Member Info for Saxon692

Morning all,
If not too late, my picks for July:

IQAI
ECR
TOM

Have a prosperous week all
Sax

Bit of a rise.
Few nice buys, TB maybe or news incoming??

HL show the volume so far as about 30.5 mil - LSE showing 10 mil less.
This has got to move up later today, way too much buying volume for them to hold it back, surely.

ATB Sax

xviolet, if you are looking for something quiet, plodding but relatively safe and steady take a look at SRC, it's up over 100% in the last year, strong order book and trading strongly.
Or if you want something with a bit of a dividend then STCM is worth a look too, all being fair they should pay a final divi of around 4p. I hold both and they are probably two out of four shares in my portfolio that I don't have any concerns over.
Boring but relatively steady for AIM

ATB Sax

Thanks Strangy,
I greatly value your views on this, I have spent time reading through older posts and I am still of the opinion that this is, potentially a very good ESG stock for the future. I do believe the planning permission will be forthcoming, the local economy needs the boost for one thing and the Welsh government want to prove up their green credentials as much as Westminster do. I am taking on board your comments regarding a Plan B though.
If Uskmouth does not go ahead I believe they will find another project either UK or Europe. EQT have just acquired a similar project in Tuscany. This is definitely the way forward, re-purposing existing infrastructure and if they don't want it in Wales then I am certain there will be other areas more receptive. I am hopeful that news will be released soon on this and other developments.

Thanks to those of you taking time out to give input, much appreciated

ATB Sax

Anglo American

Eric, thank you for your views, the more information I have the better placed I feel to make the right decision. I don't actually foresee any issue getting the planning through, especially now that it has been taken away from the local council, I think the national government will look at the scheme deeper in terms of national benefit with job creation and I also believe that the planning decision covers fuel storage and delivery solutions not refurb or change of use for the powerstation itself, I would be highly surprised if it did not pass through. With two more hydro projects due to be completed in the next couple of months I think there is a massive upside with this share for 2021.
I certainly have not yet seen anything to stop me beginning to build a position albeit with a little caution.

Sax

Thanks for the warm welcome,
Willibo, I have EQT on my watchlist along with SAE, which has peaked my interest because of the tidal projects just not sure about the involvement of MNRG on the EQT Italian project.
1509, BMN isn't a bad shout actually either, I never really looked at them in great depth before but I will do some research, thank you

Agricore, thank you, it makes sense the way you have explained it, my mind was pretty made up anyway after further researching it yesterday, so many positives that I can see it really taking off over the next 6-12 months.
One final question, why the drop from 30 last August, I can't see a reason in the RNS's

Sax

Afternoon all,
I have been reading posts on this bb for a couple of weeks and cannot believe the great spirit in which you all share information without a hint of sniping, very refreshing compared to some of the other boards I follow.
I was hoping some of you may have a view on ESG stocks that you might be willing to share. My pf is very heavy towards mining and I am seriously trying to balance it out. I do hold some IQAI and SEE for a bit of tech and I recently bought into PHE, possibly for the wrong reasons, in that they are building their test site in the North West and I am a northern lad, but I still want another ESG stock, possibly in renewables, something with a small mcap that has room to grow. Any input would be welcome.
If I would also be permitted to join the comp my three picks would be:

POW
PHE
PALM

See, top heavy on PM's, can't help myself, need an intervention :-)

Have a good day all
ATB Sax

Hello all, I am looking to get in here as I think the company has some great projects and on the face of it should fly on the current sentiment towards green energy. I am confident with the research I have been able to do but the one thing that is concerning me is the lack of information on this issue with the receivers and SUEH/GFG.
The information I could find was not really clear as to whether there is a future risk to the Company. Can anyone give me a rundown in simple terms?
I have no other doubts that this is a good investment, I think the Uskmouth planning will breeze through, the Company is already generating revenue and seems to have a lot of interest globally, it's just this little nag at the back of my mind over the GFG action that I need putting to rest.
I look forward to any advice or guidance you are able to offer

ATB Sax

Morning Opp, yes it seems to be correct but I don't think the ban has come into effect as yet, not much information out yet but no doubt it is all about greasing palms at some level, I am sure it will have no material impact in the end.
www.mining.com/drc-bans-export-of-cobalt-copper-concentrate-fastmarkets/

Have a good day all
Sax

Just seen a news feed from Reuters saying that the military arrested the President, Prime Minister and defence minister today. Terrible news if true, could completely change the whole licence issue long term.

ATB Sax

Looking at the Co. website EL007540 is the application we are competing with Mercator, Lodden and Balmaine for, there's a guidance note stating that the Company considered to have the greatest merit will be given priority, so as we are marked as Merit on that application could that possibly mean we are likely to win it?
Anyone know?
Orion10, if you see this maybe you could supply a little insight into the licencing process?

ATB Sax

Evening all,
I think the next RNS will be the half year results, but I am also hoping we might start getting news of licence applications back, the Ballarat applications have been in a long time, I checked earlier and saw that EL007540 has progressed to Merit. I am hoping someone with a lot more knowledge of the licencing process can elaborate on that and maybe give some kind of indication what steps beyond Merit there are until licences are granted.?
There's a lot to look forward to over the coming months.

ATB Sax

RNS out, Insider warrants being extended again until August.

ATB . Sax

Looking for the merest glimmer of good news to lift spirits I see that Leviathan have just released some decent results for their drilling at Avoca. 6.63m @ 8.24 g/t , 1.83m @ 11.54 g/t and 0.28m @82.1 g/t.
Long term we could be in for some decent royalties.

ATB

I think it unlikely that Craig has been pushed, a six month transition period would suggest to me that it is all amicable IMO.
More likely he has made the decision for his own benefit and is doing the decent thing by staying on for a good handover.

Sincerest condolences Paddy.
ATB Sax

Morning all,
Going back to Speedie's idea yesterday about the first pour I emailed the office last night and had a nice little response back from GH.
I asked if there was any possibility of Speedie's idea having any legs and the reply I got back was:

"I expect there will be a formal ceremony at first gold pour - we will discuss with Newcrest (and possibly Perth Mint) regarding the production of a Havieron gold coin. I would certainly like to have one on my shelf!"
Best regards
Gervaise

Speed, fantastic idea, yet another exciting event to add to our list of boundless future joy!!

ATB Sax