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2200 BOPD 56m P2 £5m mcap. I know the history of the BOD but with oil at current levels even those greedy f@ckwits should have a mcap C£10m

yes @keya5000

Plenty to go at here. Still think we are seeing the early formation of Gate mk2 Looking at the larger trades this is only getting tighter.

Rome not built in a day and folk should have had a bit more of that idea here today...... Never mind if I can get some at 2.5 again I will pick a few more up.

Since when does AIM respect NAV's What was Gate Ventures NAV when it hit £3 and burnt a new bottom hole in the shorter's who chased it against the Chinese buying all the way up? No one suggests its an undervalue to NAV play, its a play on the tight share register and an expected demand for stock in Far East when the new asset/product is launched.

4% or 0.01% its not really an issue. The FF is tiny at 4%. That 4% may also include Chinese investors below the 3% threshold.

Tennis, its going to happen. Then what? LOL?

They (MM's) are going to get their fingers burnt.

Nice string start and decent buying. Re-rate is on.

Tennis, Obvious ones are Zinc/lead plays due to how that's performed this year. AYM, FCR, BMR, MIO to name but a few. AMC I think the mcap is now very high so would not be touching that one. URU looks good. For iron ore there are loads, like ZIOC Zanaga Iron. Quite a few will have some massive re-rates this net 12 months.

How can that be and have a listing? Market makers must have gone short on Friday. ---- Description of our business Directors Responsibilities of the members of the board of directors and details of committees The rights of shareholders may be different from the rights of shareholders in a UK incorporated company. The Company’s country of incorporation is the Cayman Islands. As such, the rights of shareholders may be different from the rights of shareholders in a UK incorporated company. GN Group Limited has not applied or agreed to have any of its securities (including its AIM securities) admitted or traded any other exchanges or trading platforms The number of AIM securities in issue: 210,000,004 ordinary shares The percentage of AIM securities that are in issue but not in public hands is less than 0.01% There are no restrictions on the transfer of GN Group Limited AIM securities Restrictions on the transfer of the Company’s AIM securities: in so far as the Company is aware, there are no restrictionson the transfer of it’s AIM securities. The identity and percentage holdings of significant shareholders:

Quite likely, that is what I thought on Friday. Its only one of the licenses with the near term renewal issue. Given they are Kazakh owned/backed that will no problem.

Exactly, going back a few years ago they often said buy up to 30% of the NPV for miners. Now its less than 0.5% so the mcap of a lot of these seems in total disconnect to the resource value. Often factors like political risk/low metals prices, cash flow etc come into play but really do you discount down to these levels, especially when a recovery in the sector is being forecast.

I just decided to cast my mind back to 2009 and tried to remember how stocks behaved then. This time all industrial metals stocks seem to have been even harder hit. The crux of all this is a continued and sustained recovery. My modus-operandi has been to buy a few more than I would hope at the bottom of the curve and sell a few on the way up. Thus keeping an exposure to the stock/metal in case this recovery dues sustain itself but protecting capital. back in 2009/10 a lot of these type of stocks when on runs that ended up being 100X their starting position. It could be happening again and I for one do not intend to miss it this time around!

Tennis, Its a 'forgotten' stock. My figures at $198bn are the values for all the metals in ground. Obviously thats never going to happen but if further work is completed 10% of that figure may end up recoverable. Like Troajan says $1.5bn NAV on the last study. Often you used to say fair value was c30% of the NPV or NAV in these situations, that would be about £4. LOL. That's never going to happen but the current price of 3p should in my opinion be somewhere closer to the float price of 50p. These type of companies will recover.

Tennis, I would say that is about right, since it came to market in 2013 its done no promotion and been under the radar, mainly due to falling Moly price. At some stage with a resource of that size and a rising Moly price it is bound to come back in favour.

Its the Moly that is worth the cash nigh on 470,000 tn of the stuff Moly is 7$ per pound. Tungsten is worldclass but the Moly is perhaps the largest or one of the largest known deposits in the world. Tennis---Very hard to buy.

No I mean £198bn. Honestly do the figures from the companies reports.

I would say so! -- The estimated contained metal value of both projects at current Mo & Wo prices, with 484.6kt of Mo and 81.4kt of Wo, comes to US$198.453B. --That figure really is $198bn. Even if you are very cautious and state only 10% could be recovered the value then would be $19bn. --Kazakh owned and run company so company is aligned with the 'local' interest. --90% not in public hands. --Last placement in 2014 was at 9p for £2m funded by a Kazakh investment bank. --Hit 50p at the time of the RTO in 2013. --Molybdenum & Tungsten now recovering from all times low. http://www.infomine.com/investment/metal-prices/molybdenum-oxide/ http://www.infomine.com/investment/metal-prices/ferro-tungsten/ --Historical high prior to the RTO of previous vehicle GCM resources was £4+ --Both metals they mine are key to the steel making process. China Silk Road and Trumps civil projects seemingly are rising all materials involved in this process. One expects both will continue on this recovery path. --Strategic location in Kazakhstan. Rail links to China. (on the 'Silk Road'). --Support of large shareholders for working capital. --One of the largest if not the largest metal resources on AIM. --Comparable companies include AMC--Amur Minerals Mcap £80m. KEM £5.4m. AMC 600% up from year low, KEM c250%. --Very tightly held. --Tight share register with majority held by Kazakh Nationals who need multiples of today's prices for break even. --Time to load up on companies like this is now, not when they have recovered to 20p+ in a few months. AIMHO and I hope the above is helpful to folk who are new to the stock.

I don't think anyone is under any illusions here that whatever 'drinks/wine' business that comes out of this will be flaky at best. That's not to say there is not money to be made here. The parallels with Gate Ventures are quite remarkable. DqHi mate. Yes except WTI. Sorry about that one. Still think we will see profit just need patience on that one. Done very well this week. AYM. JOG. GNGL. IDP all doing the business. KEM was a new one on Friday. Check out how tight this one is. Hit £4 a few years back. 85% owned by two or three directors. Impossible to buy. Moves like shit off a shovel. Bought 100k late Friday and it was almost impossible to buy it. Resource in Kazakhstan is molybdenum and tungsten. Value according to a well known metals poster on advfn (chipper ford) respected long term metals analyst is $198bn. Yes that's billion. Company was moth balled due to low priced. Prices now going up and one of the if not the largest disparities to mcap I have ever seen For a wild trade but some GNGL. 95% held by eight Chinese investors but aim rule 26 reckons 0.01% is in public hands. Lol. Did 300% Friday at one stage. It's gate mk2. Check out gate. Unbelievable story. Floated at 10p and went to about £4. Chinese scam but early investors did very very well. If you are not too greedy so will this one