Member Info for Justone

It is not a lottery ticket, we know what we know. It is all down to PC, and I am confident valuations of our assets are going to be well above our 4m current market cap. PC has my support in negotiating deals that will give me shareholder value. I would like part of the sepiolite money when and if paid, to be paid out to shareholders. The valuations will be revealed in contracts, there is enough evidence to see that we have choices in the type of deal.

He has given us all the information he is legally allowed to give, the value will be revealed in a signed contract. He is telling us what the product sells for, not breaking the rules. Signed contract Sepiolite, value in contract, fact. The incessant moaning is starting to wear thin. Sell if you don’t have the patience.

What the CS and Hazen project is worth is the big question, it is not helpful to say it is worth nothing. We have a value for the Sepiolite project, but not the 3% royalty. I would imagine the Spanish will be negotiating these off the table as I write this, December will come soon enough. They will be reading this board, know the position on the other projects, and will use this information in their negotiations. All to play for with a 4m market cap, and we have 25% in the bag reading between the lines, on an add on mentioned in passing at the 2022 AGM! The answer is not to shoot PC.

Yes it was, you are right. In the last year we have had some positive value put on the Sepolite find, which is looking very promising. The Hazen project has moved on, and I expect some value to be given to that over the next 6 months. The CS project appears not to have moved, but I think behind the scenes it has, and we just have to wait until a signing when a value can be put on it. When that will be, I don’t know, but I am prepared to wait. Disappointing I know, and the market has responded. So the shareholders who are left lie in their beds and suffer from FOMO. You are probably one of them, and get terribly frustrated with the situation you find yourself in. The RNS could drop anytime, enjoy the suspense.

If you look at the votes cast, I think that you will find that PC is very safe. The majority are waiting patiently, in the meantime the assets in the ground increase in value.

I think we get an RNS tomorrow at 7am ready for the AGM, with all the updates, just like TYM. Might take a little longer is my bet, but still very positive, with plenty of jam tomorrow. Patience is a virtue!

I read that this as positive, but have to wait a little longer. I am pleased we are being pragmatic with this issue. Then for the mega RNS, hopefully we will then be able to look back and see this as just a hump in the road! It is a painful journey, and a leaky one.

Let’s hope the buyers today are SL nationals living in this country with relatives that work in the licensing section! Nothing has changed, no news and yet the price goes up 20% for no rhyme or reason. Aim market/ sentiment or a leak, take your pick. But still very positive.

Well it is not me buying, I have enough egg on my face!

Well it is better to be 3 years too early than one second too late. It will happen in the blink of an eye, better to be positioned before is my view, painful as it is currently.

Good update. Odey are here to make money, and see value at this price. They are going to be good for us shareholders, by holding the directors feet to the fire. They have been too comfortable. The company has a tail wind in all areas and Odey knows it, and can smell the money. I think it could get exciting, and I am sure the directors won’t like the steady increase in Odey ownership, it should put a floor under the price. Interesting if others see the same opportunity.

Well worth a read, we are invested in the right area. Just a matter of time before we have our day in the sun.
https://aheadoftheherd.com/copper-shortage-getting-real-richard-mills/

Thank you for your views 1investor, the future demand for our products indeed looks good, and as PC says they are not going anywhere. Just a matter of time, as inflation inflates the value anyway.

You will not receive any update until a deal is signed sealed and delivered IMHO, he has told the market that he is having talks with 5 interested parties. . He is not going to titillate the market into maybes, nor should he. He is running a serious company in a bombed out commodity sector. Assets are only worth what someone will pay and we are about to find out. I believe it will be a lot more than the market cap. We are where we are, historical share price is irrelevant. We have 3 main projects on the go, and that is what PC is concentrating on. You believe or you don’t. This is AIM, you can take the risk or you can’t. I believe this will be a winner, others don’t. Constantly moaning will not change reality, you just have to accept it or move on. A few days, weeks, months for the right deal when we have waited years. Relax and enjoy the oscillations of the aim market, not everyone is a winner! It can turn on a sixpence.

Defining soon is easy! As long as it takes. No issue at all, inflation pushes up commodity prices. Best to wait for the right deal, is what I propose, rather than any deal to satisfy a short term rise in the share price.

I would agree the share price is the pits, but the whole sector is bombed out, so I am not surprised the market does note rate the news. I do, and am a contrarian, simple as that. I enjoy being right when the market thinks I am wrong. Just wait, and don’t let the silence worry you! Good things come to those who wait, is my view.

Well I am fully loaded and are prepared to wait. There have been lots of positives and value enhancing news over the last 5 years. Please allow others to have a different opinion. We will soon see who is correct. In the meantime relax and sell, don’t worry about my investment for me. Happy days to come, let the assets do the talking.

PC did not lie at the AGM, the deal was still on at the AGM. We are now in a far better position on the CS project than we were at the last AGM, the market is stronger, we have more companies interested, we have been approved. We are just waiting for the deals to be completed, and personally I have no interest in removing PC through a lack of patience. I have spoken to PC and believe what he says. The RNS today was the usual, and personally think it is the best way that he is rewarded. Share price is dreadful, but sentiment will change on the right RNS.

An income stream to look forward to on rising copper prices. Sandfire up at 6.20, China waking up, and we are still at a massive discount. No interest whatsoever apart from the directors! Then suddenly market sentiment changes, we just have to be patient!

We will find out soon enough. Relax, it is not personal, everyone is entitled to have an opinion. Mine is just different to yours. It appears to trigger you for some reason.