Member Info for fulhaminv

Indeed! This is certainly no duster…! Well done to all LTHs.

My overall take of the RNS is that "data is helpful, but we need more time". My take on the RNS is neutral overall, and as a significant investor, am certainly not selling now. I'd dearly like to see a CEO interview, to provide the colour that I have to say is lacking from this RNS (and provide the confidence on QHE strategy that we need at this point).

Hi - new investor in EEE here. I've taken a modest position in EEE given the fundamentals look incredible. But I've also spotted that the SP is bouncing between 25p and 30p like a very predictable yo-yo. I see chartists posting on here quite regularly, and wonder whether this pattern is strong enough to anchor a profitable short term trading strategy?

Investor “teach in” day coming next week. Sounds interesting. Possible news update too?

https://www.proactiveinvestors.co.uk/companies/news/1062232/centrica-could-raise-outlook-alongside-meter-teach-in-analyst-1062232.html

Lovely to see some activity on here again after so long. Obviously I've never had any doubt this one will make £1 eventually... which is why I've been here since I was about 3 years old (or does it just feel that long).

I'm seeing blue here and over the water. I have to say I think it is entirely unrealistic to have expected BEM to have a JV oven ready on receipt of the concession. In the real world (i.e. outside the sniping on this board), the big boys can move quickly when an opportunity presents itself - and don't tend to waste too much time on developing a draft JV to cover off every hypothetical concession award in the offing. Let's review where we are in 3 months and judge then, eh?

I'm seriously struggling to hold back the urge to buy another bundle of these babies today!

Very handy, as far as I'm concerned as I'm trying to mop up a few shares! That's another 300,000 shares at 1.3p thank you very much...

Apologies for the repost, but after reading this, I've thrown my cap in the ring on this one.

www.kefi-minerals.com/files/files/Orior-Capital-KEFI-The-brakes-are-off-April22a.pdf

KEFI looks incredibly undervalued: Valuing Tulu Kapi as a development stage asset at US$1,000/oz of attributable planned production, and Hawiah and Jibal Qutman on attributable resources at US$60/oz gold or gold-equivalent (AuEq), both in line with peers, suggests a current valuation for KEFI of 4.8p/share. This is 6x the current share price.

KEFI has an estimated NPV of 12.9p/share, based on the attributable values of the three projects, and a gold price of US$1,830/oz. A portfolio of six other companies with gold development projects in Africa, and with similar gold price assumptions, currently trades at 43% of NPV. Valuing KEFI in line with peers would suggest a valuation of 5.5p/share. The market is currently KEFI at just 6% of NPV. On this basis, KEFI is arguably one of the most undervalued gold developers, anywhere

For what it’s worth I’ve not sold any of mine. Of course I’m disappointed about the SP but as I see it, BEM’s prospects are excellent. I think the next 12 months will bring more than their fair share of positive news and we’ll look back at this week as just another bump in the road. Onwards and upwards!

My fear is a leaked placing. This is precisely how you would expect the SP to react to a placing at 7p. Very frustrating (not least since I topped up earlier today at 10p...)

Remarkable that profit takers have acted as such a drag on the SP. I find it very difficult to imagine picking up BEM at these low levels again. I've topped up at 10p, and very happy to do so. GLA

Thanks all. Nice to see a calmer start today (and even some blue over the water). I can't say I'm not disappointed about the SP's drop yesterday, but did pick up another few k's worth of shares (admittedly I could buy them more cheaply now!). I really think BEM is seriously undervalued now, and would plough even more of my savings into this if I wasn't already ridiculously long...

Agree Pocko. I've every confidence that KB will have mapped out his next steps very carefully. I see this as a very welcome opportunity to top up my holding on what is now a heavily derisked proposition.

Thanks Berton. Still pinching myself here x

And as for lbjj, all I can say is "You're not singing, you're not singing, you're not singing any more! You're not singing any more. You're not singing any more!"

Mic drop.

Hi all. I'm genuinely feeling really emotional about the events of today. Stevetheinvestor was the punter who first highlighted the potential of BEM to me. That was a long long time ago, and I'm so sad to say that Steve hasn't lived to see this day. I always knew BEM would come good - and I feel this is vindication of all the trials and tribulations that BEM LTHs have had to endure. Sorry if this isn't the most commercially rational post I've ever written but all if feel like doing right now is giving SUZY AN ENORMOUS HUG! Thanks everyone for being such an amazing chat forum over the years.

I only managed to get 10.7p But picked up another cool 47k shares which will do nicely thank you very much.

Eerie. Feels as if the market is taking it's breath, waiting for the decision to land. Sweden up 5%, 15p equivalent - but on thin volume. This will go meteoric when the positive decision comes in...

No material news. Positive to see a war chest of £3,336,134 in cash.