Member Info for Early_Bird

Loads on the ask, appears still a seller working here which is frustrating.
Incredible value on offer currently

Tomorrow should be strong once this is digested by the market

ow.ly/y3B550wVc2u

Expect 10p in very quick order

Oversold here

Good thread by him here:

https://twitter.com/MylesMcNulty/status/1186942692783247361?s=20

Only a matter of time until this goes on a big move upwards

Scaling in now think this bounces from here

Full of irrational spiv traders mugging themselves off at below the bottom...

Great opportunity therefore for the researched and calculated to make a killing :)

Focus on the fundamentals!

3-5x undervalued currently vs all direct peers

Funded until full financing.

Production as early as next year (YE)

$3.6billion FCF over LOM after capex is paid back assuming:
$70m FCF first 3 years
$60m 4-8 years
$40m 9-86 years

£9m Cap!

Another UT!

This is smelling... of burning! keep your eyes on this book as something v odd is happening, but I think its good for SHs!

Same action was happening yesterday too

The other thing that leads me to believe an MM is trying to cover a short is that the live sells are not effecting the book. The 250k sell trade at 2p after the 400k UT trade at 2.14p didn't affect the book whatsoever so IMO it was part of a transfer, the book actually strengthening after it!

I have noticed 4 big UT trades the past few days, never seen so many in such a small illiquid stock. I think MMs are covering a net short position, one transferring to another? its very odd... ive been watching the books on countless stocks for years and not seen so many..

Worth calling nomad to investigate?

Crazy economics where on $35m capex payment will yield $3.6billion FCF over LOM after capex is paid back assuming:

$70m FCF first 3 years
$60m 4-8 years
$40m 9-86 years

#ACP

"Will be holding a shareholder webinar.... on Friday 25 October at 12pm (BST) to provide an update on the progress being made at its Mahenge Liandu Graphite Project and the next steps in the transition from explorer to emerging producer."

An emerging producer projected to throw out $50m+ free cashflow per annum over 86 year mine life at Capex of just $35m with first 8 years looking closer to $60m+ FCF!

Yep Mcap just £8m..!

Some point this will go, Webinar will hopefully help provide a lot more colour to shareholders on where this beast is headed.

Face palm on the timing of todays release relative to Brexit but I think in the next 2 - 3 weeks these prices will be looked back on as a steal... as we have a shed ton of news also due!

£60m Cap
£30m Cash
$2.5billion in combined NPV at current Nickel prices
LME stockpiles opened 88k this morning!

Pretty sure that NPV will spark the interest of some majors.

Vermelho not even being orices by the market currently dwarfs Araguaia

Have added more shares to my holding.

Will get out a detailed breakdown of todays news in the next few days to show why it so significant.

https://twitter.com/TheMoneySponge/status/1177503970840891394?s=19

The above tweet shows the SP performance of ASX listed peer Walkabout Reources when they were at the same stage ACP is now. Note Walkabout started from £20m mcap and ACP is now £9m mcap! ACP now looking to have a far superiour resource

MM going to be in trouble here as I suspect they have a short position looking at how they have been behaving the past month or two. Theyll have to buy back this stock they have been loaning out and the clock is ticking... :)