Member Info for Malik-

10X UPSIDE potential:

1) 300Mt (200 effective) 1% Nickel resource currently discounted in shares at ZERO effectively.
2) UK Gas peakers: £7m / yr / plant revenue potential, and benefiting from capacity mkt revenue guarantee

c£5m mcap (!)

Yeah that’s how traders make their money on AIM.
This should be regulated and banned.
They use volatility as pretext to widen the spread.

.

Of course will
Come down but will remain way higher than pre war.
Moreover this is just irrelevant for this stock since tots not even factoring in the rise of nickel p ever since 2020!
It’s just all Upside

FYI at £150 that’s a massive 15% return on capital employed. Utility type or infrastructure investors would be salivating at this.

Good interview by company on Gas peakers.
Key here is that they can obtain potentially a very juicy £150/KW (!) if they layer the T4 auction contract with short term higher earning T1s which more sensitive to spot gas prices (T1 are short term 1y contracts and last auctions obtained >2x T4 number of £75/KW).

Nickel prices exploding higher again today.

I hope someone else took the chance to add at what were incredible buying levels.

Nope, It shouldn’t be flat to zero.
That’s only true werenthe company to have nothing in the ground.
Well after the last drill hits, there is certainly some/ a lot of silver in that ground.

Today
And this stock not reacting?! This is mad.

There is 200Mt resource No resource.

WAKE UP

It’s dropping because AIM is a terrible market for resources to be fair - lacks liquidity; poor investor base with no capital.
This should list in ASX.TSX and it would be at least double where it is now.

Both Mkango and Pensana which I own - are crushed with the wider market. Both on bombed out valuations of c3-4% NPVe (mining + separation) at spot NDPR (prices effectively at highs).
Yes delays for both, but when you trade at these type of multiples, hefty negativity already priced in.
Need for West to secure access to Rare Earths ever more important as critical for defence.
BUY

Both Pensana and Mkango which I own - crushed with the wider market. Both on bombed out valuations of c3-4% NPVe (mining + separation) at spot NDPR (prices effectively at highs).

Need for West to secure access to Rare Earths ever more important as critical for defence.
BUY

Bought some more.
Roadkill

*shame

Shane company missed a nice opportunity to raise capital at 0.5.
Now they are running with zero cash and aim to not only prove up the resource but also expand :)

This bloody Aim market.
Why on earth is this not reacting to higher silver prices?
It’s the only silver play I know of on AIM.

It’s got massive silver hits yet trades at levels prior to that announcement.
It HAS TO RERATE

LITERALLY NICKEL P EXPLODING HIGHER. HOW CAN THIS STOCK NOT BE REACTING DESPITE A 200MT NICKEL RESOURCE?!
Similar size yet better grade than Horizontal Minerals - £5m vs 250m valuation.

THIS HAS TO AND WILL FINALLY RERRATE.

No it crashed because it was priced outrageously.

I am adding daily.
1)It’s dirt cheap as I say above
When you trade at only 3-4% NPV a heft amount to risks and things going wrong are priced already.
2)It’s got a massive resource, which I love
3)It’s hated which I love
4) NDPR prices disconnect just cannot last. Equities follow commodity price, eventually