Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Speaking of good stories; how many of you have heard the one about Anglo American looking to increase their booked Copper Inventory in short order towards helping BHP come back with an improved offer.........
....And Anglo American Senior Management giving Mr Colin Bird a call back regarding his long requested chat about exercising their option to buy out a significant scale copper porphyry in Australia that goes by the name of Bushranger
There's potentially a - very - good business here going forward.. hence this process of saving/rebasing pfc.l.
With a few years patience from here and some half decently timed averaging down by me during that time, I see a reasonably good chance that my equity BET here will, in the round, be at least an OK bet in the end... and a decent chance it will turn out a good bet in the end.. and a small chance it will turn out to be a great bet in the end (eg takeover/merger or serious turnaround to a profitable / heathy debt positioned independent business )
4.0p MikeGP
4.1p MasterBaker
4.2p Ian.B
4.3p Malcolm
3.8 PS
3.7p HHA
2.7p AH
3.1p HAH
2 SFU
3.3p NicetoMichu
The overpromising involves some very good stories along the way too Paddyboy.. and many - including myself- like a good story, in fairness.
But plenty have memories longer than CB would like them too, alas.
Still, here's to some new audience involvement and another captivating story from the one and only Mr Colin Bird !
Any which ways I look at this I'm very pleased to have a small/mid sized buy and hold bet in play here.. Bad case it spikes on the right type of sneeze.. and so a traders play too.. good case it multi bags on a merger or t/o ( and look how tightly held a bunch of this is too .. versus the opportunitieS for regular - rallying - noise on any such take out or merger etc)
Yesterday, I offered it would be a bad idea for a youngish ? man like yourself, Ben 'Owell, to be taking any of the 'appy tablets .. Today, after that post, I'll offer just the one a day might be an ok level to go with :-)
Generally, imho best not look to write about what Mr Bird has swept under the carpet - across al his AIM entities - over the years...else À la recherche du temps perdu might all of a sudden look like a short read :-)
Small rally in train.. Burton turns up to attempt to pump it.... rally reverses: Black Cat Burton :-)
Header says all, Sirs
I still believe this will survive and turn itself around in due course.. and I'm fin e with patiently waiting for that.. and in that context I'm also happy to add a bit more to my smallish position here just now..
There are a few different avenues of good news that could be RNS'd soon (ish) here, I'd guess ..
And even heads up that latest cash in the bank from Manica seeing a drill program kicking off soon off the back could rally this decently imho .....
(as long as there isn't a bunch of quick selling into any early buying...granted there'll always be a bit from penny traders in and out in short order.... but even a few ten of thousand gbp buy and holding here should overcome such..so roll on 1.5 p to 2p s/p window upon us here thru May please.. )
That previous poster - who said invoices as close as you'll get to income from sales forward viewing - was smalleyus.. and, his 'quirkiness ' included even, he's very much worth listening too imho .. (he knows an awful lot about this company/sector/region/country etc..)
You might easily be right on us not seeing 1.5p, profs.. but I'm happy to wait and see .. as we just might too.. imho :-)
While I understand that there are plenty of moving parts to consider here; in the round, this still feels a good buy anywhere around these s/p levels at this time to me.. and so I've topped up again this morning.
The new funding round investing institutions/companies should be announced in early May and even if the price they invest at is only an average one versus todays s/p, it will still provides huge certainly of funding for the exciting next - Mistral - generation battery rollout and therefore should subsequently see more retail/professional investors coming on board in short order here .. and with many shares tightly held in this a market leader in an exponentially growing sector, this s/p can readily rally meaningfully off the back of this imminent Funding/Investment announcement
imho & dyor
While anything can happen in doggy shares like this, I get... I'd still be very surprised if this goes anywhere near .7p thru the remainder of this year, Pedro.
Indeed I'd be surprised if this goes back even close to 1p in remainder of 2024
And while I sold a bit more into yesterdays spike, to now hold a very small position here, I'd be open to adding back if this falls to 1.5p ish .. and indeed open to keeping incrementally adding if further weakness again from there too ..
BurtonD .. one of the most useless paid rampers in the history of the World .. and this was starting to rally up nicely with him staying away .... here's hoping he doesn't jink it by turning up here again :-)
Generally, I'm defo. bullish here ..
And a broken clock is right twice a day.. so here's to this ramp by Mr Burton being one of these two times !
Like that one Mr Bal !
very apt .. and Mr Colin Bird himself might well be all for noting to shareholders : 'it's not a sprint, it's a marathon'
100% agree Ben 'Owell.. logging in once a week maybe instead though :-)
100 % AGREE Cruella, but it likely won't happen, alas..
even a half a million quid invested in such here would do wonders around now.. as this is/has been epically illiquid for a long time now..
Probably a from multi bar pack / not for individual redistribution typed on too :-)
Ladies and Gentlemen, I give you the one and only Mr Colin Bird
How about just the bar of Snickers?
Mr Bird might even invite you on the inside with an Operation Rampathon post like that , in fairness Mr Ben' Owell :-)
What we do indeed really need is for Mr Bird himself to lead Operation Rampathon forward around now, please
Double the happy tablets from May 1st, and tell us us a great Xtrract(ion) story or three please, Mr Colin Bird