Member Info for gwm121

tdt have you seen what nickle is doing this morning? 5.5 and rising. broken out of downtrend? And stocks inreasing.

Happy New year sasa. Would you care to give me your views on merits of poly v hgm please? Ive just topped up hgm whhen they dropped below 200 for the respecable divi. do you see a point where hgms gold will be more difficult to mine and a move to poly considered?

Thanks Sasa, and Happy Xmas. So in the case of example trojan global GB00B0ZJ5S47 where i cant see a ticker am I not looking in the right place or is there no ticker so it cant be entered on lse watchlist please?

TDT Yep I did think general ltmr average 10 to 15, mine is 12, as we know last run up ended at 40p odd. What do you think average ltmr buy price might be?

So nickle stocks came down and down, and nickle price went down and down, 8 to below 6
Now the lme nickle stock has doubled (upwards) in a few weeks... and the price is on the up...... now 6.4 ... Also interesting there is a clear channel and the price rervesed direction at the bottom of the channel. Comments?

patience poor.... remember there are share options still to be had.. at 24p I believe by the bod.
It is sad that most long termers averages probaby 10 to 15p.

grateful if anyone could let me know how to add a fund example to watchlist.

Am i able to add a fund to WATCHLIST on lse anyone, thanks
example GB00B0ZJ5S47 trojan global or cty city of london

Happy xmas all, good that the dir have a few shares in amur now, which in my view aligns their and our interests a little more. I see nickle has reversed its fall, now 6.5

Hi steve
May years ago RY said we had a silly offer to buy amc,
At the 2p price amc is now at, should we now be told who that company was?.

As the many other posters I am not happy with the share price drift from 40p for all the reasons already given. I'm unhappy with the lack of skin in the game by the board, (excluding TB). If they had substantial shareholdings each bought with their own money I'd feel their interests were aligned with ours. Should we also know why the share purchase scheme wasn't extended. Apparently that was set up to avoid the closed period problem. we could ask these at the agm.

Hi Sasa hope all is well with you.
This hit 37p when nickel was lower, grade was worse, albeit with fewer shares.
Id like to compare that now with say nickel 7.5 /8 and the increased share issuance.... but we cant as the 2018 transformational results havent been added in and that could change everything.

Ive been at several meetings where robin said the road funding wasnt a problem when the time was right.

Its still early days for this rise, there are results to come from the test batch nickle mid nov, lme nickle stocks are down to lowest in 5 years and the nickle price must surely reflect this shortly. evs are starting to use 8.1 1 nickle ratio.

I just wish the board had large quantities of shares bought with their own money which would make me feel more comfortable their interest are aligned with shareholders. Well at least if they do that soon they will be buying at say 7p instead of 25p.

Hi Sasa
Great to see some posts from you again, yes there seems to be a change in attitude from lth s.

I see gb, however .. meaningful increase in recource, grade, more profit in early years, nickle possibly higher, a premium for battery grade nickle, would change things.

Prevously amc was 37p with a lower nickle price, less shares in issue then of course, what was the market cap then.

thank you gb, so if the price is 24.58 by july 2020 the board get14million free shares on which they make a profit as they rise.
I would be happier if the board bought significant holdings with their own money before more share options considered.
Further options granted at 24p are a possibility i think.

The newbies are lucky, to be in a 2p share with a risk reward downside of 2 and a upside or 100p plus, My average is 13p, I seem to remember some contractors paid in shares at 20p a while back.

Is it law that a 3 percent holding of any type of aim share holding has to be notified within a set time?

anyone please.. whats the best way to check any outstanding share options the board have at present, and the strike price, or has someone these figures please?

topsharepicks.. back in the day when liscence awards moved the share price huge increases happened in months, 2p to 25 would be quick in my opinion, and with jv nickel increase resource update and board buying shares with their own money and a sniff or a takeover the £1 plus party is on.
what happened when you did a trial buy for 10k?

I f its norsik why would they jv rather than taking over amur.
... Then the £1 plus party is back.

Joe, they may well ask for more share issuance, I think they will also try for share options, we would have to approve that, what strike price would you think is realistic.... Its the boards management and decisions that have brought the price down from 40p.
The boards interest imo would be better aligned with shareholders if they had significant holdings bought with their own money as Tom Bowens has.
In my opinion if the 2018 drill results are as good as supposed and with hugely increased nickel price, even with dilution incurred £1 PLUS party could still be on. imo

Steve, any idea why all these snippets of positive information aren't used by amc ? What will you do if share options are asked for at the agm, what price would you agree?

You may be asked to approve share options at the agm.The strike price you agree to will be interesting, Are we thinking 20p?
As others im not happy at the share price decline from 40p no helped by lack of newsflow.

has this broken out of its uptrend or not. I cant decide if should sell barrats and buy unilever. mmm houses or soap....

Hello Sasa Ive been in hgm a while for the div and considered it more risky than usual blue chips. However hgm med term gently rises..apart from recent 18pc dip and voda lloy tanks. Whats your take o please iyoon hgm as buy and forget long term hold

Following a telefone call to the amur Nomad on Friday I was called back today by Paul Mckay of Amur. His words were cautious as expected.
The essence was... amc are very busy at present with the work associted with teo.
As a general comment people in the industy are looking ahead at nickel in 2025.
Share options could be looked at but would need shareholder apprval. Thats an interesting one as the price would have to reflect price now and the mood of longtermers who bought up to 40p.
Thankyou amc for the courtesy in responding to my call on Friday..

Patiance poor why dont you telefone the nomad for amur. They are sp angel and number at the bottom of the rns. I rang on friday asked 1. Why havent the price sensitive drilling results 2018 been released 2. If you cant advise me due to an nda would you be allowed to tell me this. They said they would come back to me probably monday as they had to contact the company.

From the meeting yesterday quoted directly as info given to us.
nickel supply deficits to persist

nickel market has entered a sustained period of deficits from years of under investment in new mines due to falling prices.

nickel price unsustainable as at current spot prices with almost half of the nickel mining industry losing money.

Industry living off drawdown of inventory which is dampening price recovery in the immediate term but which can not last.

..
PM talked about a tipping point at some time. Ry confirmed battery ready type nickle commanded higher prices, and that the reason one cant google the prices is that the parties concerned keep their negotiated prices to temnselves.