Member Info for Ramptastico

Our block buyer continuing to load again today - I wonder when we’ll get a TR1 as I’d love to know who is getting on board.

The book has completely changed from 2 weeks ago when these larger orders of share blocks weren’t present.

Can someone share this on twitter (X) please?

Am even more excited about news from America!! Mike meeting parties for over a week now? What's going on? News could drop any moment.

Trading212 doesn't use market makers for SETSqx stocks you're waiting for DMA execution, often via the regular auctions. I use my IG ISA for UK stocks as best execution, and Trading212 ISA for US stocks where they're brilliant and fees are v low.

...and now nicely in profit on my top ups! Happy days

I've been adding here - a retest of the break of the all time highs is perfectly normal action for a stock. I don't think we're really even responding to the wider market "sell off". It's just a classic break and retest.

Go look at what tesla stock did in March 2020 during the covid sell off which is similar to this in that it is an external event. Tesla had broken out just before the sell off big time, then came back and did a perfect retest of the previous all time highs, before rocketing higher and never trading that level again.

This happens time and time and time again across many of the leading stocks, in fact break outs that never retest the previous highs are fairly rare.

Our background size buyer (likely an institution judging the volume) has shown up again today. Trade list is littered with size late reported buys. They're happy to sit on the bid and soak up selling it looks like!

Onwards and upwards. They want in before the news from Mike's USA trip drops...

Look at those chunky trades going through… loads and loads of round blocks going through at a rapid clip. Any and all available stock being hoovered up and tucked away for the long term!

Any guesses on when we can expect the AGM statement today?

Their funding/offtake is linked to chinese state atm which doesn't align with the BRES/LGO USA critical metals thesis. Do like the asset and management though. Also LGO are producing already and priced for bankruptcy (market cap is only 2x FAR despite being a massive producer, with no funding partner risk)

Another stock I've been looking at (and buying) this week is Largo Inc, one of the world's largest vanadium producers. Similarly to BRES, new US sanctions are impacting the vanadium market quite a bit, and prices have shot up in the last 2 weeks. Vanadium will also be on the critical minerals list (like graphite) which is to be announced within the next two months.

Largo are leveraged to the gills, so this is a bet on either a huge increase in the value of the co as vanadium prices rise, or probably a 0.

50x return or 0, so I am only holding a small amount. Anyway worthy of further research if you like BRES. My BRES position is 10x larger than my Largo one, and I can't wait for further BRES gains ahead. Anyway apologies for the off topic, I just see that Baron Investments on X has started talking about Vanadium as well and as he is well followed by UK PIs I thought might be worth a mention here as market dynamics between Graphite and Vanadium are similar in many ways.

I think the volume coming in after the LTIP RNS and recent sanction news is likely the start of institutional stake building, which you can see by the size of all the late reported buys going through since the news. Provided the current private holders keep holding tight they will increasingly be forced to pay higher and higher prices in order to get in.

They'll be wanting to build a material stake here. Say for example they want 10% of the shares - buying in open market will have a massive impact on the share price... Just how high will they drive this just trying to get in before further news drops?

I am really looking forward to some TR1s from the new parties/existing institutional holders

Trading at just 4% of NPV is a crazy disconnect to valuation - and we already know that NPV is going to upgrade quite significantly due to all the fantastic drill results we've had.

Should be trading 3-4x higher atm, and would definitely have been trading all time highs a few weeks ago if it weren't from the small overhang from financing- which looks like has now cleared.

A very merry Christmas all holders. Hopefully some great news flow to come in the new year giving us a late festive gift!

Expecting news on:

- Russell Hobbs filter news early 2026

- News on the 3x washing machine manufacturers currently in the technical verification stage "in the coming months" (quote from most recent investor meet company presentation: https://youtu.be/btZO31ZM7zc?si=fVkSBclvGh_q9c4S)

XF3 filter Announcement should be any day now...

It's also pleasing to see price holding up so well in the absence of news. Many stocks drift back as holders get bored but not this one. Looks like most here are locked in for the longer haul.

Thanks - and agreed, but you'd want to buy as much as you could if you knew the company's prospects were anything like as good as management made them out to be in the last investor meet company presentation.

If I was them I'd be loading up

Token buying from the directors - they talk all the hype but own barely any stock or seem unwilling to put their money where their mouth is.

It’s the only thing really holding me back from liking this stock 100% (I do like it a lot!)

What are others thoughts on this? Dirs say the prospects are greatest thing since sliced bread and then the CEO stumps up a measly £10k. Doesn’t match up imo.

'Old stager' Lavrov back in fold as Russia brings out diplomatic big guns

Our military analyst Michael Clarke has been assessing Russian foreign minister Sergei Lavrov's sudden return to the spotlight (see 10.16 post).

"He's been out of the picture since 30 October, when he messed up the phone call with US secretary of state Marco Rubio about a meeting in Budapest," Clarke says.

"Literally, nobody knew where he was."

Lavrov is a "very old stager" who is absolutely Vladimir Putin's number two and "doesn't give an inch", Clarke says.

"The fact that he's back now, I find quite interesting because the Russians are bringing out the biggest guns to deal with this, because they know this is both dangerous for them if the Ukrainians have got the ear of Trump again."

Analysts expect hundreds of billions in foreign aid to flow into Ukraine’s rebuilding, creating opportunities in construction, cement, steel, utilities, and logistics - just a reminder

Anyone else just incredibly excited for these 3x RNSs to land?? 🙋‍♂️

Can't wait, wake up every day and excitedly check my emails for the alert at 7am haha, think I need to get out more

....buuut!! THE NEWS IS COMING!! :)