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Couldn't wait to get out this morning, luckily only a small holding. I don't see anything of value left. Cash burn is extreme.
Disappointing result here for Rambler, originally had so much promise with excellent tailwinds. Think poor decisions particularly the failure to hedge has cost them dearly.
Company is no doubt in a simply excellent position.
At $4.70. That is significant.
Never been a better time to be looking at arranging a new hedge.
This has to be the most blatant buy I’ve probably ever seen.
Bumps in the road are inevitable, the end game remains the same and is becoming more and more achievable every day.
The current valuation is significantly low taking into account assets and macro-economics this is likely due to the fact it isn’t YET a fully developed and highly profitable mine.
Copper also remains sky high as we continue to chip away at the existing hedge.
Opportunity presents itself at these dips.
Yep I took another chunk. -5% probably about fair on that news. But more shares into the bag for the long term. Targets 100 and 150p. GLA.
Cannot help but feel there must be some brown packets floating around somewhere after raising such an amount at 0.1. Absolutely baffling.
No other option than to sell my holding this morning at 0.40. Regardless of Mcap unable to hold 400% higher than this raise.
Existing shareholders practically put up against a post and shot this morning.
The buys continue to flood through this morning.
The proposed contract providing mid six figure revenues has been overlooked. A few more of those and you’re looking at a profitable company.
Whilst the value of this contract is far beyond just monetary.
It’s worth investment on the calibre of individuals and companies involved with Deepmatter alone at this level. Low cash burn for a growth company greatly reduces any risk.
Infochem continues to provide recurring revenues. DigitalGlassware contract expected to be announced over the coming weeks generating mid six figure revenues.
You don’t work with 5 out of the 10 largest pharmaceutical companies if you have an invaluable product. Nevermind the recent appointment of Bryn Roberts as a non-executive director, global Head of Data Services at Roche.
Think after the recent update there is more to this than meets the eye.
Yep I’m happy to just wait for 1p+ now. Should return a healthy profit on the understanding it will be 2023. GLA.
Expect a strong rebound
Maintain great optimism here oppose to what the share price is suggesting. The Ming mine has had more than the current mcap alone invested on it since I’ve been here.
I could understand the current valuation if copper was still suffering 2020 March lows of $2.00 ect. But it’s rallying at $4.32! With a supply deficit inevitable over the next decade. Producing assets such as this are only going to become more valuable. Whilst forecast revenues for 2022 are staggering.
On the basis the loan is approved. Seems increasingly likely given recent events… substantial director buy, updated technical report for Little Deer complex which details another highly prosperous property, especially in the current macro environment. Not to mention the confidence from the BOD in the recent investor presentation.
Hedge due to complete in Q4 2021 whilst tpd at that point will be substantially higher and set to increase over the course of 2022 with multiple stopes available.
Not to mention the phenomenal grades that were announced earlier this week:
Ming North Zone: 785 Level Results drilled from 785 Level
· R21-785-01
o 25.44 metres at 2.06% copper, including 8.44 metres at 3.26% copper
· R21-785-02
o 15.75 metres at 4.97% copper, including 10.75 metres at 6.51% copper
· R21-785-03
o 22.68 metres at 4.34% copper, including 9.68 metres at 6.01% copper
I think the upside here is beyond what some are expecting. GLA.
DJG123. If I had told everyone to buy he1 and it fell 60% in a day I certainly wouldn’t be making any further opinions or stock predictions.
Yet you have the audacity to talk about massive risks here. When we already know the Ming resource is ‘first class’ with excellent grades and enormous deposits managed by a very highly experienced, reputable BOD, specialised in turnarounds. Nevermind the fact we are now very close to selling unhedged at a vastly increased TPD.
Personally, I’m not sure the future has ever looked brighter, certainly not whilst I’ve been invested. Managed to increase my holding at a pittance. Confident at least a 100m mcap will be achieved over the next 12 months.
Copper price remains very strong. Whilst next years target production makes you wonder what they have planned to do with all the $$$.
No doubt I’ll continue to read about comments about the hourly SP movements, where the SP will be tomorrow and congratulating themselves on predicting 5% moves. Never-mind the comments re. risk of no loan when it was explained in the presentation as box ticking exercise.
GLA!
DJG123
Posted in: RMM
Posts: 975
Price: 27.50
No Opinion
RE: Just read the posts that max has made on vast and frr29 Jul 2021 00:02
“2phevs I'm glad you've surfaced again
Don't forget the challenge between us and your followers .
Helium 1 and Tirupati will wipe the floor with RMM I'll let the SP do my talking pal....
You never did say will it be Custard or Cream with your humble pie..
So looking forward to putting you right how to invest“
Hmm.. Quite the slice of humble pie for you today sir.
As explained in the recent investor presentation. The company have an excellent relationship with the offtake partner, with the existing hedge expected to conclude in Q4. For someone who believes they can predict the daily SP movements you have a worrying lack of knowledge here.
GTMUFO if this reaches 0.23 in the short term it makes absolutely no difference as we certainly don’t need to raise further funds. Like many here, am confused at why you continue to post this multiple times per day, surely an ulterior motive at hand. If you found facts to back up your bearish view you wouldn’t be treat like a leper on this board.
Everyone had already filtered that DJG parasite? If not I’d suggest doing so.
It’s now a much improved green box and you don’t have to spend time reading dross.
Great RNS detailing further positive developments which will eventually be realised within the SP. Meanwhile the copper price stays very strong at $4.50. Rambler will complete the hedge in Q4 2021 and so will be generating much greater revenue, especially when the tpd by end of year will be substantially beyond the current. Not sure if the investment case here has ever looked better, certainly not since I opened my position and since then the Mcap has been North of £60m.
Obviously the current SP is daft all things considered. However, these small cap companies can move rapidly, I don’t anticipate it’ll be long before some of the fundamental value is considered within the share price. Looking forward to ramblers very prosperous future. GLA.
The bigger picture continues to improve.
Copper is soaring today. Over $4.43.
2022 could be quite phenomenal for those invested here.