Member Info for Poppyseed

link clearly not liked by lse!

try https:// immediately followed by ****/ then immediately followed by kazeraglobal (assuming lse even allow this of course).

if not, i hope you can figure another way. hope to see you there.

think this will work, digger:

*************kazeraglobal

You on Telegram Fortitude? Interesting chat there last few weeks.

Yes, I think the particular appointment of Paul Barrett, another entrepreneurial geologist, as the replacement executive director a couple of weeks before the final sale of IMM shines a light on what you say - he didn't land by magic or accident so it's the strongest of suggestions that there was already an active plan in play.

He doesn't do the City boardroom rounds, he's had his previous success privately as far as I can tell, identifying opportunities through his professional skills and thereafter selling part-stakes on to larger entities, including Shell.

Perhaps this listed company will be his vehicle to see something through to maturity. Certainly hope so, I like the feel of the new team and have bought my tickets for the ride.

6 x 10m late reported trades at the buy end of recent things refer to my last, I expect!

Not happy, not clappy but SP is a case of supply and demand for stock, value is determined by other factors. I believe we will learn of the difference soon enough!

Seems you're on the same page as me Investor01. my post 26 Sep 2023 12:26 refers:

"There's something else that raised an eyebrow this morning when researching Mark Gasson's form - his close association with a certain named major shareholder here, also a senior geologist:

https://www.africabusinessplus.com/en/816816/lithium-active-in-drc-klaus-eckhof-and-mark-gasson-are-also-making-inroads-in-uganda/ (need to be a subscriber to read but even the headline is tantalising)

Googling both names together produces further interesting connections. Coincidence? Perhaps, but makes me think, watch this space."

There's only one place to look for what should be the most reliable source for up-to-date information on these things and that's the Company website:

http://www.pathfinderminerals.com/investor-relations/shareholder-information/major-shareholders.aspx

Given the departure of both PT and DE in the last days of completing the sale process, the middle tab shows there are currently no Director shareholdings which, of course, was Free Buffet's point.

Under the rules, I'd say that's not likely to change until the RTO process begins with the release of an Admission Document, at which time I'd be astounded if the main players will not have major skin in the game for the future with the NewCo.

I'd expect all management parties to become substantial shareholders as part of the RTO process.

In fact, I would be quite surprised if one or more of the new crew (in their final make-up/number) were not already sizeable shareholders in the proposed reverse candidate(s).

Guys, guys, the SP is bad right now and we could do with an update on a few things for sure but let's not get carried away.

DE is steering the ship perfectly well and has recently bought £40k worth of shares @ .8p so it's evident that even he didn't see AIM hammering nearly everything so hard and when, I imagine, he thought the outlook here was so strong.

Likewise AMS, taking on 280m shares @ 1.5p(!!) by the year end, RJ saying on Twitter and Telegram that the Put Option for this deal is watertight and that AMS are not here to be passive. It makes no sense that they have landed on AIM in this stock in particular in order to watch paint dry and see their £4m+ continue to wilt so I find this eminently believable. They already have all the voting rights over the 280m Put Option shares which adds confidence to RJ's "watertight, fully confident of deal completion" statements.

HMS is somewhat delayed but is massive. Preparations evidently continue with the substantial new screener being bought and recently confirmed as manufactured on time (some new pictures in the website gallery I see).

$5m already received from the Chinese this year (what's that been worth in these tight times and to advance operational plant orders?), $8m plus 8% interest to come in fairly short order or we can take the whole Namibian operation back and keep the $5m. Bearing in mind the 31 Dec deadline, my money is on a solution in one form or another in the near-term.

RJ is also suggesting on Telegram to "watch this space" re a DE full update. I've suggested earlier that the last RNS may have been so thin re "other matters" because timing of such did not conveniently coincide at that time. I'd say if RJ's suggestion has legs there's no way DE is remotely likely to give a full update on the wires that does not first include an RNS. So I'm watching this space!

Putting it all together, I think DE will deliver commendable outcomes, credible, sustainable, earnings-enhancing and enduring. The bones are, in fact, already there with HMS and assuming full receipt of the cash from the TVI sale but, with AMS on board, I'm sure that's not where this story will end.

Easy to understand why confidence is so low right now but, despite "the continuing wait", my focus is fixed on what the wait is for and not the wait itself. What's that old saying, the darkest hour is just before the dawn?

Oldblue, the BIT claim and the RTO are entirely separate matters, the BIT now being in the hands of Acumen.

Re the RTO, personally I don't expect an update ahead of an announcement of intent just landing one fine morning. They still have plenty time left under the rules but I don't expect it to go to the wire, the new executive came in for a reason.

Hi Adamsky,

Why bother? Well, I can only imagine, like any boardroom/management group, the purpose is to form a team of relevant experience.

It's really hard to make any other judgement but it's worth remembering that whatever substantial settlement might eventually come the way of PFP Pref Shareholders, AAG is set to benefit by a tidy bit more and, as far as we can tell, their own share out would be among only a handful of beneficiaries by comparison so, on the face of it, they are greatly incentivised, not least because they've also parted with £1m and must have also put together war chest of $15m as part of the SPA.

So would I be inviting more people to the party willy nilly? I would suggest only if they were seen to be of crucial value to the progression of the claim. Otherwise what would they be but costly and irrelevant fee-claimers? Overall, I think it points to a positive development, suggesting an active level of preparation for the BIT claim.

The big investor is set to pay 1.5p for the remaining 220m shares very shortly = £3.3m. RJ is saying his Put Option is watertight on X and on Telegram.

Xinjian first struck a deal for a JV which saw them as partners for several months before then wanting to pay $13m to have it all. I don't think that fits with any surprises about grades or resources which, in any case, are JORC verified. They have already paid $5m they won't get back. Personally, I see a solution being found to whatever payment difficulties they've had.

The last RNS was primarily to mark that the new screener has been completed on time. I fancy there is more in the near term pipeline judging by RJ Telegram posts. DYOR.

Hmmm, interesting, IMM has appointed 2 new directors, a Greek and a Columbian:

https://find-and-update.company-information.service.gov.uk/company/05410573/filing-history

Signs of life, if nothing else!

As I see it, only the Pref Share holders can benefit because the whole of any spoils will go into a PFP-created SPV, the share structure of which will be Pref Shares equal in number to the Ordinaries held by PFP shareholders on the Register at the Record Date.

Great piece of work Agricore!

I think they are willing to share but not everything comes together at the same time.

For me the fact that this RNS was unquestionably rather limited may very well turn out to mean that there's more to come on the various highlights summarised in metalhead's tweet the other day but, let's say, worthy of their own space when i's are dotted and t's are crossed. Time will tell.

This RNS was to cover the completion of the HMS plant to schedule, there'll be more to come as the various stages of progress are reached and, as is stated, the preparation work is ongoing to enable a fast start whenever possible but in that regard, we also know there's an overarching issue with production until the NNA permit.

Like most, I would have loved to hear more on the other matters but, on reflection today, the absence is perhaps more tantalising than the inclusion. I mean, if nothing much is happening on other matters, why not do the same sort of broad brush across the piece as in July? Rose-tinted specs at the ready but could it be that something more meaty is in near prospect?

For example, has everyone noted the large reported trades every day since Tuesday, including 21m x 2 yesterday and I see another 13m x 2 after hours today….

Not in question is that we are moving fast towards a couple of deadline dates re Xinjian and Align. In his last interview DE indicated various outcomes were possible re Xinjian, some with the involvement of AMS. Meanwhile Align remarked only on Monday this week on X (Twitter) that their 280m @ 1.5p "Put's watertight. Very relaxed, Counterpart solid too" (not that this is anything to do with KZG, this is a private transaction but, notably, the full voting rights are confirmed as having passed to AMS already and also as Align stated among other things "...if the "Market" believes AMS are going to be passive and have their stock valued at half the buy in I suspect they are in for a rude awakening shortly.").

Diamonds are also covered in earlier interviews and, even though they will never be core earnings, I'm sure they are far from forgotten. More likely that the habitual Alexkor issues have continued to weigh heavily but I have confidence DE will eventually drive a pathway through the obstacles.

Finally, in the context of AMS coming in for 30% @ 1.5p, DE’s comments on that in interviews and Align’s most recent comments about this, what else might arrive from left of field?

As I said earlier, I wouldn’t write off 2023 quite yet! DYOR.

I wouldn't give up on 2023 quite yet....I've noted funky being active on Twitter so think he's fine, probably just pulling his hair out at the SP like the rest of us!

Https://twitter.com/KazeraGlobalInv/status/1710175260979400890?t=TRnghZ357oDz4Xd6AbDJ5g&s=19

I only read the prospects as we all have to do for ourselves. It's all there for judgement as to what comes next, personally I'm thinking news on that big screener must be particularly close but there's so much more that can be reasonably expected for an update.

KZG is far from alone in having its SP hammered in this market but $5m already received from the Chinese adds comfort when so many other companies are carrying debt and/or needing to raise.

Nice to know that I'm not alone in holding a positive outlook, Align's Tweet (below) refers and, with due credit to Metalhead, his summary over several tweets just this morning is a rounded and valid summary of prospects and what shape future newsflow might take:

https://x.com/Metalhead2525/status/1708794920780136606?s=20