Member Info for HawaiifiveO

News can come at any time from VAST, they do not always announce at 7am.

Once again this morning the book is strong with online buy limits reduced in size, would not be surprised to see it go to 'at best' shortly. The ingredients seem to be exactly the same as the last strong move back up, it would suggest something is brewing in the background IMO.

The shares were trading in the mid .30'ps in October remember !

This is just the kind of news I was expecting and hoped for, it is clear the major shareholders are onside, this is very positive moving forward, expect to see the gold loan re-structured next, this is another AYM situation in the making, their shares trebled !

For what it is worth I did not see any real evidence of forward selling on Friday, furthermore, it was not possible to forward sell when the shares were under .10p which they had been for quite a while over the last month.

I am not suggesting the share price will gyrate back into the .40p's/.50p's quickly like before, however, I do recall similar claims of forward selling the last time the price started it's dramatic rise into the aforementioned range from current levels.

My previous posts recommended investors should look for increased volume and online buying being closed down periodically over the trading day, well both happened on Friday, that is exactly what happened ahead of the last major move in the share price.

I am quite sure the FOMO will keep volume building, at some point news has to come, that could be material or even company changing !

DYOR etc.

So according to today's announcement SKA still expects to complete the Kabwe transaction by 31st December, this means that Brewer (GMI) needs to come up with the money (£1.5m) within the next 5 trading sessions of the year.

One thing I will say is you cannot fault SKA for updating the shareholders, they have been very concise in this regard, I am quite sure Richard Lloyd is equally as frustrated as the rest of us for this never ending saga, he has a reputation to maintain after all.

As mentioned many times before it is in Brewers interest to get this deal across the line as he is the 2nd largest shareholder in SKA.

Online buy limits have been cut off 3 times this morning so far, in between some chunky buys, one wonders if AP's relaxed attitude at the recent mining event was for a reason, maybe, just maybe, he is about to deliver something material.

Without stating the obvious the shares are materially oversold, were trading in the .30p's in October, it does not take much volume to move the dial, as followers of the stock well know.

NT to on the buyside this morning currently, I did suggest to watch for this sign, over recent weeks you could buy 5m+ under offer, not now !

Some form of news has to be re-laid shortly, it could cover a range of topics, everyone knows how fast the stock can move + it always appears certain entities know what is going on well before the Joe Public retail investor.

It is hard to buy for a reason IMO.

Good overview on X

https://x.com/Oilplayer2009/status/2001561191857205679?s=20

To re-iterate my point soon after my last post along comes a gaggle of subtle but negative posts.

What the bashers do not understand, or want to understand, is that the company will be here for many years ahead, the gold price will see to that, all that is needed is a relatively simple financial re-structure (debt is negligible in any case), new expertise on site & a change of management, it happens often.

Look what happened at MTL, formally a basket case with $200m of debt, poor gold production, a share price around .50p, sub £10 m/cap, bashers predicting the end, what happened a new CEO was appointed, within 3 years all debt was repaid and the share price hit 14p recently, they are throwing out material free cash every FY since.

Those buyers around .50p made a packet, the same happened at AAZ btw, you can make serious cash backing this type of situation !

In one of my earlier posts on this board I did suggest to watch out for a volume boost & online limits reducing - well today is the first time for an age where there has been very little stock on offer at the advertised price + volume has increased somewhat.

It is still early days, however, it is worth noting how fast these shares can move in % terms in short time, the stock is materially oversold with the price taken down from the mid .25p's on relatively low volume.

Could be a good entry point for newbies or a time to add for those looking to average but DYOR etc.

Fools and money are easily parted, the bashers are working hard to try to make weak holders sell so the stock can be gathered by their chums, all IMO of course, however the evidence is there for all to see.

AYM did have debt, nearly £5m, the market cap before the refinancing RNS was £1.25m so that busts one of the bashers comments, they do try hard but take no notice.

AYM were clearly in talks some time ahead of the re-financing RNS, were their shares suspended, the answer was no, another nonsense crushed.

It is evident that ever since the AGM, where one shareholder was at odds with the others, a stream of bashers started work on the Goldstone bulletin boards, are these the same entities that started the attacks on Angela List one wonders ?

One thing, I will not be selling any shares here as I know how fast a stock can re-rate if the right news hits the market, that news must be closing in.

Goldstone has remained silent for a very long time now, this happened at another company where I had an interest, namely AYM, out of the blue the company announced a major financial restructure supported by their major shareholder, the share price rose from .30p to 1.1p in a few sessions on extremely heavy volume.

I would suggest a similar event could happen here, with gold prices near record highs it is most likely the major shareholders will support the company moving forward, if that happens, almost certainly there will be management changes, GRL could become an entirely different investment proposition as a result.

One thing news has to come very shortly, keep an eye on trading volume, news leaks quickly with AIM companies, if there is a spike in volume you will know news is in the pipeline.

Sizeable buys continue and have been ongoing over the last few sessions, a 67m yesterday and today 34m + many in the 10m to 20m region, tells you all you need to know.

News on the mine cannot be far away, if all goes according to plan there you will see more buyside volume, you need to be in it to win here, making money on these minnows is all about timing, the shares are cheap right now, they were trading at 0.03p in October remember.

DYOR etc.

Yes he mentioned US partners, his actual words were 'we as a UK company together with our US partners' and then relates to critical minerals.

Who knows ??

You will know well in advance if good news is coming because the same entities that took it up to the .50p's are the same ones who took it down to current levels, just look for a volume surge and steady buying combined with online being cut off periodically during the session.

Insiders seem to have the knowledge on VAST well before the retail morsels.

BTW VAST are still pumping that event on X today, AP sits there as compare, rubbing shoulders with the high and mighty, pity the same effort is not made in delivering shareholder value here, the comments section is still locked of course, we cannot have pesky shareholders upsetting his apple cart can we.

ALBA currently has a m/cap of £2.8m, they hold 70m shares in GROC, the RNS today from GROC has delivered an immediate pre market mark up, when GROC reaches a price of 4p it will equal ALBA's m/cap.

It is very clear ALBA remains materially undervalued, there may even be news from the Welsh mine before Xmas, blasting is imminent, that will be a further SP driver.

ALBA is too cheap !

VAST shareholders have just paid to sponsor an event in Tajikistan, the scoundrel AP is ego tripping whilst VAST equity is in the gutter, worse still VAST have closed down replies on their X feed regards this event.

The reason VAST shares took of into the .40p/.50p's was because it was thought the diamond parcel would be worth $20m/$30m, initial commentary from VAST (AP) was very bullish i.e. more stones than expected, a £2.7m raise to enhance their value, bullish interviews on social media, suggestions the value would pay off all debt + leave money over and so on.

The reality was anything but, circa 85% of the stones raised just $1m, since then there has been no clarity from AP on the expected value of the remaining stones, confusion over exactly how many stones are left, what quality those stones are, add to the mix a 'new' comment that the debt would now be paid down via a number of methods, clearly he believes the stones will not cover the debt, that is why the market has trashed the SP and certain entities knew it well in advance of RNS announcements.

The woeful PR (some of it misleading??) and mixed messages from VAST have been bordering on total incompetence, what has AP achieved this year, the answer, next to nothing, what have shareholders got from his attendances at these 'prestigious' events, the answer, nothing. It appears that AP is on a massive ego trip, and, if seems likely, VAST shareholders get nothing out of the latest 'sponsorship(s)' the question needs to be asked as to why cash strapped VAST are paying to sponsor.

It is way past time AP started to deliver apart from the usual waffle, maybe he will, however historically he has failed woefully.

There have been a number of chunky buys over the last few sessions, the latest being a 67.5m buy at .148p recently declared. This bodes very well as the SP has been taken down from .30p on very small volume, the market is starting to recognise how undervalued #ALBA is currently.

It has been a long time since I have seen such a material valuation mismatch, ALBA shares should not be near a 12 month low given the massive rise in their GROC holding, the stake in GROC will shortly exceed ALBA's market value as GROC will continue to re-rate aggressively.

News on the Welsh gold mine is imminent, which is also a material value driver.

ALBA shares hit .40p earlier this year !

I am amazed there has not been a stronger move in ALBA on the back of Greenroc securing the Mining Licence.

GROC should continue to re-rate, the company is materially undervalued to peers, still only £9m m/cap, GROC have one of the highest Graphite grades in the world, their project is world class, look what happened to EEE, market cap from circa £10m to £500m at one point, after the market latched on to the forward value of their Tungsten project.

At current levels ALBA is valued at just £2.7m, their stake in GROC is worth £2.25m with GROC at 3.2p a share.

This means the rest of ALBA's projects are in for free, news is also expected shortly on the Welsh gold mine, the disconnect in value creates a real opportunity for buyers of ALBA around current levels.

It is Brewers interest to get the money to Shuka, he is a major shareholder and has a significant personal cash invested, it is very frustrating, however, once this deal finally concludes the options for non dilute financing to progress the project are unlimited.

One thing is for certain the 2 major shareholders (they own circa 50%) will not allow any financing that will destroy shareholder value, that is a major comfort for the minority investor base.

A re-rating will come make no mistake.