Member Info for lcwanderer

Yesterday's RNS stated that 'following an investor roadshow undertaken by management "in recent days", United confirms that via its Brokers it has placed the Consideration Shares with a small number of institutional investors and one private investor.'

So if Rockhopper's consideration shares were only moved in recent days, surely they weren't the persistent seller/sellers over recent months. Or am I missing something?

This is a good listen...

https://soundcloud.com/user-596578261/vsa-capital-podcast-episode-39-neil-herbert-ironridge-resources

Sigh... while this is a good entry point for anyone new, it's yet another disappointment for those who have been invested for years at much higher prices. Let's hope patience eventually pays.

Disappointing few months for the share price but the assets just keep getting better so I've just had a small top-up. Patience is required here.

Do we have a target date for the maiden JORC?

59p for me please.

Still here and in contention with a guess of 39 but I'd happily be blown out of the water by a punchy RNS.

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...a natural progression

I hold a modest amount of shares here because I believe the assets warrant a higher MC and I like the geographical and mineral diversification.

One thing has always been a bit vague though, and that's the end game. How does IRR propose to realise the value in its discoveries.

With Solgold, there are two clear possibilities, they are bought out (partly or wholly), or they remain involved (partly or wholly) as Alpala goes to production. Both scenarios will realise value for shareholders albeit with differing timescales.

With IRR, the next step is not so clear and that could explain the turgid performance of the SP. Sumitomo and Assore having their feet under the table is reassuring but what exactly is the game plan here?

Have they ever communicated a long-term strategy?

Here's an interview with the GCL managers.

https://palisaderadio.com/rob-crayfourd-keith-watson-uranium-series-part-9-kazatomprom-is-a-game-changer-for-the-uranium-market/

Limited downside and high potential upside (with a little patience)

Good luck everyone

Let's hope this is more of a Fundsmith than a FEET

Only extreme torture would persuade me to part with my shares right now. Exciting times.

Also struggling to understand the pull-back here, so have taken advantage with a top-up.

Why a slight delay at Wick would make folk nervous is beyond me.

Love the way this company is building a solid portfolio that points to higher MC before too long.

On top of that there is the Jamaica prospect which would be the icing on the cake.

NAV on the rise and shares issued at a premium yesterday and today. Could uranium finally be on the march.

I'm in as of this morning. The business has been streamlined, there is great potential for growth and the entry price is attractive.

All I need now is some patience!

Well, I took the plunge the morning. Could be a slow journey but the destination looks attractive.

Another decent article...

https://www.afr.com/business/bhp-ups-the-ante-in-ecuador-20180905-h14zd1

Well said Pinot

It's not knowing the answers to those questions that's keeping the SP in a tight range.