Member Info for metis20

Woogie - I am sure that by the time DM gave that 12th July interview https://www.youtube.com/watch?v=o8m7W8qwnhQ that the drilling had at least reached that original bottom. DM says a bit after 3 mins into that interview that after the successful sidetrack, drilling down was under way.
What I am not sure about is that by 12th July the drilling had gone "numerous metres" past 481 metres.

SP - you wrote " they would have hit that zone c.4 days ago" - so what depth do you estimate (at 30m/day) they reached c.4 days ago? Is it the bottom of the 700-850m zone?

12:38 SpeculativePunt
" but they must have gone numerous metres past 481 metres at time of interview in order for DM to state it has been successful"
Convince me that the above is not just mere speculation!

Discussions between the parties remain ongoing and in accordance with Rule 2.6(c) of the Code, the Company has requested, and the Panel on Takeovers and Mergers (the "Takeover Panel") has consented to, an extension to the deadline by which DBAY is required either to announce a firm intention to make an offer for Anexo in accordance with Rule 2.7 of the Code or to announce that it does not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. Such announcement must now be made by not later than 5.00pm on 18 August 2021. This deadline can be extended by the Board of Anexo, with the consent of the Takeover Panel.

BMN operational update is relevant to SLP

Bushveld Minerals Limited (AIM: BMN), the AIM quoted, integrated primary vanadium producer and energy storage solutions provider with ownership of high-grade assets in South Africa, is pleased to provide an operational update for the three months and six months ending 30 June 2021 ("Q2 2021 and H1 2021").

Recent unrest in South Africa, during July 2021, has not impacted production, but the Group has experienced logistics delays in getting final product to the port.

In accordance with Rule 2.6(a) of the Code, DBAY must, by no later than 5.00 p.m. on 21 July 2021, either announce a firm intention to make an offer for Anexo in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline may be extended with the consent of the Panel in accordance with Rule 2.6(c) of the Code.

Side track has been successful . Listen to https://www.youtube.com/watch?v=o8m7W8qwnhQ at just after 3 minutes.

https://cube.investments/cube-podcast-1-interview-with-duke-royalty-duke/

useful explanation of company model

https://www.londonstockexchange.com/news-article/market-news/form-8-opd-anexo-group-plc/15046375

Joint Offerors - DBAY Advisors Limited, Samantha Moss and Alan Sellers - own between them 64.01% of the shares in issue.

This from the 23 June RNS -

"While the structure of the possible offer is not yet confirmed, the status of Alan Sellers, Executive Chairman, and Samantha Moss, Managing Director, Bond Turner, as joint offerors to DBAY's possible offer is under consideration."

So presumably the status of Alan Sellers and Samantha Moss is no longer "under consideration"?

About 66m shares via normal platforms and 4 m via PB. Dilution will not effect divi. significantly as the cash raised will be rapidly put to use and the property bought will be immediately earnings enhancing.

Urban Logistics, the last mile logistics focused REIT, announces its intention to conduct a placing of new Ordinary Shares
("Placing Shares") at a price of 155 pence per share (the "Placing Price" and the "Placing").
In addition to the Placing, there will be an offer made by the Company on the PrimaryBid Platform of up to 4 million new Ordinary Shares (the "PrimaryBid Shares") at the Placing Price (the "PrimaryBid Offer"), to provide retail investors with an opportunity to participate in the equity fundraise. A separate announcement will be made shortly regarding the PrimaryBid Offer and its terms. The PrimaryBid Offer is conditional on the Placing, but the Placing is not conditional on the PrimaryBid Offer.
It is the intention that c.69.8 million New Ordinary Shares will be issued under the Placing and the PrimaryBid Offer at the Placing Price, raising gross proceeds of c.£108 million.

https://www.proactiveinvestors.co.uk/LON:HE1/Helium-One-Global-Ltd/

July 1 2021 by Niji Narayan
https://europeangaming.eu/portal/latest-news/2021/07/01/95452/gaming-realms-signs-multi-year-licensing-and-distribution-agreement-with-everymatrix/

Gaming Realms has signed a multi-year licensing and distribution agreement with EveryMatrix, a leading B2B igaming software provider.
As per the deal, Gaming Realms’ Slingo Originals portfolio will be distributed to CasinoEngine’s global network of operators. Through CasinoEngine, EveryMatrix’s igaming integration platform, casino operators can access a wealth of content through a single integration.
“This is an exciting partnership agreement, especially as operators supporting the drive in these integrations. EveryMatrix are strategic partners with several marquee operators that we’re keen to expand our platform and portfolio of games into,” Gareth Scott, commercial director of Gaming Realms, said.
“Adding Slingo Originals’ portfolio of exciting titles to our CasinoEngine library is excellent news for our worldwide operators. Gaming Realms has a reputation of taking entertainment to a superior level and their games have already proved to be successful in many markets,” Amund Stensland, CasinoEngine COO at EveryMatrix, said.

http://www.helium-one.com/wp-content/uploads/2021/05/21-05-24-Hannam-Note.pdf
links to that HP research note

https://www.londonstockexchange.com/news-article/WATR/2020-final-results-trading-update/15007756

"Trading through 30 April 2021: 2021 has started with an even higher growth trajectory than its five year CAGR. Through 30 April, revenues have grown by 47% and statutory profits before tax by 154% against the same period in 2020, despite the Group's markets being adversely affected by the pandemic during both periods."

"Dr. Patrick DeSouza, Executive Chairman of Water Intelligence, commented: "Despite Covid-19 disruptions, we delivered a breakthrough 2020 and an even more remarkable first third of 2021 with strong advances in every part of our business: financial results, operating KPIs, technology reinvestment to keep differentiating our brand, new business lines to address market demand and experienced leaders to strengthen both board and management as we move to the next level of corporate development. Our business is scaling rapidly."

https://www.londonstockexchange.com/news-article/JLP/acquisitions-of-strategic-pgm-tailings/15002151
includes -
"Feed material is mainly based on the LG6 chrome reef which is particularly high in Rhodium content"

Within 6 working days from submission you should receive an email confirming the outcome
of the application.
see p37 of
https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/978379/Device_Registration_Reference_Guide_April_2021_Final_v1.pdf

So the outcome only should be available ...not must be available....

Q3 gross basket price was US$4576/oz ( my model predicted US$4543/oz)
The average gross basket price/oz so far this quarter is predicted by that same model to be US$5985/oz.
According to Kitco Pd and Pt both up again today. Rh is flat.

https://stocktwits.com/symbol/HLOGF is 15 minutes delayed - currently reads $0.35
https://www.cnbc.com/quotes/HLOGF?qsearchterm=hlogf is almost real time - currently reads $0.40
Maybe both screens have to be refreshed to keep up to date

up she goes - now 119/122p

Pleased to see that the Q3 gross basket price/oz was US$4576 - US$3323 for Q2
(My spreadsheet had US$4543 for Q3)