Member Info for jamesdean1989

My position is very long and heavily weighted but I will just say that Glencore won’t make an offer anytime soon just to clear that one up - better value will be unlocked without that route - I still expect us to be in the 150/200m range by Xmas

Hi wasa
Getting it funded and signed off (done deal) and announced to market I think will start a slow and steady re rate - I must admit I Am still a little confused as to why were not over the £200m mark yet but I don’t see it being far away at all.
From the conversations I’ve had some mining teams are starting to factor in the reality that we may have a squeeze in nickel prices PDQ. I wont give too much away with how I think the timeline will go but i think I’ve mentioned it before in my previous posting.
Thanks for the 360k shares think I bought most of them ! lol

Sorry didn’t think that posted as I said bu66er lol

Oh btw wasa selling some hzm for an aim listed russian subprime wonga is quite astounding lol hope it works out but sounds crazy to me lol hope it bubbles nicely for you !

Btw wasa a Russian subprime wonga is asking for problems I’d need my head checking if I chose that over Horizonte it’s right to diversify but bu66er me lol ! Wish you luck and hope it bubbles massively for you !

Have added to just shy of 10m
Have touched base with my contact and I’m ever more confident
Watch this space

Takeover won’t be Before financing - any potential suitor will get the execution risk out the way first and see things built - doesn’t mean that value won’t be unlocked beforehand as I fully believe it will and very soon but a full a takeover this year is highly unlikely
Of course very happy to be proven wrong

Put it this way - I can tell you at the possible highest level that glencore favour Brazil over Russia - il even go so far as to say they hadn’t even heard of kun Marie

It wouldn’t surprise me to see another 30-40% up day
At 12m it’s looking serious cheap

There is almost no liquidity this will continue to move up fast - it helps it’s also extremely undervalued and noble are in the mix

With 5m in the bank this is ridiculously cheap - market will wake up and see this multi bag very quickly

This is going to move very fast and very soon
Just sit tight and watch

Similar aim company with brownfield assets with marginal potential and zero cash would be valued at 4/5m this should be 2p in no time at all

With the best part of £4.2m in the bank it’s trading at cash - this should be 2-3p no question very soon

Think sign off is fairly close by -
Just to rule out something mentioned in here today - I’m almost 100% certain our 6% shareholder won’t be making a bid anytime soon / their fun will begin when we’re producing the stuff - that’s not to say they won’t take more equity or take on a potential off take because I know they will - I think Orion will be taking the majority to the next portion of equity anyway -
Still certain we Wil see us valued at 150-200m market cap pre dilution and this side of xmas - and zero reason why we won’t see 25-30p early next year
Hold tight guys it’s about to get interesting

Think we’re see a slow and steady build now in the expectation of further details of the rest of the funding package being ironed out - I still
Fully expect us to be in the 150-200m market cap range by Xmas -pre any dilution.
Another company I hold just over 1% of has had some interesting news out this morning and I fully expect that to multibag in the next 6 Months also - its MKA is anyone is curious well worth a glance over

That sovereign metals is pure Malawi rutile and valued at £70m odd
The market will wake up to MKA soon
6 month target of 30p

Sham - not quite sure how you’ve determined that - yes reserves have fallen dramatically but NET debt of 120m is more than manageable on expected revenue going forward. It’s not for the faint hearted but the risk reward is skewed to the upside now

Well oversold now -65m for 12kbopd and manageable debt position
Taken a decent chunk just now

Can add that onto my pile