Member Info for leas

Foz
Still a bargain but I guess my opinion is biased as an investor. I noticed this morning that what appeared to be buys were at the full ask.
Not many investors will be in profit if you take the bottom feeders and retail offer from last month out of the equation, so expecting further increase. That said, a bit of consolidation can only be good in order to test new highs.
All the best with your purchase.

No worries John. Full ask being paid in todays trading. Looks like it's going to be a good day for the sp. Out for the rest of the day so will look forward to the closing sp.

John
Clearly from the last 12 months and the buyout/takeover activity of Li miners then ZNWD will always be subject to takeover speculation. I don't think long term that would return the best returns for investors but whilst there is talk of rising demand and shortages remaining independent is a big ask. The following link again is from SMM and puts the activity in this sector in perspective. I was invested in another miner recently that was spinning off their REM mine in South America. The FED have tasked US companies to buy and secure their supply of Li and REM in order to meet expected demand. The UK now that it is outside the EU is still a foreign investor in Germany so any takeover would be interesting .

https://news.metal.com/newscontent/101709955/Review-of-Cobalt-and-Lithium-Resources-Competition-throughout-2021-%E2%80%93-A-Total-Amount-of-Over-40-Billion-Yuan-Involved/

https://news.metal.com/newscontent/101711788/How-long-will-the-price-of-%22Grandma-Cobalt-and-Grandpa-Lithium%22-reach-a-new-high-of-three-years-in-2021-[SMM-Annual-Review]/

Worth a read. ZNWD could be producing just as the demand is at it's peak and the manufacturing of EV's gathers pace. The value of the company's assets is increasing almost day on day.

Good advice John. I took a hit with HOC as the government suggested that new mining licences would not be renewed to foreign investors.

eccles
Don’t make the schoolboy error of thinking a high yielding share is a reflection of how well a company is doing. Over the years many companies have been paying dividends they cannot afford. HMV DEBS to name but 2 that went bust nit long after paying double figure%.
The way inflation is going up I cannot see any company outpacing the rise.

‘hitting highs…..

Price flying now. Lithium jottings highs too as obvious demand shortages look inevitable. As the price goes up so does ZNWD resource valuation. Don’t need Motley to see a bargain.

Again at the close, smoke and mirrors. UT is well below any trade price today so any large trades will appear to be buys to most private investors. I suppose it is just positioning by the 'big boys'

Twohits

that is exactly my point. The placing was probably better than expected given what we know now. agree that it is probably GF and imo it is no secret or any surprise to insti investors.

Wouldn’t be surprised to see a holdings RNS at the close or certainly in the next couple of trading days. Although the larger volume trades are recorded as undetermined they are just above the bid and cannot see them being bought at that price.
Of course someone seems happy to take them. With the benefit of hindsight it makes sense why the placing was not fully subscribed.
Institutions pi55ing in the same pot’ Knowing in advance who will be reducing.
Noticed that the UT was kind at the close yesterday giving the impression that the sp was down on the opening bell.

Was hoping to be above 300p by the New Year but the slow and steady climb from the last 12 months convinces me that there is no reason for the trend to change. I’m guessing that the current private shareholders are happy to keep their investment here and of course keep collecting the dividends.
On paper TSCO has kept my pf in profit after taking a hit with a gold miner and very much hope fellow investors are showing a profit too.
One and all have a safe and prosperous New Year, not forgetting health is more important than wealth!

leas

All the 'meaty' trades being published as undetermined but those smaller ones either side are published as buys/sells. Late reporting to bury a large order? Shares should be in 'sticky hands' now so looking for a reversal of the recent trend.

Anthro
Have to agree, to maximise investor returns here the long term approach is much better than a 'low ball' offer from China. Investor value will be unlocked into production. A great opportunity here at this level and in fear of being accused as a ramper anything below 20 is too.

My 100k nibble just published as an unknown trade. Was waiting for the 22nd to have passed and a further fall but cannot be too greedy. R v R looking good here and at a discount to the recent funding. Here’s hoping that the sp can recover back to the 20s. LTH for me so not fussed on day to day movements.

rich
The 3m was an uncrossing trade. Brokers returning their shares at the end of trading in order to balance their books. Nothing to do with buy or sell and of no importance to investors.

Likewise Poker, all the best. Thank goodness my boring TSCO shares have covered my losses here. (boring is good) Also my recent divi in HOC bought me 2 weeks in the sun, Good luck with your other investments.

Poker
I'm sure this is an overreaction and I am positive HOC will issue further statements calming investors concerns. Traders will do well today but wont be holding the bath water as legal wrangling's ensue. Peru is uninvest able now and sadly so is HOC. Environmental concerns will give the government the 'trump card' and steal the company at a fraction of the value.

Thinking now that the BoDs knew what was coming in relation to renewal of licences which prompted the decision to demerge Aclara thereby guaranteeing themselves another company to run and of course their income.

Out. Took the hit. Any legal action could take months. Bought here because I thought the Peruvian Govt. realised they needed the miners and foreign investment but clearly they are untrustworthy. Had worse days. Good luck to those riding this out.