Member Info for Dave85

Great to hear KP now recognised as fertiliser - this now compounding into one of my largest holdings.

21/07/20 said "at 2k per penny and prepared to double up if somehow 1p is approached, I'm looking forward to a return to 10 to 20p range, this year or next, imo."

Was off by couple months but the time allowed me to accumulate more than I could have dreamt of when I first started buying (bottom end of same range).

Leveraging the work of others - on multiple levels (q.et.al) - part of investing. Free ride holding and long term hold for me now.

I suspect the majority of shares are held by those who have held most of those they have, for over a year at least.

AIMO ATB

Very pleasant reading.

AIMO ATB

...rising. KP2's had an certain amount of 'too good to be true' in the back of my mind since the prospect of maintaining 90% ownership of kola was put forward - even before the implications and price jolts re putins move.

Economics now just staggering looking. If 'resolution' isn't quickly forthcoming pretty quick seems food shortages (partially down to wasted calories fed to Chinese (doomed (?) - African swine flu) hogs) are coming later this, and thru next year.

Seems 'now' (suddenly more obviously at least) projects such as kola are very much in need for global good.

https://mobile.twitter.com/DeItaone/status/1499833032211156992

https://farmpolicynews.illinois.edu/2021/06/chinas-pig-population-at-near-normal-levels-after-asf-chinese-hog-producers-urged-to-not-panic-amid-low-prices/

My 2nd largest agg related capital stake, hmi was biggest (by far).

AIMO ATB

...CB, rest up imo, sod news etc for a bit - priorities !

ATB

It would be no from my >1.9m too.

Rightly or wrongly - I don't Know.

ATB

another 26827 @ 1.2796p

VP now got (via west (predictably so)) switch near as powerful maybe even more than JP, imo

https://youtu.be/aH_xCKMUI94

2.258p (barc) 15145

225p ish

62p ish

... some back from derisking sells shortly after VB involvement announcement.

Less than half price, still lth approach for me here in the main tho.

10085 shares for now, remember a line from enemy of the state along lines of - credibility - its the only kind of currency that means anything on this sort of playing field.

I post as a journal and as info amassing tool beyond personal editing capability, but I do read many posts and few posters generate significant 'credibility' over significant (imo) timeframe.

Its not just what they say but when they say it, a claimed trade cannot easily be proven as one's own but there are ways for some doubt to be removed in the mind of the bothered reader.

Certainly not questioning any varacity here btw just personal view as seemingly on topic @ mo.

AIMO ATB

>1.5% of tym

Going 3d = potential for more 'real' & 'meaningful' in ground value add.

PCu seemingly going to do what he said and seemingly tym'd it well too @ mo.

https://mobile.twitter.com/Oliver_MSA/status/1498877752023339008

Feb close as needed 24.44 (I think) normally says weekly tho, but?

See (in this post) some corollary with my post 24/06/20 did say AIMing to duplicate (17/10/20).

This time it's just that stake is larger - only possible due to actions since June 2020.

I don't need it to happen, don't yearn for it to happen, don't even really expect it to happen soon, but accept it could and will simply watch what actually does happen.

Wondering what the valuation will be and what these participations paid.

https://www.google.com/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/973609

"Pre-IPO financing for Zambian exploration copper company – IPO planned for this summer" (SPA)

Reading/observing & pondering things over the years sometimes I wonder if the historic chart of an 'old' company (seemingly increasingly so if overwhelmingly 'unsuccessful' (start to present sp change)) could in someways be argued to be an asset in itself - apparent actions of sufficient (?) fraction of participants - suggests good possibility. A possibilty that increases imo, in some correlation with quantum of changing macro backdrop - a silver quarterly breakout close end March or June (best timing for me) near 30 would draw big attention to tiny space.

Personally more comfortable with fundamentals, & they looking great here.

Side notes - this bb gone quiet, Kallak news seems close, certain social media goings on seem perplexingly circumstancial at times, can still buy sub average of placing & new warrants, only 1 flourspar still active, peg leg gone too, a plethora of potential remains, putin action dynamic worrying invest community but boosting PMs, how much longer/further until move completes and when how much of eventual max move will reverse upon whatever 'resolution' emerges?

Feel maybe at start of adventurous journey, or not = chance = interest = important/enjoyable. Here so far about 4.5 yrs here. What happens in next 4.5 years?

AIMO ATB

Finally - the go ahead in Mexico (the principle basis of my initial interest here).

Mexico not quite what it was then but these things switch direction sometimes over fairly short timeframes.

In any case company transformed since then and mcap around 20x.

Fascinating and relatively stress free (late stages of rise >3p excl) journey at ufo and still happy to hold until gsr <35.

Thankyou BBG and team - incredible progress - on many fronts.

Ufo described here upon name change as a joke (i didn't agree) to now significant in global terms with MM position and that EH hit (I agree) - very happy holder all round.

AIMO ATB

Happy to increase my holding at this level, looks like sp dropped to 3yr MA, company has transformed over that period with coming July being 3 years since my initial stake.

Not been impressed with govt rail policy decisions recently northern PH and HS2 reductions, upping speed via electrification on disproportionately improved infrastructure likely to create 'events' and increase significance in all ways.

Speed and energy being non linear and all that (mv sq), start for scratch slower harder costs more but safer long run, imo.

CRDL doing its bit to negate.

AIMO ATB

This morning.

Increasing oil/gas small cap exposure - thinking omicron soonish provides jolt to continuing potential ending of global C19 related demand reduction, and crude looking strong recently whilst uncertainties around opec abilities reg supply (also clon today, after ntog & zen last week or two).

Thanks to those with deep Co knowledge posting thoughts/findings etc last 2 years or so that Ive followed.

AIMO ATB

Looking closely can just make it out....

https://youtu.be/uLahVJNnoZ4

https://mobile.twitter.com/Mario_Stifano/status/1395828979165061121

"The Company currently holds five exploration licences over an area of 548.9 km2."

As said exploration licences is vast.

Decent rise in Canada.

Already some great looking intercepts potentially stemming from (as posted 06/12/20 - "increased predictability due to understanding vein dilatance") them getting a better handle on dilatancy.

What proportion of viewers who actually fully understand all the detail discussed in this vid, I don't, I get the jist only but that means I can't fully independently verify so could be ..... . Recon some newly involved in gal are all over it tho and have plenty of advisors to which its their bread and butter.

https://youtu.be/Y0l7dNC5lq8

Then there's...

https://www.goldandinvestments.com/bank-of-england-provides-exemption-on-basel-iii-for-gold-trades-in-london/

Bottom line (simplistic view reiterated) for me is gold miner froth been wiped this year and bottom in for sector (?) (Ggp and omi bounces after nem, wpm breakout awaited), pog stayed high enough to be great for gal production and I think is heading much higher next year ready for commercial restart and increasing investor awareness of this little beaut, imo.

Added 5085 other day, seems well timed in hindsight.

AIMO ATB

Continuing to be very patient with thor and have decided to add on weakness this afternoon (averaging up) to take my holding to just >1.5m, looking forward to upcoming uranium newsflow, amongst other items. In readiness, I recently watched the following which I feel provides decent background and some important points to consider re the particular setting they looking in.

So much potential in this one little company (many irons in fire) and yes rates of dilution per year on average are quite high but I happen to believe that over the next couple that rate will reduce very markedly as the mcap increases.

Apologies if vid been posted and discussed previously (dont keep up with this bb generally).

https://www.youtube.com/watch?v=YYFzuC7gBMo

AIMO ATB

...this morning @ 1.8p, having luckily sold 29/04/20, held for ~18 months last time, happy to wait again.

ATB

"Replace **** with ******* (but with no spaces)"

Lol ridiculous... replace it with c0ck, male chicken etc.

Haggan met work due (end sept I think read somewhere), unless I missed it, look forward to that and study economics release soooon finally/hopefully and comparing them against ferro alloys (hard competition).

AIMO ATB

Some big names getting involved for sure....

https://www.afr.com/rich-list/how-john-han****-backed-the-market-s-biggest-winner-20210524-p57uk8

Replace **** with ******* (but with no spaces)

"Since 2014 he has sat on the board of New York fund manager and venture capital firm The Lind Partners"

Can pick em.

"These days though, he can hold on."

Tough times, but I embraced lessons & still do, try not to flip-flopper around, but have conviction.....

https://www.lse.co.uk/rns/AURA/trading-halt-completion-of-placing-lsr2xkugnrap8cg.html

https://www.lse.co.uk/rns/AURA/aura-completes-a20m-financing-5vcdxukv4tytphw.html

Junior resource pf over next x days/months/quaters/years?? Already well sprouted for me in patches at least, in last 18 months.

https://mobile.twitter.com/graddhybpc/status/1459531487364239362

https://youtu.be/2nFDmrLGgYM

Sweden developments re govt mining sentiment, finally - seemingly at least.

https://www.expressen.se/debatt/mp-i-hard-kritik-mot-s-natur-och-samer-hotas/

"It is not that we take environmental issues lightly, but yes, we love mines in the Social Democrats"

Bem - kallak - took some profit, partially derisked position now.

Tym - storuman, reindeer husbandry concerns re tailing storage - movement expected, esp if kallak gets the ok.

Haggan - certain potential/likely future obstacles seem to be reduced with new govt.

https://www.dagensps.se/bors-finans/ravaror/thorwaldsson-lovar-be****-om-gruvor-och-tillstand/

Replace **** with s l u t (but with no spaces)

Sector short term bottom in maybe?
https://youtu.be/GkrV3BK1CyA

Archaean asx ipo & in species dist - will just wait and see what happens, not fretting personally, expecting some complicatedness tho having watched krs/calidus affair pre holding - not exact same but had similarities.

1 year on - (posted 07/12/20) "Side note my other U exposures are yca, bky, valore metals (plus some xtra via jan), thr, mka, far and mnrg." - currently - yca need just under £4 for 1st bag, bky paper breakeven ish and small realised loss, valore metals (~40-50% up) (plus some xtra via jan >4x), thr (~90- 100% up), mka (~45p is 10x), far (derisked and >150% up) and mnrg (<40% paper loss as averaged up after sub 0.3 entry - v disappointing so far), other than bky, vo, and yca don't these think even considered U stocks, so far at least. Aura - diluted but still multibagger (some realised), long way to go hopefully for the remaining, (some proceeds to bzt and tym (latter - similar mcap to ufo when I did aura to ufo) helped top ups to >1% each), (just for me to look back on (moment in time)).

AIMO ATB