Member Info for elir71

ALBA 66,915,207 23.59%

KADUPUL 21,044,969 7.42%

Hugh MacKay 9,179,872 3.24%

Antoinne Molenaar 8,524,463 3.00%

David Elir Evans 4,550,488 1.60%

REDACTED 3,295,324 1.16%

REDACTED 3,148,334 1.11%

REDACTED 2,618,892 0.92%

REDACTED 2,000,000 0.70%

Stefan Bernstein 1,711,666 0.60%

REDACTED 1,546,676 0.55%

REDACTED 1,025,000 0.36%

Mark Rachovides 1,015,577 0.36%

George Frangeskides 927,778 0.33%

Lars Brunner 317,308 0.11%

Mark Austin 291,666 0.10%

Andrew Panteli 291,666 0.10%

Mike Nott 277,777 0.10%

Silvertree Partners LLP 41,666 0.01%

These are the long term holders that I know of or know personally

@gregthegrinch Ive been keeping quite a close eye on this, the warrants recently exercised have been chrurned. Of the parties to the Feb 25 placing where the warrants are derived from, then I believe that it was only the "North American Institution" that exercised, that's based on volumes and statements of shareholdings of other parties (like ALBA). If I am correct, then the North American Institiution has 6,153,848 warrants (2p expiring early FEB 27) left to exercise. Given the difficult to understand why exercises, then it would not surprise me if they exercise the above fairly soon, nevertheless they seem to be absorbed by the market quite well, depsite the shareholder base, not being particularly broad. Including the 6m or so warrants I just wrote about there are currently, (by my estimate), 15,192,310 warrants of this class remaining unexercised.

Notwithstanding the BOD's options (10p which expire end of Sept 27) then there are also 9,000,000 warrants at 3.75p which expire in July 27, none of which have been exercised. They have an accelerator clause, which means that if the volume weighted average price on 10 consequtive days exceeds 5p, then the company may direct the warrant holder exercises those warrants. However the company is not obliged to do so.

In the past the shares from warrants has paused SP growth until they are absorbed, however, they have been absorbed by some quite organised and determined investors who have consistently outbid the market makers, certainly at SPs below 4p. Of course, a warrant holder after exercising their warrants may choose to hang on to the resulting shares, however, there is little point in doing this until the time of expiry unless it is their intention to sell them promptly. An early exercise is an indication that the warrant holder intends to sell. It is also worth noting that the "North American Institution" seems to value its anonymity, so is careful not to forward sell more than the 0.5% nor hold more than 3% at any given time, which would trigger a TR1.

Bottom line is we are almost an order of magnitude undervalued. I think we need more direct exposure in PI press

I think the meshing is slowing the cycle down a bit, but the need for it may be less moving forward. Nevertheless its all progress underground and a lot better than waiting for NRW to pull their fingers out.

Has ALBA appointed a drilling contractor for this years fieldwork at Motzfeldt yet ?

What a pity with Brent Crude being where it is, that the Nimbys managed to close down the operation at HH. Whereas I dont think Oil prices will remain at this level indefinitely, it woudl have been a significant cashflow boost for HH / ALBA

I guess that the only partially filled sell limit order of 200,000 shares is the north american institutio thatvrecently exercised. The 0918 20k transactions are my bed and isa and the tiny limit orders of 200 shares was me restoring 200 shares which was the cost of the bed and isa

Mid terms should tie him up. Shame on the US military for executing these orders without congressional approval

The non market maker has returned with weak support

A non market maker has been consistently placing buy limit orders for some weeks now. However, today they did not (at least at the opening auction). The last time they were absent then the SP retracted sharply. If you are trading this share and have short investment horizons, then this is a strong sell today.

If you are a LTH, its a hold and buy when retraction is done.

SELL SELL SELL !!!

The drop last week was wholly justified on the basis of shares supplied to the market.

Traders should take their profits while they can, dont delay

LTH hold

There is nothing visible in today's trading that justifies todays movement

Institutional investors tend to sell on the placed shares quite quickly. The recent tr1 relates to a succesful businessman's aquisition and he's likely to be a long term holder

The certificate represents "strategic project status", the result of which has been the granting of a loan from Danish pension fund for 5m. That is non dilutive funding, which is rare in a pre-revenue mining share. The alternative would have been a placing for the 5m, which, at the time would have resulted in a 60% dilution. More to the point, the Danish have indicated that there is more where that has come from. Its transformational news for GROC and ergo ALBA as its biggest single shareholder.

... however within days, it seems that one project Finnsbo may well end up in a dispute, the legal fees of which could result in ALBA no longer having an interest in the project. I don't know who the counterparty was to this agreement, and I am increasingly getting irritated by the "need to know" attitude . I would prefer it that the counterparties of such agreements shoud be made know to shareholders so that we can draw our own assessments of risk.

As I understand, only France has made it mandatory to fit new machines with microfibre filters. Does anyone know what efficiency of filtration do they mandate. My superficial searches have not indicated any commitment on the part of the EU to issue a directive to member states to enact similar legislation to France.

This mornings two £20k trades is me doing a bed and sipp

Theres bag loads of material from the tips. Its been sat there for a year

Realistically youre looking at about 3 to 4 years for self sustainable exploration funding, but likely to be on a rising sp tide. I see today as a significant inflection point

These projects need funding. It would be only the naive that would think these are merely passive assets to hold. The fact that an upgraded plant is planned for Clogau shows a certain amount of confidence on the part of the management. Merino has the potential to significantly increase motzfeldts reserves. Finnsbo, probably another two seasons of fieldwork needed. This should keep us going until november and the projects are gathering interrst and momentum

I suspect someone's accumulating at 4.18p

Thought more warrants would have brrn exercised by now

I would hope GROC remain european. Strategically, Europe needs a supply chain independent of the US, as the US has proven itself to be an unreliable ally. I'd go as far as to say, not even an ally.

Wouldnt we be the only processor in Europe / the West ?

(of natural graphite that is)