Member Info for MajorOak

Glencore deal with ALK announced. Ok. Just days before the deadline for Rio Tinto Glencore merger ?

Timing ? Why do it in the 28 days dudiligence assessment time ? Kind of muddies the waters a tad not a lot in the huge scale of RT & GLEN.

My theory is looking at RIO as a whole they mine Lithium Copper Iron thats what they do.

2 projects DLE Lithium in Argentina coming online 2028-2030. They have millions of tons in Northern Australia to process , spodumene high grade too which once crushed and part processed over there could be shipped giving GREAT profit to the finer processing at Tees Valley Lithium. NO Brainer !

I look at GLENCORE they do Iron Coal Cobalt and abit of this and that in Lithium BUT in Lithium they mainly OFFTAKE. Adding Tees Valley / ALK is like adding a different head to your home handheld slot or crosshead mini toolbox screwdriver ?

Its a bit of land where the buy fine grade lithium ?

Do they benefit from the Port Hedland development and processing capacity ? Not sure the offtake mentions the 4 trains possibility from Oz which will be HUGE once stepped up and in a purer shipped form so tonnage will equal much more usable finer higher grade material?

I wonder if in the bigger scheme of things "IF" the merger fails to happen , Glencore might just say to Rio , its of more benefit to your mines in Australia to have the full run of mining through to selling and increased margins , all going in to "OUR" lithium joint pot , what will you pay or negotiate to swap round inorder to have the the full start to finish process within the merger under Rio ?

Am I being daft , most probably overthinking it , but to lob the takeoff in the middle of a 28 day merger of a Lithium mining giant is odd ?

They could have waited then just bought the whole Tees Valley Op inc ALK out as one unit after the merger ?

Rio Tinto Glencore merger and spread here just tightened ? Both RT & Glen up again today.

These are the little things that make people but the illiquid ALK and just a few 000's bought here can make such a big difference.

Q - With Glen looking at selling off the coal or spinning it would RT look at takeover of TEES / ALK UK and more interestingly Port Hedland facility for lithium processing in Oz ?

Obviously the money goes in the pot but management may well be assigned at a later date ?

Bankrupty sounds better than my long covid drugs regime.

32 tabs a day. Heart blood pressure, thinners, anti sickness , 6 months of antibiotics as they found during detailed inflammation checks latent TB floating about in my bloods , happy pills, script nerve pills, I get migraines every day + auras to varying degrees and across the top of my head my sinus system flares up causing crushing pain.

MRI shows clear on initial CVD infection.

1 year later chronic and now 3 years later still no change full sinus system inflammation AND new vascular white matter damage in my brain caused by CVD clots.

Nobody has a clue what to do and its been a circle of trials of drugs which just dont work but make me worse.

So its suck it and see. The rest of the world thinks CVD was back in 2020 and has gone. We start 2026 , there is no support, no system, no drug for what I am going through and CVD basically doesnt exist.

I am now down to eating ginger and garlic everyday its that desperate. Having said that they do seem to time with a slight relief in some symptoms - shrug of the shoulders who knows ?

Hi Bankrupty

Its really nice of you to remember me.

Unfortunately I made money from £1.40's to £3.20's but due to illness was not capable of reading, one reason why I got out of trading for the last 12-15 months.

Got CVD clots in my brain so cant raise blood pressure, stress or even exercise now for fear of stroke.

Saw lithium was climbing back late last year and knew I had to be back in latest this summer.

Kept things very simple for investing.

War metals - Madman trump

Power Infrastructure metals - which also cover inpart war automated drones and new upgraded missile / defence tech so copper lithium aluminium if any also have silver assets its a freebie boom punt equally if they have a gold asset to back up the price during war and increasing VIX scores then margins grow.

Rio Tinto also pays 7% divi which maywell grow as they are coining in cash from copper and increase lithium prices. Glencore or not Rio are a must.

SO I bought back here at around £2.65 average with 1/4 of my assets knowing the story already and near 2 years nearer production and did make a profit so i'm not stressing and not bitter.

This share is a monster just waiting to get to production. Any longtermer will tell you.

My illness cost me a bit in lost concentration however i still remembered timelines and thats hopefully saved me missing out totally.

All the best everyone.

DONT GET ILL. OH AND THE NHS IS F ooo lish

US Premarket order of 500,000 , sell to supply the States after 1:30pm GMT ?

US Medical 123 % sales growth in US Advanced Medical Company Creo Medical.

https://www.londonstockexchange.com/news-article/CREO/us-reimbursement-milestone-for-speedboat-procedure/17056584

In the UK we are bust.

Council Taxes not raised since 1991 ???

Short falls in basic local Gov we cannot fill

Now the fabric of the UK is being tested wit over immigration levels needing financial support.

The BIG ONE = AI will kill basic job skills which is good for info but bad for full time basic work.

I am trying after 3 years of inability to work and now with early onset dementia due to late missed diagnosis / Long Covid and I have to fight every day to counter fatigue and loss of memory and brain function at low levels .... At the moment.

DWP say there is nothing wrong with me after 3 challenges. I am ill.

God help the old , infirm and genuine disabled people Trust me my last 3 years has shown me just how broken the UK is.

I estimate a global crash within 6-12 months and a big dip on the markets this September.

Nothing is a full green flag mostly amber and red warnings.

Take care of your health and wealth VIS

VIS i got out of lithium totally.

As you mention Gov funding and generally delays, fight back against funding infrastructure for ev, recycling has been a big issue to release supply prior to trying to get mines up and running.

Since 2018 on the dip then and my new mate in Oz who was the largest shareholder in EMH , I have learned a hell of a lot.

Taught myself to read all the drill reports mapping prior to presentations type of dirt to dig and then the whole side issue of a mine and processing.

I just ran out if patience with the whole industry.

Made £200,000 at one point that went down to my original investment as the treacle effect kicked in.

That was my time of real learning.

Its not what you know.

Its not even who you know. I knew THE guy in one investment at the top table, who'd been a VIP around the unopen mine !

Had for me small holdingsin CREO medical and ASX AML3D

Sold AM3D overnight and CREO this am.

Tariffs

Trump in general

Bond market

General difficulty in getting finance across the board

GOLD rising

Ukraine war will not stop and Putin could ultimately take the whole of Ukraine adding financial defense pressures on EU as a whole.

I think Trump is engeneering a US only tac tic and will let the EU deal with Putin and the rest of the world.

Thats why his bonkers idea to take Greenland and Panama Canal is defensive imho. Cushion to hitting the US

"Cold ?" thats a simple example of my brain.

Covid has gone. No it hasnt and its changing.

Any protien change as our no vaccines culture now for under 75's is "the way to go" so most of the globe,

it is 100% sure that the 1 change as with Alpha which spread from Wuhan to Swiss chalet then the world in weeks is sitting and waiting.

I know the US are pooping themselves over bird flu which has a 500% bigger kill rate. Finland again vaccinate the population against Bird Flu as they know what it will do.

Tired now I still look for you posting with great understanding and truth.

Long time my friend.

Came across TW via my Australian holding in AML3D who have the largest arc welder in the world in the US. They supply the US Navy and have just been given Trumps blessing to place small versions on all Navy boats to increase time out at sea and not in port or dry dock. Print your own repair.

I slide off point. Tungsten is used in Nuclear Shields - Submarines and weaponary.

My interest was peaked when the fudung for TW came from the US.

Like Tin in Cornwall the US are damn well going to get it and not China so here and down the road are no brainers for atleast the time Trump keeps breathing , I think to only supply his feet with Oxygen because its not going to his brain.

It is clear unfortunately war is coming.

I will avoid my deeper thoughts as they are of huge magnitude, but its obvious.

I'm around BUT after 3+ years of Covid 19 Delta , reinfection to several of the newer versions and 2 MRI now showing slow spreading early vascular dementia I'm trying to make as much money as possible for my future care needs as the Gov certainly dont care and Covid apparently is not dangerous now its a cold.

I'd say to everyone my experience is the ignorence of the West towards Covid is Insanity. Its too late for me they say. What is lost is not coming back.

Insanity is doing the same time and time again expecting a different outcome. My body has had 3 versions of covid syphoned into my bloodstream.

Mix it all up , get a protien sell change and your quickly back to pandemic. Again its a nobrainer.

Madness. TW & CUSM will hopefully get to produce before Putin or Covid step up!

Stay safe mate and enjoy each day...

After 11am .... £31k sold.

US pre order as thats quite the chunk and at 3:55pm CREO is up so late buy or early buy for the £31k

Probably in chunks of £10k my guess

Update to watching GMT 11.30am - 3pm trading.

The last 2 weeks has not seen the same month buying trend where I am pretty sure we had a US buyer we previously had.

CREO are due to produceH1 2025 in the next month so it may restart the 11.30-3pm block trading?

So 75,000 of the 100,000 sold today bought back all at 14p on opening in the US.

Its now just past US stockmarket opening up.

Lets see if there is something happening in the US ?

CREO Medical I would suggest should begin to see 8am - 8:45am preorders beginning to start be late H2 2025 Q1 2026.

The drag to invest by Asian, Indian and our close cousins should start to show itself soon.

Being in advance of London trading the early hints will be chunks being preordered for a first hour surge.

Often sold in to , but in Creo Medicals case any good news should see an early stage development of trading to

First hour rise

Profit taking by the end of the hour AND sellers selling in to premarket ordering on good news from the US in hours 2 & 3.

Substantial news will naturally charge the share price to an upward trend by end of year and in to H1 2026.

Just got to wait as per normal for this expected trend to begin.

Hopefully the above will prove to be correct OR Creo Medical get bought out before the correct share price potential is hit?

I would like to see the board rewarded by bringing the sp and company growth back up towrds previous highs before any buyout happens.

Interesting to see the children of a CREO Medical employee being gifted shares - nice and open trading.

CREO Medical and partner Intuitive Surgical in the US will look to be gaining momentum in this revolutionary new era of intergrating AI power to surgery with HUGE cost savings.

No brainer is overly used in regards an investment case for many many companies incorrectly.

In Creo Medicals position and partnerships with some of the best of the best globally imho it really is a no brainer.

CREO Medical US interest building a stake ?

Again today we saw that £13k sell yesterday being mainly bought 'before' premarket USA DOW.

Now at 12:25 approx another chunk sell of £14k

I now feel confident after around a month or so of this pattern that someone in the US is building a stake.

I expect to see a buy later after 1:30pm of £10-14k

If not the full £14k whatever is leftover to grease the demand being generated over the weekend to Monday.

Something is freshening the air like a Fabreeze air freshner pump. A big buy being ordered between 11:30am GMT and usually being filled prior to or on the 13:30am GMT 2-3 times a week.

Imho with another company report due in September news is feeding through on scale up in the US.

Through the picks of buying & selling on news the main issue I think has been the lack of spare shares to buy.

Today saw 2 early trades at mid point but a buy at 13.40 rather than mid point which can be either but or sell.

I suspect we will see a £10k-£15k buy later today.

Just a theory.... US is big in my mind.

I noted yesterday Rolls Royce are FTSE listed but 50% of shares are held in the US.

I suspect this will be part of the boards plans to get a good chunk in the US / EU & in time Asia.

That would appeal to a full takeover customer namely a chinese one to get US / EU coverage ?

CREO Medical

£13,000 sold yesterday lumped in to help grease the £13,000 buy today on holiday August on trend , low volumes.

US is still my gut feeling !

Intuitive Surgical Korea has launched its Ion robotic bronchoscopy system, bringing the company’s first non-surgical platform to the Korean market and signaling a broader push into interventional pulmonology.

Anything to do with CREO ?