Member Info for Monkey70

Ah, thanks, Stringer.

It is so long ago - a lot has changed since then in terms of our resources/reserves/developments and geopolitics.

37p to shareholders would be considered pretty decent at this moment in time, I have to say.

*HCW

Interesting. Do you have a web link to this? Not come across a JPM rating on EUA but that was well before I first bought in 2020.

Amongst the decent ratings, I am aware of HCF and (to a lesser extent) ACF.

Don't get me wrong, the SP rise is good for the soul.

Stepping back for a moment, the market value us and everything we have at a paltry £65m at 2.3p a share. Many of us, myself included, know we have a long way to go to attain fair value (even allowing for a potential haircut) so I like to think of today as a dress rehearsal for several rises till we get the big RNS.

On the other hand, perhaps not - just drop the MT DFS figures and the binding offer RNS at the same time.

Like you, Mont, I have been adding when I can especially under 1.5p. I remain optimistic for half of the HCW valuation (less Roscoe JV parts) of around 42-45p a share at a bare minimum. My estimate is 15-35p. Any more than that I will be running down my street in my birthday suit.

Raising a pint to all genuine LTH's. We will be rewarded for our (long suffering) patience and faith.

Not worth engaging with them. All are filtered.

Got better things to do with my time - besides they drag you down to their level and beat you with experience.

Another top-up today at these prices.

A pleasant evening to all genuine LTH's.

Well thought out posts, Mont, and as always pleasure to read.

I am of the opinion that we will get around 50% of the HCW February 2022 valuation which is around 20-25p less any fees/exit tax (I have excluded Poaz and applied a token amount to the entitlement to Nyud).

If the DFS shows increased reserves for MT/NKT I see upside from this. Not sure what value the recently acquired Trav licence will add but it will be something as it is a continuation of NKT.

I am also of the opinion that the length of time this is all taking is down to have EUA2 (hydrogen?) up and running in tandem once or Russian assets are sold.

I have trebled my holding too since the SMO started and brought my average down into single digits.

Remain confident of a payday. A good evening to all genuine LTH's.

Thanks for the update, LB. Much appreciated.

Will be adding some more when the new ISA window opens in just over two weeks time :)

All the best to genuine LTH's.

Excellent post, Mont. Thanks.

Hope all are having a nice holiday over Xmas.

Added some more too earlier to bring the old average down.

Don't post much these days but remain confident of sale news early next year.

GLA.

Still here, Cap'n.

Waiting patiently and filtering the negheads, as per.

Have a good Thursday, genuine LTH's.

Thinking of you, Les.

My condolences to you and the family. Monkey (Iain)

Great post, LB.

A good weekend to all genuine holders.

Nice to see you are keeping well, Captain.

Like many other trusty deckhands, still here - quietly accumulating golden tickets and have full belief in the BOD to execute the sale of all assets in the current difficult geopolitical situation.

Have a nice Thursday and a rum or three!

Very happy, myself.

Will continue to add when funds allow at these bargain prices.

Ignore the noise - only listen to the BOD and the RNS feed.

Best to all LTH's and those who are genuine amongst this sea of green.

Well said, Mont.

Not been on here for a while. Not gone anywhere - just waiting and accumulating. Added 250k myself since the new tax year started - would not do that unless I was confident in my investment.

If we were going to do a fire-sale - it would have been done last year - and for around 10p (based on the Kinross/Highland quick exit, IIRC). No, the BOD are going to get the best price they can for themselves (and us) after 25 years working in Russia.

Back to enjoying the sunshine.

Afternoon Ian, Sax, Tilly et al.

I am in the same boat as Pete. Check in every now and again amidst a sea of green. Holding strong and accumulating as time goes on. Have three times as many shares now before Putin had a brain freeze.

Keep up the good fight for all us genuine holders.

I believe the (BRICS) buyer(s) of our assets will have the option of progressing the other JV areas. Only Nyud was agreed upon before the December 2022 sanctions which forbade any NEW mining investments by UK and EU companies.

Excellent news and we are long overdue such. GLA.

Just bought some more yesterday and this morning (74k in all).

Ignore the bashers - a basher never bashes a bad share.

GLA genuine holders.