Member Info for Scoobydoo321

I disagree Night Watch.
IMO the ceiling is now 2p.
I will sit with my cash until 1p arrives - probably in your world - next week.
Then you will be sorry for buying at 4p.

good prediction reefles
spate of buying interest and so it should be!

Paul Jourdan of Amati Funds praises DNM

https://www.youtube.com/watch?v=eYObwUdaKpE&t=760s

DNM sneaks completely under the radar.
Taking a look at the SP action indicates a strong upward trend without the traders.
Prima facie, looks like an excellent LT hold.
Got to be good if invested into by Amati funds and the likes.
I reckon they can do what Elix did after their IPO and bag.

Very much looking forward to their results next week.

The SP performance is so underwhelming when the underlying results are very good.

Perhaps SP will catch up?

I reckon offtake agreements quicker than what we'd expect .

On Feb 10 -, as Ive already mentioned, ACP tweeted
https://twitter.com/ArmadaleCapital/status/1359488563478429699

SUCCESSFUL CHINESE EPC TEST-WORK

Floatation of core samples from the Mahenge Project to produce high-purity concentrate at the Xinhai facilities in China

I dont think Matt would have been hanging around whilst waiting for the ML.

Isn't it nice to see a decent stock for once not get sold off for the benefit of traders and at the detriment of LTHs.

Go'on ACP.

With a project that has an IRR = c91%
I am in.

But the IRR of 91% was with a Base case scenario
http://armadalecapitalplc.com/wp-content/uploads/2020/07/ACP-presentation-2020-07-16-update-FINAL.pdf

Graphite prices expected to remain elevated
https://www.mining.com/graphite-price-expected-to-remain-high-report/

Therefore IRR could be > 110% now.

Interesting -
https://twitter.com/respeculator/status/1434630684769878019/photo/1
China caps coal prices as severe winter shortage fears grow

Paul Hill wrote a quick tweet
https://twitter.com/CapitalPmh/status/1434554721449168902
#ORPH

Fabulous global publicity for UK based medical challenge study firm
@OpenOrphan
, & its unique
@hVIVO_UK
division in this week's
@WSJ

Nice one Paul!

This seed is about to blossom!

This is at the wrong price

Should be significantly higher

I smell something...

WOT!!! drop c4% - here we go again - repeat of june/july
Then I saw
UT = uncrossing trade
Lol
Excellent - back to the fairway!

This is from July 2020 presentation
Thus ACP - high quality grade graphite / already in discussions with off takers / exceptionally low impurities / excelent project economics

Ignore 2020 Milestones - lol!

Project Overview
100% owned, near surface, high grade deposit
Focus on commencing production in early 2022
One of the largest graphite projects in Tanzania
Proven potential as a commercially viable deposit
Robust DFS delivered June 2020 confirming Mahenge as a low cost,
high grade and high purity (97%+) project

2020 Milestones
Environmental and social permitting
Conversion of off-take MOU’s to binding agreements
Commence FEED to construction
Close project development funding
Considerable offtake interest
— Four MOUs signed and advanced discussions underway with other potential customers
Project development funding progressing well
Two NDA’s and advanced discussions with a number of Asian parties

http://armadalecapitalplc.com/wp-content/uploads/2020/07/ACP-presentation-2020-07-16-update-FINAL.pdf

Or...Leap leak?

Could be a massive delayed buy order ?

Wot's going on?

Cheers to Piler our cheerleader on a Friday.

Keep them coming Piler!

When EIA arrives, what just happened at ACP will happen here (ACP got ML) but in a magnified version I would imagine given how low the SP is.