Member Info for Pecten11

Frontera ‘Diamond parcel news – already cleaned, sorted, and confirmed, just waiting on the auction/sales process’

Remind me, how many carats have been confirmed as cleaned and are ready for sale????

‘A price base that’s been consolidating at historic lows, meaning any substantial news could trigger an outsized move.’

Historic lows?? You having a giraffe

And the whole AP 200 million valuation thing that some people like to quote- show me the RNS where this is stated, or how that figure is calculated?? Lots of things get said in interviews which, strangely enough, never come to pass

By all means be positive but keep to facts

JurysOut, fair observations imo, APs primary job is to keep the company alive, has no obligations to investors , especially retail, which is backed up by only one non- broker being above 3% (btw, no TR1 from Mr Jones since all the extra shares have been admitted, naughty based on Vast website https://www.vastplc.com/investor-information/shareholder-information/)

If AP truly believed and could justify any £valuation figures suggested in interviews, the specifics would be backed up in an RNS - never happens

The cash from the diamonds will put the company in a much better position, but reality is the cash from the warrants have created breathing space until facts should (??) be made available

Exploration target ounces are worth fractions of the gold spot price, inferred ounces only marginally better, indicated are better again, measured ounces are what is needed

The intercepts look good, but many, many more drill holes needed

Beware people making fancy extrapolation calculations- look pretty, mean very little

Frontera you try dissing asi by implying his posts are the output of ChatGPT - does that mean that you think that’s make them inaccurate??

That would be strange as you’ve claimed to use similar tools in the past

Or are they only useful when the confirm the bias of the questioner??

Troaj, none of us are perfect , I’m definitely not

My post was meant to be supportive, I hope you took it as such

Don’t say goodbye, I for one would miss you

Troaj, the main reason I still look into the ‘new’ Tecans is you’re a shining example of someone who has a moral compass and has the moral turpitude that reflects their background, willing to listen, but not be shepherded and implies a belief that humanity is better thinking of a whole rather than propagating division

Don’t stop being you and don’t let the bast@@@ts grind you down

Vive la Troajan

How to have a successful dinner party (not that I host many!) - don’t talk religion or politics!

Putin and his multifarious ways aside…

Afternoon Troaj, hope all is good

Know you’ve been around helium stocks this year, what do you make of the news at Pulsar Helium today - sounds good, but only 4 posts on the board no market reaction

Think they have well clean up work do he done but would have expected some action even if loan offer is non- binding atm

Seen lots of posters over the years who claim to be the saviour of others - and a contrarian POV can be very useful to listen to - but the shear volume of negative posts is borderline obsessional or extremely malicious

- just plain weird

Amystake ‘ Remember the value isn’t too tough to work out in terms of a range. Lower end is circa $30m and upper range could be as high as $70m’

As you say it isn’t too tough, then perhaps you’ll be so kind as to lay out how you came to the lower and upper end figures you have quoted

Comparison to the current diamond market would help give context and validity to those figures

Frontera’ You know, before the world-first beneficiation process VAST is using — the one already producing clarity and colour upgrades that blow your tired averages out of the water.’

What proof do you have for these upgrades?

Some vague photos that don’t specifically show before and after for each stone, or a before and after valuation?? ———-absolutely none

So your claim is just hyperbole

And trying to suggest that Vast have somehow come up with a beneficiation process that is a massive improvement above and beyond what the likes of DeBeers or Alrosa have had years to experiment and improve, also sounds like a massive expulsion of hot air

Maybe you should be the one giving up

Obviously different company but suggests insight into the recent diamond market

……

Tender 7 sales results delivered $21 million in revenue from 283,970 carats sold, with an average price of $73 per carat, bringing year to date sales revenues to $206 million from the sale of 2,359,904 carats sold.

Like-for-like rough diamond prices for goods sold slightly improved by 3% on Tender 5/6 FY 2025 mainly from coarser goods.

…….

Q4 and Tender 7 FY 2025 sales results

Our seventh tender cycle yielded US$21 million, bringing revenue for FY 2025 to US$206 million, which is 33% lower than the revenue for FY 2024. While like-for-like prices for FY 2025 compared to FY 2024 declined by 17%, Tender 7 FY 2025 were up 3% compared to combined Tenders 5 and 6, showing signs of some market recovery, especially in coarse goods.

Usually reliable with this company

Don’t know which is funnier, traders still trying to con others with the idea of 1 trades or VAST being reliable….

Evening Tro - not seen nighthawk in many a moon and know Mr Gazer only pops in when the moon is blue - but happy to see your keeping up the mighty output of posts. 😂😂

Think NATO plus the likes of the Aussies need to bring forward an updated military/ industrial complex of their own, to spend the new 5% GDP promise on military technology and platform sharing (always a challenge with many voices) to create scale and efficiency - it would also remove some of the dependency on US military tech and might give the TangerineTool a heart attack !)

So Trump’s major support for Ukraine is basically letting NATO countries spend more money on USA weapons (primarily Patriot missiles/batteries) at no cost to the USA and he takes the credit for their spending

Nobel prize in B/S

Robert you’re seen that way because of what you post about others, like asi, just because they don’t sing your happy clappy tune

Not only is it rude and intolerant, it’s also bad investing technique cos it means you don’t keep an open mind

Ifiknew - based on historical performance, especially since Axis became broker, the forward selling applies to the first tranche of shares, those who are ‘privileged’ to be invited to participate, exit when there is a profit to be made

Historically when the second tranche hits, the SP usually grinds its way down to the placing price and the volume starts to subside too

Now you could / should criticise AP for using these multiple tranche placings for no good reason reason as it means lots of retail punters get burned on the hype - but, it’s how he’s kept the lights on for the last 4+ years

Enki - because they are garbage

Swing traders trying to generate excitement based on hot air

Likely trying to offload remaining placing shares at a profit- small

Paulie, third party ‘news’ websites know nothing new - selective interpretation for click bait in most cases

If it’s not RNSd (and that includes interview ‘quotes’) then take it with a massive pinch of salt

Pointscorer, the majority won’t be worth polishing so that brings the time frames down a tad

Robert, warrants are converted into shares - not sold (though in theory they could be traded) and 0.40 rather than 40p , otherwise they would never be converted!!

You want the warrants to be exercised??

Between the placing/subscription and the warrants already exercised then they have already increased shares in issue by 50%

If they expected the other warrants to be exercised then they wouldn’t have needed to raise so much in the placing - what does that say about the SP expectation??