RE: Thoughts on...5 Jun 2021 13:49
Morning Bojo here’s my thoughts on three as not in ACP. ACP looks a great play for Graphene but just not too sure.
HZM is my biggest position in any stock I own and have been in nearly three years now. It all comes down to the last part of financing which is dragging it seems. Will it be by end of June? Still confident in the company, JM and the resources they have at their projects. I wouldn’t contemplate top slicing until 20p but that’s me.
SAV, it’s all about the EIA ans where Portugal want to be in lithium mining and processing in Europe. Get the EIA and with grants, loans, offtakes agreed and hopefully forthcoming, would hopefully mean minimal dilution to get the mine built. An upgraded DDS would also perk up the SP. Some news on Moz would also help. No EIA……will be nasty.
ARCM, Another decent position here and the long wait continues on AA whilst the SP slowly drifts. Will we get drilling results ahead of a decision from AA? Even if AA pulls out of talks there’s plenty waiting in the wings.
News due on all three and could be a big month for us mate.