Member Info for Gringosmith

Onwards and upwards again today. AEP is continuing it's steady rise in share price and is one of the few shares I have not sold during the gulf crisis. Company is continuing buybacks and pays a reasonable dividend. I think this little gem has missed quite a few investors radar.

2 x 500,000 delayed trades were more than likely sells based on the other trades around the original times. Maybe more to come out in the wash but steady and upwards!

I think there is a big sell clearing (why on earth!) as MREX have only been buying at 8.2 all morning but selling at 9.2. All other MM's are much higher on L2 so if this is true once MREX clear the price should move a fair bit higher. Then I could be completely wrong?

Nickel currently up 4.2%
It's been quite volatile over the course of the year but you just can't keep a good metal down.

"It's going to happen" says Martin.
Excellent article and happy to have HZM as my largest holding.

https://electrek.co/2021/03/01/mining-electric-car-batteries-hundreds-of-times-better-than-petrol-car-emission-cycles/

Personally I'm happy to see this announcement. For me it didn't fit well and with all the new potential expansion in Azerbaijan it makes commercial sense to focus closer to home.

Anglo Asian Mining PLC ("AAZ" or the "Company"), the AIM listed gold, copper and silver producer focused in Azerbaijan, has today terminated discussions with Conroy Gold and Natural Resources plc ("Conroy") in respect of the previously announced proposed joint venture agreement. Details of the heads of terms signed on a proposed joint venture with Conroy were announced by the Company on 21 July 2020.

You can either chance your arm and sell hoping to buy back at a lower price, and maybe....maybe make a few bucks or just roll with the punches and wait for the sp to carry on upwards. I have previously ignored the ups and downs for many a year as I have belief in this company long term. Either way you will all do well. HZM is my largest holding with 4p average.

Video mentions the mine was 4th largest tax payer so in everyone's interest to get this back working again.

"The offshore wind industry has previously been criticised for not using enough UK contractors and suppliers."
"The industry has a target of growing today’s 8GW capacity to 30GW by 2030"
"The UK government hopes to build enough offshore windfarms to power every home in the UK by 2030."
Much of this windfarm development will on the Scottish coast.
https://www.hl.co.uk/news/2021/2/12/queens-property-chief-delays-sale-of-scottish-seabed-windfarm-plots?cid=halDM166158&bid=649462249&e_cti=5077280&e_ct=T&utm_source=AdobeCampaign&utm_medium=email&utm_campaign=EONRM_Daily%20Newsroom_Opt%20in_12.02.21&theSource=EONRM&Override=1
This potentially puts INFA in the right place at the right time.

Worth a look with reference to Nickel values in EV sales:
https://www.mining.com/ev-metals-index-beats-record-by-54-as-electric-cars-reach-tipping-point/

ARCM still +28% today any anyone who has traded and made anywhere near that has done well but the potential short/medium term profits are well in excess of today's rise. There is still huge upside for anyone patient enough to hold and wait. GLA

Probably just end up depressed yourself....!?

HOLDING 4.5m

"exceeding pre-drill expectations significantly"

"$6.5/bbl operating cost"

Key message here:
“Having pulled the plug on the original plan, and with potential new U.K. players back in the fray, such as Harland and Wolff, the MoD would risk a very damaging backlash if it tried to do another foreign deal — and rightly so,” he said. “Buying on the basis of lowest cost is rarely the right solution for defense equipment procurement. The new world order that I see emerging elsewhere allows freedom to put national interests first. Thus for the U.K., the right decision on future solid support ships is that these vessels should be British-designed and -built.”

"Stole" 1m shares yesterday just below 4.4p. Been holding for several years but think HZM is ready to re-rate so adding what I can.

Someone's heard. Just hope their oil wells are not as leaky!

I have been watching Nickel stockpiles for a considerable time now. Latest warehouse stocks show 142,000 tons. Over the last month they have reduced by 15,000 tons, and similar amounts in previous months. With little scope for ramping up supplies and continuing stock depletion at these levels gives about 10 months of supply before things start getting interesting.
Check the link and scroll down for historical levels:
http://www.kitcometals.com/charts/nickel_historical_large.html#lmestocks_30days