Member Info for Scoobydoo321

Perhaps Woodford is going to buy back Acacia's holding of Arix :)

Bit perplexed as to the recent flurry out of the door by PIs ..then realised - it's show time tomorrow 25/2/21 ! H1 results + Investor Update.
Surely the worst is over with the agreement with the May 21 bondholders.
The rest - well, we all know that it's going to be a bit ...off - hence the low SP
Get the popcorn out guys and let's enjoy the webcast!

CJ66 - Thanks CJ, so with the tax + export levy - this would not put palm oil producers at a disadvantage?

Bozi - I appreciate that they are busy.
In any case, it's always optimal to keep the share price high = investors' interested = liquidity high. This would be a positive share cycle.
What you don't want, and I in NO WAY am I saying that this is the case with IRR, is for new PIs to buy into stock and for sellers to be selling like mad, before they know it, they are down by 15% plus a spread is another 10% - so they sell off which leads to a negative cycle of SP falling.

I reckon if Vince comes out more and does more TV Progress reports / interviews, in the same vein as Craig Brown of ECR Minerals, this would hold up the value of the stock. I have noticed that each time CB has an interview, the SP for ECR rises by circa 10-20% as it rightly stirs interest in PIs. Surely it would be in Vince's interest given that he holds a lot of shares.

Must be maddeningly frustrating for LTHs.
430p is Aug 2020 SP. Unbelievable. After so much progress made.
Hogg really has to get either a HK or Shanghai listing sorted ASAP.

Hi CJ66 - you seem to be on the ball on palm oil. Just wondering what you think of the Indonesian export tax and impact. Wanted to re-invest in palm oil again but uncertain at the mo. Thanks.

Why are people selling out during the FSP?
Truly does not make any sense to me whatsoever.
What if GFIN receive a take over offer with significant premium?

I invested into RENX - you can see how well they have done with their AI platform. Dipped my toes into IQAI recently after SP action quieten down. This company's IP is outstanding. If not for COVID, I reckon the SP would be 2x - 4x current price given hospitals not distracted. Can not help thinking there are so many catalysts for a re-rating of this company!

Put it away in the drawer - 1 year later - sentiment will have changed enormously. They're pretty wedged up so dilution not likely unless airlines. Just have to hold it out. Any sniff of travel recovery - this will shoot up. I am actually surprised it is at this level still. There are not many decent recovery plays around, but this is definitely one of the top ones. In short, unless more clients go bankrupt, i.e. an epic disaster, why would AVAP not recover? Travel is inevitable and eveyone is itching to travel again.

They are indeed up and running now - free float is very very low it appears and spread is rather wide !

"Too true - broad label approval granted July 2019!! I still can't believe they haven't generated a bean from it."
Not surprising given that it takes them such a long time to make decisions.

Perhaps I lack insight but it seems that shareholders have already expressed their disapproval of going it alone with SP and the dismal performance of the company with nearly the SP falling from 180p level to current levels. Given the SP when investors presumed the company would go with a US partner compared to the SP in anticipation of dilution, why not give shareholders what they are seeking for, i.e. the former option.

Doesn't the falling SP tells management what shareholders believe is their best option? Hope the management gets a grip.

My guess is that there was an influx of PIs from the Daily Mail piece some weeks back. Given success of vaccination, such PIs may have presumed reduced demand for PCR testing without thnking of Sbio's cash stack and increased demand for their lab services when elective surgeries return.

Was looking at this when it was in its 90s but was "oooing and aahhing" with regards to the looming bondholders' call. Silly enough, did not even notice the RNS. Now all sorted with bondholders.

Anyways, managed to get in albeit a little more than I had wanted. This is my play on travel sector. Their exposure is NOT Euro-centric but rather Asia, so let's impacted by Covid.

My prediction - ample upside for being a one bagger from here.

Strange one today. Managed to grab a few on iweb. However, availability was very low. So kept quantity on the lower side.
A few hours later, iweb says they do not deal with this share anymore. What? Probably they will rectify themselves soon. Not in a rush to sell. Hope this will do a MXCT!

Guys, any reason why the spread is so wide!

A reminder of how big our resource is at Songwe.
Songwe is a 51% owned by MKA.
Based the extensive drilling in 2018 FS in 2015, Songwe had total of 48.6 mn tonnes of ore (of which measured resource was 21mn and inferred resource was 27.5 mn tonnes), with circa 664k tonnes of rare earth oxides.

This is an extraordinary resource!

As other investors have alluded to, this additionally a Green play via https://www.maginito.com/

And Majinchi rutile reserves. Prima facie, very high quality rutile, sampling results out anytime soon.

And Thambani - a uranium-niobium-tantalum project. Early stage.

Masterbaker - So are you saying IN ADDITION to the Yangjibana project, we also own some shares in Hastings?
If so, do you know how many shares ? Cheers.

Does anyone know when the BFS is due for Songwe?
I know "sometime" this year but any indication?

They forgot about KDNC !

https://www.standard.co.uk/business/the-top-three-london-shares-to-play-the-rare-earth-metals-boom-pensana-rainbow-mkango-b920036.html