Member Info for Justone

One2one, what is the hurry? All I am looking for is a higher share price in my time frame, your time frame is different to mine. Frustrating for you it is, but would recommend pushing out your time. This is not a get rich investment, ask Rick Rule who invested at 30p years ago. He knows how to make money and displays patience and still holds. Relax and look at the bigger picture.

Well I am a simple sort of bloke and try not to be too complicated as to what might or might not happen. I trust in the increasing value of the assets in the ground, and an increasing demand for these assets. I see the market puts a valuation on these assets at 9million, as the market does not value potential. In the meantime I wait and will buy more if the price goes down. One day I believe some organisation will come long and recognise the value of those assets in the ground and start a dialogue with the company. This might or might not be already happening, in the meantime I sit on those assets patiently, as they are appreciating. This is my logic. Downside is minimal apart from opportunity cost, whilst upside is multiples IMO. Just have to be patient.

I have become emotionally attached to this share, stupid I know, but I just can’t help myself and buy when the share goes down. I feel it has so much value, and picked the majority up in the last 6 months! I particularly like to be right and love to back my own judgement. I Just invest in aim stocks, commodities, this is one of them. So max risk really, only me to blame if it goes wrong. At least I don’t pay someone else to loose money! You have to have a strong constitution. I have had some dogs, but also some winners. We don’t have long to wait here, just a bit more patience. I don’t tend to trade, just back my own judgement. Others can’t see the value in SRES, with the market always over selling or over buying. I would like to think we are considerably undervalued, given that we are only waiting for news, as we own assets that are in demand. Simples really! Time will render a verdict, but enjoy the ride. I sometimes fantasise about how many it will bag, we will se!

Thank you 1investor for sharing your thoughts. I would agree with them. When the price of the share goes down it is harder to be patient, but patient we must be, to realise the value of the known assets in the ground. All this for a company valuation of 9 million. I have invested a large part of the family wealth in this share, and have picked up 72m over the years with a conviction that the investment will bag. It is difficult at times, doubt creeps in, but just trust that PC will do the right thing. He has invested heavily in it, so just have to trust the process to realise the true value. I believe there will be a big market correction, and are happy to hold a position here than any other sector. My hard earned cash is in here and the children’s housing future, so those RNS’s are of great interest! It would not take much for the share price to ignite.

A good summary Zazz, accumulate and be patient, power is required, when not if is the gamble.

Can’t buy £1690’s worth, so something is going on.

The problem is that investors are not happy in waiting, they want it now, the trouble with today’s investors anguishing over FOMO. MTR have the potential and have no value attributed to what we think time will reveal. I am happy to accumulate, happy in the knowledge that some day soon commodities will become flavour of the month. We will be over a pound before you know it as sentiment shifts. No hurry it will come good.

Sandfire is very sensitive to the price of copper, so probably the copper price reduction caused the price reduction in cobra.

It is 1investors view from where he/she sits, if one wants to treat the remarks as patronising you are entitled to think so, but in my view they are honest and realistic.

Thank you 1investor perfectly put. Patience is required.

Commodity stocks will have their day in the the sun. We just have to be patient and stock up. The RNS is very very good news, we are starting a copper bull market, physical demand is going to go through the roof. Isn’t it? Logic would say that, but copper price Is determined by paper, one day the physical will disconnect from the paper.

I haven’t a clue who PC is talking to, but I do trust the reality of our current low valuation, and believe that there is someone/ organisation out there who will want our assets and will pay more than what they are currently valued at. I am prepared to wait and see what plays out. I am currently breaking even, and can feel your pain.

We are currently valued at 9million, and you get all that opportunity with appreciating assets in the ground. This is in my view a very low risk investment, and there is nothing in the presentation that changes my opinion. Patience is required to see what plays out, we don’t have long to wait to see what enfolds. How easy will it be to bag with the sniff of bigger interest from a trade player. It is surely not beyond the imagination at such a low market cap.

I agree nothing new, this will be a slow safe burn on the CS project. I think however we will be approached to sell to a bigger player or end user, as the current value of the company does not reflect the value in the ground. I don’t think you can successfully manage a mine from the UK with future travel restrictions creating inefficiency and extra cost.The drilling results will determine what happens on the PM projects, and will be sold off separately.

A glimmer of light. I wonder when we will get an RNS, it might attract new investors, but the LTH will have seen it all before! I am just hoping and a praying that LC delivers some shareholder value, as at the moment, (investing on the way up and on the way down) on the basis of the ‘stars are aligning’, I am a very jaundiced holder. I hold because I would just hate to miss out if it catches alight.

SFR up 4% today, frustrating that we haven’t had a rerate with the copper potential that MTR has. One day when the herd arrive to commodity aim stocks we will the rise I am expecting, in the meantime patience is required.

With all the positive news on the extent of the licensed resource, and excitement over increasing it, I would have thought we would be over 2 quid. The relative small buy backs underpin the current price, but we need something else apart from increases in commodity prices to get it going! Dividend news and a sniff of predator interest would set the price alight. In the meantime back to sleep. A low risk with heaps of upside potential commodity stock.

I heard on Arcadia economics that the US mint is shutting down at end of March for 60 days, to retool for the 2021 version of the new Buffaloes giving new security features. 6 recognised mints in the world, and one is going off line while demand is v strong. Once announced I would imagine the US demand for coins will migrate to the UK mint.

I am not getting depressed about the share price, just buying more, bought another 5k on Friday late on. We are sitting on assets that are wanted, and think that we will have opportunities constantly opening up to us as demand and prices increase. The only problem is picking the best choice for shareholder value. The debate will be around time frame for shareholder value! The sellers have a shorter time frame than LTH. The perlite grading trial failure is something and nothing in the scale of things, but tells a story. It does not however reduce the value of the assets in the ground. I will see on Wednesday what is revealed, but sleep easy, as proved assets in the ground with an extraction licence is a reality, and have bet a very large part of the family silver in PC delivering multiples from the current share price. I await patiently.

10 million on buying back shares with a return of excess capital. Hopefully it will also mean a dividend, at these commodity prices.