Member Info for PaulFG

I agree, this deal has been totally overlooked today and it specifically mentions critical metals.

https://www.linkedin.com/safety/go/?url=https%3A%2F%2Flnkd%2Ein%2Femjz9dde&urlhash=Zom_&mt=DlnG-gu3-ilZf-R6CyjRQ3-w-vVb6n7FzILVthl98ZL2BWQDO692_5m4ddVV_BfWWcclWpok7AmtoCO_qwDl8t8bEguf_YQEhRC41HWOhx22sm7pLpIeUYnu&isSdui=true

Getting ASX listing eats time & money I don't think Rupert wants to eat into both resources right now which doesn't directly progress the projects.

I would discount that notion.

Https://youtu.be/1BAE3kj5NNc?si=EZ-eWONMbVLmOXuN

Did you guys catch this? II interviewed 4 small uk critical metal stocks, COBR is number 2 about 1.36 mins in

https://www.youtube.com/watch?v=0BG-tF1f-qY&t=12s

Depending on the options MR is looking at, given the current geopolitical situation, with no end in sight, is likely to stall progress from financial institutions for anything not currently on the table. I'm readin' between the comments in his interviews to make an educated guess that there's currently nothing on the table and so I don't expect the financing to be concluded in H1, possibly not in Q3. So although the currently share price, a gift from the gods IMO, is very attractive it might not be until Q4 before we see the significant rerate that we're all anticipating.

If this fall continues into the new tax year, it'll start to come into territory where even I'll think about topping up, something I haven't done since it was 15p. I think the enforced silence from the exec team has not helped but the potential within Q2 for the listing, the publication of the Advanced PFS and whatever else we might get on the drill results side will make this a very attractive option.

I'd be careful with Insurers - examine where their exposure is. But as the oil price escalates it's going to impact the profitability of most of those sectors you've listed

As you say the world expected good results from beehive and the world is waiting for the funding to come through. I think what's happened is that it's pretty clear from the interview this week that whether it's for P1 or combined P1&2 that's a little time-off yet - and this shouldn't come as a surprise financing takes a long time.

SO I'm not really surprised to see us drift - a little surprised perhaps that we've gone below 9p , but not complaining if it can last until April 7th.

Agreed, you're not often presented with a gift at the start of the new tax year like this. Quite happy for this to remain under pressure for a few more weeks when new SIPP & ISA allowances crystallise.

Absolutely excellent results and importantly teases us with what's to come at some point with Beehive and how this is going to absolutely, eventually, explode the value of this company from this currently ridiculous mcap.

End of tax year in UK, perhaps people adjusting CGT allowances, realising any losses to offset etc

I understand there may be geopolitical concerns here, though nothing seems to directly impact Uganda, but honestly these levels represent an excellent opportunity IMO

Yup. It looks like it continues - someone recognising the huge potential here.

It's quite exciting to hear Rupert's thoughts in that Crux interview as to how he's hoping MannaHill will play out - very ambitious and knowing Rupert this is all coming from geological extrapolation rather than some Finance Bro's finger in the air.

Crux interview:

https://www.youtube.com/watch?v=ONhBYzvUph0

So it took 10 days from the final last set of test results to defining the maiden JORC on Friday.

Which I guess means that we need to have until Tuesday week if we're going to have the Beehive jorc in Q1.

So I was contacted by my platform, apologising, that communication was meant for ISA holders not SIPP!

Just rec'd a notification from my SIPP provider that they are going to remove the IGLD shares from the SIPP to a GIA - trying to get confirmation, but very concerned this might be viewed as a crystallisation event - any thoughts?

Of course all that gets blown out of the water if they receive a Grant from the EU/USA to get going -but we're into unicorn territory there.

Guys, I've worked in Corporate Finance and Commodity Finance these things take time as Mike himself said: first they have to received term sheets - didn't sound like they had any - and then the lawyers get involved in the review and negotiate points that can take a chunk of time.

I would not be expecting a financing announcement 'any moment' that's just unrealistic.