Member Info for lordloadsoflolly

Legalwolf & Panman - fair enough.

But try flipping the argument on its head: If summer came & went & we still weren’t in production, how would HEX's SP react?

If the answer is "badly", surely the conclusion is that production this summer is at least partially priced in already.

Spantrout - I'm not that happy actually.

On Tigger's advice I'd only just packed my bags to Mars, when the shuttle goes & crash-lands a short distance south of Watford.

Tigger - reading you say "the rise came fast and out of no wear", sounds like a Jilly Cooper novel.

Is "no wear" the same as going commando?

Reserved - thanks for the Renergen info. That's interesting - & encouraging for us!

Whilst the uplift you mention looks correct, the from/to dates you selected to assess its SP movement seem a bit random.

Renergen only RNS'd the first filling of a helium container & subsequent customer collection on 13th March 2025.

Between 4th & 12th March, Renergen's SP had already risen from its 4th March closing low of 343 ZAC to 619 ZAC on 12th March. It currently stands at 642 ZAC (so not hugely up since it RNS'd confirming first production) and it's down 46% over the past year.

So perhaps with HEX we'll also see a significant run up in the days before first production is finally confirmed? But the RNS itself confirming this news may not have such a profound impact. Who knows.

3LB - it wasn’t a deramp at all. Just a genuine think-out-loud question

I’ve consistently said I hold here. And in my latest post, I reckoned HEX would definitely rerate eventually.

But Bo has consistently & repeatedly said production this summer. So I sill think it IS largely priced in.

Put it another way, how would the SP react if summer came & went & we still weren’t in production?

Given developments so far & timescales having been met, I can't see how this won't re-rate eventually.

But it's a concern (to me at least) that HEX has never really held onto its gains after issuing a positive update.

Some argue the muted response to its latest Linda#1 RNS was predictable, as the "news" was a given.

But you could say production this summer is also a given (assuming Bo delivers, which he almost always has to date).

So my question is, how can we be sure of a re-rate once production kicks in, when investors are taking the summer timeline pretty much for granted? So have presumably largely priced it in already.

Lloydyboy666 - I don’t recall IMM issuing a crawling ticket every time its SP plummeted.

Mavericks - OK, so the stars are aligning.

But can someone just tell me whether we’re off to Mars or the Moon?

Need to know which clothes to pack & I gather Mars can be quite warm this time of year (though Margate’s probably got the edge on temperature).

Tigger - you told us we were off to Mars , so I reserved my non-refundable one way ticket with Elon.

Now you say it’s to the moon instead & Elon won’t give me a refund #MakeUpYourMind #TiggersDirtyTwix #Snickers2Tiggers #MarsMyArs

Formerlyeasyp - either that or words to the effect that following a blatant leak, IMM's company handcuffs are being dusted off.

86KB - yes, where IS GoldGirl?

Studying for another PhD perhaps?

Tigger - oh no, we're not going to be taken over by a big fish are we? Guppy or a halibut?

Spantrout - think I maybe just spotted Tim on the Good Ship Lollypop?

Let's just hope the lolly doesn't go pop too soon.

Spantrout - patients dear boy, patients.

I'm shore Tigger will get their in the end.

OMG - TIGGER'S RESORTING TO CAPITAL LETTERS ONLY NOW.

MUST BE SOMETHING SERIOUS.

NUDGY NUDGY, CAPS LOCK STUCKY.

Ilovesushi - yeah but as I'm sure you know, the NORMAL order for these things is RNS first then SP reaction.

Not the other way round.

Nudgy nudgy, leaky leaky, strong arm of the lawy, you're knicked.

Phew, SO relieved Tigger managed to jump back in. As he says, "no smoke without fire". Unless of course this is all algo bot trading. In which case the souffle might just collapse as quickly as it rose.

Couple of questions for all those posters suddenly plucking double digit SPs out of the air:

1. Why hasn't there been an RNS yet if there's any positive news to report?

2. If there HAS been a positive development, who leaked it before the company made it public knowledge and when will they be prosecuted?

Morri940 - living in the past or learning from history?

True, the past isn’t necessarily a reliable guide to the future. But it can suggest how reliable the Directors of any given company are. And whether their previous guidance was even vaguely accurate.

TM has hardly excelled here or elsewhere over the years. Just sayin’.

Mohdburhan314 - wake up. IMM has been a sleeper stock for the past 8 years.

Thanks for your reply Ezhik.