Member Info for MoodyBlue14-10-2

Can someone post Dennis' reply.

GLA

Seems that the US lawmakers are setting aside a sizeable war chest to secure a Supply Chain too.

https://www.independent.co.uk/news/donald-trump-pentagon-china-beijing-washington-b2901107.html

GLA

Halifax share dealing and ISA now showing my OO additional request as "Holding" and the asociated "Book Cost" now too whereas it previously only showed my OO allowance in both.

Ah, I see. Thanks GD.

So basically those funds are ring fenced until the application allocation is either granted, or otherwise. In which case you can't use it to trade until everything is bottomed out.

Has anyone else left sufficient funds in their Dealing or Stocks and Shares ISA for surplus OO allocation and seen that cash value consumed ?

Albeit the extra share holding isn't reflected yet, only the OO quota quantity showing so far.

Sorry trigger happy there.

...have reduced significantly which seems to suggest my application for excess OO have been granted ???

Gla

Just checked my Dealing and Share ISA accounts and both amounts of Available to Invest ha

Yeah, hoping for Pad 2 and 3 to come by end of Jan or mid Feb then MRE in line with the Q1 commitment. Obviously the sooner the better but happy for the board to continue to under commit and over deliver in line with the Investors comms in Q4 of 2025.

GLA

So potentially Q1 upgrades on reserves of an exceptionally good grade, on a global scale, all at a time when it's roughly three times the price of previous reports.

Quick question: Will the MRE touch on potential asset value or just the assumed quantity of tonnes, or is it the resultant broker notes that then put an estimated value on the asset?

Will the Company put an estimated financial value on it once the Competent Person has rubber stamped the size of what's proven up?

GLA

Not meaning to be a blatant ramp and admit there's possibly no foundation to below.

I can't help thinking a proven asset of the potential size and grade that Redmoor could offer up will spark the interest of the US and Whitehall. The US has a widely publicised stealth corporate approach to creating a strategic sovereign wealth fund. I think there will be conversations at some level between the allies to ring-fence the supply chain. I guess I'm hoping the clue is in the title of the company.

GL to all newbies and LTH's. Here's to an eventful Q1 and remainder of 2026.

Apologies I admit to not being a holder of WTE and should probably avoid cluttering up the Rock board. Only have them on my Google watchlist due to recent posts on here.

GLA

Thanks Tungstenman. Always appreciate your inputs.

Re. the peer's market capital are they at a similar stage in the journey of discovery to production? Excuse my ignorance of Tungsten West, or potential US based interest, just trying to map their equivalency on the Lassonde Curve and our potential journey as we establish the size of Redmoor in Q1's MRE. Curious on how the market would price in any "Tier 1" and "Global Grade" soundbites as the board progress with feasibility.

GLA.

Maybe someone freeing up their ISA for RKH's open offer ? Possibly a corresponding RKH sell of similar value around the same time for diversification purposes.

Just a thought.

GLA.

Yes same, Halifax emails just came through for Share Dealing and Stocks and Shares ISA accounts.

GLA.

*pm

The LSE software has censored that. Must be because it's posted before 9am.

GLA

hoping for an mre in q1 that blows the market's socks off and keeps the attention of whitehall or even donald's stealth sovereign wealth fund that he's building through strategic corporate backing. either way i'm not fussed. lol.

thanks for the continued insights folks. those who have value added contributions hopefully know who you are.

as a newbie gla... lth's and newbies alike.

all the best for 2026 (insert leonardo ****tail meme)

Dragging their heels a bit. Online Chat agent now quoting "next couple of days".

What do we envisage that NPV translating to as far as a market capital / share price.

Keen to know any market insights as far as % assumptions etc whilst also appreciating that sentiment and geopolitical strategy might play a part too. Encouraging to hear recent interview snippets of "on paper Tier 1 global asset etc" but unclear on what it could mean for MRE and Q1.

Any thoughts welcomed.

GLA

Thanks as always JPDM.

Should my holding assumption be based on what I held on Friday 19th Dec or my remaining holding having freed up ISA Cash ? I.e. Will Halifax still know what my allowance was previously?

Thanks in advance.

GLA