Member Info for JDF7

Was always an overexuberance about the Liontown "partnership" and too many couldn't or refused to see the risks around relying on them. The more recent acquisitions in Queensland are a distraction and very distant to rebuilding value here. To be fair to Directors, their lack of buying at depressed prices was a signal to us to be cautious, no?

C'mon SYNC, be more realistic about NAVs and pull your finger out in prioritising the more credible commercial investments

The failed acquisition was a jolt and LIO's plan B has been anaemic. It is hard to believe this was £20+ some years ago. But market sentiment can often change briskly. Personally, I see a low-ball offer coming-in for them, which will be much to my displeasure

We are 3 months into the strategic review and beyond a month in discussion with potential buyers. The Board has promised an update this quarter on both the Strategi Review and possible Sale process. Let us see...

May there be actual news and may that news be good and of operational progress. Until then...

Not in the slightest bit convinced of any rally in sp until I see RNSs on heritage approvals and drilling commencement. And nothing to write home about until the sp recovers to above 1p for starters...

JBCo, I think the market yet to be convinced of the model and MILA's ability to deliver value. Shame today's RNS didn't speak to the state of heritage clearance consultations by Liontown. Hopefully, next few RNSs will do so and to details of any drilling by Liontown.

HarChris,

I'd like to think Karthik wouldn't be shy about telling the Whelans and older Board members some hard truths about the nature and necessity of delivering returns for shareholders. That is as diplomatic as I can be, given the absolutely atrocious decline of the share price over the last couple of years.

MILA is apparently vulnerable despite the rhetoric and plans of it's BoD. Arguably the continuing cratering of the sp is telling us that the market is not convinced of the nature or progress of the Liontown partnership. If we see the delivery of the heritage clearances, of an actual new drilling programme and of convincing assay results, possibly the sp may turn around. Personally, I'm not convinced by the proposed timeframes and I think MILA's near-term vulnerability is of no real concern to Liontown ( who could gobble us up for a song). I hope my doubts are proved completely unfounded. GLA.

ChartaRex, let us see what the actual RNSs will actually say. I reckon clear progress on or conclusion of Heritage Approvals will be welcomed by the market, as would any clear indication of Liontown commencing a programme of drilling on MILA's KV site. The stuff on the other recent purchases will be ignored, imo.

Piscator, I agree, easy to crater such stocks. Let us hope the BoD remains true to its word on providing a better news-flow in the months ahead

Maybe some had expectations of data from earlier soil samples, securing heritage approvals or even "imminent drilling" by now and are now selling into their nervousness? I'm sure the resident rampers will appear soon as reassure us that the market is complete wrong and that MILA has no downside risks!

Panda, that sounds like a very long road to me, relying on Google/Samsung to build-out a wider use and comfort with an possible Android-based platform. And it lets the management and BoD off-the-hook from delivering much better contracting and revenue performance.

Let us see if and when BBOX sp returns to a +170p level. Wonder if we can dream that some day it will reach £3+ ?!

Well, it is over £8 per share now but let us see if it can hold above that or even shoot closer to £9 by Shrove Tuesday..

Change, I don't know about all of that possible tracker-related collapse talk. What I do know is that sentiments change or return to earlier per

At least two outfits responding to the Sale Offer. What will they really be looking at in the data-room given what we already know rent volumes,. collection levels and build plans?

Triumph, steady on! One swallow doesn't make a summer... :-)

Long, I think the market is telling us what it currently believes. Zuckerberg may prove to be very right but he may prove to be wrong or wildly over-optimistic. Either way, EXR have been performing poorly in terms of it's revenue and share price. Will headset sales or some unexpected massive contracts help to turn the tide? Not seeing robust signs of such transformative events yet, imo.

Sheepish RNS wording defending the subpar results. It could be a rough day (assuming the market hadn't already priced-in likely disappointments into the sp).