Member Info for Heimdal

Hi Dougie, copper is hot and predicted to "stay stronger for longer" (a bit like Fortacin.. lol) and with Bill Beament at the helm the VXR sp should move up quickly as they move forward towards Cu production in 2022. I understand RPG's purchase price was around $1.35 so I guess they will not sell for less than that. Bill Beament turned NST from a $10m coy to a $12B coy and he has many followers on the ASX and has already stated he wants to turn VXR into a multi-billion $ company. All in all this is looking very good and the VXR run must benefit our sp sooner or later. Last time I calculated the VXR holding it was close to 25% of the RPG MCap as such I expect a 5c lift sooner or later. Heimdal

VXR was trading at 79c this morning and now pulling back a bit. Nothing goes up in a straight line. Outlook for copper is very good indeed, probably the start of the biggest bull market ever: https://investingnews.com/daily/resource-investing/base-metals-investing/copper-investing/gianni-kovacevic-copper-biggest-bull-market/ VXR will do very well out of this as Sulphur Springs is a shallow high grade deposit close to production in a safe jurisdiction with significant exploration upside. I guess RPG will do a block trade around $2-3. Not sure where you are getting your BUY/SELL data from but let's look at the trade at 10:22:06am, this was a single 380k BUY, picking up 5 individual smaller orders in the SELL queue from 19.2c to 19.4c. Heimdal

Morning Bignose, 6 x buys this morning for 1.05m shares and no sells. Our VXR holding is now worth around 5c so I strongly expect a bounce. The Market Update might mention the significant VXR holding increase if not we could well expect a positive profit warning in August. Happy days! Heimdal

VXR going from strength to strength, finished @ 74.5c today up another 3.5% (or +HK$3,575,844 today )- that should keep the lights on a little bit longer... lol We might even get a positive Profit Warning in August (only a couple of months away). Heimdal

ASX down 66 points today yet VXR is up another 9% now trading at 72c.
Our VXR holding is valued at HK$103.7m equal to 23% of the MCap (@ 18.8c).
Upward and onward, Heimdal

Wow - VXR finished at a yearly high of 66c today, up 14.8%.

Our holding is now valued at HK$95.1m equal to 21% of RPG's Market Cap.
Bounce baby, bounce!

Heimdal

Thanks Italian, encouraging. RPG is directly named which is very positive:

"About Regent Pacific (SEHK:0575.HK)
Regent Pacific is a diversified investment group based in Hong Kong currently holding various corporate and strategic investments focusing on the healthcare, wellness and life sciences sectors. The Group has a strong track record of investments and has returned approximately US$298 million to shareholders in the 21 years of financial reporting since its initial public offering."

Agree Dougie, it will rocket on good news and Market Update not far away. Seems like it is held in a narrow trading pattern. Good to see JP Morgan at the front end of the BID side. It did take some time to absorb the 4m sell order from Tai Fuk whick was moved endlessly up and down like a yo-yo all day, clearly an inexperienced trader. Heimdal

Morning Bignose, yes something going on. False break yesterday. A fair bit of Fulbright activity yesterday with all the small orders noted and they were recently convicted for illegal trading by HKSE.. so maybe the workstations have gone crazy again. Anyway looks like they have sorted the workstations now and good to see the sp bouncing back this morning (on higher volume) as expected. JP Morgan quite active on the BUY front. Market Update not far away. Heimdal

https://webb-site.com/codocs/SFCSDA201223.pdf

https://www.spglobal.com/marketintelligence/en/news-insights/blog/banking-essentials-newsletter-april-edition-part-2

Buy depth was very soft today so it was easy to push the sp down 10% on very low volume. We will probably bounce back tomorrow. False break IMO.

At least VXR is going strong up another 2.38% today. Now valued at HK$ 92,900,000 eq to 22.17 of RPG's MCap!

Sold down on small vol by Fulbright, lots of small orders going through pushing the sp down. Heimdal

RPG still holding Dougie as ASX has strict disclosure rules. Jim sold about 5m of his personal holding @ 33c.
At 63c VXR is now worth HK$90,700,000 - equal to 19.5% of RPG's MCap. I am sure VXR will have a positive impact
on our sp shortly. Cu spot prices up 1.79%, I think it will go a lot higher in the short term with Biden's rapid
Green Energy Transition. Heimdal

Sooner or later there will be a VXR driven re-rate, probably not tomorrow but maybe when VXR hit $1, representing a holding value of c. 30% of RPG's MCap. VXR currently trading at 62c, amazing run.

VXR now @ 60,5c and our holding valued at HK$ 87,000,000 which is 18.8% of the RPG MCap.
Market Update not far away Bignose, Italian said May which we will enter on Saturday,
so maybe a comprehensive update next week?

With the sky rocketing Cu prices VXR could hit $1 before long -> re-rating of 575 on the cards!

Heimdal

The new head of VXR Bill Beament has grown Northern Star from a $10m company to Australia’s second biggest gold producer with a market cap of $13 billion. In recent news he noted that he will transform VXR to a multi-billion $ company.

VXR trading at 54c this morning. Our holding is valued at HK$ 77,546,720 which is 16.1% of RPG's MCap. With the sky rocketing copper prices we should do very well from our sizable VXR holding :-)

Heimdal

Easy money to be made wrt stocks with exposure to the Green Energy Transition, not least copper producers.
VXR is a great company, Sulphur Springs is ticking all the right boxes: excellent Cu grades, shallow deposit, +10 yr mine life with very significant exploration upside, good infrastructure, no sovereign risk - all in all very well positioned to cash in on rising Cu demand - perfect timing for new copper producer. I hope we can hold on to our significant holding which might be worth $40-60,000,000 within a couple of years (maybe sooner if Cu prices go crazy on high demand). If everything else fails VXR could save us. Heimdal

Sure, that goes for all walks of life.. lol

HK Bulls just issued another BUY for RPG so maybe another run on the cards, certainly more buying today.

Market Update not far away as noted by Italian.

Heimdal