Member Info for Pickuzawinnah

I saw this and as a one-time BMN holder, thought it worth sharing. Brilliantly, it focuses on copper, iron, lithium, and precious metals but manages to miss vanadium twice (in terms of steel production and renewable energy storage).

Contains the eyecatching line: "the global demand for critical and rare minerals would rise to six times higher than today by 2040 if the world were to achieve net zero emissions in 2050". I see vanadium prices increased recently but still a long way off 2018 prices. May all be heading in the right direction though.

https://www.theguardian.com/business/2021/may/15/record-metals-boom-may-threaten-transition-to-green-energy

Much of it saying what we ( the well informed amongst us) already know, but perhaps a timely reminder in terms of Copper, iron, and precious metals: https://www.theguardian.com/business/2021/may/15/record-metals-boom-may-threaten-transition-to-green-energy
"the global demand for critical and rare minerals would rise to six times higher than today by 2040 if the world were to achieve net zero emissions in 2050".
Also mentions zinc, which is worth remembering in a few years when the Greenland site hopefully opens for us.

Good weekend all.

Hello ! Exciting end-of-week action. What's this all about ?

Yep. Kind of with you on this Crocqman. There was too much hype a few months ago. End of 2020 someone posted the "End of 2021 SP predictions" thread and I think the average prediction was somewhere around 18p. Ramping ? Naivety ? Irrational Exuberance ?

All the planes line up for EQT, it's now a case of landing them. There's been talk of 13 deals this year and that may still happen (I wish !) but more likely to be half that number, adding considerably to the revenues but hopefully not overwhelming the project and support teams.
I would rather we land 4-5 this year to refine the processes and bring the volume of employees up nicely. Then 6-10 next year and 20-30 the year after. Maybe a licensing agreement in there, too.
But then I am patient and edge on the conservative/boring side.

Exactly Leister. Now - this quiet time - this is the moment to buy. Hold for a couple of months, and then be the one laughing on multi-bags while others jump aboard the train that already left the station. He says, having been spiked one time too many.

Top weekends to all holders.

Phenomenal - thanks for that insight Persiantrader and Noob67.
I topped up yesterday (ha ha - how's that, Trek ? Lol) but hadn't considered the relationship between the Bureau of Land Management and price control/supply/demand before. This really could be a crazy ride over the next 2+ years.

We are LONG overdue news - everyone knows this already. So I thought I'd have a scour of the last year's RNSs to see the frequency of meaningful updates. Excluding all the clutter (Price Monitorings, Voting Rights, Exercise of Options, AGMs, etc) so we distil down to the key messages about progress. This is what we get:
May 2020 = 3. Placing/Broker, Patent Filing, Covid update
June = 0
July = 1. Work Programme & Strategic Update
Aug = 1. Positive Covid In-Vitro Study
Sept = 3. Tech Transfer & M'fact, Covid PoC Update, Interim Results
Oct = 0
Nov = 2. Operational Update, Nuvec/Oncology launch
Dec = 2. Formulation work update, £2M Placing

2021
Jan = 0
Feb = 2. Intention to Grant Patent, Final Results
Mar = 0
Apr = 0
May = 0

It's been a long silence recently and work - we must assume - is continuing behind the scenes. My post isn't intended to criticise, just to point out that something's increasingly likely to land soon. As a reminder of what may come in the next few months:
Oncology - Stage 2 of the programme expected to conclude in Autumn (up to 12 months from Nov 2020)
Nuvec in-vivo - due to commence early in 2021 (did I miss announcement of it starting ?)
Patent - full grant should take 6-8 months (started in Feb, so due in early autumn)
Nanomerics - 14 month research collaboration started Feb 2020 (so expired April 2021 ???). Announcement could be imminent on renewing Nanomerics agreement, or new research partner

But for me the prime suspect for news would be the collaboration discussions with potential licensing partners. It may be that there's a cluster of positive news around study results of dispersion, followed by licensing as new study data reassures partners of Nuvec's safety and efficacy. That would make the 2020/21 SP range insignificant. You'd have to be talking 30-50p on news of one partner (depending on terms).

Anyway, as we know, news can land at any time. Good luck all.

Wow. That's a long annual report. SamBar, I hope you had a few poppers to keep you going.
It's certainly a pivotal time for Shield.

I wonder where Chris2 will be in eighteen months ? Hell, I wonder where Chris2 is now ? Couple of days of red and he's nowhere in sight. Check in your sheds, folks. He might be trapped.

I've a small holding at EUA for almost a year waiting for last night's news; at times just holding on out of morbid curiosity.
Not saying "UFO can do an EUA" but it is worth remembering that eighteen months ago they were 1p.
Onwards, Aliens !

Max - I wonder if the person selling here this morning was looking to increase their EUA footprint to take advantage of the planned "significant dividend" announced last night. Fair play. If so, I expect they'll return to UFO with more money, but may be in at a higher SP. Swings/roundabouts.

Red across the board today. It's like Freddy Krueger got hold of my portfolio.
Except N4P which remains (currently) at zero change. odd.

Indeed smiller. I have been happy to hold here for a while now. Skimmed at about 2.7. Back in at 0.9. UFO is my largest holding.
I try not to get too excited/defensive, and remind myself it could all amount to nothing. It won't. But it could. Lol.
Anyway, happy to clarify why I'd gotten such low volumes; I was ONLY focused on Hancook/Sirius earlier today.

Now, if we can move on. To my untrained eye the summer is looking like a bit of a conundrum here at HMSO.
On the one hand, the Indian variant has a couple of experts urging a more cautious (ie: slower) re-opening of society. On the other hand, the early consumer retail data is strongly positive, and travel restrictions could really fuel a "high street" spending boom. The litmus test will be the resuming of proper dividends later this year.

We've seen a roughly 12% drop from very recent highs. Just a safety-first sentiment at play ? If the SP reached 42p a few days ago then the appetite is clearly there from the institutionals; it can reach the low 40s again, and soon.
I suspect much will rest on the next trading statement and levels of rent paid/arrears as well as how the board manages the company's debt. The new CFO - Himanshu Raja - is described as having "extensive experience in transformation and debt and equity markets". Looks good to me.

Not asking for predictions (calm down at the back, Gusto !) but it's going to be a very interesting few months. I expect we'll bounce in a 35-45p channel until August when a (hopefully) positive Half-Year report will increase confidence.

@OWLS
Q1 '21 collected 30.1M rent (that's about 50%), with 11.4M waived , and17.6M outstanding.
"we expect collection rates for both the current year and FY20 to continue to improve as restrictions are eased across territories" All according to HMSO RNS dated 20th April.
And CVAs have been used by a number of retailers to help them during lockdown to renegotiate rent/leases. Some may switch to a "turnover-based rent" scheme. Which, given the recent surge in consumer spending and probable inflation, could bode very nicely for Hammerson.
Not quite so sure why you're so angry at Gusto.

Bear, I think if there were to be an acquisition it would have to happen before USA fulfils its potential. Put yourself in the shoes of a CEO of a pharma company. Would you wait until STX is a £1Bn company and have to spend £3BN buying it ? Or pick up the medical IP for (say) £500M and then take it to market with your own established sales team ?

Hmmm. Might buy some more STX shares just in case !

Sorry folks - I was writing mainly off memory.
I remembered there are three sites for iron at Hamersley:
1/ Brockman BHP20 estimated 7-33Mtons
2/ Brockman BHP15 estimated 60-200Mtons
3/ Hancook Sirius extension estimated 5-15Mtons

The initial drilling results, for which the remaining 2/3rds are expected in the next fortnight, are from Hancook Sirius Extension only. So that's 5-15Mtons. Being negative I calculated at 5Mtons. Obviously if you take the other two sites into consideration there is MASSIVELY more (to be confirmed).

Unfortunately, I had forgotten that UFO only has 51% stake in Hancook.

I know what you mean, mannnan, The 6-month chart looks like a shark's grin.
This kind of volatility will tail off and hopefully be gradually replaced by a more consistent upward curve punctuated by spikes as news lands and then gains are sold shortly after.

@pepemartinez. Of course predictions are often little more than an invitation for fate to intervene while others point and laugh at your naivety/lack-of-research/optimism/pessimism/skullduggery (delete where applicable).

However, consider the anticipated news on UFO on that 12-24 month time period.
Elizabeth Hill: "seven highest priority targets delineated for PGE and Ag/Ni/Cu mineralisation" (RNS April '21)
Elizabeth Hill Tailings. May be around £1.5M-£2M cash value to UFO, significantly reducing the need for placing, OR providing a big funding step towards production at . . . .
Hamersley. Anticipated Iron Ore of between 5-15M tons. Earliest assays encouraging. Bill BG suggesting the holes they're more hopeful on, results are due in the next fortnight. Let's play the Picku's Patented Negative Calculator: 5M tons. At £120 per ton. 20% to UFO on a JV = £120,000,000. Small mine, so let's say 10 years production ? £12M income p.a. Right at the bottom end of expectations.
Brockman - drilling to commence at some point in the next year.
More silver at San Celso awaiting permits (fully funded).
Copper and Gold at Donovan.

You've got to be looking at this company as currently worth 1.8p, soon to be 2.5p. End of year 3p, and then next year heading towards 5-7p region. Others may feel a lot more bullish. And trader fever may create higher spikes. Or lower drops.

I know there are better analysts out there, so fully expect there will be differing views, but I'd say your 4-5p in the next 12-24 months is probably towards the lower/middle part of the probability curve. Probably. Maybe. In my opinion. Caveat Emptor.
My views are my own. Do not invest based on my ramblings (etc etc).

Genuine lols, martinu.
I think we all know A/ this company is significantly undervalued if you take into account a likely proportion (25%) of the stated pipeline, and B/ just waiting for a couple of signatures on contracts. I suspect a number of investors have seen the potential here and taken "early" positions in anticipation.

V111JAS last night summarised it perfectly.