Member Info for MPO818

No IT worries then for the unfortunate (me included) investors in SXX, also looks as if those holding Hurricane Oil will have no worries. Come to think about it 18 months ago it would not have been on the agenda for AFC holders either. How things change, AFC future looks much brighter and exciting.

Only just the start of Hydrogen press coverage. The naming of ITM CWR and little old AFC is exciting. Expecting a move into the 60's tomorrow on the back of The Sunday Times article.

What sentiment is that? The share have risen dramatically on all this interest in the Welsh gold. Assay results are pending, a pilot plant is due for delivery and you just don’t invest in that type of equipment for no good reason.
Bluejay are doing great things with ilmenite in Greenland and ALBA has the same product next door. I note that as of Fridays close they are capitalised at 6x that of ALBA.
ALBA is greatly undervalued and with a fair wind the position will be corrected in the coming weeks / months. If you need the money or have a better investment idea, then sell, you can kick yourself later.

An impressive >70m shares dealt in the last three days. With 92% of shares in free float institutional interest will boost the sp significantly. I noted one deal today for £756k not your private client type deal, this could just be the start.

Littlebricks
Your post sent a shiver down my spine, SXX, l suffered my worst investment experience with them. Like hundreds of investors I thought they would make me rich and I lost thousands. From my posting history you will see that I am no admirer of the AFC BOD. They have promised so much for so long, however this tie in with ABB seems the real deal and gives the opportunity for the SXX disaster to become a distant memory.
There will be many LTH’s enjoying this current rise, provided there are no hidden bombshell’s (funding issues) the future is looking brighter.

There will be institutional investors who maybe have been restricted by their rules investing in AFC (because of market cap level) The latest surge in the sp and resulting market cap may now open the door for them to invest. The closing Tradegate price indicates that further gains can be expected tomorrow, fingers crossed.

The Tradegate price was mentioned early doors, what price action has developed there?

The pilot plant was scheduled to arrive in Q4 which I assume ends 31/12/20. I know many factories / building sites are winding down this coming weekend so perhaps the Q4 target will be missed. No specific date was given for the Assay results and similarly I would expect the firm doing this will also be in wind down mode. Of course these events create uncertainty and the inpatient few may well sell. I remain a firm holder and will continue to hold after the outcome of these is known.
All ALBA holders should take comfort from this weeks news from BLUEJAY, we have the same product, they are on the cusp of something really big and our turn will come in the new year.

Bananaman 2
Final words on this:
I’m very very happy with today’s tie in with ABB and the related sp impact.
You did not mention 272p but that is what’s required to match ITM market cap. (Still don’t think it can go that far)
I reiterate I have never shorted any company.
and finally if/when this hits 100p I will walk, oh sorry run away a very very happy investor.

Bananaman
Ive just had some toast, it could be that you smell. Give me the nod if you think they are about to surpass 278p I wouldn't want to miss out. Oh yea I think you are deluded on that one, but time will tell.
You never commented on the options for AB. I do not recall ever seeing option strike prices ever being reduced in this way. It smells of a company with little money giving to senior executives a bonus, funded by a share sale, think about it.

What a joke, second RNS changing AB share option price from 51p down to 22p. How to dampen LTH'S expectations in an instant.
An extract from the first RNS below, I know we raised over £30m but that will not scratch the surface when you read the following more closely, sharing development costs with a big player. Maybe they will just give them some AFC shares and dilute further.
Each company is to invest into a Commercialisation and Marketing Agreement, and Joint Product Development Agreement to showcase the supply of secure, reliable and flexible on-site power generation in ultra-rapid EV charging.
To please Bananaman ive decided to agree that AFC may be worth more than ITM so I've placed a sales limit order on my shares at 278p so the market cap has about £1.7bn to go. Hope this pandemic is over by then and I'm not confined to a nursing home.
Happy with todays price action, but the share option business is quite upsetting, the guy is really well paid.
RANT OVER

In about 7 minutes we will know if that opinion has any merit, 10% on Tradegate does not sound too encouraging. more later

Bet he didn't spill any tears as he pushed his wheelbarrow full of cash out of the office.

Great news indeed, but I don't like the word DEVELOPE it sounds like jam tomorrow. But lets see what the market thinks at 8am.

Has there been any price movement in the US.

Another positive spin on todays RNS. Although I was opposed to the substantial pay rises awarded to directors last year, I am convinced their hard labours will reward shareholders in due course. It's good to see oil prices moving in the right direction for a change and as vaccines roll out and we get back to more normal activity demand should improve.

Supertag
A wee bit aggressive and petty, you know exactly what was meant in the post, although it would be good if no decimal place was required.

Lots of questions about this commodity and having read a lot about it over the weekend following the announcement by the Greenland government re that 30 year licence 3 things stand out.
1 Ilmenite has included in the list o Critical Raw Materials by both the US Government and the EU, remember Donald wanted to buy Greenland.

2 The ilmenite product market is robust with a clear and strong upward price trend.

3 It is relatively scarce and ALBA has it.

what's not to like.

From the RNS
There are additional significant shallow marine exploration targets both within, and adjacent to, the Licence area that could also add to the mine life.
30 year licence, either they or someone else will be after ALBA's ilmenite.

The picture will become clearer once the off take deal is announced. The RNS also mentions land adjacent to Dundas. ALBA is next door, is that a hint. Watching with interest.