Member Info for Number6

AI Overview

In Q2 2026, Ocado was the fastest-growing supermarket retailer overall in the UK, with sales growth surging by roughly 15.9%. In the brick-and-mortar sector, Lidl was the fastest-growing, with a strong 8.8% to 9.3% increase in sales that allowed it to overtake Morrisons as the UK's fifth-largest grocer.Key supermarket performances for Q2 2026:Ocado: Fastest-growing retailer overall, driven by increased customer numbers and frequency of orders.Lidl: Fastest-growing physical store grocer, hitting a record market share of 8.6%.M&S Food: Showed sustained double-digit sales growth (+11.8%).Sainsbury's: Experienced stable growth with total grocery sales rising around 5.2%.Morrisons: Delivered its 14th consecutive quarter of like-for-like growth, seeing group sales climb 2.2%.

This is looking good.

Ocado needs to focus on UK growth and continue doing more of the same. IMHO

.....

Ocado and Lidl continued to be the fastest-growing retailers, with sales increasing by 13.5 per cent and 8.7 per cent, respectively, in the 12 weeks to 14 June, according to the latest figures from Worldpanel.

Ocado’s overall share increased by 0.2 percentage points to 2.2 per cent of the market.

My 10k BUY at 11:40am is showing as a sell.

Seems to be quite a strong rise on no news. Could be a news leak? You never know.

I wonder if this guy, Niklas Heuveldop may become the next ceo?

Wish I'd bought 20k now.

Hi

I've just taken a punt on this and bought 10k. Seems like reasonable entry price to me and looking oversold.

If a new ceo is found where do folks think the sp could re-rate to?

There's a big sell which must have been a drag ...

27-Mar-26 16:35:09 255.70 3,094,331 sell £8m

Yep. Whatever I buy it goes down 🧐

Bought 10k for £26k and then ..... itdropp3d to 255

But, longer term it can't be too bad a buy I'm pretty confident.

Iran war will drag it down no doubt but, should rise with the tide in time.

Hello all.

I'm looking to buy 10k c.261.

Looks like a deal at this level.

From the RNS ......

The Economic sensitivity analysis has evaluated a range of other pricing scenarios to reflect market uncertainty and assess project sensitivity, including:

· Upside case: After-tax NPV(8%) of US$2.71B and 55%IRR:

o Based on a WO3 price of US$1,800 mtu APT (150% of the base case)

· 2026 MRE Case: After-tax NPV(8%) of $0.88B and 29% IRR:

o Based on a WO3 price of US$850 mtu APT

Dennis Rowland, CRL Managing Director, said:

"Programme results and new modelling outputs have confirmed the discovery of a new tin-dominant mineralised structure outside of the SVS deposit, and therefore also separate to the SVS high-grade zone 2019 MRE. The new North Tin Zone contains visible cassiterite and has been shown to be a large, distinct and continuous structure. This zone will be included in the estimation and RPEEE analysis as part of the forthcoming MRE🔥

That was a nasty little tree shake this morning by the mm's. They're obviously desperate for shares because they know this is going to blow in March.

Hold on tight to your shares! .... don't let the mm's mug you.

Don't forget that this Teir-1 status is based on what is currently known. It won't be taking in to account the wider Dutchy of Cornwall license area, which is huge.

The eventual resource magnitude is likely to be vast.

Incoming funds and matched funded grants will in part be used to explore the wider license area. I think they said that they have someone researching historical records and data to optimise the best locations to test.

It's all happening and getting better with every RNS and news presentation.

Mr Market will no doubt require more hard facts and numbers before a proper re-rating can take place. But, it's getting there.

It's now official.

MB has declared Redmoor a global Teir-1 resource.

Is the current mcap c.£25m correct?

I reckon Mr Market is getting ready for a substantial re-rate once a bit more data emerges in the coming weeks.

Prop

I'll highlight your request.

See if Slurm is interested

Not sure what I'm doing wrong. Keeps deleting the link

telegram

*************+5etkpvnmojhhywm0

hi slurm

you'll need to join telegram.

*************strategicminerals

I've asked the person who posted it if they may share on LSE.

It's very interesting indeed and very positive.

I bought £3k more myself yesterday . That's my limit now.