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Coola exploration blocks and off take agreements updates possible before BFS

To mention that we are still seeing a number of protected trades which are from institutions imo!

Don’t think the market makers can hold this back for much longer. Anything under 1/1.50 is an opportunity to fill your boots.

The stock won’t be ignored for to much longer as the prospect of a processing facility hits main steam news. Just sitting back and enjoying the ride.

This is another reason why I love this stock, because hardly anyone is watching as they are not invested. We have a few minority shareholders and the institutions just keep on increasing their position. Last count was 79% of register, but we know of the 21% of minority holders, a large proportion of those will continue to hold to.

With the traction this will gain over the coming months and with only £160m market cap. This will be £2/3 minimum by Christmas. This has just about changed everything for this ‘main listed’ company. Hold on tight.

Doesn’t take a lot to find the strategic significance:

https://www.ft.com/content/47cb09e2-55af-40db-a0d2-6ec4cdd0e0a1

This company is going places, yet it’s only worth £160m and it’s closest peer Lynas is worth £1.3b. Just sit and watch this unfold.

It is clear to see that the word is awash of cash, cash that is focused on the renewable sector.

For the UK to become the Saudi Arabia of Wind, given the favorable conditions offshore for electrical/wind generation. Well a UK processing facility would be a massive win for the current government, with financing of relative for such an important strategic asset.

Institutions would flock to this company as an ethical, green revolution type play that supports Wind and EV.

I am expecting this to gain traction with the UK press, I honestly believe that this company has the potential to become a FTSE 100 company. The further down the chain they go, the more value they create in what would be a very profitable venture, both upstream and downstream.

Things about to get very very very interesting. Should see an explosion of interest. Announcement released in 15 minutes.

Hi Carrib,

Given the fact we are one of only two NDPR rare earth mineral mines, Lynas Corp being the other one. To facilitate the green revolution and natural rebalancing of the market that is come it is very encouraging to know that we are a core strategic asset.

I also found it very encouraging from a recent director statement:

‘ We are now in a position to commence discussions with potential offtake parties in Japan, Korea and Europe in addition to the wide range of potential customers in China.’

That we are now open to a wide range of potential customers. Offtake arrangements should be very interesting.

Hi Robbie,

203,095,822 X 80p = 162,476,657.6

So market cap even better than you thought, more upside

Lynus Corp is worth £1.35b and is on an upwards trajectory producing 5.5k tonne a month.

MP minerals £1.2b and again will be a US listed barometer to capture additional market value, producing 6k a month.

The BFS should emphasize a high grade carbonate and significant EBITA. Looking likely at the lower end of the cost curve.

With the CEO suggesting a £400/800m market cap to relate to its peers (peers value has increased 20% since the interview).

So it’s not unrealistic to see a share price of £4/5 a share and that doesn’t allow for expansion of capacity or commodity prices.

Mine construction is set to take less than 18 months as per admission document, Covid allowing, from first quarter of 2021.

We have additional upside from Coola exploration block, off take agreements and a Joe Biden presidency creating a $2T green stimulus, the story is about to be seriously derisked over next 2 months. With funding in place, a green stimulus to boot and the market opening its eyes to the free annual cash flow from the BFS, 12/24 month target and allowing for 20% dilution from here. £2/3

Rise is definitely assisted by institutional interest imo.

With Paul claiming first mover advantage, has the market overlooked the Coola block that is due an update as per its company presentation. With further deposits including rare metal and gold resources. I wonder how possible it is for the company to retain the rare metals within the business and spin out the additional prospects such as the gold. In turn raising capital!

Speculative, my possible!

What comes first, Coola block, marketing arrangements or comprehensive update on BFS before finalisation at later date?

Just kicking back like most here and watching the business end of things unravel.

https://www.yumpu.com/en/document/read/63865417/pensana-company-presentation

Page 21

Can now sell above mid price. This is going on an afternoon run, 85/87p.

76 v 78. (1v2)

The fact is you can sell quantity at 77.4p. They are trying to fill an order by implying small drop, they need shares!

It’s stretched to far to quickly on the RSI with news towards the end of the quarter. Healthy movement for the stock following such as strong rise.

Read the director comment. The COO has left as the company has transitioned from exploration to development. Everything is fast tracked, just need to keep up with the story as it unfolds.

So only 25% of the share register remains on the ASX, some of which will be held by long term investors/sticky hands.

This is all highly beneficial for the share price. In a recent interview it was suggested that 78% of the register was owned by long term shareholders and I believe that free float is shrinking by the day. Compared to 2 months ago, the sovereign wealth fund has increase their stake further for example, and many minority shareholders like myself will hold this through to divi.

In the same way that it climbed into the resource updated, I fully expect it to make a move going into the BFS.

High probability of update on the Coola exploration block and marketing arrangements to give it an additional kick.

First target 85p, second target 116p and then blue sky to 200p imo