Member Info for DD77

Correct Kent, the only way the war will end this year is if Putin ceases to exist.

Mixed bag of results. This has been on my watchlist for a while and I would have bought by now if it wasn't for a shortage of capital. I will be buying in the next few weeks..............target price in the 1700s. I can see doubling my return within 2 years

Haha good luck with that

Halifax have now confirmed my allocation - which was double my initial offering (as I elected for more). I got my full request. They're not live yet but allocation has been confirmed.

Did anyone watch? I caught the last 5-10 minutes, which was very positive. Ross seemed a very straight talker, and credible. He talked about putting his own money in, that he believed in Rene and his experience turning around similar companies and he was very optimistic. He acknowledged frustrations of shareholders and said he didn't want to raise equity in the current market but would look at collaborations and partnerships to provide funding required. All sounded very encouraging. I'm only a small holder here at a much higher price than this, but whilst I won't be adding, I was encouraged that I might still get a return

I agree Deus. I expect FIG would prefer dealing with 1 operator here, and one they trust. Argos look in an incredibly weak position here...........I can see the latter scenario playing out

Underwhelming

Well it's slowly inching up, breaking through 9p today. Close to 52 week high.

That is disappointing, I expected FID next year................at least it keeps Sam's golf membership going for a few more years. And it sounded like 2.5 years from FID was optimistic view as well. Deary me

Thanks Davey, I hope your target is met for all of our benefit! You’re right that there’s hardly any stock, hence the impact it can have on price. One day this will fly, they really could do with some PR though

Halifax gave a deadline of 11.59pm on 28th June.

I have taken up my option, together with some more if it isn't a full take up. Mainly because the greedy piglets have decided to put their noses in the trough, which gives me hope I might get a return on day. Been here since £2.50 days, average now 22p.

The only resolution I voted against was re-electing Keith Lough, as I didn't feel he fulfil his duties as an independent non-exec chairman at the last AGM when he disregarded the proposed resolution put forward.

Maybe people have finally woken up to ZAM today?

I really wonder what will transform this SP..........I mean this news should do but it doesn't seem to. I first bought here at 49p. Average now 12p.............it really should be a lot of higher than this but there doesn't appear any appetite for it

I see Xeros have had a rebrand of the logo and website……….looks like they’re changing their marketing proposition

Can't see them as a takeover target, unless by private equity. No other airlines have the capability or appetite for this at the moment.

This has been on my watchlist for a while and I will be look to buy as soon as I can free up some capital

Well we finally have an update of sorts, pertinant that it came from the chairman. At least there's still a glimmer of hope here

The problem is that John runs this company like a family owned company. Therefore comms/PR is poor to external shareholders, but also he runs it on a shoestring, which is great in that there isn't heavy dilution for us, but also leads to short term decisions (hence the small fund raises he's done recently). We should be comforted by the fact he owns a good chunk of the company and it is in safe hands..................but on the flip side, he won't be the person who will transform the company to the next level............it'll be incremental gains. A takeover will happen at some point (probably 2-3 years) and that should satisfy most.

Still one of my largest holdings, although it does frustrate at times, I've just learnt to buy on the dips and hold.

I'm most interested to understand whether revenue in 22 is on track with Finncap's prediction, and to understand their supply chain challenges and whether they have been able to fully pass on cost increases so as not to hurt margins

Difficult to judge a valuation but it will be a lot more than the current MCAP that's for sure. They have a lot of strings to their bow and iCCAMT (Bosch and Sinopharm) are serious players who wouldn't align if this wasn't a serious venture. Regardless of when funding will be realised (this won't be a concern), the MCAP will be many multiples of here in due course. A great entry point

Any thoughts on the restructuring of Mkango Rare Earths UK Limited into Maginito and the subsequent dilution of our stake?

What was the subsidiary Mkango Rare Earths UK Limited responsible for?

C4XD

Taking a kicking the past couple of weeks.............not alone in that though