Member Info for Muck165

Yup - when the last consolidation was proposed there were 5,571,644,142 shares.

After this raise there will be 4,997,575,609.

Seriously telling us that after all this time Alpha and Mercuria wanted a payment now to extend when in a months time diamond proceeds “to extinguish” their debt should be received?

Something fishy here…

Mining.com posted an interview with Shaun a few hours ago.

https://www.youtube.com/watch?v=iDkwu2e9qlI

Again, just for interest….

RZ Resources has the Copi Project in Australia, which aims to extract valuable minerals including rutile and ilmenite. Admittedly, it’s further along than us have done previously feasibility studies and now at the DFS stage, but yesterday it announced that letters of intent had been signed following the AUS/US deal to potentially fund up to $450m.

Just goes to show what funding is available as Western powers come together to secure supply chains, and how quickly it can happen.

https://rzresources.com/media-release-export-finance-australia-and-the-export-import-bank-of-the-united-states-support-for-rzresources-critical-minerals-project/

Its CEO talks about it here at about 5m15s in.

https://www.youtube.com/watch?v=ItJhG2nlkrM

Glad it was useful…

In that vein, here’s another piece from Oregon (this time from August) which again I think really helps paint the picture around disrupted supply chains and how the world is reacting. And again, Empire is featured (nearer the end)

https://theoregongroup.com/commodities/titanium/sanctions-tariffs-and-the-global-titanium-supply-catalysts-for-crisis/?utm_source=chatgpt.com

honestly, i’m just posting stuff others might find useful and hoping not to **** the old guard here off!

been playing the mkts since covid, like many others. have learned a lot, but not necessarily in mining plays and so am grateful for the variety of views here.

as it stands, this seems to me to be a hugely significant find in critical mkt experiencing disrupted supply. much to do to fully prove it, and get at it commercially, but the way the world is moving i think funding may become more diverse and more widely available (for the right projects in the right jurisdictions). so as a risk reward play it seems a decent bet long term, with natural bumps in the road to be expected.

in the immediate term the ta looks good to me and i wouldn’t be surprised to see the reversal we saw today continue.

but whilst i have learned a lot in the last few years, the biggest thing i’ve learned is that aim is the wild west and getting sideswiped is all part and parcel of it. so who knows where this will go!

As you might expect, Empire updated its Corporate Presentation on 14/10 to include MRE info, and it was that updated presentation they used at the Ignite Investment Summit. You can see a video of the actual presentation here

https://www.youtube.com/playlist?list=PLvQvTWYFzesbPYuJvX8ztb5wf2TSWAN5o

No doubt something similar was presented at LME week.

New here so apologies if this piece from June has already bern posted.

I just found it an interesting commentary about how Oz has an opportunity to secure Western Titanium supply, and how it’s going about it, more so because we feature quite heavily in it.

Apologies again if already posted, but maybe other newbies could get something from it.

https://theoregongroup.com/commodities/titanium/securing-western-titanium-supply-australias-strategic-opportunity/?utm_source=chatgpt.com

? There was a UT for 25k at 41. The auction was extended because seconds before it would normally close a flurry of very very small sellers came in offering to sell well below ASK. In my experience that’s sellers probing the book to see if the buy side demand in the auction at 41p was genuine. As it turns out, it was.

But then WDIK!

It does suggest that TF....but who? Any larger players would, you'd have thought, managed to get in on the raise wouldn't they.

Don’t think the US govt shutdown will be helping Bixy.

The next thing I suspect we will get is another IMC, in November. Personally I don’t think we’ll get contract news until next quarter, but you never know.

For info

https://www.wa.gov.au/government/media-statements/Cook%20Labor%20Government/US-critical-minerals-deal-supports-Western-Australia%27s-priorities-20251021?utm_source=chatgpt.com

RSI suggests this is way oversold, and am watching the double bottom.

Interesting to see a suite of largish sells, each transacting at a HIGHER price than the last.

Good to know Gubbie.

One other little observation, which is the clear drive to expand our manufacturing capability in the US. I suppose it could be just adding another string to the bow to attract customers, or indeed to deliver the objective of offering mirror capabilities both sides of the pond to give choice and better supply chain security/cost management. But equally, it could be that they’re expecting to make something in bulk.

And as for supply chains, the fact that in 2022 Millipore Sigma opened the largest membrane factory in the world in Wisconsin can’t go unnoticed, and neither can the fact that Nina Garrett has recently been presenting with a Senior Commercial Project Manager from MS.

MS, by the way, is owned by Merck.

Just further on this, but last week I see price broke and held above the 50DMA, and the 20DMA crossed above the 50DMA. Both would I think be considered bullish, although I’m no Chartist and in truth I’m never sure what value TA has when looking at lightly traded AIM stocks.

Well, the last broker notes were forecasting £12.1m revenue for this year, which they reckoned would result in breakeven. Hand is maintaining that forecast.

There are some real positives at the moment which indicate the growth push is delivering, and still some things bubbling like;

1) EcoFlo - surely we should get some idea about commercial take up at some point soon.

2 FOFH - as far as I can see there are very few STD self tests approved in the US and only one using Molecular tech (and even that’s just for women). If FOFH test are using PCRD (I think they are), our initial 4 tests (with 3 following) could really be quite disruptive, and lucrative. And on that we have a few slices of the pie through distribution and manufacturing, as well as our 19% shareholding. There must be something in this given how deeply ABDX are supporting it.

3) £3m of last years raise was to be spent on product development. Beyond possibly advancing AppDx I have no idea what that’s gone on. Anyone else?

4) Upfront - it edges closer and closer to an NHS contract (at least IMO). International potential too.

5) Loop - CE marked, but are we still involved?

Results are imminent. Hopefully we’ll get a better flavour this year about how each product/service segment is performing, details on the LTIP vesting conditions etc.

From what I can see BTW, Rossmann has about double the stores and twice the revenue than Boots does in the U.K., and operates across 9 continental countries.

See here to confirm that Salistick (under an own brand label) is now for sale through Rossmann in Germany

https://www.rossmann.de/de/gesundheit-mertz-pregicheck-schwangerschaftstest-auf-speichelbasis/p/4170000228035?utm_source=chatgpt.com

Pretty pricy though at €17.90 for 1 test….

Fully filled. Hand investing. Octopus increasing their stake. All seems good to me.