Member Info for Serendipidity

Another bland Q&A and NB performance

Shame they dont ask:

why was the FS so poor?

why has the SP tanked so much?

why is capex so high?

what do you do all day for £300k?

Whilst Hazbeen's deramping is completely OTT I agree with the general sentiment and fnialy sold out yesterday at a painful loss, my average ws 17 - oh how I wish I sold out on Friday.

They delayed the RNS with the excuse they wanted the CBS to be included - but then it wasn't

Capex of 500m is huge - are they buying the whole country FFS?

Assuming we are not diluted to hell, that is a lot of debt and an 8% discount factor used in the NPV doesnt seem high enough for lending to heavily leveraged Kazakh mine!

Bridgen is on £300k salary and is mthe most uninspriing CEO I have seen, that interivew of pre-vetted tame questions was pretty poor. Should have got Mick out but he probably doesn't want to risk his reputation.

Genuine GLA to those who still hold, I have ran out of patience and will put what is left of this investment into some other options - BRES and SVML

Berlioz

"Incidentally, my buy today is displayed as a sell, they should do away with that feature if it is always showing incorrect info, or just sort it. "

Mostly its people on here not understanding how the buy/sell indicator works. Your buy was someone else's sell.

What was your fill price and what was the mid at that time?

In fact I just topped up with 2,846 shares at that price

Strange - I am readily quoted at 38.39 for £1k worth on HL

Https://x.com/BlencoweRes/status/1977989062012068058

Ripken , maybe start a new topic with a more relevant subject?

The FS was delayed due to wanting to include CBS not offtakes

Useful informative and correct thanks

RoughSEA - ignore him, he is an endless pumper on here, which puts me off re-investing here. I might jump back in with a small punt next week if this falls further

Good grief - how is the CEO getting any bonus!?!?

I would have thought the number of warrants vs ADV is more relevant than vs total shares, if the brokers selling is impacting the SP today

My god, we’re all happy but give it a rest

He did, I think VB had an option of buying more at something silly like 70-80p

I have a sizeable chunk here and the wait has been frustrating, I read this occasionally to keep me going:

https://www.vision-blue.com/news/vision-blue-resources-strategic-investment-in-ferro-alloy-resources-limited/

Why? It’s probably a 3:30pm trade registered at the end of the day rather than immediately, as some inefficient brokers do

Please give it a rest, we don't need a new message every 5 minutes

Thanks CR

Looks to me like youare endlessly pumping, would be much better for the atmosphere here if you were more level-headed perhaps

That’s fair enough, realising a profit never a bad idea.

September was the “projection” and not guaranteed so this could always slip by a few weeks or a month. People shouldn’t be invested here expecting fireworks on the 30th, they should be expecting them very soon.

I am in the same position on KEFI but happy to ride this one out even if it dips tomorrow as it is largely controllable by the company and will happen soon

I am less worried

I don’t have workings, but fair play for doing some yourself.

I can’t see those numbers happening as:

I don’t think a 20% jurisdiction (or more correctly a geo-political) discount is high enough.

You haven’t applied a Harry discount to reflect the inevitable delays along the way.

Retail investor emotion - many will sell into significant rises and take profit, this will dissipate over time of course