Member Info for MrBrains

Please add 380K (LSE)

Please add my shareholding of 380K.

Thanks
S Patel

I have increased my investment in CEY yesterday following its results announcement. With a PE of 6, a dividend yield of 6% with the production problems of Q4 priced in, this is overwhlemingly undervalued stock.

I have been an investor in CEY for 7 years. This share price will explode as new exploration opportunities come to fruition.

Keep buying at these levels.

Incredible FY results considering the challenges of COVID.

High quality tier 1 clients signed. New business ARR is £0.8M is impressive. Expect the company to be cashflow positive this year.

Stellar share price performance from IRC. I could not find any new news. They provided a positive alert RNS in early Feb.

Keith is an exceptional and talented CEO. Anyone who has worked with Keith will know what an inspirational and charasmatic leader he is. Keith created fantastic shareholder value as CEO at Fastfill and will do so at KRM22. As an investor I fully back Keith's vision.

Despite COVID challenges which has impacted capital markets, particularly slowing down decisions by firms to procure KRM22 risk management software, the comoany has seen 20% organic growth in new business in 2020. A fantastic achievement by Keith Todd, CEO. With a talented Board and Senior Executive Management team 2021 is going to be a transformational year of growth.

Please continue to post Siko. The information you share is invaluable.

I think we need to start campaign as you being nominated as Centamins PR Manager in Egypt.

Keep safe and take care.

Most on this board have been long standing loyal investors of CEY. It is so disheartening to see our peers performing so well in the precious metals mining sector. We are lagging behind. We need Hogan to deliver and produce a transformational year ahead. Shareholder loyalty needs to be rewarded.

Hi Dasut

I could not agree with you more. Time and again senior officials based in Egypt have made pronouncements that are incomplete and open to misinterpretation. My Yousef has time and again let the company down with ill conceived comments. He should bought under tight control by Hogan. Any statements to the media should come through Investor Relations Team.

Both Jefferies and UBS upgraded their outlook on CEY on Monday. Yesterdays sp uplift of 8.7% was the 4th largest stock market move yesterday. We will see new momentum in the share price. The re-rating follows the excellent capital markets day.

Q4 production results will be out shortly. The bad news has been reflected in the share price. Lets hope there is some new positive suprises.

CEY will shine from here. Be patient.

POG not behaving itself today. Every gold stock is up 5% plus with the gold price rally. There was no new information in the RNS.

Lets see if there is a delayed reaction.

This stock is a bargain.

Massive movement in IRC share price and Iron Ore price. POGs investment in IRC and its loan guarantees has been a significant drag on POG's share price. A significant re-rating of POG is required. With a new experiienced CEO at the helm the share price will be on fire over Q1 2021. Mark my word.

I couldn't agree with you more Mr Rustybucket. I would expect to see the benefit of a revaluation on the POG share price when results are published.

Great news and exactly what we are looking for. The Chairman, CEO and CFO have all made recent purchases. The Chairman's latest purchase is significant following the capital markets day. There will be investors who buy purely based on director dealings. This is a vote of confidence.

After a few difficult months for shareholders there is reason for optimism. The new CEO is more credible than the interim CEO previously appointed, the gold bull run continues and Iron ore price is at a record hard.

The appointment of new auditors and an forensic accountants to undertake investigations will hopefully alleviate any concerns over impartiality.

I look forward with optimism. We should be hitting full year revenues this year close to $1bn with annual profits of $150M.

As for IRC I would expect to see a full year profit of $50M. Our investment of 31% should result in a re-rating. The guaranteed debt of $240M is still an overhang on the shares. However a significant earnings contribution from IRC should result in a fresh look and certainly a sale would look more attractive in 2021. However a price signifiacntky higher than the $10M that was being touted by the previous board.

Agreed Mr Tibbles. I am a holder of both CEY and POG. Both have gone through a significant downward correction in the share price. Both have appointed well respected CEO's. Both have long standing suffering shareholders whom have gone through volatility and turbulence depsite being in the midst of a gold bull market.

Nevertheless I am optimistic for the future on both CEY and POG with highly credible CEOs at the helm. We will see the fruits in 18 - 24 months.

Martin's Capital Markets presentation was excellent and his clear strategy on turning Sukari around is well received.

The purchase of shares though is way too small for a CEO for the market to take note. It had to be of a similar size to the Chairman (100,000). Unfortunately he has followed the CFO whom made a purchase of 15,000 shares recently

The appointment of Alexandrov as CEO, with a strong reputation in building successful gold mining companies was well received by the City. We need Alexandrov to be given the time to build a first class new management. Fresh leadership to maximize POX facility and expansion of Pioneer flotation is welcomed. Expect to see the bounce back to continue with 40p on horizon by close of this year.

It was an exemplary performance by Martin Hogan, CEO, today. Articulated very well the strategy ahead.
Key taken aways - new senior management team in place. 3 former highly experienced Torro employees. Sukari confirmed as a worldclass mine however is below industry standard in operations. Immediate target to bring it to international standard. Focus on disciplined, best practice and accountabilities.
Major open pit mining drilling outsourced to Capital Drilling. Martin has been impressed by the team.
Sukari production forecast are conservative lots of upside potential.
Numibian gold prospects the best in the world. Sukari is well placed to maximise opportunities. Blocks awarded are both near Sukari and further away.
A $100M cost savings to be realised in the next 18 months.
An experienced team bought into review West Africa and with a stategic decision to be taken in Q1 2021.
M&A and sharebuy backs unlikely.
Overall Q&A was well managed. I would take a 2 year view on Cemtamin. With Martin at the helm I can see Centamin being a £4bn plus company,