Member Info for formerlyeasyp

My big punts are on OMI, SRB, EEE and THX. I am not so sure about KEFI, I fear much of the cash raised will go into back pockets rather than into building a mine and extraction plant. KEFI is a wait and see for me.

Complex, uncertainty about what I have a stake in?

Unhappy that small shareholders did not get a vote on it!

Effectively AURA being delisted from AIM and reappearing on some minor Canadian Exchange? WTF!

Https://investors.landore.com/announcements/7327708

No but I am not claiming to be Rick either. We don't all perfectly time buying a sector and the MRE is a setback but not a disaster imo. People panic selling today are giving the market makers an easy win.

Based on the revised MRE figures are the resources held by LND worth developing into production? Some of it yes imo but time will tell.

Go onto YouTube and find a Rick Rule podcast. At some point in all of them that cover silver & gold he warns the audience that if you buy a small exploration stock you have to able to stomach being up to 50% down before some multibag. It is a high risk, high reward game imo.

Added 100,000 shares at 2.54p.

Purchased 10,000 at 13.3 via HL this morning.

Wait and See!

The Big Wave is coming, start paddling surfers!

I read the comments ref news but saw things slightly differently. I consider myself a long term holder LTH and thought at market open tomorrow I will buy some more shares in FAB. A matter of confidence?

I agree with your post, hence I am in wait & see mode.

Aberdeen City Council has filed a lawsuit against Federated Hermes at the High Court in London, over decisions taken with the pensions of tens of thousands of current and retired staff. https://www.pressandjournal.co.uk/fp/news/aberdeen-aberdeenshire/6935779/aberdeen-council-lawsuit-pensions/

A shame they did not invest in a local wind farm!

Civil Servants.....incompetent parasites or corrupt?

Are we just whistling in the dark by quoting Lithium futures? The market unimpressed judging by the sp this morning.

As and when CTL has all it's permits in place and production plant ready then the share price might fly but are we weeks, months or years away from that day?

According to SWS 83% of this company is owned by institutions? Is this correct please?

Hargreaves Lansdown Asset Management Ltd.

32.9%

Aberdeen Group Plc

15.5%

HBOS Investment Fund Managers Limited

10.6%

Barclays Bank PLC

5.26%

Mining Equities Pty Ltd

4.46%

IG Group Holdings plc

3.96%

Sheikh Ahmed Bin Dalmook Al Maktoum Private Office LLC

3.44%

HSBC Global Asset Management (UK) Limited

2.1%

Method Investments & Advisory Limited

1.06%

Naheed Memon

0.73%

Octagonal Limited

0.61%

Saxo Bank A/S

0.53%

Jefferies Group LLC

0.3%

UBS Asset Management AG

0.3%

Fidelity International Ltd

0.26%

Shard Capital Partners LLP

0.24%

Equiniti Group Limited

0.24%

TrinityBridge Limited

0.24%

Canaccord Genuity Wealth (International) Ltd.

0.2%

Raymond James Wealth Management Limited

0.18%

eToro (UK) Ltd.

0.14%

Lombard Odier Darier Hentsch & Cie Asset Management

0.12%

KBC Asset Management NV

0.11%

Royal Bank of Canada

0.098%

Eagles Trust

0.095%

A risky punt but according to SWS Thor Energy does have some institutional investors and a few large ish private ones.

Now that the cash runway looks more secure what are THR going to do next? Will they sell off more assets or develop one of them?

If they choose to drill then how much and how long to see some results?

Maybe not given what's happening in the commodities sector, SOLG etc?

FT this weekend:

"A powerful Beijing-backed company that has a stranglehold over China’s massive purchases of iron ore has become the biggest risk in the global market for the commodity, according to one of the world’s leading miners.

China Mineral Resources Group has started to flex its muscles in price negotiations, shaking up the global market for iron ore, the world’s most traded commodity after oil.

Big iron ore producers including Australia’s BHP and Brazil’s Vale were last year caught in protracted negotiations with CMRG, which acts as a central buyer of foreign iron ore supplied to state-owned steelmakers, over this year’s sales contracts."

I sold my shares in UFO recently because of concerns about its management. Concerns raised by posters who unlike me were LTH.

Recently the board has talked about silver and other metals but maybe there is still a demand for iron ore? Might the Chinese buy UFO to gain access to Hanc@ck in 2026?

"Metals and mining also hit a record at $32.6bn, including a majority of spending on minerals processing abroad, highlighting how Beijing has used the BRI to secure long-term access to resources. That included a surge of investment in copper in the second half of the year. Supplies of the metal have tightened thanks to the boom in data centres to feed demand for artificial intelligence.

Craig Singleton, senior director of the China programme at Foundation for Defense of Democracies, a Washington-based think-tank, said one “emerging pattern” was China’s strengthening of engagement with countries whose resources can help it to exclude the US from its supply chain."

One might hope that Trump could ask a US company to offer a better bid for SOLG to stump the Chinese. Sadly, Trumpy is more interested in buying or invading Greenland!

OMI share price has overtaken that of SOLG this week? But what are their respective values today? A difficult question to answer imo but interested in your views.

PS some of you may have been filtered by me and vice versa!

""The past year has been one of rebuilding and repositioning for Plexus. While our reported results reflect a deliberate investment phase following an exceptional prior year, we made solid operational progress, strengthened the balance sheet and continued to invest in the long-term capability of the business. In particular, we focused on expanding our rental wellhead inventory, which sits at the heart of our short-term growth strategy."

"We are very pleased with the performance of the Palito Complex and Coringa Mine during the fourth quarter, concluding yet another positive year with many milestones achieved for Serabi. Highlights for the year include: a record annual production in line with guidance; the continued ramp up of the Coringa Mine; the successful operation of the Coringa classification plant; the execution of our 2025 brownfield exploration programme; and the announcement of our inaugural shareholder return policy. We continue to make progress on the execution of Phase I and II of our growth strategy, with our enhanced balance sheet positioning us well to continue this momentum in 2026."