Member Info for Jaxonsax

Positive write up yesterday from Simon Thompson in Investors Chronicle.

Could tend to give a short term boost in the price

Write up today by Simon Thompson fairly positive. "Hold."

Zeus Capital have a minimum cash profit expectation (before group central costs) of $32mn for the 12 months to 31 June 2025

Since 1 Jan copper on LME is up 12.6% (in the US 20%)

Platinum is up 10%

Palladium is up 8.8%

Jubilee share price is pretty much flat. Not of the metal prices are reflected in the price and most of the increases should fall to the bottom line. Completely crazy.

Sylvania price is up over 40% and they just do PGMs

Just running the numbers in the RNS..........

Current NAV per share at 31 December = 16.95p (of which cash 6.3p)

Post completion of the Serica deal

NAV per share 28.7p (of which cash + serica firm receivable = 19.1p)

so your 20p+ looks good

Thats referring to the statement issued on 10 March, its not a new offer

Good news on the sale and cash in the bank

Expect this could jump when Simon Thompson does a write up in IC later

Last time it traded over 60p was sept 2022!

Friel has no self awareness. I dont want to hear about how much he made at Amryt or how he sold out of hVIVO at 28p which then dropped to 15p while I'm sitting here nursing a loss which if i dont like i can b***** off and sell the shares.

I suspect he was a major reason the HOOKIPA management and major shareholders pulled out of the deal

A deal with ARTAR at fair value would be a lot easier as they wouldnt need to go through a prolonged Due Diligence exercise that other bidders probably would

I think the Michael A Kelly who was a director of Hookipa is a different Michael Kelly (Glandore) that invested in Poolbeg

Would be helpful to see Friel and his chums doing some buying at these levels to restore some confidence

Maybe SABA have given them a nudge to get the B scheme going

The trades at 3.63 - 3.65 are buys not sells

"USSIM confirms it does not intend to make an offer for Assura, as part of the Consortium or otherwise." from RNS

American Axle & Manufacturing Holdings, Inc. (AAM), (NYSE: AXL) will hold a conference call to discuss fourth quarter and full year 2024 financial results and other related matters at 10:00 a.m. ET on Friday, February 14, 2025. A press release announcing the results will be issued before the market opens on the same day and will be available at www.aam.com.

The $37.5m isnt just for the furnaces its for a whole range of IP and services

Should see a good bounce when Simon T posts a note on IC

If you dont want this to go ahead make sure you vote before 7th Feb

They should have offered an option to take out minority shareholders

********* = share swap (censored lol)