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Some chunky buys going through

Good video! Thanks

For anyone crafty enough to have bought the lows of April, this is now nearly 100% up already! Alas, I was not one of them 😁

Nice to see the continued positive sentiment here and informative discussions on the potential.

Have a good day - EP

@RichyRich - I am still holding out for your 48p prediction :-D

Non-inclusive of revenue return potential on today’s gold deal …

Exciting times ahead!

Might need a rummage down the sofa or get lucky with an NS&I, to make some further top-ups before we have permanent lift off beyond 1.5p territory

GLA - EP

Ignoring feelings and desired outcomes for a multi-billion [insert currency] buy-out at year-end once the tox results come back that we all hope are successful …

Is there much of a reality where we can truly expect the Sareum team to actually lead a Phase II, and that would therefore necessitate a considerable raise ?

Or playing the odds, is it really down to option a) licensing or option b) T/O?

Like others, I am just trying to determine whether “there will be another AGM under the name “Sareum”” - to reference someone’s comment from the previous event - and is it now more a question of a countdown (assuming tox studies come in OK) and an end to what has been a 14-year journey for me so far?

Or has this old girl got legs in her still and we could see the company’s board take Phase II forward into 2026 and beyond, should a deal “for the right price” not materialise?

Apologies if this question has been thrashed out on more than one occasion; I have been busy with DIY / kids / allotment … and I have neglected following the chats here as often as I have in the past.

Thank you for indulging me. Be gentle!

Have a good afternoon - EP

Agreed - what will be the value generating inflection points and opportunities for the shareholders to generate growth and profit (and break even for some!)?

Still not entirely sure how I ended up coming for the mining exploration and ended up with a fertiliser company haha ! (With over exaggeration for effect).

I think the next 12 months will be telling in terms of what Keras may be able to achieve and become in the longer term, especially with a) some revenue from Nayega and b) what sounds to be a now optimised production process and plant, and c) full ownership achieved.

Watch this space, I suppose.

Have a good day!

- EP

I suppose today’s RNS explains Friday’s movement.

Nice move by COBR board.

I also note, and not sure if this is the first time or not, that Velco has specifically referenced the following rather than REE’s more generally:

“significant low-cost source of critical terbium and dysprosium for the Western world”

Thoughts?

Just to check then:

For every 1000 shares we currently own, we have the option to buy up to 542 at 1.4p?

Is that correct?

Optimistic Friday thinking:

I am going to take that chunky buy as a) someone knows something and b) news is inbound that will generate that individual a hefty return, and by association, me too albeit not quite to the tune of 1.7M shares :-D

Hope all are well. Have a good weekend!

- EP

I read that as 1M buy and a further 500k Bed&Isa, but could be wrong

Possibly to reaffirm some of the milestones and dates, notably with recent questions from investors as to when results can be expected having seen some timelines slip to the right … ?

Who knows.

GLA - EP

Slipping SP and a couple of chunky sells ...

8p breakeven feels somewhat unattainable ... please prove me wrong KRS.

Yours faithfully - EP

These make for exciting numbers!

Looking forward to getting through these next milestones and seeing what I hope will be a positive upward response from the market!

- EP

Https://www.bbc.co.uk/news/articles/ce82gderpl9o

Hopefully the WCLC expo will have final data that proves positive performance across all metrics

Thinking longer term, this can likely only be good news.

Thinking shorter-medium term, I can only assume that this will further push back timelines in terms of further drilling, MRE and scoping … which is a little frustrating.

For those able to continue adding, good on them, as the SP will likely not move a great deal higher any time soon on sentiment alone.

Otherwise, hold for gold (and uranium and REE’s)!

GLA - EP

Companies house has them as £207k, £206k and £100k (rounded up) in terms of total package ending June 2024

Dearest KRS board, having been a faithful investor since back when you were FRX, and having ploughed money into your endeavours for many years, might you please be able to let me know when I might see a return on this investment?

8p ish to break even, 20p would see me more than double my money!

Can I still hope for at least a 7 bagger from here?

Look forward to hearing from you … perhaps …

Have a good weekend to the other LTH.

All the best - EP

Co-CEO’s bought a further 11M shares each!

https://www.smmttx.com/investor-information/announcements-financial-reports-filings/

Head of Finance and the COO also bought shares.

Multiple trials ongoing. Harmoni-6 full dataset planned for presentation at “a major conference later this year”, which I can only assume would be the WCLC in early September 2025. Much like last year.

Nothing in this world is sure, but Summit’s hard work seems to be coming together and the Board’s share purchases appear to underpin their confidence in where this is going to end up!

Load up and/or hold for gold, fingers crossed!

- EP

In short, sit tight and hold (for gold, figuratively and literally speaking)!

- The company has REE’s, gold, copper and uranium; and seemingly lots of it!

- Quite how much and when can it be accessed, this remains to be seen.

- Boland MRE in 2025 (July, according to recent presentation and Edison report - although “step out drilling” is yet to come as per StockBox video from 10/04-25, so not sure if the July date is still achievable) followed by Scoping Study before year end, to begin commercialisation activities.

- In the financials, I infer that another raise will be required (“ The Group has £795,708 of cash and cash equivalents at 31 December 2024. The Group's and Company's ability to meet operational objectives and general overheads is reliant on raising further capital in the near future”). Whether this can be done at a higher price to minimise dilution remains to be seen.

- As far as I can see online, there is no publicised timeline of activities beyond 2025. I suppose this is deliberate whilst they cannot confirm exactly what they have

- I am unsure of what the plans are for 2026. Obviously things are advancing on multiple fronts and it may be that external parties come into the mix to help take things forward.

I would welcome other people’s thoughts.

But overall, very positive! Well done team COBRA.

Have a good day

- EP