Member Info for Daverec

Billion pound companies do not increase market cap by 10% a day, a quick £100m increase here and there.

As at 12.47 today, we are at 7.775p and grown by 1.63% vs yesterday.

At that rate we will have doubled in 40 days and be a £2 billion company.

It may or may not lift the share price, but it gives me a lovely warm glow feeling.

Thanks for the update. I have asked twice in the past 12 months to no avail. I just hope there are still a few left after the "professional fees" are paid off.

Thanks, fingers crossed then!

Question to those that had Starvest shares. Have you had your shares in Ariana yet? Just asking because I have not had mine yet and asking my broker, Barclays, has got me nowhere. I also sent an email to Starvest asking about timings which got no response.

JLP and GGP.

Borelli makes the link

Just for info, I've not had my AAU shares yet, but looking forward to them, about 28k of them

A couple of town halls ago, Shaun did say something like “… building our own plant at Havieron would be a similar cost to trucking to Telfer …”

Webinar off

Tough to believe that their opening offer was their highest offer

Report that KPS (US Hedge) offered 160 a share. BoD asked for 180. Things gone quiet since.

https://www.reuters.com/markets/deals/us-fund-kps-explored-takeover-offer-uk-elementis-sources-2024-01-24/

And one thing to add, the team were very insistent on these targets being set on the assumption of "self help" which means for them without any assumptions of improvements in the markets themselves, so no overall general growth to help their performance numbers, the base being 2023. I think most of us are hoping that things will get better in the background, like today's inflation number coming down, so there could well be upside to both volumes and margins.

I attended the CMD today, which was a three hour presentation, demonstration of new technology and Q&A session. In all it was very impressive with presentations from the CEO and heads of the two business units, sustainability and the CFO. Maybe some of you saw the live stream

They showed the rationale behind the RNS this morning in a lot of detail, with where the new revenues and margin growth will come from. I recommend that believers and cynics both take a look. I've already stated on here that I am a believer, but you guys need to make your own mind up.

I left the questions to the financiers in the room, and it started with the lot that sent the open letter, FT, asking three questions that were pointed but seemed blunt after the depth of the presentations that preceded them. Of course the proof is in the pudding, but the shares seemed to like it today and lets see about the broker's notes tomorrow.

The business seems set on their "innovate in the premium segments and create enduring relationships with customers based on joint innovation plans" strategy which is one I like. They do need to deliver of course, and I believe they will.

LM57, thank you for expressing your pov in such a calm and understated manner, but there are problems with it.

If you "really think" it will happen, you should have sold up already and left the board. We have drunk the cool aid and we aren't really that interested in people that haven't unless they bring new compelling data backed evidence which you have not.

One point from your post that is 100% wrong is the assertion that the value of Havieron will have not been, or will have been insignificant, in the Newmont deal. When you sell a company you put everything in the sale price and you max that price to the full potential.

So thanks for the contribution and good luck on your journey to companies that you "really think" good about.

Toffers, I will not be alone in loving the positivity and exuberance you bring to the board. I think I need to reduce the size of my buys to match your frequency and keep the sea of blue, so will starting tomorrow, as done for today already. Keep it up and don't forget that all the "expert" advice you are getting about futility and cost of trades will be blown apart at the denouement of this journey.

ATB Dave

Toffers, I'm with you and will drip feed buys in. I just did £800 less £6 like you and it came through as a sell as well. But the market is moving!

Just for clarity's sake, my Bed and Isa buy side is the "sell" at 11.29. They did get me a good price though at 8.4p though!

Bamps, I look forward to meeting you at the next STAG do. I enjoy your posts and the insights they bring to the BB. Please keep up the great work as I, like many on here, do not have the level of knowledge (and the rigour) to outwit the naysayers and we rely on you and a few others to keep up the good fight.
Have a great 2023 to all the good folks invested in GGP.

I think they are doing all the right things. As the debt goes down, the equity value will get released. Not sure anyone could have planned for a pandemic, a war and runaway inflation. Not too surprised that it is a little harder (and therefore slower) than they expected in their strategic planning.

I've joined the team adding today to the point that its currently 43m shares purchased already.
Looks to me like the market has spoken.
Just another £10k for me