Member Info for Pott

I've always thought the EEE sp trajectory would be very different to the lassonde curve, but it seems like it's doing one, roll on the uptick to operations, hopefully this starts in the new year.

Katinka

De-risking in terms of my personal approach to investing here.

When I realised what the potential is here, I was at pains to incrementally get in at low SP as possible as EEE diligently ticked off the key milestones throughout this year. I could see the huge upside possible this year and that would allow me to skim off and cash and get back a large chuck of my initial stake and leave a good amount for the future.

All the time being prepared for the sp to crash as can happen with these type of ventures, but in my view EEE had the best pack of cards for a risk v reward approach and still does and is greatly de risked (especially if you got in early).

Time will now tell how quicky the sp will recover and exceed the previous peak, or not as the case may be.

Fair points Katinka. I guess this is where seeing the opportunity early enough and having the nadgers/due diligence is where it pays off.

De risking is done for my purposes so I can let it ride. It's still possible it crashes to zero but I'm favoring a sp of multiples of where we are now in the space of 6-12 months.

Fundamentally, if you genuinely think there is not a healthy future global market for Titanium and that Pitfield isn't a viable operation going forward. The simple answer is that EEE is not the investment for you.

Unless a JV or Government funding drops, my take is that the next catalyst will be the diggers doing digging for the pilot operations, folks get exited when the Tonka toys roll into town Fundamentals haven't changed, the sp will frustrate, but this is mining, not a overnight boom story.

My view is that unless we get some flash mega news on a joint venture or strategic government investment. The next thing to excite the sp will be the commencement of the pilot plan operations. Assuming no delays in getting the permits this is likely to happen very late 2025/more likely early 2026. 🛻🏗🛻🏗🗻

Kind of lost track how many of these I have. It's staggering what could happen with half decent assay results. Strap in folks , you can almost hear the ping on the RNS bell 🔔. Good luck 👍

Based on what Tim said early in the year, I suspect there was at that time an almost guaranteed deal in the offing. For some reason(s) there has been no rush to get it done and IMM have progressed P140 to where we are now. The latest updates do not clarify anything other than perhaps a push to finalize a deal(s) and to ensure IMM get the best terms they can. If this delays things till 2026 then hey ho, that's the way the cookie crumbles. The next update will be telling.

element, what's your view on the asian investment management services ltd latest investment here, from what you have posted you are basically saying they are ******ed to buy in at 40p?

The only real doubt now is how profitable and big a market share Empire (or whoever develops Pitfield) will bring to fruition. Any naysayers are just being nincompoops.

Seriously if whats unfolding here isnt going to increase the sp massively over time, then your arguments againt need to be revolutionary and fly in the face of just about every know and proven theory on how the global economy works now and is most likely to work in the future. Barring a catastrophe (that could impact any business) the odds are stacked in favour of 📈 over the medium to long term and as things stand now a recovery to 60p is on the cards.

Element you have been exposed as a negative nacho regarding EEE before, embarrassing 😳

I would be concerned if they were not attending.

On the other hand Rog they could be attending to announce a partnership deal. That would be a turn up eh.

IMM have repeatedly stated they are aiming to do a deal by the end of 2025, so not long left obviously, the size of this deal in term of sp uptake could be massive or muted.

If a deal isn't forthcoming within this timescale they need to be very clear on why and what happens next.

November is just round the corner, if you a believer then keep the faith and you will be rewarded.

Everything crossed for a boost to the sp next week or next month, but get your mind round the potential for this saga to spill over into 2026, but by then we will have had an update on what's unfolding.

May as well add to the noise....hold on to your hats, she's gonna blow 🚀🚀🚀🥳.

In serious mode. There is every chance a deal won't happen till 2026 and even then it may be a weaker one then the humongous touted deal that will make us all super happy. On the other hand...

That why we are here, it's AIM, it's a gamble to a large extent but also lots of facts that add up to somthing very real about what could unfold.

My tactic is to sell 50% on a rise and then leave the rest to play out, 'happy/accepts' if it bombs.

Good luck whatever your approach, after all you have stumped up some dosh with hope.

Must be on the cusp of a deal, ink drying on the signature time when you say this...'Further updates, as appropriate, will be communicated to the market between now and our stated objective of completing a deal by the end of 2025'

Nice to see it going back up in good size chunks.

Bouncebackability and Fundamentals, nice 👍

Looks like EEE has Bouncebackability 😎.

Haven't a Scooby-Doo where it will go the rest if the the week but I firmly believe it's on a medium to long term upwards trajectory.

Looks like EEE has Bouncebackability 😎. Onwa

So all being well, the end of 2026 is the earliest we could see a saleable titanium product. In the meantime progress continues and it feels like we need a update more than ever to stimulate positive sp movement, unless we are due a bounce back from this drop (wishful thinking). Would be ok if the sp settled above 30p but I'm struggling to see where any stimulus for a big rise will come in short to medium term unless sentiment starts to switch or a buyout scenario emerges.