stocks, they just said what the price was. That style of podcast is not for me, and I don't have time to listen to anecdotes.
I would like to see a Crux investor interview, or even Proactive. Regards the share price, it is just a case of waiting for the RNS that the delivery has been made now, then I think we will see an increase in SP. Yes might have more headwinds, if the market is selling off, but staying commodities will be fine. The other shares I am bullish on along with BEN are I3E (Oil & Gas) and IOF - (Iodine), both will do well in the commodities run - both released excellent results today.

Not invested here, but good post Aberoy. The IC have been saying 'hold' on many recruiters for the last 4 or 5 months.

Thanks Tony for sticking your neck out and providing some numbers (seems no one else has). I3E been a fantastic investment for me, and your info has been consistently helpful.

Its obviously small change for him, what ever he is up to. There was a lot of volume after his holdings RNS, so I wonder if we will see another TR1 next week. I wont be taking any notice of any more of his Twits about Iofina. He has shown himself as one who misleads at best. At worse a pump and dumper.

ITs a lot to do with the markets in general selling off, I for one held until the TU, to see if anything would help the share price, but no. Loads of good companies selling off, no point in watching capital decline, this could stay low for a while. The only ones I have kept holding are the ones doing buy backs and dividends. Investors chronical last week "Higher costs stunt manufacturing growth". Higher expenses are leading manufacturers to rein in spending plans. Looks like Carclo has already started borrowing.

It's been a tough hold, especially being here since 2019. Feel like there has been massive opportunity cost at the moment, when money could be in other producers. I have thinned TXP out quite considerably. I really cant see this rising very fast if 2022 goes as they have announced. If we said 40% upside to summer e.g. to £1.40, then JSE has similar prospects, could I3E do 40% by serenity drill? probably. Could SQZ do 40%, well it might. All producing FCF now and paying dividends, no risk of operational delays. Getting pretty hard to justify a large holding here. From experience with the other companies mentioned, there is still time to buy in to those, so therefore there will be time to buy in here once they get going.

30000 @ 173p - 06/05/2022

Enjoy reading your write ups. Where does Trevor Brown fit in then?

Strange choice for a video clip of about 1 ton of coal.
https://twitter.com/RoastPR/status/1521965694421712897

Nice article for long term investment case here. Published 1st May, found it via Twitter.

https://www.elementaryvalue.com/home/iofina-plc-iofliofnf-the-bigger-the-base

Interesting the day AB sells 750k, the 1M trade also went through. 1M = 0.5% of company.
I am not selling, though will buy more if SP drops to 20p.

I am very happy to have the chance to buy some more. This has proved to be my best investment in 2021 and 2022. Like GGG, I have another stock that I am waiting for news on (less confident on that one), allows me to consolidate more of my holding here, I3E SP is only going up in 2022, buy the pullbacks.
We should get a TR1 from the seller. We never saw a TR1 for the close of their CFD did we. Then we might get a TR1 for new owners.

So far we know he sold 750,000 worth of shares. Still does not explain the 1M trade we saw recently.

No weak stocks for me. I may buy back in, once this starts to rise on better sentiment. This is the 3rd stock (which I feel is a good business) that I have dumped in the last 4 weeks.

I did take another look at Carclo for hints or clues to be excited about: Twitter account last used 2017: https://twitter.com/Carclo_plc. Website, has no current info on it, looks like it hasn't been updated since pre-Wipac. No news feed of what is happening at the company etc - cant even see the locations of the manufacturing sites. Coupled with the trading update, I concluded that they are not going to be doing any PR soon, to help the share price. No accessible broker for the retail investor, Trading update says in line with expectations for profit - what is this? Looked at the previous interims, and no guidance was given, other than 'expectations'. In this environment of ordinary stocks selling off, those that are raising their profile and engaging will fair better. Next stop might be sub 20p here, at which point, I might re-enter, but I dont see a catalyst for upward trajectory, not even from results.

I have been putting all my money in cash generating resources, all trending upwards inline with their commodity prices, which is what is partly hurting these 'good businesses'. Strong stocks such as: I3E,JSE,SQZ,BEN,IOF.

29-Apr-22 16:37:40 21.60 1,000,000 Unknown* 20.90 21.00 216.00k
Interesting this trade, I would think it must be a buy, given everything that is going on, but its price was at the lower end of the range for the 29th April. 1M shares is over 0.5% of the company....

Just topped up. Dont need to see a photo of a f'king train or a lump of coal. Happy to let them run the business.