Member Info for HawaiifiveO

Chartist offers a 5p near term target price

https://x.com/Share_Talk/status/1879882018030584295

Interesting posts on the other BB, the broker suggesting the settlement will drive a re-rate and this from YasXII who has proved right more times than not on CNSL

Gentlemen

Once again the Cambridge have delivered, the settlement with DHSC announced today was the last remaining legacy cloud hanging over the business, investors now know the YE cash position of circa £5m will all belong to the company and strengthens the business significantly.

The market can now re-rate CNSL accordingly, the shrewd are now buying as Cambridge is materially undervalued, possibly by the tune of three fold.

Remember the period Oct 1st to end March has been telegraphed as strong from a sales perspective !!

CNSL is a Buy.

Every claim the bashers have made trying to deter buyers has not come to fruition plain and simple, they were bashing this at 1.8p/2p etc, what happened the share price hit 4.7p within months.

Remember fools and money are easily parted, some of these bashers were happy to pay 40p/50p back in the Covid days, lost a packet and are now venting on this BB every day as they are economically bankrupt.

The shrewd will be buying in anticipation the company will hit true value, that true value is multiples of todays level !

Tremendous news today, this should allow the share price to re-rate, remember the broker has a target price of 10p.

Very positive for once, it has been a LONG haul but it does look like Bell has finally delivered, note the Nomad approved the release, one thing will lead to another of course, however, if that cash ($10m-$12m) comes in then it is very happy days indeed.

RRR is currently valued at just £2.85m currently, my view is if all goes to plan you have to be looking at a share price IRO .20p as this result is just the start of loss of value which could be argued to amounts to $150m/$200m as that licence, stolen from RRR was eventually sold on for $300m/$400m of which RRR owned 50%.

One AIM stock did 750% yesterday !

If you look carefully at the X photo Bell put out yesterday there was a folder on the table that appeared to be project related, was this the new proposition Bell has referred too which is supposed to have value way in excess of the circa $12m they are pursuing.

Everything here is speculation however Bell was unwell going out to the DRC, has stayed there during a period of illness and suggested he would not have done so unless it was worthwhile. On the other hand, assuming the 'invites' are genuine, who would send requests for meetings with high ranked officers unless there was something material behind these events.

In any case Bell has made it quite clear, no new projects in the DRC until the money, rightly owed, to RRR is received.

This could go either way, so many false dawns (which Bell has acknowledged) but this time there appears to be a different 'feel' about things especially as Bell has mentioned the words 'involving banks'

Shareholders deserve a result, look what happened to a AIM tiddler yesterday on news up 750% !

Interest in GROC will continue to grow more-so regarding the US/Greenland relationship, this company is valued at just £4m yet has some of the highest grades of Graphite in the world.

I can see a very strong revaluation here, the shares were IPO'ed at 10p so much positive news has occurred since with very little dilution - only 197m shares in issue.

Crunching the numbers on the Muratere value of in ground minerals based on current prices it looks like we are talking nearer $700m, a SIGNIFICANT uplift in value from the 2019 number of $400m

Copper value 68,000 tonnes @ $8750 tonne equates to circa $600m

Gold value 32,000oz @ $2500 equates to $80m

Silver 955,000 @ $20oz equates to $19m

Add to the mix that low grades of minerals that may have been uneconomic back in 2019 could now add to the resource.

That 1.2% royalty is of significant value to ORR, it has to be worth circa £2m as a minimum in my considered opinion.

Note the last royalty sale by Stratex was a 1% royalty on a gold project of circa 1m ounces in ground, it sold for $4.5m when the gold price was just $1,200oz.

Muratdere has 32,000oz of Gold, 68,000 tonnes of copper and 955,000 ounces of silver, back in 2019 the value of the gross metal revenues were expected to be $400m. Given the rise in commodity prices I expect that $400m to move to $500m/$600m, the mine life is 16 years.

So is the 1.2% royalty worth £1.5m/£2.5m, I believe so, also remember the CFO commented historically that this royalty had significant value.

Very pleased to see the Muratdere EIA has been granted, this was holding up the 1.2% royalty sale by ORR historically, this sale could be worth £1.5m to £2.5m in my view, the project has grown in value significantly given the rise in commodity prices.

Cash is king in these markets !

For those interested in a technical angle the RSI is sitting on a pivot point, a low, based on the last 12 months, shares have bounced hard off this level, will history repeat?

The US / Greenland situation was all over the BBC news this morning, interviews with locals and others, for Greenroc the situation has to be beneficial in as much that it could so easily propel talks re off take and financing, surely US banks would now be interested, more-so than before.

So far the market is slow in recognising the value in Greenroc equity, still circa £4m m/cap, it can only be a matter of time before a re-rate occurs which could be dramatic given the tiny free float.

DYOR etc

I think it is fair to say that SKA has proved a disappointing investment since Brewer & Van De Burgh bought into the company in Q3 2023, however, one wonders whether this is about to change ?

After a period of long silence from Brewer on X he posted this today and another post last week regarding meetings re SKA.

https://x.com/JB_MiningAfrica/status/1878356113013219607

I see across social media posts and bulletin boards the disappointment regarding the seeming inability of Van De Burgh to provide the funding that was expected here, MARU and NEO, Brewer has had to work around this aspect, staying silent about it nonetheless and move these companies forward, in the case of SKA he has personally made available £500k as an example.

One wonders if the £2m worth of loan notes will be provided by Van De Burgh (whose reputation seems to be dwindling by the investment community) It would help his personal cause to deliver on this aspect especially as he is SKA Chairman.

Time will tell but I sense something material may be inbound here.

Well I suspect entities that are naked short may be somewhat put out by this news.

One wonders if, finally, VAST are about to turn, what has been, a very long corner share price wise.

RRL099

I pointed out some months back that the only thing the market is interested in is corporate developments, namely a way for shareholders to benefit either by asset sale, JV or another move that will deliver value and/or market excitement.

There are junior minnows (often with Geologists on the BOD) who have made discoveries of XYZ ounces of gold but have no means of extracting the gold or monetising the project for many reasons which could be discussed infinitum.

I totally agree that the introduction of Eileen Carr has been a very dynamic move HOWEVER hard decisions need to be made, for example, I am starting to see traits of the old regime appearing, namely cosy options that are not performance related, salaries that have not been adjusted in view of woeful market conditions plus missed updates on Senala and silence concerning the other licences in Cameroon, not forgetting the legacy 'assets' that have still not been monetised.

It is worth noting that 3 of the old regime are still on the BOD, when TL was appointed CEO in March 2018 the share count was 476m it is now 3.9 billion, the share price was .95p at that time, it is now .25p, in the same period circa £3m has gone on director salaries and probably another £2m on G&A costs.

Historically this company has spent significant amounts of shareholder cash on BOD salaries and bonusses without delivering anything much to the shareholders.

I believe it is right and proper to remind the BOD of the near term history, talk is cheap but delivery is what matters, shareholders were punched in the face over the Lanstead deal (heads should have rolled) and the dark cloud of this finance route still lingers despite efforts to distract from it.

So what does the BOD see as a return for shareholders, in all this time and money spent the current market value is a mere £9.5m, what is the goal for example, how is long term value going to be created, remember the old regime were poking around at Dalafin/Senala spending £6m of shareholder cash in nearly a decade to deliver zero value and not even a JORC resource of scale.

So come on BOD let us have a major value event from this first mover advantage in Cameroon, until then shareholders have every right to question the process.

Taken from the other place, a poster who has a pretty good record of calling things correctly re CNSL

yasXII

9 Jan '25

Gentlemen

Being a modest chap the Gracious Fellow will remind readers he suggested this stock was a buy in October 2023, the share price was 1.75p, within 6 weeks the shares had posted an 80% gain.

The circumstances now are very similar, at current levels the shares could post an equally strong move.

The reasons why are simple.......

The stock has fallen from 4.5p on low volume.

Fundamentals are improving on a technical basis with buyers returning.

Evidence of short closing (see Spreadex recent TR1 + Cantor RNS)

Second half trading for Cambridge has always been strong (see recent presentation)

Ever improving margins = higher profitability.

Broker retains a healthy target price (10p)

There are a number of other catalysts, more speculative, however very probable, settlement with the DHSC plus the possibility of Cambridge being acquired by a competitor.

At current levels the shares are a stonking BUY !!!

i thought a fair proportion of the money to fund the suite of projects across the stable of companies was coming from *****on van der burgh, what has happened to this finance route.

it appears he is unable to finance anything currently, was he not trying to secure $500m? shares are being issued like confetti in all the stable companies currently. this was not supposed to be.

Donald Trump Jr. arrives in Greenland on Trump Force One

https://x.com/bennyjohnson/status/1876619380567716214

Bell posting on X only a few minutes ago but nothing on RRR since 1st January.

IF Bell has achieved anything material it would be exceptionally market sensitive so he could not comment until an RNS, however, the leaky ship that is all things AIM would be spiking volume by now.

Make of it what you will.

They still refuse to raise the advertised bid (currently 0.09p) despite the true picture being they are happy to take shares well above .095p currently.

This seems to be a new trait by market makers, wide spreads, not declaring true prices and so on, closing down online buying when demand comes, no wonder AIM is such a mess, the market makers are an integral part of the demise of this once popular market.

Re VAST surely news has to be imminent which may be why they are reluctant to trade in volume.