Member Info for Mikey279

Not intended to be financial advice, but just a heads up that you will likely have to pay tax on a 2p dividend providing you hold enough shares for it to be above the £2000 dividend allowance, unless your shares are in an ISA I believe.... do research though

Worth looking into, Bed + ISA etc etc

That drop earlier was probably related to a large warrant exercise IMO... a nice reminder not to set stop losses/watch the SP every minute

Not intended as financial advice.... always DYOR, will check out the interview tonight.

This is a ****ing lottery ticket..... i'm certain we'll never see anything like this again in AIM

haven't heard the interview yet.... but where did £50m (potential dividend) come from and is this in surplus to a potential sale?

if you consider most yields are at 5-10%... 2p as a proportion 15-20p?? excluding a potential sale.... but then again if you're paying a 2p dividend do we even need to sell at all?

Find it funny how there are so many 'expert traders' assuming most are well in profit - just a word of caution - you're extremely lucky to come across such an opportunity that you probably won't see for another 5+ years - AIM is a cruel world - bank/slice profits where you can and only invest what you can afford to lose, but most importantly always do your own research.

just got home.... another great day!

Holy ****balls did he actually mention dividends in a warrant RNS?.... what the actual ****?!

Also seen Myles valuation on twitter, of circa 8p at £200m good to have a solid calculation with rationale behind it.... I still maintain that you don't mention and benchmark against £700m+ deals if you're going to get lowballed 3+ fold

40-50p + IMO.... DYOR though, it's trading at FTSE volumes at the moment.....

Not in... but well done guys especially the LTH, Serenity looks an absolute monster..... lot of profit takers from 17/18p but will gradually move up over the next few weeks IMO

The Vox interview essentially added another layer and reaffirmed that a deal will be based around the 15m expectation, the 40m/50m whilst possible will surely mean a deal will be done ASAP before valuations get silly - some of that info should probably have been via RNS IMO

As for timescale you’re probably looking at the very minimum a few months, DD takes time...

However with rising palladium prices, a no success no fee basis and two banks from two superpowers fighting prior to engagement letters, I have a feeling it will be expedited a lot faster...

it’s probably one to just put in what you feel you can afford and not look until a deal is executed, always DYOR and don’t rely on BBs/twitter.

All IMO of course

yeah with 40/50moz you're looking at well into the £s... but let's not get carried away

Im still thinking around the 40-50p mark based on 15moz and the benchmarks, could be a lot higher though the way Palladium is going...

DYOR of course.... if it happens this deal will ruin AIM for you as you'll never see anything like it again IMO

loved it... seemed like the guy had a no ****s given attitude about LSE and inside info rules....

Straight up 'up to 40/50m oz', and benchmarking against £700m+ deals

I did say they wouldn't mention similar size deals if they weren't going to benchmark or go for more.... those saying 100-200m ? oh please....

This is a ****ing monster if I ever saw one

DYOR etc ;)

nothing to see here... we've only added around $400m to our potential resource value today alone... palladium going to tag 1.8k soon!

The fact that CITIC and VTB cap have their names tied to the RNS should provide some reassurance....

Can anyone remember the last time an AIM company was in this position? Can't think of any....

Because warrants are being flipped and traders are playing along.... after hours flushes them out IMO

reading in between the lines....

after hours= f off traders
no placing = we want maximum value per share
warrant flippers and directors intending to hold long term= must be waiting for something big
increased production and financially strong position next year = don't lowball us we don't need you?

brilliant.

maybe something to do with the sale of a £20b in ground value asset? not sure though ;)

why would you need to place if you're about to receive a £billion in the bank............. ;)

you can imagine that was done after hours to **** off the sellers and traders....

so who says friday after hours RNS's are bad? ;)

Ironically the longer the better IMO palladium is on the up.... but yeah the incentive is there for a quick purchase

very exciting to watch indeed... but what is a .50p swing in the grand scheme of things?

It'll mean nothing when its above 10p :/............relax IMO