Member Info for ihowells

GDR off 4.89% today... you call that tanking? Laughable.

For me 40% spread bet, 30% SIPP, the rest split between ISA and share account....wish all ov this was in ISA but beggars cant be choosers!

Well done Bojo I think that's a good price. Get the last bit of financing sorted in the next few months and this will be 'cooking on gas'.

Although I remain a tad disappointed at the 7.5 raising price. If it means that build work commences whilst final financing is being sorted, this is the final piece of the 'missing' equity part then I'm happy.

No funds to add but zero intention in selling a single share. I predict it opens 7.7/7.9 and ends the day at 8.4p.....

Does this also mean that we will not see full finance for a good few months? Late April/ May at earliest? Or am I overthinking that part?

I guess on the upside, the mine will hopefully be built and be ready to mine by Spring 2023. Is this a way of JM and the board saying they don't want to be kicking their heels on site whilst financing is completed? Might mean we are up and running a few months earlier without this cash raise.

I agree and a fair discount to where we currently sit. Am surprised why the need to raise this money at this moment. Disappointed is putting it mildly...

So Strawberries is back. When are we expecting the first "Why the drop/ rise?"

Yes has happened to me a few times on other boards on LSE. Good to know it's not just me....

Yet more great validation for Parsortix and ANGLE. I'd much prefer to be invested I a company and the potential here than some Bit coin company as an example. Everyone to their own I know.

Thanks for the synopsis and video Mafioso and liked the look of it. Taken a small position and will look to add in the future. Cheers.

https://youtu.be/GsEPEVv8RCQ

For anyone who missed it on Monday or those who would like to see NVS's confidence once again. :-)

Well the updated IP has certainly got shareholders on here excited....... :-)

I agree Marco. The more I think about it, the more I think that IP yesterday was aimed at AA not just us PI's. It was telling AA that if they under offer it will be rejected as there are other suitors. By mentioning the Chinese and others, is that to put into the heads of investors if a deal with AA doesn't happen there will be a dip in the SP, albeit a short one. But there is still Plan B or Plan C? Having this as less of a shock will see less holders sell, very clever by NVS in my opinion and strengthens his hand with AA.

In HZM between 3.5-3.9p and ARCM 4.7-5p...due to loading up recently which pushed my average up.

.....and now my original pops up.... :-)

I did reply earlier but it seems to have got lost in the system.

I rate HZM as the best of my miners, up 10% today on no news. A miner pre production tends to trade 20/25% NPV and this is around 5% and on just one of its assets. After that ARCM with the possible AA deal and other resources and also ATM. Am not in COBR or OMNI so cant compare sadly.

As what others have said....stay clear. I casually looked at it approx 8 months ago, on the investment front I could pull more holes in it than a Parisian hookers fishnets!

Hi John am not in Cobr or Omni so difficult for me to say. NVS the CEO of ARCM seemed very assured and confident on the company on many angles. I still think HZM is my best miner, up 10% today with no news, followed by ARCM and ATM. Others I like on a longer perspective are SAV and BCN.......poss THOR....great projects but they do like a share rise sadly.

Fantastic investor presentation with CEO of ARCM this morning for those of you looking at miners. Increased my stake at 5.62 during the presentation. Looking good with discussions with AA but also with drilling programme on other licences and plans to go into production.