Member Info for NicetoMichu

The vision as set out by Mr Zap below makes much sense to me.... but - in agreement with Mr J E Z Zoo - the pace of progress towards achieving that vision has indeed been very slow generally, and especially in most recent years.

But progress has slowly been made and continues to be slowly made, and the share price has not caught/kept up with this progress.

Generally, 5 or 6 p in the medium term here is a possibility, I get.. but my focus is 2025 here.. and 1.5 p to 3p could readily enough happen here this year.. not least because the market cap is soo... low versus the assets (at the current .875 p share price).. and would still be low at double that

Of course meaningful good news/s required for this to even get to/hold 1.5 p +

So: much patience required here, Mr J E Z Zoo :-)

Solid/progressive update

I'm fine with holding this share.. and may well top up as we go.

(not least as Chad arbitration outcome time comes closer......aka game changer.. eg Zenith and Panthera)

imho & dyor

As I might easily be talking to myself here; I feel I might now be ok giving myself a pat on the back for my yesterdays guess here..

( as Mr Campbell - with 2.5 % of the shares in issue as his remaining holding after few month back chunky sell - had under the 3% reporting threshold remaining, he'll not have to declare that - or if, even - he sold those yesterday.. I think it very likely was him selling out .. and Mennen Medical did indeed hoover them all up , as per todays RNS .. and they are a more significant again holder here now )

Again, hopefully more buying activity occurs from now forward here... eg Pi's and/or Mennen looking to add more in the open market...

No chance a 2p offer from AA for arcm.l would succeed

4p AROUND NOW might have a small chance of succeeding, though

(And if you'd asked me at the beginning of this year I'd have said 6p might around then.. and ask me in 3 months time and I might easily quote a different figure again then, granted..... a fluid situation.. etc..)

imho & dyor

While my opinions here are a little more nuanced than yours DiamondGeezer - me coming on board here later than most.. my bet not particularly large .. and my average price a 'mere' one third of this arbo's awful s/p, helps such 'nuance' granted - I feel compelled to say that did not hesitate to tick your post up, and would have ticked it up twice if I could:

A fine/meritful post, and well said, Sir

As this was ticking up small this arbo, I look in here just now and noticed a huge trade go thru today:

2,080,646 @ 17p... equalling 354k ish gbp

My GUESS is that a matched trade to a Mennen Medical buy and it's Mr Campbell selling out effectively all his remaining shares?!

(after selling 2m earlier in year he had v approx 2.2 m ish left ( he's likely/maybe now finished his new CEO hand over / consultant role)

I'll await holding/ Director dealing RNS's to confirm this GUESS is correct .. (OR not as the case may be)

If my guess is correct, those shares would now be in sticky hands, and so the threat of the over hang here from Mr Campbell drip selling into the open market whenever in the future would be gone.. If so, that might easily be a good thing in terms of encouraging a wake up in more general - PI for eg - buying here?

AND also making a Mennen Medical/its parent co takeover bid here - whenever in the future - that bit more likely again now?

(In that context see my below posts on this subject .. and also see immediately below post from Bonga .. ''new boss makes good or a takeover'' .. which I absolutely ticked up)

PS : Towards balance, Mr Campbell might think to hold his shares for longer if the business was performing exceptionally already, this early in the new CEO's tenure

dyor & absolutely imho (only)

Given Mr Bird - very likely/very significantly - oversold Bushranger to the market, he needed to rebuild his credibility.

I would say the assets he has acquired over most recent years is a decent step in the right -credibility building - direction. I would also say that the lowly price of those options is a semi decent step in the wrong direction.

The new option package is announced now, so best I move on:

I go back to my view that fundamentals versus the market cap remains very appealing here.. so .90p ish gives large bandwidth for strong rally/ies in 25 and beyond.

imho & dyor

This s/p was seriously bombed out already, and to dump another 25% ish - as I type - off the back of that RNS feels decently over the top to me.

But the s/p is the benchmark the game is played against and it's certainly an awfully salutary one at this moment in time.

As it's early in the drilling campaign and as a new drilling season is upon us, where plenty more will be put into the ground by Anglo this year versus last, patience is easy for me here.

And topping up into serious falls is also something I'm comfortable with too; so I've done my bit by adding to my holding here at sub 1.10p this morning.

Good luck to all fellow long and strongs here.

The race is long, and still only early in here.

I agree to a reasonable extent with your sentiment in below post, Jackbal..

A big issue for me off the back of these - very - low ball options is the lower expectation I'm now developing for s/p performance, off the back...

eg If they'd been 2 to 3p range options I'd have said:

And so - if he so wants - believe that if he can get the s/p back north of 2p here thru 2025, his leadership here should not be seriously questioned for 2026 (.. and if he got it back of 4p in 26 ditto for 27 )

Instead of ( what I did say in my post two below):

''And so - if he so wants - believe that if he can get the s/p back north of 1.5p here thru 2025, his leadership here should not be seriously questioned for 2026 (.. and if he got it back of 3p in 26 ditto for 27 )''

Generally, Colin Bird prioritries xtr.l employees - himself absolutely included- too far ahead of his long term shareholders; but that is indeed kinda AIM in a nutshell, sadly. ( and this a pretty significant factor as to why the AIM market is in a deeply valuation depressed state.. but there are other factors too, I understand)

Still, I like the Assets here plenty.... and so, over time, I still think there's a decent chance this s/p will tick back up to 3 p + (at the least)

imho & dyor

Was it Martyn Churchhouse he said - at the last AGM - was the person who would take control if he - Colin Bird - was seen to start chirping seriously out of tune?

Two points on that:

1) As he's a Director with Mr Churchhouse in other of his companies, my guess is that gentleman is a chip off the old Bird block anyway

2) Defining when the Bird man starts chirping seriously out of tune is no easy task in itself

Towards balance, I do give Mr Bird reasonable credit for creating good potential fundamentals over the last couple of years here...

And so - if he so wants - believe that if he can get the s/p back north of 1.5p here thru 2025, his leadership here should not be seriously questioned for 2026 (.. and if he got it back of 3p in 26 ditto for 27 )

Hopefully seller out indeed.

And happy to do my bit here - towards helping find out for sure- and top up a few more times.

Did my first top up this morning.....and a top up or three more to come for me between now and - hopefully - 4 p+...

Best wishes to all fellow long and strongs here

(agreed they are replacements for those, Mr Zap)

10p options replaced with 1.35p options says a lot, and none of it good.

If he'd said 3p options, I say that's a fairer compromise.

Being generous, I'll go with pretty shocking and somewhat anger inducing for the pricing of these latest options

imho & dyor

Slippery eel comes to mind re the contents and time of delivery of this RNS:

The one and only Mr Colin Bird

.. the w/e

....seems to be a school of thought that's got momentum into the close today ?!!

As purveyors of the pump and dump, the likes of Jungle, Fonzi, Richy etc.. have no interest in trying to understand it, Davey..

But that's their prerogative .. and each to their own....not least as anything can happen in this crazy game.

Best wishes to all fellow long and strongs

And here's hoping

While I kinda agree with Davey, I also offer that this remains an easy hold for me as time/patience might well see this move on up back into the teens... and thereafter, in due course, on up towards 20p...

And in the short term, not least with results coming soon, FOMO might see this head back towards 9 to 10p range, hopefully.

Imho & dyor

I agree Mike that this s/p should go up decently off the back of yesterdays US - UK trade deal. Not least as its at an extremely low level at 12p - 13p..

This mornings rise is paltry, so far.... so here's to a more meaningful rally here into next week, please.

Generally, I have very high hopes for this s/p in second half of 25 and on into 26 too.. and am looking forward to some proper rallying here soon/ish

imho & dyor

Gordon Bennett if Fonzi used to be Gordon Bennett :-(

Fonzi seems plenty more sophisticated than the Gordon Bennett I cam across a few times when a buy and hold of mine rallied big (usually from the pits) ...and more intelligent too, in fairness.. so I'm a bit surprised by that?!

( or he could just be getting better with his posting with practice either, perhaps? :-) )

While the chances are slim, granted.. it's technically possible mornington - oz actually is sitting on a 33p avg.. as the s/p has - intra day in 2020 covid bull market- gone that high, I believe

Extremely unlikely to be a typo.. not least as would have been corrected by a follow up RNS by now for sure..

As this has been sold down hard from 25p ish to 3p ish over a few years, maybe MM's had a chunk of stock still on their books this morning.. and have used those to manage the buying demand here this morning.... and may have little stock left on books now...So if/when good demand continues thru this arbo - not least when the US wakes up - then this could push back into 10+ p plus territory, hopefully

More generally, I've always liked this as a buy and hold - and am a long term holder here - and even more so now.. so fine by me if it's a slower journey back up into the teens pence, either

imho & dyor