Member Info for mattlilly

JCC own 18.5% of First Quantum...

https://uk.marketscreener.com/quote/stock/FIRST-QUANTUM-MINERALS-LT-160066775/company-shareholders/

Stunning results…break 20p and on we go…

First bid from FQ 60p …?

S/O just sold 5 million at 8.5180...but that means S/O bought them too...

Where is the update then...?

Bought another 206k at 8.49...now 606k at 8.80...

Listen...

John Wilson and Karl Bostock not only giving up high power careers elsewhere; foregoing a quick sellout to private equity to make £50 million...

JW and his WIFE buying shares...

Nick Walker giving up a market leading role in sustainable energy at Peel Hunt to become Strategy Director...

Mike Rendall chairing the Ammonia Alliance...

Etc.

This company is punching well above its weight but this hasn't been recognised yet...still suffering the post placing drag of tired sellers...

Just one deal and this will fly...cracked ammonia hydrogen generators are a no brainer...

Just imagine the SP if AFC got a deal with South Thames Crossing...

OK doubled up...could only buy in 500k chunks...

Not in any particular order:

Dundas...titanium you can dig with a JCB on the beach...

Disko..."We are looking for a discovery that will be one of the largest, most significant nickel and cobalt deposits in the world, potentially capable of powering 100 million EVs," a spokesperson for KoBold Metals, told Insider.

It could be another Voiseys Bay...

Hydrogen Valley...White Flame...Hammaslahti...

Outokumpu...

Thule...

Greenswitch Ferrandina...

And now REEs...

The only question is about Management Stretch but if they JV everything...whoopdedoo

Doubled my holding yesterday....also considering doubling u in 80M...

https://uk.advfn.com/market-news/article/7587/amaroq-uncovers-high-grade-rare-earth-element-deposits-in-south-greenland#google_vignette

"ICL added that the JV is “just the beginning of a broader opportunity to transform industries and support the UK’s climate goals.”"

https://www.h2-view.com/story/icl-to-manage-ammonia-supply-for-new-hydrogen-jv-with-afc-energy/2133856.article/?utm_source=dlvr.it&utm_medium=linkedin&utm_campaign=rss

Absolutely sound results. Doubled up on yesterdays drop…tick tock for a proper relating.

“The new funding extends the cash runway well into FY28.….”

Allenby Capital note today.

Serious credibility and thank God it’s not the Chinese…

A significant move and kudos to AFC…

We only need one significant customer win here or a material JV and this will fly, bringing it to the attention of a much wider market…

To my mind AFC have a no brained turnkey solution to zero carbon energy generation and when the wirld wakes up to it we can be a leader…

The SP potential is evidenced by the move from 5.5 to 17.5 in just 2 months plus Wilson’s strong personal commitment…not just the shares his family buys but his own candid admission that they could have turned it private for a quick £50 million…

This is way undervalued IMO… 600,000 and holding….

There you go...76 offered...much more to come...!

Bought 586800 at 3.39...had to split into 2 bargains...

Much more...

Thats me...10.056 million at 989...

Added to my critical metals holding with RBW, 1SN, 80M, AMRQ, LZM and a huge holding in SOLG...

Was tipped this on ADVFN...bought £20k at 23.3...

8.4556 to buy 200k...

When the market wakes up to 1SN and the price breaks $38k...boom!!!

19p paid...yippee!

Ask yourself these three questions:

1 JW is an outstanding young professional with a highly credible career track record...why would he put all that at risk by going AFC...and Bostock...?

2 As he himself said...with his private equity background he could easily come in here, made a quick £50 million and moved on...that says that he believes the corporate and personal rewards here are huge...

3 And finally, any man takes a real risk with his marriage if he persuades his wife to put chunks of money into a company he runs...self belief or arrogance...?

The former for me. I've been in direct contact and he's both able and a nice man...

GLA