Member Info for Fregatr

From ChatGPT

Analyst Forecasts:

• Short-Term Outlook: Some analyses suggest a potential rise of up to 96% over the next three months, projecting a price range between £2.12 and £2.92 per share .

• Long-Term Projections: Other forecasts indicate a gradual increase, with prices reaching approximately £1.63 within a year and potentially £3.13 by 2030 .

Random man is missing someone buying substantial amounts with late declaration as happened again today.

Ask your question to Chat GPT. You will get your answer…

So 2 late declared trades today from late morning for £250,000. These late sizeable declared trades are happening on a fairly regular basis and seem to be buys. Someone seems to be stocking up big time. Any ideas?

I see Pensana taking its morning dip again. No doubt back up again later.

Once again a couple of late trades soaking up the sales.

May be IG covering small bets. I think they automatically do this?

If you check back, there have been quite a few of these declared after the close. Something definitely going on.

Yet another early trade reported after the close today.

170,000 at 123.33 at 08.39. Bodes well ??

I bought into Pensana at 80 because we rely too much on China for rare metals and saw it drop significantly . So yes, when I see a rise like this I look at what AI has to investigate good and bad to see what I missed. I’ve lost money following messaging on LSE and others in the past so I like to check what is written elsewhere and AI does give helpful and quick analysis so use it.

For me the reason I’m well invested is that they offer exposure to the fast-growing rare earth sector, critical for EVs and wind power. With their development in the Longonjo mine in Angola and Europe’s first rare earth processing hub at Saltend (UK), it gives them a unique non-Chinese supply chain position. The projects benefit from low capital costs, strong infrastructure, and institutional backing from Angola’s sovereign wealth fund and others. With production due in late 2026 with full ramp-up in 2027, they are targeting about 5% of global NdPr demand. IMHO their current market valuation looking low relative to peers, I believe there is a significant upside. Above all, strategically, they align with Western efforts to secure critical minerals. Obviously there are market risks typical of miners such as political and funding but I consider the current price has room to rise further in the immediate future.

Virtually every day we have seen one or two substantial trades and someone is obviously filling their boots. It would be no auto see a take over on the way.

Virtually every day there have been large buys and at last the sellers are disappearing.

I bought in at 80 p, rode out the significant drop, and have now recovered to roughly my entry point. I expect the stock to exceed £1, was just considering the challenges that are preventing it from reaching that level yet.

While there is no income, there has to be some liquidity and funding risk going forward which could mean some dilution in the future. As stated I am well invested but always consider the risks. In addition there is a country risk, which covers all the political, economic, legal, and social factors that could affect their operations and profitability. I still believe though the potential is higher than the risks.

I guess you have to balance that against a Heavy Reliance on External Funding & Liquidity Risk but I still feel value at these levels and am well invest.

Bound to be some profit taking. Some reasonable trades going through so just have to be patient.;-)

5% drop when Europe has to rebuild defences seems like a buying opportunity.

There are the odd large transaction virtually every day. Do you think someone is quietly stocking up?

People often buy on expectation and sell on realisation. Plenty more expectation on the way…