Member Info for Justone

I see the lack of news as good news, and see the impatient selling. To me this is a good risk reward opportunity and will try to buy 7k more, let’s see if they allow in one hit.

I think the dividends will start this year. There are no reasons I can see why not, zinc prices are remaining high, the future looks rosey. We have certainly been patient.

I know everyone appears to be very fed up with lack of news. How do we know that all the things mentioned are not taking place in the background? Happy to sit it out and wait patiently. As Twiggy said we have permitted assets that are appreciating. What is the hurry for the best deal!

I am a LTH with 1%, I agree totally with Charaxinae. We have some big names invested which together with the commodities bull market, underpin’s the assets that MTR holds. I am sure Rick Rule would be happy to give advice to the directors if cash is a big constraint! Shame about the share price, but I am sure the tortoise will win out, we just need plenty of patience.

Confidence shows through, very happy to watch this go up and down as things do on the aim market, secure in the knowledge that the price will be higher over time.

I understand that PI are unhappy with no news, causing impatient shareholders to sell out causing the price to drop. Let PC do his stuff, in today’s age of due diligence everything takes an age, especially in the US. I don’t want to know where he is in his various different conversations, I am happy to wait until we have signed and sealed deals. To rant on about lack of progress, shows a lack of appreciation of the task in hand. Relax, trust PC or sell up, moaning about him will not make things move faster.

A director buy would also be nice, as a bonus. My comment on hot air really refers to the ex MD Paul Johnston, who went onto Power Metals, and has a similar market cap but without the assets! Sorry I should have been more specific. I don’t think we are saying anything different, just that I am more relaxed about no news.

When you know the assets that we own are appreciating, and are invested in the hottest sector, personally I don’t feel the need for reassurance. Mr market currently does not recognise the value of these assets, at some stage it will and the share price will reflect accordingly. Relax and accumulate, happy for this share to bump along the bottom, until the directors decide the time is right to pull the trigger. Happy that there is no hot air, however saying that a few director purchases would be welcome!

I agree DRichi, he has been confident for a while now, and with higher prices continuing has every right to be. Money moves from the impatient to the patient over time, and we can look forward to bagging over the next 6 months.

What a cash cow increasing dividend payer this is going to become, hold for dividends!

Well that is not to be sneezed at safetrader1, and from your negativity, feel aggrieved about your own investment decisions. The share price is not currently to your liking, may I suggest that you extend your time horizons and come back in 6 months time, hopefully your confidence in PC will be restored by then to when you first started to invest. Your rhetoric on this share chat board does not add anything of value.

Please take this in the spirit it is intended. Constantly being so negative paints a picture to the reader about the poster. I can only assume you have, or are loosing money, and are lashing out at anybody and everybody who sees the company differently to you. Take a step back and move on for your own mental state. Bitterness is not an attractive trait, and can migrate into other areas of your life if you are not careful. Investing in the Aim market is not for the faint hearted, and I have personally been invested in many a dream that turned into a nightmare. The secret is to suck it up and move on, happy in the knowledge that you have paid for your lesson! I have 2% of the company, and will wait, and will wait until ‘it’ happens. I believe the ‘it’ will be a positive event and the share price will rise. I am comfortable that the company is sitting on appreciating assets, and will not have to wait too much longer. Please move on.

We had the approval, but we were then starting commercial trials. The offer was open to everyone and funds were ear marked for drilling, so a little bit premature for self financing. I believe dilution is over and am happy to let time render a verdict. I might be right I might be wrong. By being so definite, either means you have inside information, or have an agenda that is not based on logic.

The difference this time is that the asset can legally be extracted, which opens up a multitude of different options. I think the days of dilution are over, as PC has a very large shareholding. This is my logic for investing heavily. I can understand investors jaundice, but now believe we are the stage of a significant rerate. Ducks have to be lined up which takes time. One looses credibility with constant negatives.

Personally I do not see any merit in going down that rabbit hole. Funding is down to PC to organise, and can come from many sources. Relax as we have the assets, which can be used one way or the other as security for any funding. Any RNS that the company issues projecting forward is subject to change, as circumstances change, and are not set in stone. We just have to be patient and let PC to do his stuff.

Periodically SRES management gives us an update as to where they are with the different assets that we own. It is then for us evaluate whether the share price reflects the value of those assets, and we then make a judgement call on our holdings. We are not in a position to know what conversations PC is having, everything is pure speculation. We just have to trust that he will do the best for the long run of the company. I don’t think it benefits the share chat board to go into any detail as to what we think PC should be doing at the level that you suggest. I want to hear positive and negative things that might influence the value of SRES assets, so I can adjust my holdings accordingly. PC mentioned that perlite prices were 20% higher, now that was of great interest, it is stuff like that which is of interest.

For me this is what floats my boat. Mr market does not see or recognise what I see, with the share going down through impatience. Why should it go up when there is no news to report. With this little aim stock, we have to accept our lot LTH. Suck it up, as the rebound will be even more satisfying, and will come suddenly like the swallows in spring. Relax and try not to get wound up by posters who might be slightly bitter.

I would be as well, but I didn’t want to get everyone too excited by the potential! So put a very low figure in to empathise the logic side from a customers perspective, one that could buy volume after having proved off the resource quality!! To me it is odds on what is going to happen, we can’t operate a mine from the UK efficiently anyway, we don’t possess those skills. It would be easier legally and cheaper to make an offer for the whole company, rather than buying a part. No real value is put on the parts anyway!

I see one of the large potential customers who are strategic, looking at this minnow of a supplier with product that I want to buy, securing the product through backward integration. All they have to do is buy the company and they own their green supply. If they are buying 50million $’S of product a year, paying a one of 50 million for ownership is good business to me, and make logical sense. This is where I think it is going to go. Now is the time to strike, as the share price is so low. A big company would then sell off the assets they don’t want to recover part of the 50million. They would try to make it non hostile, get PC and his team to be onboard. I would think that most shareholders might accept an offer at say 1p a share? Might spark a bidding war, which would be nice, but at such low valuations could be a possibility! My logic for holding a large amount.

Well ringworm that is my sort of logic, it is a great base from which a deal can be done to increase the share price. It is not if it is when! Which is where the patience comes. PC is employed to create value, if you don’t trust him to do it or don’t have the patience, sell up or don’t buy, simple choice really. Anyway my bet is he will do it, my problem is trying to keep myself being conservative with the number of bags!