Member Info for Moneymaker2015

Long enough to regret not selling out up when we signed the agreement with Sepco! Although ironically I’ve accumulated more shares at lower than .5p than I originally had at 10x that. I’m don’t blame LC for what happened with MCPP either, I think he more than any was devastated when the news came out. Of every share I’ve ever owned, to be fair to KIBO they are one of, if not the best for providing regular updates.

Yes, we’re a roller coaster and every time we gain some momentum we quickly go back down. Provided nothing drastic happens though in the next couple of years, this will gradually start heading north bound and will keep going that way. Plus, once we start bringing some revenue in, we’ll be able to use this a leverage for other finance deals.

If you truly believe in the fundamentals of the company, you wouldn’t need to ‘react quickly’. Unless you have just saw the share price rise, listened to a few people say this will be worth a fortune and then blindly invested more than you can afford to lose. In that case yes you should be worried...

I know there’s a lot of disgruntled share holders out there not happy with what has happened in the past. I’ve heard similar with every 10 bagger that I’ve ever had. Who actually cares what the current share price, if you genuinely believe in the companies long term value. This company has diverged significantly over the last two years and will finally have our first (albeit small) project going into commercialisation at the end of next month. At least we’re heading in the right direction. A hell of a lot of progress has been made in the last 24 months, a lot more than most other companies make.

I’m not going to lie, me personally, I hope we stay around the current sp for a while. It’s inevitable that at some point in the next few years we’re heading back up to 5p. As soon as EUA sorts itself out, I want to spread some of my profits around and also pick up another 2M shares here because I have faith in CS. Plus, if we do managed to get all our projects up and running in a few years time, KIBO will be worth a fortune!

Be patient, good things come to those who wait!

All the talk of the value of Monchetundra lately has completely overshadowed the value of the rest of EUA. Just thought I’d throw in a little reminder about Semovsky and it’s added worth if the company sells up.

At 3m tonnes of ore, with grades of 1.2g/t gold and 20g/t silver, at today’s prices we have an asset with an in situ value just shy of $1.3 billion! It going to make someone a nice little margin once it gets up and running.

I’ve had the same discussion with a few people and it all comes down to when people invested in AMER. For me it went from less than 4p to 40p, for some it went a lot higher too. The price of oil plummeted and every oil company on the planets sp dived. Some people that bought in high didnt take the loss hoping it would recover, it never did. The board can’t be blamed though. I had exactly the same elsewhere, with 5 stocks on the TSX applying for bankruptcy protection and later lost every penny.

I’m the same as yourself, purely here because of GC’s greed. He bought more in AMER last year, knowing full well he was planning on selling at a higher value. Same here, warrants are all higher than the current sp... the likelihood of us going for less than that are minimal.

I’m in both AAU and GGP and the markets make no sense whatsoever sometimes. Yes there’s been some good drill results at GGP recently but they’re so far behind in terms of production. It’s madness that how with more than 3x the number of shares in issue that they’ve managed just jump from 1.5p to 5p in such a short space of time, yet AAU has taken an absolute age to get passed 3p!

The board are doing a very good job on the ground, but something needs to be done about marketing to bring us to more people’s attentions.

De-ramping...? I’ve said in 8 weeks we’ll possibly be very well off and we’re going up to 1.5p in less than two weeks. I’m literally doing the complete opposite of de-ramping (not that I’m intentionally ramping either). If it’s the ‘no new news’ comment that has confused you guys. Someone was concerned that we need to try and hit 1.5p before looking at higher numbers. My point was it’s inevitable we’re going passed 1.5p. We released in August last year that we’ll be drilling at this time and the sp still hit rock bottom in Sept and since then we’ve doubled in value off the back of nothing new, so we are definitely going passed 1.5p! Not that I have to justify myself to you guys anyway, but I last came back in here in October, so could walk away right now and be happy with the margin I’ve made this time. Don’t always think because someone posts a non-positive comment that they must be de-ramping.

I’d bloody kiss GC if he can replicate AMER! He made me decent sums, twice!

Without getting into the whole AMER saga, the sp plummeted because of oil prices, not GC. A lot of people held when they should’ve cut their losses earlier. A lot of people complained again at the price we accepted. What was GC supposed to do, say no and keep running the company at a loss until it went into liquidation?

If he can replicate what he did at AMER before oil prices dipped, we’ll easily be looking at a 10 bagger on today’s price!

1.5p won’t be an issue considering the sp has near doubled since September and we’ve had no new news other than the placing in Sept and the one last month. We may even hit 1.5p before drilling commences at this rate. Hopefully this drill will be third time lucky!

KAT has very good potential if they can avoid any dilution. I’ve only got a small holding there of 100k as a bit of a gamble in November. I am anticipating we’ll drop back to around 2p though in the coming months unless they can keep the news flowing. We’re a few years off production and I can’t see everyone that’s come in recently being prepared to sit tight for so long.

Road likely completed by the end of the week. Site prep likely commencing next week. As with Icewine 2, we were around 2.5p pre drill and then shot up to 4p during the drill. I’m definitely expecting us to hit the 3p mark during this drill, then if we get lucky the volume alone will likely see us shoot up past 10p.

I’ve been lucky with 88E as I got out with a small profit before it plummeted too far after Icewine 2 and got back in near 1p as a bit of a gamble. Some how managed same again before there was another plummet a couple of years ago, but I actually hope for any LTH’s that have stayed in over the years that this share finally becomes worthwhile. A lot of people over 4 years ago had large sums invested here and I’m sure many will just be happy to recoup what they put in.

From experience, if we obtain a deal (that is actually advantageous to ourselves), the sp will very quickly jump between 3-5p. Once in production we’ll quickly head towards 10p, then after that who knows.

To be fair, looking after his own cronies at a price higher than the current sp is very good news for all us PI’s. It means the chances of us accepting a low ball offer from someone less the 1p/share is very low indeed. If they need to raise capital, that would always be the preferred option in my view.

As risky as this still is i.e. 50/50 whether or not we’ll obtain financing, the potential returns are outstanding! Even if we enter into a JV, provided we can do so with atleast a 50% split, there’ll be some very good near term returns.

I’m surprised we’ve gone under the radar this long considering the asset that we have. Also, compared to the majority of early stage mining companies, we’ve got very few shares in issue in comparison to the size of the asset and how close we are to production. Hopefully we’ll be able to secure a source of funding and get production going without any further dilution and then this share will fly!

Wow, some big holdings here considering we’ve pulled out a couple of dusters already and now it’s 50/50 on whether on not this next drill will make or break us. As with all AIM shares, I hope this is cash that you don’t mind potentially losing? I’m not de-ramping before anyone says it, but it’s not nice hearing from people afterwards that they gambled more than they could afford and it didn’t pay off.

Yeh there’s been a lot of people saying this will reach £1-£7 per share. It’s a nice little dream, but it was only a few months ago that our sp was 0.45p and nothing has actually changed since then.

Main thing you have to keep in mind is even though there’s talk of a potential sale, we haven’t had any offers in yet and with Palladium & rhodium prices so high at the minute, potential buyers will be wary that substitutes will start coming into play in the long term.

You basically need in the region of £750m (not $) and £2b to get 25p - 75p. We’re probably looking at 75p very max if a bidding war commences, more likely somewhere between 25-50p.

Anything over 10p will be satisfactory, 18p good and anything higher a bonus.

... you do realise that’s less than half of the previous year and doesn’t include the $50m they paid for Vanchem.

I’m not saying it’s definite they’ll make a loss, but it is definite there’s no funds available for a divi anytime soon. I’m sure they had to organise a new loan facility at some point later last year too due to all the heavy outlays they’ve had.

I’d be a bit wary investing in Kier. I worked as a consultant for them a few years ago. They get themselves stuck into very unforgiving contracts, just like Amey and similar to what Carrillion were doing.

It’s only my personal opinion, but I’d shy away from anyone that does a large number of government funded contracts. Margins are getting tighter and tighter, year on year, meaning less profits and less returns to share holders. Yes, they could go up, but it’s much better to look at a share as ‘the one that got away’ rather than ‘I’ve lost all my money putting it in there’

I sold out of BMN ironically a couple of years ago at 20p (which slightly annoying was significantly lower than where it went up to). They’ve headed back down there because vanadium prices plummeted last year and they’ve been laying out masses of capital for future operations. It’s likely they’ll make a loss when the financials are released this year. The positive is that vanadium has took a minor uplift recently and when Mokopane comes online next year / year after, they will likely start heading back to the 30-40p mark.