Member Info for Howtofish

How much of the Mining Licence application is going to be available publicly? Is it all commercial-in-confidence and therefore all we will hear is that it has been submitted? Or will there be more underlying data, analysis, estimates and forecasts visible to us all?

More to come.

What is the timelag between a (hopefully very) successful EWT and actually getting in any revenue? Either generically or on an expected basis specifically for He1?

AIM very often rewards miners (minerals, oil, gasses, whatever) who make stonking discoveries with plummeting share prices in the immediate aftermath of an announcement because the timelines are now laid out and so the fast money spins off to somewhere with a perceived chance of a quicker return. The 'jam tomorrow that lies underground' is of course good to have quantified, and the increased and derisked company MC is also a boon, but the SP is not automatically tied to good news.

I have no doubt some people will make much money in the ramp up towards EWT results, and also in the much longer term as He1 moves into production - following the inevitable fundraising required for that capex. But short/medium term profit will still require astute awareness and understanding of the market. I am in the long term camp because I am not clever enough to second guess everyone else!

Wonder when the name change voted though at the AGM will take effect?

...around midday to cause an 8 % drop in the price?

Jerseycrew - I was nearly right! A strong bounce up from Friday’s sudden drop, even if we have not (yet) seen the accompanying order I predicted.

Mind you I predicted the right score , just the wrong way round for last night too😔.

Hmm. 8% spread on a sudden 12% fall. In a day or two I reckon ( hope!) we will see evidence of a huuuge buy order being constructed around now. If that were to prove to be the case, the assumption would have to be it is related to the upcoming JV arrangements.

Thanks.

GLA is a typo too - it actually stands for 'Good luck me'.

Could someone please point me to the recent presentation? I've missed the link in all the subsequent posts and would like to do my own research. Thank you.

Taken at face value and without going further than skin deep , this is excellent.

Can’t see a reason for such a dramatic start to today? 10%gift for those who can take advantage.

Morning all, I have only recently come aboard this one. Why is the arrival of the kiln of interest please? Commissioning will be of course, and perhaps the earlier stage of allowing prospective customers to kick the tyres. But they could be a few months away yet?

Whatever you take from the Orior report, don't forget it is paid for by Kefi! Normal industry practice, but not the same as rigorous, independant financial analysis. Just sayin'.

Looks like I was right! And quicker than I had expected. But the trend line suggests a further 25% upside by Q4 this year. Impressive.

I worked with a chap a long time ago nicknamed Harry-the-b*st*rd. The sort of smooth talker who would run the kitty on a night out but leave you to pay for your own drinks and he’d have a much better evening than us.

A cheerful RNS but no mention of how much better the situation needs to be for the dividend to be reinstated.

The Director's buy , coupled with being hugely oversold post-results, makes me think the trend line from recent months will be soon regained. Esp if ACE Winches starts to make the anticipated contribution.

Tiny uptick at lunchtime today. About time too! Could it herald better times ahead?

Robjm66 - Thanks for making the effort to watch and precis. Much appreciated.

Investors out there, much smarter and more savvy than I am, who will pile in here in a few weeks time, receive the news about TK sign off, and see their funds significantly increase. I feel so sorry for them. They will have had none of the journey, none of the headache and heartache, none of the angst over soon-dashed false dawns, nor endured the addictive hope of clinging to the leaden liferafts thrown to us by Cap'n Harry Ahab. As a result they will not appreciate the success like we will!