Member Info for LythamSlim8

You mention SP of 500p pre-war,

My view is that given cessation of hostilities and all 4 pelletiser lines operational once again, then SP could hit new ATHs.

How?

Because much of the product would be used within Ukraine for the rebuild.

Strip out the shipping costs = bigger profits.

It has come back from seemingly fatal problems in the past.

Can FXPO snatch victory from the jaws of defeat a third time? Who knows...

Perhaps we'll see this become investable again now US has a interest in Ukraine's reconstruction - which of course FXPO is strategically placed to capitalise on.

Bumflufferies aside, this looks like a takeover on the quiet.

FXPO now manufucturing pellets under US jurisdiction.

Yes a few other sources saying same.

To me this looks promising for FXPO,,

For 2 reasons:

Firstly it demonstrates light at the end of the tunnel regarding the peace process.

And secondly it ought to take some heat off Zhevago. It would be a bad optic for US investors to see the Ukrainian authorities persist with the shakedown.

Could be a huge relief rally over the coming days.

A precursor to some kind of peace deal perhaps.?

https://www.politico.eu/article/ukraine-us-agree-new-minerals-deal/

Also wondering if this would mean the Ukrainian authorities keep their sticky fingers out of FXPO.

Many a slip twixt cup and lip of course but,

Cabin crew prepare for takeoff?

Copper up again & Ex - dividend on Thursday for ninepence.

Smart fella.

Would be great to see the CAML board members buying...

https://uk.investing.com/news/company-news/glencore-stake-increases-as-ivan-glasenberg-crosses-threshold-93CH-4021068

The end is nigh 😆

Copper imports exempt from Trump tariffs.

Not that it really matters. Just the price had risen in anticipation of a worse outcome. Still a growing shortfall between production / consumption.

I see Berenberg likes CAML.

The CAML board clearly liked results from the initial drill.

GUN also purchased a smaller stake in Aberdeen Minerals.

Results of the second phase should be in by mid summer.

Amazing if it comes off, not just for those involved but the wider message sent out for UK self sufficiency.

Yes. After re-reading your posts, think I willl stick to the Regulatory News issued by the company itself.

You seem to be clouded by some misplaced distrust of Elon Musk and perhaps also Trump. Sorry Trotsky but the SpaceX moat is already part way around FTC.

Just another commie that is terrified of what is happening in the US?

'FTC and SpaceX aren't a good fit' ???

Hmmmm. Have you read through the recent RNS releases?

The absence of growth opportunities (and the debt) were at one time the chief concerns for me.

Great to see the debt has been kicked into touch and the company is now on a growth trajectory.

Onwards and upwards.

++ Any hint of success in Aberdeenshire will spark a feeding frenzy here.

Yes. A little disappointing in short term. Nothing changed except that sale by the accountant.

Shares rarely go up in a straight line..!

Looks as if the SP wants to fill the gap down to 92.5p that was left after the update in early February.

Happy with the fat divi and this investment into Aberdeen Minerals adds a speculative layer to the reasonably safe (debt free, transparent income for the next decade or so) mineral company.

Seems an interesting investment by CAML into this North East Scotland based explorer.

Last year CAML conditionally agreed to a £3m investment in Aberdeen Minerals, in return for a 28.7% stake. The deal proposed would also see CAML take warrants to invest a further £2m, taking its total shareholding to 37.8%.

The drilling was set enter a new phase during this quarter so could have already started.

Not too much info about this project with the exception of some interesting core samples.

https://aberdeenminerals.com/projects/north-east-scotland-1/

https://www.pressandjournal.co.uk/fp/business/6416405/investors-set-to-pour-5-5-million-into-north-east-metals-quest/

Pretty good retrospective..

https://knowledge.sharescope.co.uk/2025/03/21/small-cap-spotlight-report-filtronic-lse-ftc/

Double top or just having a quick breather?

Yes that looks to be the plan. In their own words, without US satellite intelligence the EU is naked.