Member Info for HawaiifiveO

Iron Ore is looking good, AYM's 49% stake in Grangesberg with an option to go to 100% is another value bomb just waiting to explode

https://x.com/baroninvestment/status/1731963673818611844?s=20

Rare for AYM to have 2 RNS's in quick time and this one is very positive. in particular this statement....

''We believe there is potential for the Northern Copper Zone to be accessed significantly quicker than envisaged in the PEA, which would bring meaningful levels of copper into the revenue stream much earlier than currently modelled.”

The company is a sitting duck takeover/breakup target, current m/cap a mere £6.5m

BB

You are like a dog with a bone, what on earth are you here for, you have no shares in RRR yet spend 24/7 disrupting this bulletin board with just about any line of negativity you can conjure out of thin air.

You suggest you have no economic interest here, not so in my book, it is very clear that this bulletin board has been infiltrated by one of the largest bashing attacks since Red Rock was formed, the attacks after the Lithium export RNS was fever pitch (not forgetting the very obvious forward selling at the same time) some entities were clearly very worried about a share price spike getting out of control.

I, like AB, will not respond further however BB you need to be careful, the accusations you have made and imply are very serious, clearly designed to put prospective new buyers of the shares off, read the FCA disclaimer, in particular regarding 'information that is false or misleading' on bulletin boards.

My bet is you are working behind a proxy server with 'associates' aka overseas boiler room operation, some years ago another tiddler (£3m m/cap) I invested in was bashed in similar fashion on the other site, being a shrewd fellow it was possible to set up a new bulletin board with a hit and location counter. It was quickly established that 90% of the negative posts came from the Philippines and Thailand, the average punter has no idea the lengths some will go to to profit.

If the level of bashing continues I would expect RRR to take action, quite rightly too.

Banburyboy

You clearly have some economic interest here posting 24/7 negatively monopolising this bulletin board, you remind me of that former Aussie employee who had a chip on his shoulder re RRR and did the same.

Who on earth would spend so much time posting on a micro cap company that hardly any investor has heard of, whilst of course you will deny it you and 'the aliases' are clearly working the board for an ultimate financial objective, clearly a case of the lower it goes the more the consortium makes.

It is a known fact that betting syndicates in the Far East play these minnows for financial gain, the more illiquid they are the easier it is to manipulate the SP down, more-so with the near corrupt AIM marketplace.

For readers it is worth pointing out that RRR shares have moved into the .20p's twice in the last 5 weeks, it can and will happen again !!

DYOR etc

Company getting promoted on a very popular social media platform has to be beneficial, mark my words the share price will start moving up again shortly.

https://x.com/VOXmarkets/status/1731645224236015881?s=20

'Finalise historic claims' seems to suggest settlement is closing in re the diamonds.

One thing for sure the stock seems heavily oversold and due a reversal to the upside.

Has anyone noticed the share price recovering since the swathe of director resignations, still no comment about replacements, is it because a new management team are going to be parachuted in via some form of corporate action.

I am convinced we will shortly hear some very positive news-flow soon enough, in the meantime the shares are bargain basement.

Long interview with GR, released 1 hour ago.

https://x.com/StockBoxMedia/status/1731396890057420909?s=20

The next stage of the value restoration curve is trying to determine how much ORR's 30% stake in Senala might be worth, it is not easy but for sure there is nil value presently based on the current market cap of the company.

We know that a nearby licence which was one fifth of the size of Senala was acquired by Silver Corp for around £40m

We know the old Stratex (now ORR) spent £6m/£7m on exploration on it

We know there are gold mines to the north and south of the licence

We know the licence is surrounded by major mining groups.

We know the current JV ends in February and a decision has to be made on a sale or otherwise.

I find it hard to value the licence however I would suggest the least ORR's 30% stake would be worth is the £6m/£7m that has already been spent, what would be the highest number, £10m/£15m/£20m+ ??

One thing for certain, in early New Year the market will have to factor the real possibility of a very major value event coming in the headlights with a close date end February.

No wonder the shares have been very hard to buy over recent weeks.

No real time for a long post but feel something very positive seems likely to happen shortly, the recent news was excellent but remember there were a number of other propositions ongoing.

Over the last two weeks it has been tough to build a position here, the market seems very reluctant to allow buyers enter at anything like current levels.

Interesting times ahead, remember the BOD suggested the share price would recover to at least the circa .26p base price funding level in recent podcasts due to news events !!

Nothing from AYM at all about attending Mines & Money, not even on Twitter, no interviews carried out (like last year) requests made via a couple of media outlets who were there for a interviews/questions resulted in nothing also.

So the question is were Anglesey Mining there as stated on the M&M website, and if not why not ?

It does make you wonder if something is brewing in the background, also noticed that no replacement directors have been appointed to date, no comment from the company about seeking new candidates either.

Corporate action beckons IMO.

I see the overseas boiler room bashers are still active, using proxy servers for sure, how are the CFD's going I wonder, not well, maybe the consortium should close their positions and go away.

As was made perfectly clear, the LAST broker price target was 12p a share, this has recently been underlined as they have revisited the H&N business at that number. One suspects the next target price will be double digits therefore.

I would expect to see new buyers coming in, the city works in mysterious ways, online limits remain strong despite the market makers trying to entice sellers.

It is interesting that the broker suggests the cash position will be far higher than they initially forecast by end March, their revised cash balance is £4.3m.

I am somewhat surprised they have not offered a new target price, their reasoning is due to a number of matters, one of which is the growth aspect.

Very good news indeed.

One suspects the lenders have no real choice but to extend further, the question remains over the historic parcel (of diamonds) The previous 2 extensions have been for a couple of months so did Andrew Prelea seriously, truly, expect to receive these diamonds in that time given the years of waiting?

Prelea has suggested that if the diamonds do not come at some point it would be time to go nuclear via media to discredit Zimbabwe as a investment proposition (or words to that effect) that could do the country a great deal of damage, surely it is time for the silence from Prelea to end and give such an ultimatum, obviously the matter is a delicate one but so what.

In a recent interview Prelea suggested there was more to Vast than the historic parcel, that may be true then why does the companies immediate future seemingly depend on them.

Surely the lenders can see that the parcel may or may not appear and surely they would need to rethink their strategy, best bet would be some form of debt for equity swap (maybe at a stock premium) or a longer extension of the debt repayment cycle out of operational proceeds, perhaps even taking a stake in an asset.

If the stock price of Vast can be increased by a positive deal some of the debt could be repaid via equity raises over time, there are many options.

In conclusion, it is in the interest of the debt providers to work with Vast. I would suggest their patience will be extended, as such the shares are probably a buy around current levels.

DYOR etc.

Taken from the other place..

yasXII

29 Nov '23 - 11:47 - 71 of 71

The Gracious Fellow has received a number of requests seeking updated thoughts on this tiddler.

For the benefit of doubt one remains long and expects to see significant value returning to truly reflect recent progress, not withstanding the exceptionally strong cash position.

One notes the broker has re-iterated a view that the Health & Nutrition arm is worth 12p a share alone, well so be it. The interesting aspect was their valuation was waning in Q1 so to have it strongly re-iterated last week seems very satisfactory for the bulls.

Under radar tiddlers can offer outstanding returns, the Gracious Fellow has, once again, found a gem.

Have built a decent position here having followed the story since the new management team was parachuted in, convinced the company will deliver outstanding returns for investors, surely news imminent.

The next update could be transformational, a new near producing asset will be injected into SKA, regarding the existing Rukwa coal project if anyone can restore value to this project the new management team will, very experienced.

Those 25p management warrants expire end December, my bet is they will be exercised regardless.

The reason you can buy around 10p right now is this is under radar and most investors have no clue as to what is in the pipeline here.

DYOR etc

AYM are at Mines and Money currently, lots of media there as well, maybe some interviews will be forthcoming, my bet is this was pre booked before all the BOD news so who knows.

If had gone I would liked to have asked as to why AYM have not increased their stake in Grangesberg to 100% as suggested they would in Q1 by the CEO in my view this is relevant currently as I expect some developments.

I may try to get to a media outfit to get them to ask that exact question.

Have not looked in here since the excellent results but have been checking online limits and am pleased to say they remain strong, very hard to buy in any real size despite the recent uplift in the share price.

My bet is there are background buyers waiting to enter if any loose stock appears however one suspects there will be very few sellers on the way up, the next realistic near term target has to be 4p therefore.

A few buy trades could move this disproportionally.

What I find interesting on these bulletin boards is the determination, one might say obsession of the bashing community, the pattern is replicated across the micro cap space where share prices are easy to manipulate, usually there are a couple of established cheerleader bashers followed by various other 'aliases' who tag along.

Anyone who dare posts anything positive is immediately drowned out by the aforementioned entities, that does not suit their agenda you see. I have discovered that with some patience going against these individuals can bring handsome rewards from a trading perspective.

The usual rubbish promoted by the tag team, they are here for onlookers benefit, to save them money, they suggest they are obligated, almost charitable, to post 24/7 seven days a week to help totally unrelated individuals financially, of course that is total rubbish, these entities have a economic interest, think CFD and Spreadbets.

So play the game, time your buying entry point, be patient, the returns can range 50%/100% in due course, yes even with Red Rock.

DYOR etc.

I am guessing on some material development concerning the Grangesberg Iron Ore stake, maybe this will be sold or some corporate activity around this valuable facility, AYM own 49%.

A meaningful cash disposal would deliver value to shareholders and provide funds to develop Parys Mountain - the current market value of AYM (£6m) is farcical.