Member Info for NicetoMichu

Broadly agreed Jezzoo..

but, there have been so few egs of actual sales of metals explored assets for good prices by AIM Minors - to mids and majors - for so long now, that the more meaningful s/p movements require some such sale/s at GOOD price/s... this quarter, and/ or half , and/or year..

Even such by a n other/s co's besides one of Mr Bird's bunch, would have a decent knock on effect across this AIM sector imho..

Obviously such a sale for one of Mr Birds other co's assets more so again for xtr.l .. and for eg bushranger - or Western Foreland etc even - plenty more so again

The next RNS is getting more important by the day here.. i.e. as this s/p ticks nicely on up.

I hope they put a lot of effort into good bright future framing wording in it, please.

Accepting the numbers within it are key too, beyond this rainy season variety of those, it's not very hard to make the medium term future look very bright for jlp.l against this commodities market.

Btw I continue doing my bit to help here, with another top up this morning

Good luck to all fellow holders

Selling exploration assets in their latest state is the alternative to future dilution for all of Mr Birds co's.. Selling exploration assets is after all the strategic basis of Mr Birds involvement in AIM game ..hence his hoarding a wide variety of such 'assets' across sundry companies.. and, generally, only slowly further exploring them and, on top, being very slow to look to bring them to production..

I have a small holding in Glr and am watching closely

The header and sundry messaging on here has gotten me thinking about Colin Bird playing in this game from back in day thru the decades:

His 'bread and butter' has been explore and when the market turns into a bull phase, sell on the exploration asset/s, much more than bringing his explored assets into producing assets .. and hence why he generally patiently/'opefully sits on a bunch of assets across a bunch of co's waiting for a proper commodity bull market.

Thankfully, the market for gold, silver, copper - antimony - etc are, after a bear phase, now in a proper bull phase...... and sale opportunity for whatever of his exploration asset across any of his co's seems much more likely in 2026 than in previous recent years.. and any such exploration asset sale should have a very good s/p effect on that specific co, and also a decent knock on effect across all his stable of co's.. So that alone gives me plenty of hope for my BET 'ere..

Also, as mid/large tier producers have been generally very slow to buy up minors exploration assets, Mr Bird has been forced into pushing on towards/to productions for suitable plays across his stable too. And, while I have plenty of reservations about his companies capacity to smoothly deliver - via JV/outsourcing etc - even small production wins, that still gives me additional hope for my bet 'ere too .... ( not least as can become more compelling a sell out opportunity even semi close to production go live etc)

Including this s/p still being very lowly versus the assets, and the metals cycle having - imho - a good distance to run in this bull phase, and all my above points on top, I still have plenty of hope for a strong 2026 for xtr.l's, share price

So 'ere's 'oping Ben 'Owell, 'ere's 'oping lad

imho & dyor

From todays holding RNS, I believe that Redworth Capital remain very interested here ( I also note that - from a previous holding RNS and todays holding RNS together- Mennen Medical have transferred all their - significant - holding to their parent company Redworth Capital)

And from the holding RNS of a few days back, I believe that the recent weakness is a lot to do with Universal Investment GmbH selling out here (granted them selling out at such a lowly price may well be seen by plenty as a bad look.. and others like nascan have sold out too.. etc .. but Redworth picking up some of these is reassuring to me , at least .. and hopefully they pick up more as we go too)

I'll probably wait for the next company financial performance update before deciding whether to add meaningfully more, mind.. and I accept that this is a risky play, whatever .. but I currently still remain comfortable with my decent size - for me - BET here .. not least as I'm hoping for a buy out offer from Redworth whenever in 2026

imho & dyor

Best wishes to you in your future bets/investments wherever instead of here instead NasCan. (and sorry to see you crystalise a big loss here)

I agree that this new version of the ventilator/ incubator is very important to medium term success here.

While you may easily be right more than wrong in your just posted view, to me its definitely too early to tell either way, as the version of the ventilator for US approval would be the 'finished' version that - will hopefully - drives serious sales volumes, and that's still in development:

''We continue to prioritise and focus on the project to develop a version of the SLE6000 ventilator for the US market which we expect to submit to the FDA later in 2026 following completion of extensive external testing covering areas such as biocompatibility, human factors and cyber security. This is expected to lead to product clearance and launch in H1 2027.''

If /when FDA approval is achieved, manufacture can be licenced to wherever to get its cost down.. eg 'Sunderland' ...or China... or maybe not China, but regional US, if that's what Trump policy dictates is best towards giving it every chance of success in the huge US market (Fortunately this company already has a decently performing US sub company that would own roll out of this ventilator there ..etc..)

PS; The Private owners of Mennen Medical - Redworth Capital Group - already own a chunk of shares here and might be tempted to make a cheeky buy out offer here sooner or later .. not least as this s/p is now lower than when the company was in a very bad way a few years back; I note the pretty recent interim update shows this company to - seemingly - be significantly turning itself around now.. granted, we'll soon enough find out if that turnaround continues, or not.. (A 35p+ offer would get my acceptance now btw)

imho & dyor

Wise speak from a Warrior Owl there, Sir/s

roll on 1.5p next week, please

Shocked and disappointed.. and here’s to a JV here soon - even if on pretty unfavourable terms to Lnd - to take things forward more effectively

Stimulating posting from sundry sides here, thanks.

Hard as I found it, my solution to very considerable frustration - especially over the last few years - 'ere has been to downgrade my expectation decently.. and then do the same again .......and then the same again.. cumulatively seeing my expectations 'ere downgraded plenty.

(eg while I think fundamentals dictate this should be 1p + now, I also think that 2p+ may well be 'ard achieved ere'.. but will be achieved, whenever.. thereafter, I'd offer what I think might be the next s/p range achievement.. etc..)

I expect some meaningful progress in 2026 'ere but it to be pretty slow, uneven and include a few set backs as we go.. but the direction of travel remaining a clearly positive one. (and updates from Mr Bird being wide apart and focusing on good news only.. and offered timeframes being very woolly as we go.. as he knows he never hits offered timeframes)

And my first goal for 26 remains to stop saying 'This time next year. You know it makes sense', by mid 2026

(I pick that phrase as I see more than a touch of Derek Edward Trotter in Mr Colin Bird.... But I have a soft spot for Mr Trotter/Bird and this share has been kind to me over the years - via range trading - and so I remain semi decently in play here)

PS: I expect to be using the following for the duration of whatever varying size BET I have in play 'ere:

'ere's 'oping Ben 'owell

imho & dyor

''I genuinely think LND has been overlooked after years of poor mgnt…..the time is now to strike while the iron is hot and sell it!''

Agreed (and I'll take that to also mean that Lnd has been overlooked because of years of poor mgmt)

My instinct is that Mr Shaw was a cut or more above sundry management that went before.... so, one way or other, this s/p HAS to meaningfully re rate off the back of this very soon to be released updated MRE.. if not, in the round, that would be a big set to my perception of Mr Shaw's higher competence.

imho & dyor

Well analysed by that man Charles Archer today..

I've topped up here twice today as I believe this is still - at 4.30 p ish - now significantly undervalued..

imho & dyor

Generally, as witnessed by my LONG involvement here, I am a patient man, as absolutely are you, granted, Urban.. so what's another day, week , month , year etc here indeed.

That said, I will note that one fact you neglected to mention in afore post to me was the companies mid ish 25 offered updated MRE timelines:

''update the existing BAM MRE, expected to be received in Q3 2025.''

I guess/hope there are indeed some bigger picture things happening in the background here.. what specifically they are, I'll pass on offering any specific guess/es on here/now..

BUT even including it being a third party preparing the updated MRE and potential strategic directional changes in that doc ...etc.. including given a couple more revised offered updated MRE delivery timelines being missed too, it's meaningful slippage , whatever.. and only a reasonable look, if something bottom line s/p upwardly meaningful happens immediately after re listing...

imho & dyor

Surprised /disappointed no RNS of whatever description here this morning.

If there are no negotiations for JV/Sale etc going on in the background here, then, at this point, I'm semi comfortable offering that rank unprofessionalism is being shown by Lnd management.

Warrior1 is a good new name, Mr WOS!

Hopefully you keep it for more than a few weeks before changing to yet another new alias, Sir

Alternatively, a wise owl might just go back to something extremely close to Mr WOS and stick with it for v long time, Sir

PS:

Mr Warrior, he play ball not man, Sir

Mr Warrior he behind you, with new blue shoe, Sir..

..etc

all rolls off the tongue nicely, in fairness

While reasonable merit in that post, no doubt, Lucky.. in the round, I think it might easily be overly bearish..

Sure there will be some placees dumping for a turn at either side of at 1 p ish, but, given underlying commodity price strength and the asset potential here and with mining implementation projects now in train, plenty might easily aim for a big/ger win here and so hold out to 2 or 3 or 4 p or more p.. as the news thru this year may - or may not, granted - direct them.

Also, some of the placees will be existing holders with now overall averages of say 1.5p + ( and that + being plenty more again in some cases) and so while they may slice as they go it would be incremental into s/p strength.. etc..

Finally, the buying that has come into play recently can continue, with good news RNS's/ ongoing commodity price strength .. and that mop up whatever placee selling as we go too..

etc

imho & dyor

The fundamentals 'ere make 1p a very UNstretching share price.

Per my post yesterday:

''With the assets 'ere and plans for their development and the commodities price strength on top, this should not be under 1 p anyway. imho''

Good post Ben 'owell btw

'ere's 'oping, Ben 'owell'

imho & dyor

A good deep dive analysis into Xtr by Charles Archer has , I’d guess , helped this to rally …

With the assets here and plans for their development and the commodities price strength on top, this should not be under 1 p anyway. imho

Nice to see this s/p firming up further today.

Here's to it moving from firming up to hardening up in short order now.. eg 2p +...

.. and that followed by shortish term decent hardness of 3.5 p +

.. and from there onto rock hardness

...please

imho & dyor

One day later and my post is not ageing well.. ouch

dec and jan has maybe seen selling up / out towards crystalising losses to off set against tax bills. maybe ?

P.s. NTM - this time next year will now be 2027!!

It will indeed be Ben 'owell !

And I offer that there is indeed only one Mr Colin Bird in support of this.

I also repeat my ambition for 26, as per my post at the back end of 25 was not to still to be saying 'This time next year...you know it makes sense' at the end of 26.. but I kinda expect to be saying that at the start of 26 and maybe the middle too..

'Ere's 'oping Ben 'Owell..

PS: Good posting Mr Zap