Member Info for Know0

Didnt move the SP at all!

Lets see after hours again today

Rentboy - you KNOW that that statement is false - selling a non core business for 200M on 11 times multiple is great business

The retained business units will deliver 225M profit

You and Passwind only turn up here to give fear to smaller PIs so that you can get your short price - thats fine for now and if they sell its because they dont know the business

Couldnt help adding another 10k buy today - absolute bargain - more contract wins and debt sorted

Great RNS about 2021 on target performance - the hidden shorts are trying hard - but look at the buys - 5 times the number of sells

Not that its your own money either of you, as youre both just paid to deramp, but the squeeze is on boys

GLA Investors

Yet another decent contract win

All these after hours large trades will come to light soon - is it a current II, or a new II, or someone looking to build a stake to make an offer?

Whatever / whoever it is, they are squeezing the shorts - will we get a TR1 tmrw or Monday?

Anyway, whatever happens this business has turned the corner - someone is buying in 150/200k chunks - this is going to double bag before the end of the year - the IIs involved are far to big to be messed about by shorters like Sandbar

May stay low until end of month (although I expect 42p very soon and rising)

Today is purely FTSE sentiment - dont care about prices today - its what is going to be Aug/ Dec then more importantly next March/April

GLA

Added 30k yesterday - holding a qtr bar now

Expect a TR1 within a few days

If there is a PE offer coming, with IIs involved they would be highly unlikely to accept anything less than 80p - although I dont expect a PE offer (although would love one!)

Dont forget Schroeder added a Million quid worth of shares recently at 43p ish and last year added a few M quid at 38p - they want a lot more than 80p!

GLA

GLA

Sell volume is down - so reasonable chance they have now sold their 20p shares

Yes buyers jumped in on hope of RNS but not all the 20p debt/equity shares are going to be on the market at these prices and there was only finite number

agreed - way over sold - lets hope the seller is out for now

Rent Boy - you know the business well enough for your shorting and deramping

225M profit was from continued operations after ESS sale - Axeos only generated 15M profit for CPI and they had thick end of 200M for it

225M profit 2021 -

waffling words with substance shows what you are - take issue with any of the dozen numbers I show how the 225M is forecast - cos youve never been able to since March

FACTS FACTS and MORE FACTS - not endless waffle

HH
And from March presentation - 2021 would expect 225M profit - so the answer is YES!

Do your analysis of take my summary and suggest why challenge the numbers - but just on Continued Ops for 2021 I see 225M from the presentation

Again today we have x3 Buys v Sells yet the price is down!

Yesterday pm, those "sells" came in

This is being played so much - PIs need to hold and not join those MMs games

A big bounce is way over due

Hereshopping - I think you need to take a better look at March 17th financials and analyse profits and forward looking

225M profit for 2021 is my calc

Tell me why I am wrong? - take a look at my posts from March showing all the workings to get to 225M

GLA

Best to keep that to RMM board - or join discord group - but, with 4 stopes open by Dec 21 and copper prices expected to continue to stay strong, an imminent (IMO) deal on Little Deer - yes - 2quid in 3 years is very achievable - could even be there in 2 years - but DYOR and apologies to CPI holders for that interlude.

Nonsense - I hope you are right as we will both be very rich if that comes about!

But yes, those both make up 65% of my investments - 2 great opportunities to do very well within 12 mths

GLA

Wednesday - I am not 100% but I do think that is cash balance - we know from 12/20 the cash level and have had a further 300M (ESS) plus continued better cash collections etc- next tranche of debt repayment is due next month or so (200M?)

There had been some invoice financing in one business unit, but I think they were looking to remove that

As I say, I am not 100%, BUT I am pretty sure that the reported "liquidity" is cash/near cash assets

With the shares in CPI being held predominantly by II, MMs are very happy to take money from the PI - those that get worried or bored!

Still a buyer at these prices and holding more than 225k invested (slightly underwater currently- but have taken 30k profits in last year also)

August and the half year profit should be good - next March for Full Year will likely be the catalyst but cant see MMs will be able to keep playing it as more and more PIs that have bought at these levels for LTH will do just that - Hold LT

2 great RNS this week and we still here - unbelievable manipulation - but as a holder and adding - I can wait!!

GLA

loiterer - yes I agree - most days have been the same - MMs must've mopped up loads at the 37p mark and filling the gap with those - they have to balance it somewhere

When those have gone, it has to jump - hence my expectation soon for a step change

take a look at this - https://www.griproom.com/fun/10-signs-your-stock-is-being-manipulated

6. Your stock is red all the time for seemingly no reason.

I call this the Triple Red Attack. These drops tend to be smaller. Usually between -0.05% and -1.5%.

They sell enough shares to keep it red during the pre-market. During regular hours they’ll nuke it as much as 2-3%. Before the day is up, they’ll often let the stock recover a bit. This is so they can paint it red after hours. It also allows them more room for it to drop tomorrow.

It forms this type of pattern.
triple red attack.jpg

This was taken from a six-month chart of $GILD. But if you look at most one-day, or one-week charts, they share a similar pattern.

You see, manipulators can only smash a stock so hard. They can’t nuke it 5% a day indefinitely. If they bash it too hard, then they’ll let it recover to reestablish positive sentiment. Then the Triple Red Attack starts over again.

Wall Street’s goal is to destroy a stock just enough to frustrate retail investors, but not enough to attract the attention of regulators, or serious value investors.

Their goal is to get you to sell and go buy index funds.

We know that the trades are often put down incorrectly on the volume on LSE, but double the number of Buys v Sells?

This is classic trying to get the PIs to get bored and sell up - this week or next we are going to have a 10% up day and hold - the cash balance is equivalent to Mkt Cap!

Adding all the time small amounts

GLA

we expect very soon after 30 June, a Q2 (H1) summary and revised mining plan - they have said they would aim to issue this close to Qtr end

I am expecting this to show how they will get to full production by end of year - although expect H! production to be poor - TB is a miner - he is focusing on the MT/LT not the ST

2021 remains the turnaround year - personally, I have constantly been expecting a bumper deal on LD/WB - to mention in RNS that they have had unsolicited interest - AND the fact that industry experts believe all development sites will be bought up by end of year across the world - I see this a huge play (and at a premium)

I think that this deal will have been the major work on for TB for these last few months - getting the dataroom totally updated and getting rid of the "tyre kickers" so that only the real interested parties get to bid for a deal

These things take time - anyone in M&A will know they take forever to conclude - once there are signed HoT's we will hear.

TB and the Chairman know the value of this and will want to extract the best deal in the LT interest of RMM - BUT its also likely to have a good short term effect on RMM also

This is all personal opinion (but I do have many years experience in M&A) and know that is what I would be doing if in TB shoes

Such a deal could double the Mkt Cap of present - this is why it really surprises me when so many sells keep going through - I dont think these sellers know enough about RMM - or they are simply the suppliers that swapped debt for equity and just want cash

That will end soon - and we should see a reversal - then its all about the RNS in due course (maybe not the forthcoming one, but hopefully Q3 output) and we will be flying

However, most interesting RNS in ST for me is LD/WB

Please do your own research but this is a hugely exciting opportunity with a good vested BoDs aligned with us PIs

I have had several email exchanges with IR

2 main points were:
"There may be a tendency for some observers to interpret information in different ways but that does not change our duty. We only provide details of information that has certainty at a given point in time. Where the information has yet to be defined, no information is required, or indeed even allowed, to be released. Speculative information is prohibited"

and

"We are satisfied that the market has now, and has had at all times, received information that is material to the operation of the business and we shall continue to keep the market informed as appropriate."

Basically - let us get on with what we need to do - all is good - dont worry about the short term - thats my summary of it anyway!

GLA

Not sure I can go with conspiracy of keeping it low for PE

IIs are major investors here - any offer per share will be for all of our benefits

If full value isnt offered then IIs will vote against it

Last year there was talk of PE and CPI rubbished it - of course there may well be PE interest now, but I dont think SP is kept low to assist PE

GLA

Nice to see us winning some of these - esp as CPI have said they were only looking at double digit margin contracts

It is only 56M over 2 years so not significant - although we did get an RNS for Tesco worth about the same!!

Nice to keep winning these though - all adds up

Jimbo - that feels like many of my investments currently!!

Thanks for sharing