Member Info for Mikey279

2.20 absolute base case FV probably closer to 2.60-2.70 reasonable and around 3.40 on receipt

IMO

Any articles on the seized assets ?

Just read up on this, brilliant news - looks like at least $1.2bn - they will probably chase up the remainder over a longer process

Say the market values £1.50 as FV without India (should probably be about £1.70 as per the last 6 months) but lets be conservative and account for the oil slide and seller (mind you brent is up 1% and still moving currently)

So around £860m - if taxable - £700m net to CNE an extra £1.40 at the very least.... ? chances of payment receipt must have shot up significantly after today's news but say 50% now and 50% after payment - should put us around £2.20 FV - II's will know the RR has changed massively now will probably punt the rest

(Excludes all other developments and upside)

Easy pickings here

IMO

Yes also got mine today! Same buffer date too, that's pretty quick turn around from manufacturing date to delivery in the space of a week

Looks like warrants converting or a big seller..? 50k and 100k lump buys not moving it, should fly at some point though

Richard "No Dilution" Wilkins delivering

Will say it again.... best stock on AIM currently, wasn't even expecting that but management definitely know how to shift the SP

Trek stop being a bell now that you've sold/de-risked, if the price runs away whilst you're out, take it on the chin - you can't time everything

Today's RNS may seem like a holding one (although it wasn't exactly, because i received dispatch notice today coincidentally) but when you're in discussion with multiple parties as soon as one is finalised we will hear back, yes it can be any time.

What zoom just said, if you all either 1) filter or 2) stop engaging/replying to the trolls (and their new accounts) - nothing annoys them more ;)

The dips just get bought up quickly and it consolidates well, so the traders don't have much joy - not sure why you'd want to trade this anyway, it ticks so many boxes making it a compelling LTH and there will always be interested PI at all levels IMO

Well I just got a Fedex message for arrival by 6pm tomorrow!

Hands down best share on AIM at the moment, relentless buying

Looking like another close at all time highs!

Nothing yet.... would be funny if they sent me Innova instead :D

Yep just watch the webinars - how often do you see a producing miner with 135m shares

AK

Could be any time, but there are so many drivers beyond the fundamentals.... we're going through a 20 hole programme, assay results are in progress, rising copper prices, green movement and the general FOMO due to no dilution

You only get one or two of these box-tickers every few years

Probably get into early £s even without further results IMO... look how fast it moves, no float at all

Still so under the radar lol - breaking high closes every day, good churn with profit takers and moves incredibly quick

Can imagine there will be a 'pop' day but probably at way higher levels, not accounting for any news which will probably be explosive anyway

Love the comms and PR..... been years since I've seen a company that ticks all the boxes with significant upside