Member Info for Mikey279

Is it a joke if a 30m manufacturing/HUA/contract gets announced this week and we move to £5 FV ....? ;)

Or maybe we're due a MEGA RNS ;)

SHORTLY

A month since our last LFT update

Shortly me thinks

I'll talk to myself before the herd arrive, our new 15% holder bought in for £7m...... why now? Part of a much bigger story

Copper supercycle.

Let the rainbow chasers out.... it was a solid update last week but MM's took it down the wrong way and panicked the rainbow chasers who bought on the 7m print

"Looks like progress to me
A lot delayed due to COVID but:

Drilling underway
DOID new holder a large mining contractor
Looking for finance to fund to production
5 NDAs
AE out
Permit awaiting drilling data first

Right moves after several months of dismay"

Barely 50m mcap

That N v S thing has been known for several months now.... don't think anyone's been expecting a government contract for a while now (hopefully)

There's obviously loopholes etc but definitely priced out

**** off with the cross ramp

you haven't been here long enough 137 needs about 1000 attempts

No ramp but 30m per month at £1 profit = £360m annualised on a P/E of 3 to 5 = £1.1bn - £1.8 bn

Excluding the IP, current deals, AV6K and further scale up

Shortly

Leak?

Robbo's shortly working better than AS's

Looks a strong opening... guess the market is catching on

Is that a great deal.....? 80% - 20% split?

Remember when we used to think medusa were cowboys now we're relying on them..... how times have changed!

Hopefully that's not an AS' 'shortly' Robbo!

Am I missing something.... spent the day researching and the H1 results were stellar, PGM/copper/cobalt etc prices are in a supercycle, today's RNS additional EBITDA adds probably the entire mcap on a reasonable P/E and looks like the SP dipped for no real reason recently

And basically a JV with the Zambian government.....going to be a super company - should be in the 20s or so? IMO

Well it was a 'rumour' that helped the SP a bit during a quiet period but not exactly left field news nor unrealistic either....we all know HUA is coming one way or the other

It should breach ATH's tomorrow maybe £3 this week, should be nearer to £4 though and still 'cheap' .... IMO

Is the market missing something here...? Tremendous value

We lost around £400m mcap in 2 months from £2.70 on pretty much nothing but perceived delay, it may as well have failed CV

A rise to £1.20 is a leak ? We’re still around half way off FV without the LFD

Agreed, there will be back end channels for the bigger contract negotiations.

I’m pretty sure our test is known not least because we’re a LSE listed company, the only thing’s in our control is HUA and capacity, once we have that it’ll come to us IMO.