Member Info for ocelot

They are securing as many votes as possible ahead of the AGM.

Suggests their will be special resolutions requiring a 75% favourable vote and, without checking, one wonders which directors are coming up for re-election.

4. The stock comes out of suspension, the AGM covers quite a bit of ground, no miracle happens but the stock does not plummet because those who wanted to sell had the opportunity to do so before the suspension began.

Preparing the ground for the AGM

3 trades totalling 13,000 shares.

It was more fun travelling towards the EU's Strategic Project status than arriving.

Time the market began to think about travelling towards no-cost or low-cost debt facilities!

Https://www.kitco.com/news/article/2025-08-05/gold-hits-3850oz-q2-2026-base-case-5355oz-under-mar-lago-accord-wisdomtree?utm_source=site_navigation&utm_medium=sidebar_link&utm_campaign=latest_news&utm_term=gold_ab_sidebar_news

PPP is complex and convoluted, it appears the company did not even have a bank account its own name.

Imho, it simply isn't possible to draw any conclusions from PPP and apply them to another stock.

The deal follows the US government’s decision in July to impose a combined 160% tariff on Chinese imports of anode-grade graphite, intensifying the push for alternative supply chains. More than 95% of EV battery anodes are made from graphite, making it the most critical raw material among battery metals, according to Benchmark Mineral Intelligence.

PPP is NOT an AIM company, Mirasol.

I took a look at PPP's RNS of today but have no idea where PPP is heading!

"... leaves any asset value in the hands of the debtors".

In the hands of the CREDITORS, surely, Mirasol?

The Group has incurred indefinitely available tax losses of £166.4m (2023: £179.1m), which includes tax loss

incurred on the acquisition of Saltfleetby Energy Limited, to carry forward against future taxable income of

the subsidiaries in which the losses arose and they cannot be used to offset taxable profits elsewhere in the

Group. (note 9 of 23/24 annual report)

Can be used against Ring Fence Corporation Tax (30%) and the Supplementary Charge (10%) but not against the Profits Levy (38%).

IF the RTO is completed and is well-received by the market, then that could establish Angus's reputation for financial engineering and, in itself, lead to a re-rating of the stock.

It may not be reflected in the share price but aren't the signs accumulating that the financing conditions for GROC are easing in the market place?

03/02: £735k raised through placing and subscription

02/06: £450k subscription by a US institutional investor

16/07: £77k raised via exercise of warrants

At 14:09:04, late-reported.

The big boy is Trafigura: 6-months to 31/03/25: net profit of $1.5bn. Total Group equity at 31/03/25: $16.2bn.

"... we have created a strong team to look at inorganic opportunities and are in the process of identifying targets, mergers and development candidates. This will be a strong theme for 2025" (Chairman's statement, (Annual Report RNS of 06/03).

"... our M&A team remains active in evaluating potential transactions that are value-accretive, strategically aligned, and capable of accelerating our transformation" (Interims Results RNS of 30/06).

Angus have been speaking of executing an external growth policy for more than a year: it will be interesting to learn more about their target(s).

1/ cash flow from Saltfleetby has not met expectations. However, the expiry of the historic hedges from 01/07 should provide a significant boost to revenue and cash flow;

2/ as I understand it, through the potential RTO, management is seeking to secure another source of cash flow, in the US.

Https://financialpost.com/pmn/business-pmn/europes-energy-security-threatened-by-cloudy-and-windless-days

Not for me, Mirasol, without punctuation marks I'm not sure what you meant!

"An rto to a us shell the money can own directly with a few people employed to run the field and save on all the corporate bs and costs.

How does "An rto to a us shell" link with what follows: "the money can own directly"?

"I'd suspect that Trafigura and the rest of their lenders are working out a way to takeover running the company".

Isn't it more likely that Trafigura, the provider of the company's debt facility, will seek to avoid doing anything which might confuse its role as a lender with that of an equity investor?

"It is unlikely that those plans include a continued listing or anything for the PI's".

Angus is less of a PI stock than a good number of AIM-listed companies, it has some significant non-PI shareholders.