Member Info for jam2morrow

SML seems pretty clear @bohercom . I'm reading he bought in with 94mil thats why that amount was notified ; with SML I think he'd have to notify if he went under 3%, 94mil was 3.34% so he could have sold some, could of bought some i suppose, but less likely.

He may well have approached this company with an offer, was similar time and I think most of us were surprised there was another raise then. My implied point is that these guys are not investing because they 100% believe in the management/ ore body/tin or tungsten price.....but rather they can see opportunity to increase their wealth at favorable rates. What I would really like, is that he would take enough interest in this investment that it keeps some pressure on management here to actually deliver...but we're not going to know how proactive he will to be....all we're gonna get is holdings RNSs and share registers which we may, or may not believe to be true ! ....god help us :)

Coffey bought in with 102,880,658 as recorded in 30th april register.....the latest register has him holding 101,356,464....would be a very weird typo to make if that's what it was....... If he sold at 4p that could have made him £60k....maybe small change to him, but who knows how much the big boys micro manage their shares ?......I note also, that he bought into SML. They did a placing because ''they were approached by a prominent international investor''. they placed @134 mil at 3.5p.....he notified 11 days later that he had 94mil......no notification that he has sold any but they've been nearly to 7p since that placing and they're 4.25 as i post

Not a lot of change since last month; although Naminco down to their Jan level, so maybe bought at last placing and flipped them ? Have I got this right @lowlander ? .....Also G Coffey showing about 1.5Mil down on his placing level....

1 and3/4 mil trade stamped 9.13 must be a sell but says 4.2p was trade price ......maybe the price is wrong ?

Good spot @Lowlander. Orange taking back some of their loan. I have ii at 7.61% previously - february.....only my back of an envelope notes tho'

They don't have to @Tricky but why not continue as they started this year: updated Jan. updated Feb then nothing....is there a reason not to ?

On another shareholding note.....the latest holdings RNS from Talent 10....they added and RNS'd, but previous notification amount blank ?....Am I missing something?..... Just seems a bit too random and inattentive

5 Mil dumped on open market..... 3.7p first thing this morning .....reported after hours. Not much to like but I do like explanations for these price movements.

About time we had an update to the >3% share register

Shown today and very much delayed.....13th April....but £75k's worth at 3.6p

Would be nice to know some figures on BW; I am sure ACAM knew what they were buying into, resource wise. All I can find on the Historic Gold Fields operated mine was that over life of mine (23 years? ) it had produced 12,000 tonnes of concentrate; with peak production 1,249 tonnes 2 years prior to closure in 1978; these figures are for combined Sn/ W concentrate but i do not know what the split was.

Of the tungsten 10 baggers in the UK , TUN seem to be closest to production and there is a whole wiki page on the Hemerdon mine in Devon. Historically , never really been that successful, but big resource and Mcap £450 Mil just now.

I think we'll hear a lot about BW in the presentation as a deflection for what's been happening , or, not happening at Uis

Really would like to know why the scale up attempts at Uis have been such a screw up. Seems quite easy to post questions on the investor meet site.....whether they will be answered is a different story.....but if enough of us ask then maybe we'll get some kind of politicians reply. Here's mine :

..

On 20th April this year it was announced that Andrada had raised $11 million to rapidly scale production at Uis. There have been two previous attempts to scale production; firstly in March'24 with the procurement of Metso crushing equipment and TOMRA ore sorters; and secondly with the addition of another processing (Jig) plant in August '25. Neither of these additions has worked as anticipated. Can you explain why they have not worked, and give investors some confidence that this third attempt at scaling production will be successful ? Thank you

.

8.25 mil but i think some kind of swap or arranged trade as does not really affect price.....compare with slightly delayed reported 1.5 mil at 4.2 .....the price jumps here so bought on open market ? .....something going on

Good work @bohercom ....where did you find that ? .....I can see the sp jump on the historic charts here when their holdings RNS is released.....that initial holding should have kept them on the register for a good while but they dropped off. They could have sold some to get their 10Musd BW buy in....if they sold close to 4p then good business .

No ACAM again, Tricky....if they haven't sold any, they (ACAM +BCAM) have cica 4.2%.....your dilligent research informed us that for the purposes of holdings and thresholds calcs shares held directly or indirectly should be aggregated. My belief is that they sold some of their original 58M buy in.....if things are being reported correctly, and their aggregate holding is less than 3% then they have sold at least 25M to be under this level

Has to be some kind of arranged transaction....someone wants in ....someone wants out . If they put that much on the ask we'd be on the top risers board. Positioning behind the scenes

3M sells, 9M buys ? ....seller still there but someone wants in.......i hope they've heard a whisper about our mythical 2nd jig plant

Very good spot @bothercom......from evolves website 'powerpoint' deffo states US$....also i note from their website that the expected contained tin output from Uis for 2026 will be between 1000t and 1100 t......so no 2nd jg then ?!!.

..https://www.evolveroyalties.com/_resources/presentations/corporate-presentation.pdf?v=022402

Impressive research Tricky !

Fair points, @lowlander......there was a late reported from yesterday, posted up some time around midday today, but time stamped 16:39 from the 10th, price 3.83 ....5 Million shares....should be able to still see it if you click on the trades icon here.....but somebody keeping a careful eye and selling into yesterdays rise.....how many more have they got ?..... that's the question !

@lowlander...so difficult to keep up with the different holdings and %ages.....when Andrada arranged the 2nd jig finance with Orange ( Feb 25 RNS) it states they held 15.8%, since then there's been dilutions, but maybe they never went under ? I think it was you that told me about Guernsey registered and 5% incremental notification thresholds , so you're ahead of me anyway. Zeus give their contact on the RNS , wether that would get you anywhere I'm not sure, but they ought to have the info.

Do you always keep an eye on the company shareholder updates ? If so, have ACAM ever been on there ? just curious.

Thanks Peking. I used to hold ZNWD, a prospective lithium project in Germany; they applied to this EU dept to try and get designated critical mineral status about a year ago but got knocked back....and that's in EU backyard.

A positive sign, i guess, that EU are engaging now, even if it's more of a defensive/protectionist move. Andrada do seem to be juggling with a lot of balls at the moment. Going to be an interesting year I think