Member Info for formerlyeasyp

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Burgeoning....not everywhere it ain't!

Yes but when you put ITM into the FT Portfolio the cash position is excellent, cash flow improving fast but..... The 13 analysts are quite cautious in their forecasts.

I concluded ITM a safe bet for now but claims of £1-2 coming soon unrealistic imo.

"The 13 analysts offering 12 month price targets for ITM Power plc have a median target of 63.00, with a high estimate of 105.00 and a low estimate of 32.00. The median estimate represents a -7.49% decrease from the last price of 68.10."

"Tullow Oil PLC has a Debt to Total Capital ratio of 111.20%." While I think the assets, cash flow and share price are attractive the debt worries me.

Has anyone here had a look at who TLW borrowed money from, the % interest rate and when final payment is due?

The good news imo, 50% of shares held by institutions.....reassuring.

Director buying.....encouraging.

"with the hope that a number of new third-party tests will be requested."

Oh dear, hope less and prove the tests show a clear benefit maybe?

Rinse wash & repeat.

But behind the above is the science and a potential product. DYOR.

Added another 100,000 shares and waiting for a bid. Will the buyer be Japanese or American?

Interesting & encouraging but where is the money coming from to develop a mine or mines? Investor presentation.....what about the existing LTH?

Joey is 100% green box on my phone.

Great, Fab, Interesting....

But, how much silver did UFO produce in 2024?

I am here for the iron ore which can be shipped directly to a blast furnace without processing. That I think is more likely to go into production first imo.

Below the US investor radar?

Unilever on the other hand could buy APTA next week with their chump change.

I also snuck in a buy fill or kill with HL.

I smell money.....

Given Dundee will have been watching ADT1 for months I am a little disappointed that no firm offer has been put to shareholders.

How long do you think it will be before either an offer emerges or DPM walks away?

“Q1 2025 marked a strong start to the year, continuing the positive momentum from H2-2024. Gold production for the quarter totalled 10,013 ounces, representing an 11% increase on Q1-2024. This was driven by higher feed grades at both Palito and Coringa, supported by the first full quarter of operations at the Coringa classification plant.

The strong operational performance contributed to cash generation of $4.2 million in the quarter, increasing the Group’s cash position to $26.5 million at 31 March 2025, up from $22.2 million at 31 December 2024. The average realised gold price for the quarter was $2,908 per ounce, compared to $2,407 per ounce for the fiscal 2024 year.

Personally surprised SRB has not attracted a by out bid from a larger mining corporation. Maybe later in 2025?

Rick Rule.....expect some volatility on the way to the moon. It's great when you pick a winner but early on you could be 50% down before it blasts off.

Part of me hopes it does not jump as I like it being below the radar of bigger investors. Ergo, on this news I liquidate a couple of poor performers in my portfolio and buy more THX.

Financial Results look very good.

The debt levels make TLW a wait and see share for me despite it having a large number of institutional shareholders.

I believe a credit crisis or squeeze possible in 2025 and that will impact any company with a Debt to Total Capital Ratio of over 100%.

Enlightening....yes the LTH will have lighter wallets after this mess is cleared up.

WG holders might get 35p a share?

"the Board of Wood would be minded to recommend such an offer to Wood's shareholders, subject to agreement of full terms and conditions."