Member Info for esduk

US Ambassador Puzder: The US and EU are near a critical minerals deal, the deal would incentivise Western investment and block China from flooding the market.

From what I've heard, T212 is very poor on this particular share and often gives bad pricing, doesn't provide a quote or doesn't execute.

I have a decent holding in Equinox, though it's only about a quarter of my Greatland holding. They are two very undervalued mid tiers that may join the big leagues over time. I'm invested in them on TSX, their primary listing, as I tend to hold miners in Canada over the US given I think the USD may do worse than the CAD over time as the US has a higher debt level.

I think you are potentially confusing people by showing the drop from the year's high SP on March 2nd to today's SP (32.7%), but referencing January 1st on multiple occasions (at the start of your original post and then again in your response to me). We're about 5% lower today than we were on January 1st. I get what you are trying to say now though, was just a little confusing.

Looks like Investec actually dropped the bid from 45p to 44p (though it is being misreported here I think). A bit ridiculous given all the buying at 46p, but hey, we know the story by now...

Sorry, where are you getting a -25 to -30% change in Greatland since Jan 1st 2026? We opened at £5.21 on 1st January 2026, we are now just under £5. Sorry if I am missing something obvious?

AIM is crooked, every day of the working week, and twice on a Friday... haha

I'd say it's more that market making is by its nature a crooked business. There is information asymmetry and a profit motive, with barely any regulation, and humans are humans at the end of the day... so MM's will make the most of their opportunities.

They really don't seem to want to lift the ask despite lots of buying at asking price at 46p.

Couple of buys from me in the 34's immediately after the latest Trump TACO. IGRC sources saying there are no direct or indirect talks with US. But regardless, it looks like the bond markets blowing up was once again Trump's pain point (remember tariffs last year and China escalation, same thing), so I think the likelihood of him escalating from here is lower post that statement.

More impeccable timing from LSE today with live pricing being down. What a ridiculous service level...

Now 45p on the bid / 46p on the ask, so not far off even for the day.

So where is our bounce? Trump announces 5 day pause on strikes on Iran's energy infrastructure and power plants while talks progress. Oil down over 10%, silver swung 8% in two minutes. Let's be having our bounce now please!

I think Trump's hand was forced by the bond market. Rates were going through the roof in a year where they need to refinance $9tn and probably raise about $3trn of new debt.

Oil down 11%! Crazy how Trump's every word can move the market.

Absolutely crazy price action on silver.

5 day pause on strikes on Iran's energy infrastructure.

Apparently it's due to the announcement about US talks with Iran progressing!

What just happened? Gold and silver bouncing hard and Greatland too.

Just general market risk off, capital being moved to the side lines. Clear buying op for me (if I had any spare funds left!).

I’m pretty sure that no one knows the exact date of the SPAC listing right now (including the Us embassy), as we are in the middle of the SEC approval process.

We can speculate that the release of the updated DFS and PFS RNS likely means that the SEC had completed their initial review and that they have no major issues with the assumptions used in the DFS / PFS, that is my working assumption any way. If that is the case then we must be making minor amendments to the forms before resubmitting them for final review and approval. If this is correct I reckon we will have final SEC approval by the end of April, the CPTK shareholder vote in May and will be listing by the end of May. We are close imo.

It could be that the £13m isn't directly related to GDX, but it's a big trade if not.