Member Info for RMR1969

Steven.P - feel your pain, I watched as many others I am sure, the SP move between 1.6-2.0p for months and months, I did manage to get quite a few but became frustrated I have to admit and posted as much on here!

GB did actually reply some weeks ago and talked about 'having patience' - he was right of course.

Very excited about our prospects here currently and whilst it is a very welcome rise, TBH I think it really only moves us to where we should have been anyway, even pre Covid, with the opportunities available in Labskin and AI.

I mentioned a few weeks ago a move to 3p, and then 5p was on the cards and I remain completely unsure where this could end up in a year or two, I have no price in mind and no timeframe now, just hold. Even considered top ups but having failed to do so in the 2's it kind of 'hurts' to do it in the 4's - need to get over that though and believe in the long term future. I am sure the day will come when I beat myself up for not adding at 5p....!

GLA

hahahehehoho - you have over 100 posts across 12 companies in just 3 days since joining LSE in your current guise, and your posts are odd, there is very clearly an agenda with you so I am afraid you will need to be filtered!

I see you were trying to get TW information shared over on another board in a very unsubtle way.

No need to reply, I won't see it, suggest others do similar.

robortsmith - that's a great question and one I am unsure anyone can answer at this point, currently our MC is just £42m. If we can be part of a solution to the current challenges society has regarding transport, business, sport etc then there really is no limit IMV.

I would point out once again though, the current interest is most certainly Covid related and that is what is driving the SP presently, but that really is just a part of what we have to offer, very exciting times and well done to all LTHs here who have waited patiently for this business to recognised and who often posted on here how strange and disappointing it was that Integumen was not recognised for the potential it had despite the very best efforts of GB and the team, well now just maybe that potential is being understood...

Did call that a couple of days ago, 5p here is not far away now IMO, still only give us a MC of just over £50, which bearing in mind the opportunities here remains very small - remember this is not all about a Covid play, this company had huge potential before all this, granted it has brought us to the fore, but Integumen is far much more than that.

Any one of the current business opportunities could catapult us forward and I imagine it is pretty challenging at present with a relatively small team, for GB to keep a balance on where the resources are utilised best.

I remain unsure as to where this could ultimately end up, I don't even have a target or timeframe in mind, I will now just watch it grow and add on any signs of weakness, not sure there will be many. It really does look like the range we appeared stuck in for so long, and which frustrated me and I am sure many others, is now well and truly behind us.

Best of luck to all here.

Lunsam - not forgetting that animal testing for cosmetics is now banned in the EU, India and Israel - others will follow no doubt when pressure is brought to bear.

Have been in SKIN for a couple of years now, 7 figure holding and I won't lie, it has been frustrating seeing the SP stagnate in the 1.6-2.0p range for so long when there was so much going for the company.

The Covid angle is perhaps what was needed to bring this company to the fore but it is only one part, so much else here to be bullish about IMO.

MY post a few evenings ago was along those lines - we have made the 3p mark, a move to 5p is very realistic with what we have now, if we manage to deliver on the potential here then at this stage I have no idea where this could go, however I do believe that we would be a takeover target to a much larger business and my only fear here really is that that happens too soon and we fail to realise true value - I have to trust in GB to make the right call at the right time, I have no reason to doubt him at all, I am sure he will.

I am very positive on this.

The question was asked why would the BOD do it if it were going to be sold for multiples in a few weeks / months - well one answer may be because it is costly to prove up the resources, I imagine AP don't do that work for £8 an hour - maybe the BOD thought it was very worthwhile securing the funding to continue the proving up the assets and applying for the licences, it may cost all SH's just over 1% of their current value but the resulting work may increase the SP worth by significantly more than it when completed.

Secuere £10m quid now and dilute by 1%, and increase the value of the company by £billions possibly, it may have been the quickest way to extract full and proper value, if so a complete masterstroke and no brainer!

fair point PeterH1 - I guess my wider point was that sometimes people come on BB with outlandish comments and it is always worthwhile giving them some consideration - you just never know what is going to happen!

While I am here - good point Ian regarding the BOD, I think a number of people this morning have stated their support for the BOD, and as I said earlier today, I cannot think of a single time they have not acted in my (their own) best interests.

You appear to have gone a little quiet Ian - trust everything is OK or is the administration of the RNS game taking all your time! lol

Bed & Isa not always easy - the spread kills it and they won't do it simply, have to leave it with them and there is no guarantee on timing!

Need to be careful there, you sell at todays price, if the SP moves in the meantime you will obviously get less when the buy happens in the ISA.

I too had the same issue so I sold 'other' shares in my ISA first and bought the EUA shares, bit of a risk perhaps but only if those shares had risen sharply which was unlikely. I then sold the EUA shares in my Trading account, waited for it to settle, withdrew the cash, put it into ISA and bought back the non EUA shares I had sold.

Possible to lose a few shares in the process and there are dealing charges to consider but IMO the 'safest' way to do what I wanted and get the EUA shares in the ISA and away from tax.

Or do nothing - to be honest paying some tax on profits here is a good thing in many ways - means you made a lot of money!

I was just thinking - imagine that anyone had come on here yesterday and said "I think there may be a placing about to be announced" - can you just imagine the flack that person would have got - perhaps a lesson to consider everyone's thoughts and views, however outlandish it may sound at the time...!

When I first saw the headline on the LSE RNS site I was very surprised and initially a little concerned, certainly not the RNS anyone here thought may happen or indeed predicted!

Have now reflected and re read and re read. I have not been invested here as long as many but have been for a while, including the suspension period, and I cannot think of a single time that the BOD here have let us down, even a little, it seems to me that they are playing a blinder and truly do have their shareholders best interests at the centre of what they do.

Interesting that NN are again mentioned in the opening comments - happens every time now, no need for it, so it's there for a reason.

Question, and I apologise if it is stupid - who owns the land we are requesting additional licences for, I get the 5km rule etc, but someone must own the land as we extend 5km, what rights do they have, or do we own it and it is just the mining licence we are requesting as an extension into our own land, and in which case how much further can we potentially go? - hope that makes sense.......maybe one for you Rowka..?

Just can't think you can keep extending 5km (as per Russian law) and not eventually come across someone else's property - what happens then!

I know that in the past I was somewhat sarcastic with regards to the information Rowka was sharing, it initially came thick and fast with little to 'explain' it, and I was genuinely interested in his background, what experience he had which led him to such detailed and obscure information, however, I have read with interest a few of the attachments shared today (on here and Twitter), and they make for very interesting reading indeed. I appreciate you have stated previously your 'unique set of skills' in researching and I just wanted to state here that I am impressed, you certainly appear to find valuable information hereto unseen by many if not most of us EUA investors.

I guess it is always possible to make 2+2=5 or even 6, but I have to admit that it very much looks like there are considerably more resources in this area than initially thought and previously communicated through official channels and RNS's.

We all know I think that resources are usually under estimated, but if we are now in the process of proving up our assets as many on here believe we are, I actually now believe we are in for a very big and pleasant surprise.

I still can't bring myself to think of £3.50 to be fair, I have always stated publicly that my view was the 60p-£1 range, based broadly on the ACF report, current PGM prices and projections, previous deals, healthy competition and a strong BOD, I am at the top of that range now for sure.

Apologies again Rowka, as I hope you know my challenges of you were never mean't to be personal, I already admitted they came across as rather sarcastic and I am sorry for that, but great work mate, you have really lit a fire under this share!

Been here for a couple of years, the Covid angle is a bonus to be fair. Even without this there is much opportunity here but with it there is even greater.

The SP movement has been a little frustrating to be honest, but I do believe we have now broken the 2p level and 3p is not far off.

If we can get a Covid boost then 5p is realistic and perhaps even more.

Most certainly a LT share so invest what you can when you can and wait it out, not many AIM shares with this potential IMO.

Is not 5% of £2.4b equal to £120m rather than £90m?

Buckeye and GFD

Thank you both very much, embarrassing as it is to admit, whilst I had looked at the charts on LSE a few times I had not really noticed the bar chart which goes along the bottom.....The link you sent GFD is indeed a better chart and easier to navigate, appreciate that.

Is there anywhere you can see the total number of shares traded in a share over a period of time - feels like the number of shares here are reducing day to day and week to week, but I would like to see what is has been since re list for example....any help gratefully received.

raharh - very interesting and something which could very well happen here IMO, I do hear what Mac is saying and I get the process, I just don't think the players we are talking about here will be wanting to get into a public bidding war. Either UBS will be playing off one against the other to keep moving the price north until there is just one left or as happened in your example, someone will just come out and say here is a load of cash/shares, we want it now, take it off the market.

Why do it publicly when they don't have too, would be nice for us to watch but could only go on for so long and then you have a very public loser - who wants to be that?

I think you were misunderstanding me Mac, just to be absolutely clear, I am not challenging your links, I don't need to provide any sources to back up my argument, it is a personal opinion - I fully appreciate it COULD happen I just don't think it will. As I said none of the players here want a battle in the public domain, they will sort it out amongst themselves first.

Mac4671 - absolutely Mac, I realise it is possible for that to happen I just don't think it will, I firmly believe that is what is happening right now, it is why UBS will be involved, talking to the parties, letting them know what they need to bid to be in with a shout, going backwards and forwards saying XXX is offering more is that your final number? etc etc. I just think it will all be done behind closed doors and once agreed, announced as a 'fait accompli' - just my view, no real experienced of this or special knowledge, just don't think we will get a public bun fight with the players in this game.

Mac4671 - I just don't think it will happen like that personally, I think all that negotiation on bids is happening right now, UBS will be going between the various parties and building the bid up, I just don't think we will get notification of the first bid and then it is 'open house' - that would seem odd and a bit disorganised.

I think it unlikely that whatever bid comes out is then immediately trumped, it is all being done behind closed doors with NDAs in place, to be honest those that fail to secure the resources may not want others to know they were in the game and lost as they will lose face. They have their chance now to put up the most they believe they can afford with regards to the PGMs available - go high or go home I reckon.