Member Info for Mr.Flibbles

Night Vision you will find that Mr Flibbles is a muppet, and I'll get you ironically with my hex vision!!!!

Has there been any workaround ESG and going low carbon or carbon neutral?

It's all in the book "Little Book of Common Sense Investing" by John Bogle. Everyone should read it before being allowed to post on LSE forum :-)

OWLS - the only strategy that has works 80% of the time is a global passive fund. Momentum Factor has not been around long enough and can be disrupted. Happy to add my first batch of SMT on a >6% discount today.

There is not a single commodity prices chart for graphite that I find so I can track historic prices. Is this still the case?

I do have the current prices:

Type of Natural Graphite Average Price ($/tonne January 2013
Small Flake (95% – 98%) $900 – $1,200
Medium Flake (95% – 98%) $1,050 – $1,400
Large Flake (95% – 98%) $1,400 – $1,800
Jumbo Flake (95% – 98%) >$1,600
Battery Grade Flake (99.9%) $5,000 – $20,000
https://www.focusgraphite.com/technology/

Does anyone have then for say 1-5 years ago?

Could someone help me identify if this mine is of open pit design?

I think it is a good time as ATT has started buying back shares this week.

@Highveld do you have a mining background? I understand if uou did work in the industry the last thing you do is invest in mining companies that are all inherently high risk and you don't want to double down on this risk by working and investing in the same industry. I presume this is why option shares or in any company share scheme the workers typically sell to diversify away.

NASDAQ keeps getting stronger Vers other indexes showing a tech recovery could come this year.

Also note UK focused small cap technology trust is on a 15% discount. Contains something like 25% US.

At 2165p a 15% discount to NAV this is an extremely strong buy over the next 6 months.

Are you sure EAGLEEYES22! ...it looks like on the 3rd of June OreCorp Limited did get a SML from the cabinet in Tanzania????
http://orecorp.com.au/upload/documents/InvestorRelations/Announcements/210603-NyanzagaProject_SpecialMiningLicenceApproved_Final.pdf

From Googling, I do believe the president likes gold as an asset class. Battery metals would fit into this.

I am not invested here. I am tempted to drip feed into this as I believe AIMtoDeath has already picked the top two AIM miners and I am left wondering if he has the third here. Very low initial CAPAX with a multistage low-cost mine. Read the presentation and listened to the presentation. Reasonable cash pile with more in an equity portfolio that could be used should the situation drag on and on.

I'd hope the new trusts targetting the energy transformation space like BERI or funds like TB Amati Strategic Metals Fund would be looking to buy in here. My feeling though is that would wait until after funding.

272.96p and NAV is over 295p. Currently, ATT is trading on a discount of nearly 10%. I am not in a rush for the discounts to narrow.

@Wasrunner, I am not sure how funding dilutes your calculation but based on 66.6p that is an annualised return of 23% over 10 years or 47% annualised over 5 years. For comparison, a world tracker has an annualised return of 11%.

Share prices are not predictable on mining stocks as there are too many variables. Only sentiment and success drives these share prices forward. Keep a diversified portfolio and never expect to get rich quick.

Etotheipi, don't worry too much about it. Fintech is looking good this for 20% annualised for a year or two. This has not reached my buy price so I am leaving this forum for a while as I don't think I will get my price.

Edward your sounding like Steph. The NAV valuation of the holdings is done at every fundraising or M&A. And then they are all independently evaluated at the end of the year. I would not trust that P/E rating. Some of the P/E ratings of the holdings like Graphcore must be in the 20's or 30's.

This is not just an AIM stock but listed on the TSX Stock exchange. I think people in the know may believe the placing price to be around the current level or slightly less. I hope it's more like 8p I really do! But what we have to understand is the scarcity value of a brand new nickel mine and if get 6.5p I still believe the share price will rocket and eventually be a multi-billion pound company.

Good point, I had only read the aftermarket RNS. The share price is simply playing catch up with the placing price. It needs to cool off a bit before resuming upwards.

Sorry I get my English muddled up I meant... The share price fell because the pacing is at 800p. You should be very happy the placing was not closer to NAV that is lower, see what happened to AUGM!!!