Member Info for Fevertreeman

The Yanks are driving the price action...long may it continue...at some point I would not be surprised if Will & Alex get a call about cashing in.....then they have a dilemma: stick or twist. Having Noble/Vitol on board is helpful, but if the offer is rich enough I wouldn't begrudge Will & Alex agreeing to a sale. At which point you could see an auction develops that Vitol plays hard ball...

Agreed which Is why I am slowly selling into the rise...I sold a tranche I had bought at c8p at c35p, and haven't sold any since tho if it price flits with a quid I may well do

I agree that Will & Alex were ahead of the game but its been the macro catalysts of the last 8-9 monhts that have sent this to the races.....the piece of luck being that it coincieds with teh poin twhere they have Songwe &Pulawy ; and have got a long way down the track wqith Hypromag

Agreed; the thing is my friend that I am sitting on a 500+pc return in a SIPP and and 190pc+ return in ISA. Frutne favoured me hugely when I took the plunge both times at prices ranging between 8p - 22p

My position is simple..and not particularly clever.....my intention is to retain a core holding and gradually sell the excess into strength.

Hi there! This is, by the way, a great forum. You asked about current valuation, and I chuckled: as it remined me of Chuck Prince's comment back in 2007: ":As long as the music is playing, you’ve got to get up and dance," conexct being lots of leverage at the banks, and the fear that they couldnt step off the dance floor...and then we know what happened!

I have no idea what the valuation should be: we have no revenues, no earnings, no dividend , physical assets in a yet to be producing mine in Malawi :) ; and the Hypromag IP and assets. We havent mined anything, we havent produced tonnage quanties from Tyldesley, so we dont know yet if scale up will work and can be replicated without issue ( people always underestimate time and issues involved in scale up btw). Meantime whilst we have grant-backing from UK , EU and more recently matched reimbursable $4.5m for Songwe from US to support FEED with more behind it possibly. No DoD stake; No floor on price of neo etc.....IN truth, its impossible to value this blue-sky opportunity, so all the stuff about going to the moon is based on what the analogues have done in the US. Myles fair-do's is gamely trying to overlay some spreadsheet analysis in an attempt to come up with an NPV and share price....all based on "what ifs"...IF MP is valued at that , we surely should be valued at this,; IF DoD is supporting US firms, surely we will get some big support, IF Songwe is much further down track than analogues in US, we should have same valution. All of this ignores of course the rampant retail speculation in the US, where huge sums are being wagered daily on next big thing, look at AI, or crypto....bubbles everywhere there...actually the canaries in the coalfield are there already if one looks....the amount of Boardroom sales in the US, gold's performance, the plunge in Crypto (effectively pass the parcel - not backed by governments), Bailey's comments etc etc.....

So if I were Will & Alex I would be straining every sinew to get Cohen & Co out the gate as quick as poss to get a valuation on Songwe, which will help get US investors to look at us, provide some underpinning for us, pay for Songwe's development , and also serve as a ready-made source of cash if thats required to fund recycling business. .The good news is that neither of them are ingenues; they worked in the markets, they know how they work, and to date they have not put a foot wrong, as we havent all been diluted to oblivion. And they have had an enormous slice of luck with Trump's moves and China's belligerence, that means that Xmas has come early....I intend to gradually take chips off the table, but keep

Fundamentally, I absolutely buy into the fantastic story about the development of the sector ex China, the need for security of supply & the realisation that hi-tech emerging industries are heavily reliant on these compounds. So this is an unfolding, multiyear shift, and if one has the stomach and patience to stick with it fortune

There are issues with having a dual listing, esp for a smallish company. In terms of Nasdaq listing (I was on the management team of a UK co listed on Nasdaq). quarterly reporting is a constant treadmill; trying to drum up independent research following isn't easy; US investors regard anything under $10 as a penny stock, so liquidity is an issue as it is on AIM; management resources etc....On the plus side, rare earth listed sector is in the US; huge capital pools; massive retail & insitutional base; much higher valuation, and access to capital etc....If they do it they should go the whole hog , delist from the UK and put all eggs in NAsdaq basket

A fair response - invariably the issue with the sector comes down to (1) Access to capital (2) Management quality......sadly too many of our wunderkinds are incredibly poorly managed (look at Angle and the total destruction of value by Andrew Newton) , and have to raise capital with a gun t otheir heads, and market makers and traders that see them coming. As it is most seem incapable of raising sufficent funds for them not to go back with the begging bowl in short order.....appalling the lack og instiitutional support for UK tech/bio/pharma etc......Reeves's talk about growth i s utter vaporware. Removing stmap duty; incentivising instituions to invest in the UK; curbing the ridiculous goldplating of regualtion...only way to regain in itiative....Currently we have a Welfare State with a shrinking real economy attached

She's in danger of acquiring the AIM CEO affliction of constantly over-hyping..........

Define success!

Watched her Investor Meet interview -another poor performance. She remains incapable of articulalting a proper investment case; her answers were vague when she needed to be specific, and at other times over detailed when not discussing the commercial impacts. Fact is she totally bungled the raise, and yet was so lacking in humility that she neither apologised nore spoke about lessons learned. Shareholders go hang seems her view, hardly surprising as she has so little skin in the game. Whilst I agree with most that this is woefully undervalued, Barrington needs to stitich together some proper quarters of growth, and not try and pull woiool over eyes by mixing up stats....

Lets hope the wagons continue to roll as my average is c11p

Pretty much my view, but interesting to ponder given that USA Rare Earth Inc. has just announced its buying Less Common Metals (LCM), the UK-based rare earth metals and alloys manufacturer, for $100 million in cash plus $6.74 million shares of USAR common stock (currently c$17 per share)

Because AIM has bcome such a graveyard for private investors, who have lost piles on poorly managed, poor financed businesses. Meanwhiler serious institutions arent present in the space beyond specialist and small cap funds. it has taken years for MKA to get to here; a journey that would have taken far quicker imo in teh uS where the capital pool is so much deeper. If I have a worry, it is that a US group benefitting from the much higher multiples there, coms along and just launches a bid between 70p-100p, before the SPAC happens. Do they cash in or not?

This is a governance car crash. Shameful behaviour by the board and Ashton in particular. The announcement doesn't wash at all.....something has to be said. Chair needs to explain what has happened.

Many of us having been thinking and saying this for years...Bundred and Johnson almost put this business into an early grave through their crass arrogance, ignorance and lack of financial and operational exeprtise. Cleminson has to his immense credit ghas managed to whelel the patient into intensive care and ensure that the vital signs are functioning. The next step is to get the patient stronger, more resilient and back on its feet....that will require a team of specialists led by someone with real vision , exerience and charisma..in other word not Johnson

Newland and Griffiths aligned with s/holders? Theses two pieces of work haven't bought a single f****** share out of theri own pocket exept when forced to do so at times of placing......

listening to newland totally desperate and adject performance on the call made me want to reach over and grab him by the throat.....once again shareholders were subjected to another example of buffonnery. the utter *******s he produced on the call today was breathtaking in both its immaturity, its refusal to accept responsibility & in its sheer desperation. the nhs? really andrew, do you think your investors are totally stupid? what about guardant! the endless bigging up of peer reveiwed articles...this s a business you fool not an academic exercise....the missed revenues (its all due to tariffs)which ffs andrew, you have consistently lied and gilded the lily on every set of results, and here we are again, nowhere near any forecast, because as it turns out you have no f******* clue what revenues are....newland's duty of care to his shareholders & staff appears nonexistent....t

usual **** show: vague, verbose, rambling, lacking in detail, lacking in any humility; lacking in structure. asked about visibility with large pharma by one of the analysts - a perfectly valid question- his answer was effectively we have none! newland now no longer talks about numbers on anything ; there's no mention of timelines; there's refences to lots of chats, lots of potential etc..ffs.....throwing in the bone about nhs is equally ridiculous as that isnt going to pay to keep the lights on. griffiths couldnt answer a simple question about cost control; his answer about funding was pathetic..basically we need to get more deals through door when they havent managed that for years. no wonder 2 neds jumped ship

GIven the amount that has been invested in building world class facilities, why the CEO hasn't come out and told Exponent to go take a flying...is beyond me!