Member Info for Mumbles2021

Wasn’t balanced at all, it was a dig to highlight that the SP had moved downwards. He needed to get it in before the SP rose again. Basically a tree shake. Less than 1 hour after he posted, the SP is up 1%, as has been happening all week.

Clarence,…. Exactly right

Obviously, that's 11th November, not December

Hogsnipe, it's about something other than ramping or deramping; the mail I posted was more of advice that the posts from Decimal and Similar should not be read at face value. Decimal joined LSE on the 11th of December and immediately posted three virtually identically structured posts on three different companies, all designed to make investors question their shareholdings in those companies. They appeared to be written with the exact instructions for the AI program selected. I have no problem with investors trading shares; It's the whole point of a stock market: to provide liquidity and a means of price discovery. But when forums are utilised to generate liquidity by persuading holders in a stock to sell, when they would ordinarily hold, by providing apparent authoritative information without context, then it doesn't do any harm also to suggest that the investor's decision-making process may benefit from further information before he/she makes that decision. I also came to the same conclusion as you on Pensana regarding buy and sell volumes; from 1st Jan, Pensana has been the best-performing stock in %age terms of any RE stock, including MP and Lynas. It is a fact that probably needs checking in the proper context, but it is a fact, and I suggest that there may be a good reason for it.

The posts you shared seem designed to create uncertainty among existing shareholders by focusing on risks and challenges while downplaying positives. Here’s how they achieve that:

Highlighting Risks Without Full Context:

Hemogenyx emphasises uncertainty about whether recent funding will be enough to support Phase I trials fully. While it mentions FDA approval, it doesn't highlight potential sources of future funding or other positive developments, leaving investors questioning the company’s ability to move forward.

Jubilee Metals points out a drop in copper production and a 21% decrease in PGM prices, which could worry shareholders. However, it doesn’t fully explore how the company’s recent upgrades, like the Roan concentrator, might help address these issues. The emphasis on challenges without full context could cause shareholders to overestimate the risks.

Pensana raises concerns about liquidity and cash burn, hinting that funds may run out soon. While this is a legitimate concern, the post doesn’t balance it with ongoing grants or funding efforts updates, leaving a sense of impending financial strain. However, it's worth noting that despite these concerns, Pensana's share price has seen a substantial increase since mid-October, suggesting positive market sentiment and potential confidence in securing additional funding or progress on their projects.

Neutral Tone with Implicit Warnings:

The neutral language used—such as “just my thoughts” and “not investment advice”—gives an impression of balance but subtly plants seeds of doubt. Phrases like “Does anyone feel confident about hitting that target?” or “unclear if that’s enough to carry them through” suggest risks without providing reassurance, encouraging others to question their positions.

Encouraging Further Doubts:

The posts end with open-ended questions, prompting readers to share concerns. This often leads to a snowball effect, where others voice similar doubts, creating a feedback loop that reinforces uncertainty and contributes to a more cautious sentiment.

Impact on Investor Sentiment:

By focusing on uncertainties, raising doubts, and encouraging discussion, these posts may make shareholders more likely to question their investments, potentially triggering sell-offs or a more negative view of the companies. Even if the concerns are valid, the lack of optimism or mitigation could cause unnecessary panic.

These posts are effective at sowing doubt, and if they resonate with enough investors, they could lead to short-term price fluctuations—despite recent positive movement in Pensana’s share price.

I just asked AI (ChatGPT) to run an analysis on Decimals 3 posts on the 11th of November (ironic, the question was, were these texts generated by AI)? The response was as follows: The three pieces of writing you've shared all exhibit a similar structure and style, blending analytical insights with some inquiry and community engagement. While it’s not definitive, the tone and format suggest these might be AI-generated or at least heavily AI-assisted. Here are some specific reasons why that could be the case:

1. **Structured, Analytical Approach**: Each piece follows a clear and logical structure: an introduction with crucial facts, an analysis of the current situation (production figures, financials, funding), and a conclusion that poses questions or invites feedback. This is typical of how AI systems are trained to present data—thoroughly but neutrally. The flow is consistent, and there’s little deviation into more personal or speculative insight, characteristic of AI-generated content that sticks to the facts.

2. **Neutral, Non-Committal Tone**: The tone is measured and cautious throughout all three posts. For example, "Just my thoughts based on what I’ve found – definitely not investment advice!" This type of disclaimer is common in AI-generated content and is designed to be informative but not to overstep into advisory territory. AI often generates content that avoids definitive or bold predictions and instead stays neutral.

3. **Focus on Data and Facts**: The posts focus heavily on raw data and factual information—cash burn, project timelines, production numbers, or funding rounds. AI is especially good at extracting and summarising data, so these analyses often have a factual, straightforward feel. There’s also a reliance on specific numerical values (e.g., "744 tonnes," "£3.3 million"), which AI can easily pull from financial reports or datasets.

4. **Engagement and Inquiry**: Each post ends with questions directed at the community ("Does anyone here feel confident about hitting that target?"), which suggests a desire for feedback. AI models often use this technique in forums and discussions to keep the conversation going, but it also feels like an effort to create engagement and collect further insights. This is not something AI *has* to do, but it is often a feature of AI-generated writing that wants to promote interaction.

5. **Lack of Depth in Personal Insight**: While the posts mention concerns and questions, they don’t go into much speculative or personal insight. For example, the second post on Hemogenyx notes that the funding raised this year might not be enough to fund Phase I trials fully, but there’s no deep dive into potential risks or alternative strategies. This type of high-level observation is characteristic of AI-generated text, which tends to stick to surface-level facts and avoids getting too speculative without enough data to back it up.

###

The UK grant isn't worth anything until Saltend is financed. However, the MSP grant of $3.6 million is contingent on Pensana funding an equivalent amount. I am told that this includes funds already expended. Consequently, the conditions for the MSP grant have already been met, making the 3.6 million immediately. Hope this helps.

If the US is a net importer, how can Trump promise lower prices for a commodity that probably the most liquid and tradable on the planet. Unless they ban exports again. The reading companies will exploit any arbitrage opportunity that comes along. If there is a price gap bigger than the freight and insurance cost, product flows will move from the low to the higher price markets. All it does is balance supply and demand. So drill baby drill and reduce the margins to us drillers who will then shut in to increase prices

3 weeks isn't the new year

A fair point

We know that the Pan Africa development financing 50% of the ABSA syndicated loan is the same bank in discussions with FSDEA over the equity piece. As far as I am aware, the. Term sheet is a done deal requiring no further comment pending the sorting of the equity bit

He's still president until end of January regardless

You spent a lot of time on that Theo. It dodnt alter the net position of PA, didnt affect the SP, and had minimal dilutive effect

Very disingenuous Theo, you missed the other part of the equation where reduced his shareholdit by 1,500,000 At at a value 16.65p, then the capital raise of )250,000 in return for 1,500,000 at 16.66p so net his shareholding remained the same and his equity position remained the same.bit funded the cash position of the company

That's interest not unrest

Fair comments Tony, but why would Ivanhoe have an unrest in Rare Earths because they don't have any on their portfolio. Obviously a possibility, but Rare Earth exploitation is very different to the mining they are used to. The concentrate coming out of their DRC mines exceeds 50%, the NdPr that is to come out of Longonjo is just over 10% after processing. Ie not totally within their field of expertise. Let's be honest, with the exception of the Chinese it's not in anyone's

Not forgetting that Toyota and Honda, two of Hanwas biggest customers have hope manufacturing operations in the US.

Board members require compensation. Smaller the board the lower the. Compensation

The UK government nominated Pensana to the MSP. Companies can't just apply they have to be nominated by their host government

As pointed out earlier, i try to respond in a considered and well researched manner to the posts from the several dedicated Pensana sceptics. The point being to either debunk the comments for what they are meant to be which is deliberate De marketing to try to influence the SP one way to the other, i have a grudging respect for these guys. Or there are others such as yourself. Who are only interested in eliciting a reaction, not for any kind of education or a deliberate purpose. In your case, ifor self gratification at seeing what response you can get, the purest definition of an internet troll. I imagine you sat in a chair with iPad on your lap and with a box of tissues within easy reach…. If by responding to your posts, it can be demonstrated that you have nothing of any value to say, and that you get scrolled passed by forum readers , then it was worth it!!! `troll the troll, new concept, or tried and tested tactic…….. discuss!!