Member Info for jamesdean1989

Got a quote for another 300k at 7.39 silly me got greedy and moved it to a limit at 7.3p - seems to be strong buying support around the 7.4-7.5p area.
I stand by my statement of £175m-200m market cap before Xmas without fail

Is the minimum I expect us before we get the next bit of funding news - and I fully expect that to underpin the sp at a price still 50% above today’s

Good to hear some stories about people’s background and experiences.
For what it’s worth I worked in a research team on an oil and gas desk and covered a lot of small-mid caps in 2007-2011 and then 2 years in M&a. Although not mining the valuation skills are very much transferable and allow me to evaluate projects with a slightly different eye and different expectations. As disclosed before I have a pretty big holding here and have never been so confident on any investment since 2007, in my mind now there isn’t any doubt it’s just the road there - I’m glad the market is finally waking up - I posted a few times here in late 2019 and early 2020 saying that the disconnect will close its only a matter or time. I think £150-200m market cap is a fair value before we get further funding news, but when you have the likes of EUA at £650m odd there really is a real possibility that we could see a similar valuation in the next few months . My sell price is about 55p q2 next year - although may take a little bit out if we get to 20p this side of Xmas.
Games will be played and I’m sure there will be ups and down but the end prize is huge and don’t loose sight of it

I won’t give a September guesstimate but I am 100% certain that we will be double today’s sP by 15/12/2020

Throne - don’t be moved - it’s got legs and a lot of big news soon - this WILL be 12-13p by Xmas

That’s my exit price in q2 2021
I still without fail see us around the 12-13p Mark before Xmas this year

25m market cap * should have said

Is the minimum value I expect is to be trading at before we get further funding news - £175m isn’t unreasonable at all for a starting point.
When you have the likes of EUA valued at 650m odd it really tells us that we have a long long way to go.
Back end of last year and early this year when we were £25k market cap I said we will be £150-200m by Xmas 2020
I’m not sticking my neck out - I fully expect us with c 350m new shares issued we will have hit 55p by March 2021, this is my most confident investment in a long long time

Don’t be put off by the recent rise it’s got a lot more further to go - I stand by my prediction of £150-200m market cap before Xmas maybe sooner without fail

Nice and diversified wasa lol ! I’m about 40% in HZM and will continue to buy at anything under 5p
I’m meeting Up with my contact next week so let’s see if we shed a bit more light.
Been trying to keep it quiet on the bb until I get a decent stake but have also been buying a lot of MKA the last few weeks - I fully expect that to multibag from current levels over the next 12 months.

I think one of the preconditions will be a stronger balance sheet so it wouldn’t surprise me to see a strategic equity stake taken in the next month or 2 - might not be the main portion of equity but we will soon see - not long to wait

I think what we’ll see is a slow and steady rise in the anticipation of further funding news flow, there is zero doubt in my mind that full funding is secured and they are executing their plan to perfection,
Orion agreement gave an implied equity value of c7.5p and that was before we had a syndicate of banks willing to stump up the majority of debt financing, I will just point out that this is virtually unheard of on aim for a market cap of this size in the current climate where a few of the old school mining banks are retreating from the sector, it only adds strength to the value of the project.
The disconnect is still very much present and there’s zero doubt in my mind that we will be in the £150-200m market cap range within the next 3-4 months.
My prediction for what’s its worth is we’re see an equity raise of £50-100m with Orion and teck taking a nice portion - some export finance from local banks and an off take or 2 later down the line from one of the big boys.
But In my mind we will all be at least double our money from her le before Xmas

the importance of this mornings announcement, to the market this was always a bit of a binary play on funding being sorted , but having had a few phone calls with SR over the past few months and as i had hinted previously funding was always going to be secured for this project the market just wasn't reflecting it and it still isnt now.
the FCF that will be generated over the LOM is going to make it an extremely extremely attractive project to a few big names- including a 9% shareholder quiet in the wings.
i said a few months back that i fully expect HZM to be in the £150-200m market range in 2020 and i still full expect that .
anyone even contemplating saying this isnt the news we wanted or expected needs their head looking at- this is the bulk of the financing with zero dilution. in this climate this should give everyone the confidence they need - this is by far the most attractive nickel project in the world right now.

overall pretty neutral / slightly positive - means we will be completely debt free - with a portfolio of a good strong revenue generating product in a growing market , cash generative and c £14m cash in hand.
the two astrazeneca drugs looked pretty cash consuming , so removes a bit of a drain of resources.
would have been nice to see some clarity on lungfit but interesting that they mention it as one of their products with US marketing rights still - i cannot see them loosing this claim without settling for a large pay out - for a minimum of what we paid .... that wuld support the sp itself nearly.
overall net positive i think-

Thanks for your input lol

Having just gone through all relevant releases and publicly available info regarding the above and a fairly good working understanding of contract law - i find it very hard to understand their assertion of material breach - it seems as if theyve realized their onto a winner and want it for themselves.
I cannot see Circ loosing this claim
Circ remains extremely undervalued - it would be nice if they would come out with an announcmenet regarding covid-19 and how they think they can help- that would seriously get the SP going

you mean 15.77p dividend - or 8.9% return within 2 months

have taken another 5k worth around 2.39 - couldn't resist

can you kindly support the SP again please
most appreciated lol

Clear signal of a take private in the loom - managed to pick a load up at 30.22p this morning