Member Info for Icarus69

Have been corresponding with very well respected mining stock analyst and investor Don Durrett on X. I've given him a mini rundown and he is going to add EUA to his goldstockdata.com analytics tool in October. We've all heard this and that valuation on what EUA should be worth based on assets and potential etc. Would be interesting to get his opinion on this.

"The screw is being turned on Putin with ever tougher sanctions, new military aid to Ukraine from the US by the Europeans and the threat of Tomahawk Cruise Missiles wrecking havoc in Moscow & St Petersburg, so Its not unreasonable to expect Putin will be looking to come to the peace table in the coming months due to this and other pressures at home, like, high inflation, high interest rates & a receeding economy."

Its TOTALLY unreasonable to expect Putin to come to the peace table. You obviously don't understand Ukraine joining Nato/ EU is an existential threat to Russia, and they've come to the conclusion that unless they get the job done and exit this war entirely on their terms, it will be restarted by the collective West at a later date when they've rebuilt their militaries. Putin will go until Ukraine has been de- nazified and demiliarised. There will be no concessions, they'll fight till the job is done. The recent escalation, targeting train lines etc might just be to make sure if the collective West do join the war as it looks like they want to, the infrastructure won't be available to support them.

Https://x.com/HelixExp/status/1971454691176538611?t=j7qWZhQxDf-3-YSxqLFSIg&s=19

Its not the share price that concerns me either. Its the time it is taking to get this deal done. You can be optimistic that the SMO will have reached its desired objectives within the next year or so, but the world in 2019 to the world now is almost unrecognisable. No-one foresaw Covid, (the elites are talking about 'the next pandemic as if its in the pipeline ready to be released), then we had the SMO which is just a proxy war for the US, and whilst Trump is trying to extricate himself from it, he isn't exactly trying to stop the rest of the European Nato members from keeping it going, far from it. They've pushed multiple false flag narratives at Trump, drones in nato air space etc, and Trump is surrounded by advisers that want to push him into escalating rather than walking away. The value in the ground not going away, the current sp aren't the factors that concern me, it's the fact that Russia is no longer the relatively safe jurisdiction to be invested in it was before. The entire strategy of exiting from Russia, and risks of sanctions are relatively recent, in that they post date the context of my original post. I'll give you the original credible party influenced the decision not to action Sinosteel, but given the benefit of hindsight, and the current uncertain outlook, that last resort option might have been the option to take.

"So whilst a sale is preferred, if all sanctions are lifted, the BOD can simply develop MT, place WK back into full production and push forward on their own with the agreements already in place."

Can only imagine what we would be valued at now if instead of putting all their eggs into the banking system to find a buyer, they used the last 5 years or so to invest the Sinosteel loan effectively. Would have had buyers clambouring over each other at multiples of the current SP rather than languishing at 3.35p.

Feneck/ Dom Durrett is where I heard about HEX prior to investing. I'm pretty sure Dom Durrett looks for a minimum 10 bag potential before investing and he/ they haven't been invested for long, so the sky is the limit here. Compared to the early stage mining companies they tend to invest in, this is on the cusp of production as opposed to having all sorts of hurdles to jump over before getting to that stage whilst being rated more like an exploration play. Excited to see where this goes when the herd arrives.

'..................the war being in its final stages now,.............make no mistake both Russia & Ukraine want it to end...'

Ukraine doesn't get a say in this. Whether they want it to end or not is irrelevant. Arguable whether Trump wants it done either. He could stop all weapons, intelligence and military personnel and force the green goblin to the negotiating table, but continues to supply weapons via NATO. The coalition of the willing and EU will keep it going as long as they can for sure. This only ends military, and whilst Russia are totally winning and losing a fraction of the soldiers Trump thinks they are, they are doing so at a slow pace to keep casualties to a minimum, thus giving the appearance to some that Ukraine is holding its own. The only way this ends quickly is if the front line collapse ie 'there's too many holes in the dam, and the Ukrainians don't have enough fingers to plug them up with' which is the situation we are approaching. Then it all collapses for the Ukrainians, but even then they'll dig in and be forced to fight to the last man. Alternatively the Russians may come to the point where attrition has provided every benefit they needed from it, and then they can escalate from an SMO and finish the job against the now fully weakened resistance.

Visited Alcatraz back in @ 1990. One of the last survivors, ( if not only survivor I don't recall) was there doing a book signing and I didn't get one. Regretted it ever since. Probably the best paid attraction I've ever visited. Well worth the money.

Https://youtu.be/RkX6VV5HwbE?si=MhMoVHyEr2iDb6ZI

Uploaded yesterday I think.

26mins 10 seconds in. John Feneck, well respected gold and silver investor discussing Helix as a special situation share he's invested in. States production next month.

' one thing is almost guaranteed, he surely cannot get voted back in next year's

I wouldn't be too sure. The same people making excuses for him today will be making excuses for him next year. Hopefully enough of us voted against this time that he's losing confidence in the security of his position and he bucks his ideas up, or Dimitry loses patience and instigates a coup leading to regime change at the top.

Dav3j

Alfacomp was like a cult leader on here, but he had a lot of rabid followers that shot down any dissenting viewpoints. I wonder how many of them bought everything he sold them, or if they were some kind of pump and dump crew? Would be interested to know how many of them were duped. Thankfully I sold out of this without too much of a loss. Admittedly, I chased alternative rainbows with the intention of returning. Theyre still in play, albeit down, but thankfully not fully out.

Not that I have a horse in this race, but Roger is one of the few on here that I havent filtered. I've just checked your posts, and I can only assume that you woke up today in a mischievous mood 😆, as a majority of your recent posts aren't a total waste of time (I didn't go too far back).

Roger, Cebo isn't happy clapping. He's just telling us how clever he was selling out at a price higher than the current one, and how superior he is to everyone else that posts on this share. Let him have his moment.

Should this drop a bit lower, I may even top up to 2m and trade maybe 250-500k and will, no doubt post how clever I've been if the trade is profitable, and keep sctum when it hasn't been.

RobertH1971. You're not very good at this are you? Do you think we can only recognise deramping of our investment when it is blatant negativity and vitriol towards it and holders? Do you think you've managed to fly under the radar because of your concern for poor holders? Do you not think there are posters on here that consume hours of information on the SMO and geopolitical content, so are fully aware of the situation as it stands? Do you think short term share price matters to many holders of this share. I was lucky enough to add 500k @ 1.497 earlier this year and with a property sale exchanging tomorrow would love the opportunity to add at those prices again.

Admittedly, (without fully knowing the pressures and constraints CS and the board are under), I think they have done a pretty awful job at times as far as communicating with shareholders is concerned, I'll give you that. I've been frustrated as the next man that I've had to hold for so long waiting for the liquidity event. I've had periods holding where I've had to 'rob Peter to pay Paul' due to cash calls, but apart from selling out of my Sipp to transfer to my ISA and incurring a tax bill and a rise from 3p sale price to a 4.5p ish repurchase price as the SP rose whilst waiting for the funds, I haven't 'sold' a share.

However, we are all adults, all responsible for our own actions, so save your sympathy for those that need it.

Anyway, you can thank me for the 10/20p you get paid per response. You won't get another. Filtered.

RobertH1971. The Ukrainian army is at the point of near collapse. European hostility towards Russia can't increase much more than it already has. The rest of the world appears to be behind Russia whilst Europe is in a steady decline and is heading to stagflation. EUA will ok.

Leothecat binned. His ignorance of situation is too much to bear. Stop being lazy regurgitating western propoganda and research independent less biased/ unbiased opinion ( as far as any opinion can be 100% unbiased).

"How about, getting the DFS for Monchetundra/NKT started, again could have been started months ago. If the DFS was to show significant value, would there not be a possibility of Russian authorities doing a grab?"

Russias post war plan after peace and normalisation of relations with other countries is to have foreign investment return to Russia. We saw how the US and the west has lost trust worldwide holding on foreign Russian assets, how govts have lost trust over targeting their citizens supporting eg the truckers in Canada etc, hence why Brics countries want an alternative to the dollar and swift. The Russian authorities will already be aware of our assets. They appear to me to be a government that is aware of the reaction to the actions they take. They've had to be. I'd be very surprised if they'd make a move on our assets because the result would be a lack of trust for future foreign investors.

Kammy, I'm not sure who you posted your questions to, or the basis of your response to them, but my own concerns are as follows.

1. When the conflict ends/ CS gets a deal through, will the govt have introduced a CBDC restricting when, how and what I get to spend my money on.

2. When the conflict ends..., will Rachel from accounts have taken away the tax free status of investments in an ISA or the increased the CGT %.

3. When the conflict ends, will the rate of inflation on goods I plan to purchase with my gains exceed the rate of increase in the value of the assets, and thus the ultimate uplift in sale price.

The govt is finding new ways to tax, surveil, and control us. With hindsight, would we have been better off taking the best rejected offer prior to the SMO. Bearing in mind my gains were earmarked for physical gold, silver and BTC, from a personal perspective I'd say very much so.

Anybody contacted MUFG for access to the AGM?

Bye then