Member Info for HawaiifiveO

Remember this was trading at 7p in August, it has been walked down nicely for certain entities to acquire IMO.

Something is brewing, RNS lodged for tomorrow ??

BTC having a strong move now $117,250, yes it is volatile however the trend and consensus opinion appears to be it could end the year far far higher, this makes COIN even more undervalued to peers as the SP is still no-where near the last (6p) price, remember that placing was heavily oversubscribed.

At some point the shares are going to re-rate, anyone short needs to watch out, did anyone notice when the price was bouncing a few sessions back how the market makers widened the spread to hideous levels, trying to deter buyers of course, are they part of the short position, well what do you think !

DYOR etc.

I was at the presentation in Mayfair and have to say this looked the best investment proposition on the night, there were 5 companies in all, I am really surprised the share price is so low given the material potential.

The low valuation was the topic of networking debate, the consensus was the company was materially undervalued, the CEO suggested there was a number of catalysts ahead, how ironic that they have drilled their 1st duster soon after, however, they have had outstanding drilling success historically and the rig is now moving swiftly to a new location.

I have bought in this morning, the shares will recover quickly IMO.

And of course everyone is conveniently forgetting about the consistent and ongoing 1m share buyer (at higher levels) & the fact Goldstone rejected a bid approach in April !

I have added on this drop.

Not going to post in a lengthy way right now but what can you say, talk about reputational damage, however, as I pointed out in earlier posts unlike the other companies QvB and Brewer are involved in with Shuka they have material personal cash on line to the tune of a combined £2m, the only way they can get that back is for SKA to deliver value at some point.

It has to work for them, which in turn means retail investors should prosper at some point.

Finally Brewer is very approachable maybe it might be worthwhile to communicate to get a feel of the situation, read between the lines etc.

It goes without saying this is materially oversold, the RSI is on it's knees, the shares can move disproportionally in a thin market, if it rallies the FOMO will kick in and 3p+ will be back in no time.

Market makers up to their usual games, many of the recent trades hitting the tape are timed from 8am to 8.30am, disguised as sells, when actually at the time they were buys.

Obviously buyers are to the fore, eventually will be reflected in the share price IMO.

The update today is very positive IMO, it is clear they are generating enough free cash to support day to day operations and this will only improve as the gold price continues to surge, it is approaching $4000oz, the company remains materially undervalued, no wonder there is a persistent 1m share buyer & do not forget the 'takeover approach' back in April.

This should return to 1p+ PDQ given the sector is ultra bullish and GRL is below radar of many retail investors, the current £4.5m m/cap for a established gold producer is farcical in my opinion.

DYOR etc

They have been doing media rounds and quite rightly too, it is becoming very clear that the Yellow investment could dwarf the current m/cap on it's own, the company cannot say that directly but it is very clear from the messages being put out over recent days that could be a reality.

The shares will continue to gain strength, they are bargain basement currently, the last 2 placings were carried out at 22p and 6p, there will be hardly any real sellers below 6p, anyone short need to close ASAP, they are the wrong side of the trade.

COIN stock moves disproportionally on low volume, bear that in mind !!

Tesla

For what it is worth I had some communication with the former CFO, Danesh Varma, who left AYM in 2023 (now deceased) via a post on X around 1 year ago. I was critical of the current regime and their 'methods' of raising cash at ever lower share prices. I pointed out that the company was wide open to naked shorting (forward selling of stock not owned), the former CFO liked and agreed with my tweet, I thought this was VERY telling. Clearly he did not agree with their methods.

I have a feeling we may be about to see some form of challenge to the current regime, for example what has the CEO achieved since his appointment, very little, the Chairman is equally culpable, just spouts the usual waffle without delivering any clear strategy. Neither of them hold any meaningful equity position, they do not feel the financial pain of the shareholders as a result.

In my view all is not lost here, the company is priced as a shell currently, bring in a decent management team + new funding and you are looking at a complete revaluation proposition.

DYOR etc.

No it was not, you are either lying deliberately or have no understanding of market affairs, or both.

Now back to the trade, it was dated on Friday timed around 3pm when the bid was .20p and the offer was .30p, so it seems the BUYER paid a premium.

This really does look very cheap compared to peers, recent interviews suggest the Yellow stake could eventually equal or exceed the current market value of COIN, I still believe this is being shorted, there are many clues.

I would not be surprised to see a leftfield event that could catch out those the wrong side of the trade.

In the recent Stockbox interview the CEO stated they want to see the share price higher and hinted they are working on that.

I find it hard to believe so little news-flow has come out of VAST over the last 3 to 4 months, with such a diversification of projects, the diamonds + meetings with high level officials across various countries it seems very strange, it is like we are being fed titbits of occasional news-flow, often occurring when the company has been pressed into doing so.

In my opinion it does suggest something major is going on in the background that could potentially over-ride the existing portfolio of projects, if a major deal or change of strategy is ongoing it would take time to complete hence the quietness.

The above said news cannot be far off, AP (the CEO) has stated that the remaining year ahead will be exciting, whilst this needs to be taken with a pinch of salt we know a batch of diamonds are being auctioned shortly + other project progress needs to be communicated.

Probably not a time to be out given the relative illiquid nature of the shares.

Is anyone here attending the investor event this Thursday coming, I am mindful to make the effort to see the company again, it has been some years, in fact the last time they presented in a similar forum was at a Turner Pope promote back in 2019. I am sure they would be delighted to see me !

I would be pleased to meet anyone from this board to discuss the sector in general and of course Oriole on the evening, it is a great shame that these types of event are dwindling. I found out last week that Shares Magazine Events have now ended, others like Mining Maven and Turner Pope are no longer. Only Proactive Events continue but even those are reducing in number + they are cramming in 5 companies (as opposed to 4) in the evening which makes the session grueling to say the least.

I do not like online events, they are heavily censored and your 'hard' questions are rarely answered as they would be on a face to face basis, I remain convinced this is why certain companies prefer them.

Anyway I will send my attendance request off this evening & all being well I will go.

This was posted on the other site.........

MiningLamp

27 Sep '25

Who thinks the BOD have deliberately run this into the ground, communication has been woeful, no clear business model or plans have ever been broadcast to the market.

There is a 22% Anglesey shareholder (Kearney) who has been pumping money into Labrador Iron Mines (they also look a basket case) to the recent tune of $1m but has allowed this outfit to use a lender of last resort.

I believe they need 75% to secure this funding, Kearney could block it and come in with an alternative proposition and maybe install a new management team, as someone else pointed out AYM have a £40m PEA on Parys Mountain but are now valued at just £1m.

Commodity prices are booming yet they cannot find money other than a death spiral.

I noticed that Marsden (the CEO) has not put his name to this financing and seems to have gone quiet generally, I would not be surprised to see him resign, maybe he should, what has he done ?

Unless they come out with something material, other than than the usual nonsense about moving the project forward, I think the funding may fail to attain shareholder approval.

Frankly I have written this off, had this company had a good team in place, focussed entirely on Parys Mountain by now it would be valued at £20m/£30m+

The current regime need to go.

I noticed the social media channels have been quiet both from Shuka and Brewer, I do think this time around the funding will close, the fact Brewer is coming to London may be a clue, albeit on general business purposes.

As mentioned there is very little stock on offer currently.

This hit 7p when the last deadline was approaching, it shows what will happen if the deal closes, is 10p+ possible ?

Risk/reward favours the bulls currently IMO.

No quotes available on the buy side currently.

Fall is seriously overdone, RSI is in oversold territory also.

News cannot be far away.

With gold at $3750oz it is crazy this is only valued at circa £5m, no wonder there are buyers.