Member Info for mattlilly

Make that 3.3%

Silver 5%

SOLG 10.44 on TMX

Look at copper go...up almost 3% today...silver also recovering and gold hammering on the ceiling...

He's already run a listed company for years, taking it from 7p to 55p and I've already posted that Bulgin link...

Don't you read anything...?

Moving up...remember this was bought at 13.9 on the off this morning...

Investors digesting the news...lets see this PM

True quote in 100k is 12.54/12.71...

Somebody is hungry...

I'm firmly bid for all sizes up to my entire 10m holding at 0.332...

Tick tock...

Gold banging on 2520 again...AT high at 2530...tick tock...

And still no volume here...average trade £1.3k...

Fair enough. I'll take that one...

4 years 294 days if you're going to split hairs...

Thanks for your constructive response to my posts....

Why not take your own advice

"Patience is needed here. "

"If you think a lower SP means lest chance of success you are wrong."

"Progress does not need to be quick in the sector. Simples. Buy at these low prices for your pension..."

But only 3 posts in the last 423 days...

"no one has ever heard of..."

Why would you?

Read his LinkedIn entry and the summary I wrote.

https://www.linkedin.com/in/john-wilson-39877b16/details/experience/

Elektron is now Ckeckit; Bulgin was private equity owned and now has a US parent.

How many green hydrogen CEOs do you know that have brought the technology to market and ramped it up to critical mass.

This guy has the track record to do that...can't be worse than Bond...

And firmly bid for 250k at 9.48 against a market bid of 9.44...they want your shares...

See y'all later..

Somethings deffo brewing...

£45k of trades at an average of 10k shares each after 2 hours trading...SP slowy rising...Autobots backed off...no selling...

I don't ever bash.

I take responsibility for my own investment decisions...1.5% of our P/F is hardly risking suicide but we are very close to the 5 year low...

Hardly...JAY (£32k) will mine it and AFC (£14k) will generate/use it...both prospective green com[anies accounting for 5% of our portfolios...

"Bob would had promised to BHP:

1. to slow Solgold business down"

So faster not smarter was baloney...

BBG I know you're well connected but my previous connections with Bob and Nick assure me that you are way wide of the mark...

You've got the bit between your teeth mate and you're arguing yourself into a corner using unlikely and declarable hypothesis to explain why this hasn't happened yet...

And AFC complements my investment in JAY who are about to drill for naturally ocurring hydrogen...

House broker Peel Hunt renewed their Buy recommendation with a target of 125p on 23 July 2024 AFTER the fund raise, so they have a lot of credibility to lose...

IMO what will kickstart these green generators will be when the green market catches fire in the US...

In the meantime on 6 Aug Berenberg renewed their Buy rating on CWR at 650 and slammed ITM on 15 Aug...

After much research (and having worked with the Board at SDY), this is my chosen candidate...

Have waited patienly for a re-entry...

Bought 115,518 at 12.46 at 8.58.08

Helikon increased their short from 0.5% to 2.21% between Feb and July 2023, during which time the SP fell from 29.54 to 11.28...

OK so I missed yesterday's sub 12 lows but I prefer to deal on certainty.

OK so he's unproven here but he seems to have the right set of skills for the next stage of AFC's journey...

During his time at Elektron (Checkit) the SP went from 7 to 55 after the extended development cycle...can't have been more than late 20s when appointed CEO...still early 40s...

From 2019 until now he has been CEO of Bulgin acquired by Equistone when Wilson led the MBO in 2019. They were acquired by US based $400m turnover Infinite Electronics in early 2023 so it would not be a surprise if he was looking to move on...however here is an in depth profile, including:

"Take Bulgin’s go-to-market strategy. Uniquely in its industry, most of its revenues are generated through distributor channels. (The norm is between 15 to 50%.) Some 700 distributor locations provide distribution through 60 countries.

Bulgin logo and image

It’s an approach that has defied the industry convention that companies can’t get close to, or understand the needs of, their end customers."

https://www.equistonepe.com/news/platform/08-meet-the-director-bulgin

Seems like he could be the right guy at the right time...

Very happy here me+wife 10 million plus at c38...

Firmly bid at 33 for 3 million...happy days...

Closed at 10.15 on TMX...

Bought up to 9.56 in normal hours...AT trades at 9.58 after hours...

Something brewing...?

Rubbish

If that was true why issue 5% to Jiangxi only 2 months later and why has nothing emerged or even been leaked in almost 2 years...?

Seems clear to me...

SOLG and CGP going nowhere...

Consolidate Cascabel owbership

Merge the two regional portfolios

Cascabel easier to sell with 100%...

But Sangha had a big stake in CGP so probably promised a takeover bid

And given that Sangha was very close to Brooke, if your theory is true, why would Sangha immediately slam BHP as he did...

I think its far more likely that Darryl...ex BHP...had a secret pact to bring down SOLG and make it easier to buy...he nearly succeeded until Bob blew him out...

And why would SOLG sell 5% to Jiangxi if there was a secret BHP plot...