Member Info for jcampbell

It has to be said that KEN is looking pretty strong today. People are starting to realise the sheer scale of that 14-million-tonne carbonatite find at Teufelskuppe. Rare earths are the place to be, and Kendrick is proving they have the goods. Does anyone else think that expecting 8p sooner rather than later given this strength here is possible???

Clear progress milestone

Submitting the EIA (Environmental Impact Assessment) is a required step before getting an exploration licence.

They’re now in the final stage before approval → that does de-risk things slightly.

2. Defined timeline

~6 months decision window gives the market something concrete to look ahead to.

That’s helpful vs vague “ongoing discussions” RNS fluff.

3. Asset quality (on paper)

Historical work already done:

Underground tunnels

Drilling

Defined uranium resource

This can reduce future capex if it ever gets developed.

4. Macro tailwind

Uranium + energy security narrative is hot right now.

Europe rethinking energy = good backdrop for the story.

⚠️ What’s NOT as good as it sounds

This is where you need to stay sharp.

1. It’s still pre-licence

They don’t actually have permission yet

EIA approval ≠ guaranteed

Italy = not exactly mining-friendly, especially for uranium

2. Timeline risk

“6 months” often turns into:

delays

objections

political pushback

3. No economics yet

No:

feasibility study

production plan

cost estimates

So this is still concept stage, not investment-grade asset

4. Heavy promotional tone

The RNS leans hard into:

geopolitics

energy crisis narrative

“Italy might change its mind on nuclear”

That’s classic story-selling, not hard value creation (yet).

🤔 Market reaction tells you a lot

You mentioned:

Price down ~4%

That’s actually important.

It suggests:

The news was expected / already priced in

Or the market sees it as non-material short-term

🧠 Bottom line (honest take)

Good? → Yes (progress milestone)

Big deal? → Not yet

Tradable catalyst? → Weak on its own

Think of it as:

“We’ve moved one square forward on the board — but we’re still miles from winning.”

🔥 What WOULD make this exciting

Keep an eye out for these next:

✅ EIA approval granted

✅ Exploration licence awarded

✅ Updated resource (JORC compliant ideally)

✅ Strategic partner / funding

✅ Italy policy shift toward nuclear

88p here we come!!!! ... as this is actuallu an exceptionally strong announcement today...

For a junior-to-mid-tier mining company, these results are effectively a "triple threat": record-breaking profits, zero debt, and a consistent dividend yield.The market generally looks for growth, stability, and shareholder returns; Thor Explorations is hitting all three in this report.Key Performance Indicators (KPI) Analysis1. The "Gold Mine" of FinancialsThe leap in profitability is the standout feature. While gold production increased by about 10%, revenue spiked by 68% and net profit more than doubled.The Catalyst: The company benefited from a massive increase in the realized gold price ($3,422/oz in 2025 vs. $2,288/oz in 2024).Efficiency: Despite global inflation, their All-In Sustaining Cost (AISC) of $927/oz remains very low. With gold prices staying high, their profit margin is roughly $2,500 per ounce, which is elite-tier for the industry.2. Balance Sheet StrengthThe phrase "The Group is debt free" is music to investors' ears.They ended 2024 by paying off their senior debt and ended 2025 with $137.8 million in cash.This gives them a "fortress" balance sheet to fund their own expansions in Senegal and Côte d'Ivoire without having to dilute shareholders by issuing new stock.3. Shareholder ReturnsIt is rare for a junior miner to pay a consistent dividend while still in a high-growth/exploration phase.Total Returns: $32 million returned to shareholders to date.Yield: By maintaining the $C0.0125 quarterly dividend plus special dividends, they are signaling to the market that the Segilola mine is a "cash cow" that can afford to pay investors while the company grows elsewhere.4. Growth Pipeline (The Future)An RNS is only as good as its "What's Next?" section.Segilola (Nigeria): They are drilling beneath the current pit to move toward underground mining, which could significantly extend the mine's life.Douta (Senegal): The Preliminary Feasibility Study (PFS) numbers are massive. A Pre-tax NPV of $908 million and an IRR (Internal Rate of Return) of 73% are considered "tier-one" project economics.Summary Table: 2024 vs. 2025MetricFY 2024FY 2025ChangeGold Sold84,965 oz94,130 oz+11%Avg. Gold Price$2,288$3,422+49.5%Revenue$193.1M$325.5M+68.5%Net Profit$91.1M$196.2M+115%Cash Position$12.0M

Rising backup sharply now to 9p again... no problems at all. 💪🤞

"3.195p 31,111 Sell* £994.00". Richmond Hill resources looking ready to bounce up to 4p over the next few weeks... I just bought £994 of this stock and it came up as a sell... any idea why that would be?? Thanks...🙏😲

Today: 30-Jan-26 at 09:34:14 11.50 1,711,256 Buy* 10.00 11.50 £196.79k Someone is certainly feeling confident!

418 million new shares at 0.15p

Potentially another 650 million at 0.50p

Total shares could rise to ~1.93 billion, meaning:

Existing shareholders are heavily diluted

The market price has been anchored lower

Any recovery now has to fight against a much bigger share count

2. Fundraise comes before execution

So they are raising money first,

before announcing:

Any actual gold streaming deals

Any revenue

Any yield

Any cashflow

So they still need cash just to get going.

That’s not confidence-building. Its fraud. It’s time to contact the FCA about this crooked nonsense. Zak Mir should never have promoted BMV in his "bulletin board Heroes" to unsuspecting retail investors to invest in this crap. Surely a man of his experience would have picked up on the fact that this "stock" was a joke???

0.0912p Sell... go mediazest go mediazest... in about 6 months time it might be 0.1p!!? The excitement surrounding this investment is palpable, with many speculating on the potential growth and profitability of mediazest in the near future. Investors are closely monitoring market trends and developments, eagerly anticipating any news that could impact the share price. Whether it’s new partnerships, innovative product launches, or broader industry shifts, all eyes are on mediazest to see if it can deliver on its promises. As the market evolves, the conversations continue about the best strategies for maximizing returns and capitalizing on this emerging opportunity. With a bit of luck and savvy decision-making, those who get in early might just reap the rewards of being at the forefront of this incredibly promising media venture.

I'm just trying workout quite why this has dropped so much over the last few days...? The rns today states that MAST has moved from being just a flexible power asset operator into the hottest growth theme right now – AI datacentre power supply. 💡📈🔥 Definitive JV completed: This is not just an LOI or MOU – it’s a legally binding joint venture agreement with Carbon Zero Markets. 🤝✅📜 That de-risks execution.

Scale of ambition: 1 GW target over 36 months, with modular 25–50 MW builds. 🚀🎯🗓️ That’s a big pipeline relative to MAST’s current size.

Strong market backdrop: The RNS anchors their strategy against massive external investment – Nvidia’s £11bn, Microsoft’s £22bn, and the UK/US “Tech Prosperity Deal.” 💰🏢🤝 That’s clever framing to show alignment with macro momentum.

MAST retains control: They hold 77.5% in each SPV under the JV, meaning upside is weighted in their favour. ⚖️⬆️👍

Validation by Nvidia/Microsoft commentary: Huang’s comments about off-grid gas turbines directly support MAST’s business model. 🗣️💬💡

Financing flexibility: Warrant exercise adds some cash without heavy dilution (800k shares on a ~31.7m base = ~2.5%). 💰💸📊

I really hope this does a cork in water rebound in the next week or two ... 🤞🌊🚀 Maybe one rebound is all it's going to do... though surely there's more gas in this tank, but i accept it's still early stage: Despite the bold narrative, they’re still in pipeline-building mode. No datacentre-specific power sites are yet confirmed as “secured” – only discussions underway.

Market cap vs ambition: MAST is still a microcap on AIM – markets may discount the grand targets until tangible deals (contracts, shovel-ready sites) are signed...

High grades confirmed – Rock chip assays returned ore-grade uranium (up to 4.17% U), vanadium (2.46% V), copper (1.14% Cu), and silver (~100 g/t). Those are strong grades, even if from waste material.

________________________________

Historical mining validation – Confirms that the Uravan district hosted very high-tenor ore historically, which aligns with known geology of the Morrison Formation.

_______________________________

Scintillometer survey – Identified multiple anomalies (>3× background, some very high at 27,000 CPS), giving the company targets to follow up.

__________________________

Exploration potential – The mix of uranium + vanadium + copper + silver in the same system is attractive, especially with global uranium sentiment strong in 2025.

_____________________________________

Therefore, this RNS is a useful validation step, showing that the project area is indeed mineralised with uranium/vanadium at historically mined grades. It adds credibility to the geological model and justifies further work.

_______________________

But it’s not transformational yet — it doesn’t create a resource, advance development, or secure funding. The real test will be the next phases (drilling into fresh rock, surveying adits, and defining an actual resource base).

Wow!!! This is very good news for a junior AIM explorer/producer like Kavango.

Look at the grade!!! Anything above 5 g/t gold is considered high-grade. Kavango’s best interval here is 8.09 g/t over 8.05m, plus some higher “spikes” (up to 46.7 g/t over 0.5m). Those are strong intercepts.

Thickness: Grades mean more when they extend over several metres. Getting ~8 g/t across 8m is meaningful — it’s not just a narrow, lucky vein.

Depth: Intercepts at ~100–160m depth are still mineable by conventional underground methods. Not too deep for a junior miner.

Multiple Reefs: They’re not just finding one vein; they’re confirming a stacked system (hangingwall, main, footwall). That increases the potential resource size.

Step towards production: This isn’t blue-sky exploration — they already operate Bill’s Luck. The goal is a maiden mineral resource estimate and expansion from 3-level to 4-level mining. That’s nearer-term revenue, not just “someday” hopes. I think this share price might certainly increase over the next hours, surely.??

Surely its not that bad...only 500,000 warrants exercised at 5p = £25,000 cash into the company.

These shares were already “in the system” as warrants, so investors knew they might be converted one day.

Dilution: Very small. IMM now has ~502.7 million shares in issue → the new shares are just 0.10% of the enlarged capital (basically immaterial).

✅ Positives

Brings in a little bit of cash (£25k).

No discount placing, no new fundraising – just the natural exercising of warrants.

⚠️ Considerations

The amount is tiny compared to IMM’s funding needs (they’re a biotech, so they’ll still need bigger raises for trials).

Warrants being exercised means a little more dilution, but at 0.10% it’s negligible.

If lots more warrants/options are outstanding, further exercises could drip-feed dilution — but again, that depends on the size of the warrant pool.

Long-term investors: Also neutral → it’s neither a red flag nor a big positive. It’s just admin. The real focus remains on IMM’s drug pipeline, partnerships, and funding strategy.

✅ Bottom line:

This is not bad news for ImmuPharma. It’s just a routine warrant exercise, slightly dilutive (0.10%), and puts a bit of cash into the company. This negative share price reaction is surely a bit over the top???!!!

From Chat GPT: Looks like a positive RNS for Fiinu on several fronts::

👍 Positive signals

Successful fundraise: They’ve secured up to £900k gross proceeds, which gives them short-term working capital support. For a small AIM-listed company, keeping cash flowing is critical.

Strong demand / premium pricing: The shares were placed at 20p, a 33% premium to the September 2nd raise. That suggests investors were willing to pay more this time around, which is rare for small-cap raises and generally a vote of confidence.

No new authorities required: The shares are being issued under existing shareholder permissions, so there’s no need for an additional shareholder vote (removes risk of delay or rejection).

Quick admission date: Shares are expected to be admitted by 22 September 2025, showing this is already in motion.

⚠️ Things to keep in mind

Size of raise: £900k is not a huge amount. It helps liquidity, but doesn’t solve long-term funding needs if Fiinu is still burning cash. Investors may still question whether larger raises or strategic partnerships will be needed later.

Dilution: 4.5 million new shares are being issued. Depending on Fiinu’s total shares in issue, that may or may not be material – but dilution is always something to watch.

Working capital only: The funds are earmarked for general working capital, not specific growth initiatives, which may limit excitement about future expansion.

Overall take

For Fiinu, this is a good RNS because:

It shows investor support at a premium price.

It shores up the balance sheet (at least short term).

It avoids any discount placing, which is very common in AIM.

The real test will be whether Fiinu can demonstrate operational progress that justifies continued investor confidence beyond this working capital raise.

1️⃣ Project Background

Deposit: Molaoi (Greece)

Commodity: Zinc (primary), plus silver, lead, and germanium credits

Stage: JORC Inferred resource already exists (to be upgraded to Indicated)

Upcoming program: 10,000m drilling (Sept 2025 – Feb 2026)

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2️⃣ Key Assumptions

We’ll model in-ground metal value (IGV) → then apply a “conversion factor” to reflect real project economics.

Zinc price (Sept 2025): ≈ $2,400/t (~$1.09/lb)

Germanium price: ≈ $2,000/kg (very high-value but tiny market)

Recovery assumption: 85% (zinc), 70% (germanium)

In-ground valuation factor: 2–5% of IGV (typical for explorers at Molaoi’s stage)

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3️⃣ Scenarios by Grade / Tonnage

Let’s test 50 Mt, 20 Mt, 10 Mt resources with Zn grades of 5% and 8%, plus optional germanium credit (say 50 ppm).

A. Base Case – 20 Mt @ 5% Zn

Contained zinc = 1.0 Mt Zn

Value = 1,000,000 t × $2,400 = $2.4bn IGV

Applying 3% factor → $72m project value

B. Strong Case – 20 Mt @ 8% Zn

Contained zinc = 1.6 Mt Zn

Value = $3.84bn IGV

3% factor → $115m project value

C. Germanium kicker – add 20 Mt @ 50 ppm Ge

Contained germanium = 1,000 t Ge

Value = 1,000,000 kg × $2,000 = $2bn IGV

Add to zinc case → total IGV = $4.4–5.8bn

3% factor → $130m–$175m project value

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4️⃣ Compare to Rockfire Market Cap

Current market cap (0.28p × 6.6bn) ≈ £18.5m (~$23m)

Even the conservative case (20 Mt @ 5% Zn) suggests a project valuation of ~$72m → 3× current market cap.

With higher grade + germanium, project value could stretch to 5–7× current market cap.

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✅ Takeaway

If drilling upgrades tonnage/grade and confirms germanium credits, the project economics could easily justify a market cap of £60m–£120m (0.9p–1.8p per share).🤞🤞🤞🤞

That’s the kind of rerating that would allow Rockfire to raise future funds at 1.0p+ with minimal dilution.🤞🤞🤞🤞🤞

Key Takeaways from the RNS

1. Therapeutic Collaboration with Invizius

Aptamer is developing Optimer® binders for Invizius’ H-Guard® therapy. 🤝

The focus is on the complement system, a hot area in immunology with a US$7.1bn global market (2024). 💰📈

2. Strategic Fit

Aptamer retains intellectual property rights, which means potential future licensing and royalty income. ✍️

This aligns with their licensing-led growth model, helping to build recurring revenue rather than just one-off deals. 🔄

3. Therapeutic Potential

Optimers (synthetic aptamers) could be safer, more precise, and less immunogenic than protein-based therapeutics. ✨

If successful, this partnership strengthens the value of Aptamer’s platform and could lead to further biotech collaborations. 🤝

4. Clinical Angle

Invizius’ H-Guard® is already in Phase 2 trials — so the technology is moving forward in humans, not just preclinical. 🧑‍⚕️

Target disease (e.g. IgA nephropathy) is a serious unmet-need condition with commercial value. 🎯

Therefore, looking pretty good!! 👍🥳

Zak Mir Tao Alpha analysis today: "About to move from 9p/10p to mid teens to upper teens..." Looking pretty strong and about right.... 🤞🤞see https://youtu.be/8ePdYcKjjxY?si=K3QrLhKsFQirQ7bl

Zak Mir said today that if COIN holds at above 30p, at end of day close today, it could give us 50p.

Looking possible... Any thoughts on this potentially happening?

Source: https://youtu.be/vEnIvg6TrIU?si=B6wuhIb2cSgIL_8y

Another Great bitcoin Purchase.

Here are some positive aspects of thar RNS:

1. Clear Strategic Focus on Bitcoin

The update reinforces Coinsilium’s commitment to its Bitcoin-focused treasury strategy, which is a long-term, deliberate move aligning with growing institutional interest in Bitcoin.

2. Increased Holdings

The acquisition of an additional 15.2080 BTC increases Forza!’s total holdings to 58.3157 BTC, signaling ongoing confidence in the asset and commitment to growth.

3. Significant Financial Commitment

A £1.2M purchase shows strong capital deployment into Bitcoin, which may signal bullish expectations for future BTC appreciation.

4. Transparency of Metrics

Providing average purchase prices, BTC amounts, and GBP/USD values shows clear financial reporting and investor-friendly transparency.

5. Growing Treasury Value

The total current value of Bitcoin holdings is reported at £4.59 million, indicating that the strategy has thus far retained or appreciated in value (depending on real-time market pricing).

6. Alignment with Treasury Policy

Emphasizing that all purchases are made under a formal Bitcoin Treasury Policy adds credibility, showing that decisions are policy-driven and not speculative or impulsive.

I wouldn't worry too much...I predict this will be back to 85p to 90p by about 3 pm today or tomorrow... 77p just paid...

@ "44.78 2,278,077 Buy* 43.00 44.00 £1million" = That's some genuine confidence in the share price again rising for you!