Member Info for Poolefox

Rheinmettal shares are up today by the way

Bizarre as Iceye’s biggest contract is with Rheinmettal German defence company ?

The board own over 30% of the shares there is no way they would accept a bid of less than £4 so IMHO this goes nowhere unless they are prepared to pay that kind of money

Nothing negative in Azerbaijan news so unliikely to be an accident

Better not be a mine collapse on budget day that would doubly depress me!

Takeover bid?

China has not opened rare earth supplies to the US military plus it s a one year deal so US will be going all out to find rare earth supplies and backing projects

https://x.com/kakashiii111/status/1982410994472382647

I have added 12K

US trade representative Jamieson Greer says US to do more on Rare Earths

Cotec has opened 31% up!

We are in August where trading is thin,AIm market makers will often drop the bid to catch stop losses and encourage trading.Don´t be drawn in,AIM stocks typically drift down on no news.Thats the frustration but we know the US is going to announce its partners by the end of August we know Jose Fernandez recommendation was to focus on recycling!

Good luck to all JAN shareholders ,you deserve it and must have the patience of a saint and never want to retire !

I lost a lot of money on JAN but have managed to sell all of it.A keen investor was trying to persuade me it was a good investment at 4p which would be a nominal loss of 85% .The board say they are aligned with shareholders but they just award themselves more shares and placing after placing dilutes shareholdings to being almost worthless.Meanwhilw we are in a bull market where real companies like Rolls Royce have ten bagged

Most of those on X have been long term holders like myself ,held it since 2021.A lot of traders bought it yesterday and are doing what they always do taking profits.Typical of AIM, zero patience but then can you blame them its been a clownshow for years so people are programmed to do it.Im hoping we get a boost when the US buyers come in.Will the City money pile in once it settles down?

Paul Scott ex Stockopedia did a positive piece on AVAPs discount to NAV to his 3000 subscribers on Friday evening hope that will encourage more buys on Monday

AVAP consider NAV to be around 380p this has to be a takeover target.

Confirmed on VOX markets he bought more CLI this week

Emmerson today confirmed that they have filed their BIT claim against Morocco, asking for $2.2 billion in compensation. This is being funded by Burford via a $11.2 facility.

Thanks Contrarian im doing ok

Https://x.com/WShak1