Member Info for notable

If the times piece was right and Sviblov is the buyer, he isn’t on the sanctions list updated today.

New website announced this morning shows that company is moving into retirement, extra care and education sectors

Company keeping to promise of no dilution attracting funding of the development with £3m without discounted placing. Acquisition coffers being topped up.

Initial cash, deal with Alpha Capital which has £2bn under management, pipeline for 2019 looking very promising.

A story out last week i've just seen states that Bolton at Home is set to acquire its fellow Greater Manchester group Arcon to capitalise on surging demand across the region looks promising. And although the midlands is in a different region, according to internet, the JV announced last week should bode well for DKE.

News should tip this in everyone's favour especially with news from govt last month of £76m especially for supported living sector and news this week that investment and property guru Darryl Eales is in a new JV with the company. Being a big name in The City you would have thought he has done his homework before signing

Very quiet here. No-one got any further comments on the JV?

50/50 JV with Rascasse Developments. Lynn Waldron, director of Rascasse ex head of sales at Lloyds Bank International is all i've found on her, Darryl Eales another director is former CEO of Lloyds Development Capital & owner and chairman of Oxford United as well as other investment vehicles. Nice to see some big names involved in hopefully moving this forward

Would have been difficult to get planning started before as it was a last minute request for additional rooms from the housing assoc that kick started the process

Very interesting business model here. Guy on podcast sounds like he knows what he's talking about, makes a nice change for a non executive to be that clued up about the company they are paid by. Nice to know that no matter who gets into power in the June election it wont affect them as all the major parties are pushing their housing credentials. Justin said Dukemount is unique on the stock market gona look into that but can't think of anyone else who is filling the gap that exists with institutions and long term yields.

They're keen on environmental but Duterte is also keen in lifting poor out of poverty. The Environment and Natural Resources secretary comes from one of the richest families in Philippines and her last statement about "I don't need gold, what do you need it for" makes you remember the history lesson involving Marie Antionette. Good thing for Bluebird is they don't mine, their Batangas project has just finished exploration and they are applying for the next stage licences. They will see what's going on and be fully prepared and ready to tow the line. With regards to the copper concentrate they don't mine that, they buy raw ore and turn it into a concentrate. It would be political suicide to shut down all the small mines putting over 250,000 people into poverty surely.

Just seen this headline but don't subscribe to FT so only seen this: Commodities attract biggest bets since 2009. New money combined with rising prices push total commodity assets under management to $235bn..........

On the ozzie boards investors were peeved off thinking the board were sitting on their hands instead of working away at the project forgetting that asx market was shut to new investment for last few years. Board was hated, usual story, dilution not enough money in company too much in pay. Think market has been over harsh with the falls this morning. On hsr it states 3.5p - 4p level shld be supported by copper trading and net cash alone

For once i'm in agreement with Winnifrith with a recommendation. I believe as a holder as well as a commentator he has asked all the right questions when he's been in touch with the company so I also believe this is dirt cheap given that the trading business is moving ahead. As the company stated today, the new President of Philippines is mining friendly, the country is stacked full of sought after metals which could turn around the fortunes of the country and from what I gather they're contract for the copper trading is with a smelter owned largely by Glencore, who offered the best pricing for their product.

Think this fall been overdone as I thought priority for the company was trading copper concentrate, the gold project is many months if not years from production if other AIM resource companies are anything to go by. Also reading the reports coming out on google look like the Philippines want responsible mining that isn't going to turn their country into a junk yard. Mining companies these days are used to very strict environmental regulations around the globe so this shouldn't be a problem. News out on the next shipment of copper concentrate desperately needed now to give this share a boost.

Worth also mentioning that the margins for copper concentrate trading are far superior than for metals trading, my broker knows the company and is a big fan. Oh and copper is trading at 2 month highs on expectations of central bank easing.

This is where my interest lies, the concentrate trading. Its about time a company had a business model like this where they can generate cash quickly and cheaply which should go some way to expanding this and other areas of the business, rather than having their hands out on a regular basis to shareholders. PFS is a good stage forward for the bigger project but i want to see news on the trading. I've been patient so far with the elections happening so soon after the company's IPO but would like confirmation that the business model works.

Wonder if this has moved on Metals Exploration announcing its first gold pour today. Surely can't be long before we get an update on BMV's own gold project.

Just been reading encouraging news about TSX listed TVI Pacific which is further along the road but in the same space as Bluebird. It has made millions from trading copper concentrate and mining gold in the Philippines and recently got another mining permit. Its looking at a listing on Philippine exchange and by the looks of things mining stocks are rated very well over there.

Not averse to mining unlike recent ones, higher gold than expected in ore, simple process for fast cash, larger gold deposit news, with all exploration done, must be due board filled with mining guys who live in the Philippines, two of whom are mine builders. This should show others how it should be done.