Member Info for NicetoMichu

I agree Mr Bird might be for releasing a positive SK & Amghas progress update RNS later in July, towards trying to help smooth the AGM experience for himself and his mates, Andrew. (even if said RNS were released on morning of AGM .. so he is less restricted in what he can say on the day etc)

I feel such a progress RNS might be plenty helpful here too, not least as Illiquidity in high summer on AIM can temporarily set back share prices even when their future is looking bright.

More generally, it would be very much appreciated if regular progress updates on Amghas implementation were a focus of Mr Bird's from Aug/Sept thru go live.... to help with s/p momentum gain sustain here.. not least as it may well be a considerably bigger future revenue to xtr.l opportunity that SK

(also include that SK revenue starting flowing into xtr.l coffers might be a fair few months after plant processing go live... towards allowing a working cap etc buffer build up by Oval Mining, for eg .. Mr Zap posted on this recently too, in fairness to him showing balance in his views here.... and a good eg of why I rate him as the best poster here for quite a long time now btw)

PS; Zero chance of me attending the AGM. I can use the distance to travel angle only in the sense that I prefer long walks over short walks..... so I'll instead go with not being for giving Mr Bird the opportunity to BS me face to face.... especially accepting I've had enough BS from his podcasts to last me a lifetime already :-)

imho & dyor

Not the holdings RNS I was looking for.. but that seller out, indeed.. which is helpful

Another great RNS... my confidence 'stiffening' here now..

I'd love to see a LOAM fully out RNS asap here.... but it may be a n other holder re that big sell, I also get..

So I wait patiently instead of adding to my holding, so far today ....

But each to their own .. and good luck to all fellow holders

PS: How about you predict .25 p incoming here bunsenb, towards giving this a better chance of bagging from .5p ish :-)

Thru his time here, AK has displayed incompetence in a very wide variety of way, in fairness. And arrogance in abundance.... but, equally, he'd not have chased this 'dream' in the first place without said arrogance. Also, luck has mostly not been on his side - so far - and luck is massive in such undertakings.

Yet, I still have semi reasonable hope for the future here.... not least with Nipco on board in a big way and AK massively loaded up on shares here. Also, AK 'going native' , while double edged, gives me - in the round - more hope for the future than not.

Altogether, my GUESS is that at some point in the future, by whatever means, this s/p will get into double figures again.. hence why I'll remain long and strong here.

Disclaimer: I see this as hard core punting, not investing .. and have 15k gbp 'only' in play here - and I was up decently more than that from - fortunate- profit taking previously ago here - which makes holding thru the latest sh"£ show easier for me.

imho & dyor

I do hear you on that Billy, in fairness.

And so I'll offer back to you that I understand that The Birdman may be seen as a slippery type in the eyes of many.

So the Silly Shoebill - more than a White Throated Dipper, for eg - might be a better shout..

(The bird with the most slippery feathers is the silly shoebill. This bird is known for its unique feather structure that allows it to easily pick up and manipulate objects, such as branches, which it often does due to poor eyesight. The shoebill's feathers are not only slippery but also play a crucial role in its survival by helping it navigate its environment effectively)

Meanwhile back at the fort..

Progress is clearly being made here.. but, as is the way of things in such companies... linear, it's not

Generally, for a good while now, Mr Colin Bird has, thankfully - mostly - stopped believing he can walk on water - ref. Kiwara Resources selling copper property in Northern Zambia, to First Quantum Minerals for US$260 million in November 2009 - and is at least showing some form in under water walking, instead of the potential for sink/drown of a few years back!

So, I'll go with White Throated Dipper esque performance these days from The Bird Man

(The white-throated dipper is a small, aquatic passerine bird known for its bright white throat and chest, bobbing movements, and remarkable ability to walk and swim underwater)

Indeed it might well be LOAM totally out now, Laura.

Your/my - and perhaps a few others too - best guess only, granted....

We need a TR1 out to prove that.

And/or decent buys coming in here now forward that start pushing this s/p smartly UP..

Here's hoping..

imho & dyor

It's a very significant sized buy by any definition, Bond Inv!

The actual size of it being v reassuring/impressive, of course .. also, who is on the other side of this is fascinating:

29-Jun-26 08:16:21 0.69 17,750,000 Buy* 0.52 0.696 122.47k

That's 4 ish p/c of the company ?!

Maybe I'm getting 3 from putting one and one together, but LOAM clearing down / out might easily be some / all part of the other side of this trade.. maybe even a block trade by broker matching their remaining holding with a size buyer - who arrives off the back of todays positive news - to clear remaining LOAM's way down.. or totally out even?!

(For a long time now, attempts this share made to rally seemed to be stymied by LOAM gently ongoingly selling into buying volume.... It would be amazing if they were now - or v soon - out .. very please)

imho & dyor

Broadly agreed, Bobbust.

One of our JV partners in Silverking - Oval Mining Ltd- I think - fully owns the implementation.. (Cooperlemon Consultancy Limited also part of this JV but like xtr.l - I think - not doing the project implementation) and so CB being very focused on other/s of his listed companies instead of xtr.l not that big an issue in this instance imho

(Accepting production ramp up often comes with teething issues in such projects, I'd be ok with CB leaving time for teething fixes to be comprehensively worked thru ahead of next updating on this.... Also when revenue share actually starts flowing into xtr.l coffers may be a while later again after steady state production achieved too...etc..)

More generally, it seems to me that Amghas Antimony project in Morocco would be the better one for pretty regular updates thru the production implementation project - as - much - bigger revenue to xtr.l opportunity.. and xtr.l more on the inside of the production Implementation program....etc.. - and the holy grail of s/p momentum gained & maintained might happen nicely off the back of such regular updates on progress on this production implementation project ?!

(Caveat: I accept CB may easily decide he's not be for such regular updates though Antimony implementation.. as, in the round, it just doesn't suit him.. )

imho & dyor

Interesting discussion, thanks.. and I'm plenty on board with MudPumps thinking too.

Two points, if I may:

1) I'd see 10 to 20p range as readily as 20 to 30p range (for any - in due course - Nipco t/o offer)

2) It might be argued that AK 'plays' here might constitute some form of insider trading - in the UK - and the CFO might be thinking best I not get involved in any share buying at such - perhaps - 'opportune' pricing.. etc ( In AK's defence, it's Africa.. and they play very differently .... but, towards balance, this is a UK registered co.. etc.. )

Fine RNS.. s/p reaction a joke..

(The extent to which this is unloved versus the good and incrementally improving fundamentals saddens me.. but I'm fine staying patient here.. as should prove to be a good medium term buy and hold play)

imho & dyor

Was that .92p buy you doubling down on your latest in play bet here, Doc?

(With your recent post of maybe possibly raise incoming, I'm having second thoughts already on my above instinctive call, in fairness)

PS: I still rate doc as a very high quality poster here... he has indeed been right a lot on his calls here, in fairness to the guy (much appreciated)

But Mr WOS is still my 'all time daddy' poster here..... and him being occasionally right on his calls here is an added bonus to his genuine entertainment value

#bringbackwos

Nut'atching I'd offer as a term to describe such share price movement for such a Bird company, Jezzoo..

And it happens regularly as so many news vacuums, alas.

(Nuthatches are the only birds known for their ability to walk down trees headfirst)

Agreed this bird can fly (by late summer/early Autumn, maybe)

half a chance it can subsequently soar too .....

like an eagle...

of the bald variety, even ...

It's natural that The Bird tweets?

The article would have you think The Birdman is getting his ducks in line. But too early to count chickens, I'd caveat.

Thanks LTbeliever.

With the Market cap. being an exceedingly lowly 3m gbp ish here now, 30k ish gbp buys 1% of this company.. so, if they want to, LOAM can get to zero here fairly quickly from that last holdings RNS forward....

(I note there have been a reasonable amount of 'relatively decent' traded volume/value days here too in end May to mid June window too.. but I'll also offer that they've seemed to look to sell down in a gentle fashion as a rule)

imho & dyor

Nail on head - once again- Legache.

But it's consistent in being that way for a long time now.

And my guess is it remains that way for plenty of time to come too.

Back to 27p as I type is somewhat salutary.. but not shocking, at this stage... as for nth time it proves itself frustratingly easily open to falling back punchily from any hard gained half decent rally.

Generally, my aim is to try hard to stick with my fairly punchy - for me - holding here, thru to the medium term...unlikely I'd add more again here, mind.... as, while I'm excited about the future revenue growth prospects here, that's somewhat tempered by me seeing management here as too self servingly greedy

imho & dyor

I'm in a similar hole here too, Touristv... but still have some hope here ...

My guess is LOAM are still selling down fairly punchily into these ongoingly decent buying volumes.

If so, them finishing selling here would - obviously - be massively helpful. (Such decent buying levels here is of course bringing that day closer and closer)

PS: not sure if they have to declare if/when gone under 3%.. or if its an ongoing unwind to zero holding exercise and that gives them more discretion on what they notify when....

Today I ask myself how imminent a farmout deal completed RNS is here.

More imminent than the WOS username reappearing here, I conclude.

For the record, I live in hope of both happening... a farmout deal complete RNS more than WOS reappearance, even

PS: More imminent, I'll guess, is a pretty wide ranging operational update..... and I'll go with quarterly imminent more than semi imminent for it.