Member Info for Early_Bird

yup!

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

Gold mine construction to commence January. 10k ounces pa initially ramping to 30k ounces.

Production from Coking Coal asset also coming.

If you look at peers there should be a very easy 100% here at the very least IMO

Always amazes me but theyll be the same ones getting FOMO piling back in 0.4p+

Huge run of catalysts due here so just sit and wait for them to unfold

Anyone that wants to see whats possible from a small £5m Mcap starting point just needs to look at UFO or OMI...

To me ADME has all the ingredients they had and more. Hot money comes and goes without a care for what they have bought (just chase noise and movement) but I strongly believe this company will snowball in to £100m+ in the next 12-18months... it has all the necessary ingredients.

recent Investor call well worth a listen particularly the latter half https://bit.ly/34sD1Vo

Brief summary and some paraphrasing:

17:50: 4 projects Identified working on, secured strategic financing and demostrated to vendor. As well as debt based offtake financing from Trafigura, any equity portion of a deal can be funded via a CLN with trafigura that they also have access to.

19:00 access to debt through middle eastern investor, can acquire assets and security to banks. One acquiistion in pipe to be used as test case.

29:10 company very busy, anouncement of mature transaction "imminent"

32:00 ADM well positioned to put in bids. You have to be able to provide proof of funds and ADME have Trafigura + middle east investor

35:00 Will ADME avoid RTO? ADME have designed their strategy such that company would only suspend for a day.

37:00 Strategy is to agree a deal, announce a deal, 3-6months before any need for financing closure. So can get all the benefit of SP response and enthusiasm for a deal before any equity or financial closure.

45:00 live transaction going through approval with Trafigura at the moment.

45:30 does ADME still have shares in superdilectrics? Yes, very happy with investement and will continue to hold.

47:00 share price of 15p this year and thats realistic

nicely done, sellers have left on the pre 4 course dinner canopes before the real dealflow begins! Im sure theyll be back with their FOMO soon enough ;)

good to see you here. Its my understanding that most of the 4p warrants were sold 4.5-5.5p but may be wrong.

£100m Mcap + in short order a very real possibility given they have $120m financing from Trafigura and now Dubai bridge, they have the firepower to grab some huge assets and as Osa said on the webinar no immediate dilution required theyll have 3-6months for SP to rerate first.

Just £6m Mcap... not for much longer IMVHO

Now has a Dubai-based investment vehicle as well as Trafigura to complete on deals. £6m cap vs huge financing power and ex Shell as management. Mouthwatering upside

about to pop here....

Osa says 15p by year end.. but look at the likes of UFO OMI BZT etc these liquidity pockets can drive things absolutely crazy.

Ufo went from £4m cap to £95m cap in 2 or so months!

To me ADME with the $100m + $20m Traf facility could do something similar.

Good to see

Yep feels like the book has firmed right up now ready to go on a big move hopefully

Anyone that wants to see whats possible from a small £5m Mcap starting point just needs to look at UFO or OMI...

To me ADME has all the ingredients they had and more. Hot money comes and goes without a care for what they have bought (just chase noise and movement) but I strongly believe this company will snowball in to £100m+ in the next 12-18months... it has all the necessary ingredients.

recent Investor call well worth a listen https://bit.ly/34sD1Vo

(on deal completion)

ARS has a JV, is valued 20% cheaper and already has the following:

$50m cash
$113m stake in PT WIN
80% of Beutong

Beutong being one of the largest undeveloped copper assets on AIM.

herd chasing this one up I fear

Cant be long now until dealflow given the word "imminent" was used in the webinar call a few weeks back.

would expect 3p+ on farm out news here so suspense building

this is a totally new beast now. not parting with one of mine until I see fairer value

10-14p given this company will have $160m liquid assets (cash and shares in a listed company) Q1E next year then 80% of Beutong (larger asset) to develop with the cash

worm is turning, production commencing and book sorted out..

Just a trade for me eyeing 0.26-0.34

yep perfect storm, especially given the backdrop of fundamentals surrounding copper