Member Info for MoodyBlue14-10-2

Great to see the Company keep socialising the comms on these platforms...

https://www.linkedin.com/posts/strategic-minerals-plc_tungstenrises-to-record-highs-as-export-activity-7424013824099475456-sEXY?utm_source=share&utm_medium=member_android&rcm=ACoAABLjBVoBA-l1VFNj87u65LlJOFbclmvaJcY

GLA

Https://www.reuters.com/world/americas/tungsten-rises-record-highs-export-curbs-turn-up-supply-heat-2026-01-29/

Cash seems to have been returned this morning and available to invest.

Https://www.linkedin.com/posts/strategic-minerals-plc_criticalminerals-cornwall-tungsten-activity-7422639737439440896-X6mb?utm_source=share&utm_medium=member_android&rcm=ACoAABLjBVoBA-l1VFNj87u65LlJOFbclmvaJcY

zeus view: with the incorporation of the swm drill database into a new redmoor mre, strategic have created a short-cut to extension to, and infill of the resource in our view. strategic still considers an end q1 update to the mre is likely and we look forward to what the existing strategic database plus the swm drl holes and the remaining 5 holes from the 2025 season can offer. in the meantime we continue to see fair value at 4.8p.

https://*********************/companies/uk/industrial-metals-iron-steel/strategic-minerals-plc/research/zeus-capital/strategic-minerals-sml-ln-successful-twinning-of-drill-holes-at-redmoor-cost-and-time-saving-corpora/b4c89a24-3799-4a44-b5da-d510b7feb639/5ae7a521-1ce2-4ed6-8528-198ebc7e02f6

"This event brought businesses together with chief executives from the British Business Bank, UK Export Finance, National Wealth Fund, Homes England, The Crown Estate and Innovate UK, who repeatedly highlighted Cornwall's critical minerals sector as a key opportunity to deliver real growth."

Further representation at Downing Street yesterday. Hope the link works.

https://www.linkedin.com/posts/emily-widdecombe-113018132_yesterday-i-had-the-great-pleasure-of-representing-activity-7422261723233058817-2LRh?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAABLjBVoBA-l1VFNj87u65LlJOFbclmvaJcY&utm_campaign=copy_link

GLA

Slow and steady in anticipation of the MRE then an hour in Auction and re-rate when that RNS lands.

GLA

"Note is issued to my name so I can't share it sorry.. copy+pasted the key bits here"

Ah, no worries. Cheers BB hoppa much appreciated.

GLA

Any links to the Zeus note ?

GLA

Last updated 23rd Jan.

https://www.gov.uk/government/publications/uk-critical-minerals-strategy/vision-2035-critical-minerals-strategy

GLA.

"Positive results such as these further highlight Redmoor's position as the highest-grade, undeveloped tungsten resource in Europe, and amongst the highest grade globally."

GLA

Confirmation from Halifax that OO shares show in my holding as a pari passu line and are available to trade. The ones remaining with a book cost against the Excess App line is the value to be returned. So a consistent allocation of other posters of circa 18% after all.

Funds to be returned on 30th Jan.

Agreed JPDM. I remember Tom Cross' interview in The Telegraph after "The Deal of The Century" after rejecting initial approaches from KNOC. I think he sold Dana on the Friday and started with Parkmead on the Monday taking several of his 1st line with him.

Thanks GD.

It seems I've been granted 13.2k shares of the 18.5k applied for. So if I was due 2.3k based on my holding I've been granted around 11k of the 16k excess. I've probably got it horribly wrong and Halifax will refresh on Monday morning.

GLA.

From a combined entitlement of 2,300 I applied for 18,500 and seem to have been granted 13,200 in total. So approx 11k of the 16.2k excess applied for.

I can now see an Excess App holding and book cost in both the Dealing and Stocks and Shares ISA Accounts. The holding quantity amounts to 78% and 53% of my excess application.

GLA

Still waiting on Halifax to get their finger out.

GLA

Hahaha... hopefully getting over their initial disappointment and coming out their Shell a bit.

LOL GLA

Thanks Slurm.

I wasn't sure if he'd responded to the Andrew Monk link posted earlier.

GLA