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Remember second plant opening soon and I would expect more deals will be announced. As usual any pullback presents a top up opportunity if you have any liquidity left or requires you to sit back again and wait patiently.

If you have some cash, buy some more at these levels and come back in a couple of years with a bit smile on your face. DYOR but progression year on year on revenues will impress investors

I'm not a supporter at this junction of anything Russian related, but as a rational take I wouldn't be surprised if they get sold to a Chinese enterprise, plus they do not seem to have issues selling the production as they clearly state: 'Eurasia's production (palladium, platinum, rhodium, iridium and gold) from the operating mines is sold in the domestic market at prices with a market discount to the LME prices fixed in USD, while the costs are mainly fixed in Roubles, whereby a weakening Rouble exchange rate has a positive impact on the bottom line of the Company.'

Couldn't agree more, massive RNS.

Shishir comments need to be read slowly, as he never mentions some facts for the sake of it, but because its already in the TGR business plan:
"The expandable Graphite markets in the UK are growing at a rapid pace with some buyers reporting that their orders have doubled year-on-year. This is an opportune time for us to establish ourselves in this niche product arena in our home markets, which may prompt us to consider creating downstream facilities for the suite of products in the UK, including for lithium-ion anode materials, and potentially graphene. We see this as a beginning that will provide us opportunities in the UK market to lay the foundations for realising the future potential of the fire safety and energy transition arena which are the core of our growth drivers.
"The Company's graphite-based flame ******ant products offers considerable advantages given the extensive remedial work required to meet the Government's building and construction safety commitments. In Minralis, with their history and longstanding relationships of the principal directors with customers in the UK market for flame ******ant and other expandable graphite markets, we have secured a great partner. We look forward to working with Minralis to accelerate our speciality graphite sales in the UK market."

Great additional broker with one of the best in class reputation for larger commodity players, which will be key in our journey to mid cap and imo possible sale over time to a large player in the rutile space.

Been watching UJO for a while and bought some earlier today. Not surprise to see now Malcy covering today's RNS and including this comment: 'This again needs very little in the way of comment from me, after a series of positive announcements with regards to revenue at Wressle UJO is building a very strong financial position. Assuming everything goes through I would expect something in the way of a distribution via a dividend or share buy-back programme, that in itself would make UJO significantly more desirable to those who require income. These shares were substantially undervalued before this, now that status is imminent the upside is, potentially huge. ' https://www.malcysblog.com/2022/02/oil-price-union-jack-petro-victory-far-arrow-and-finally/

Maybe it's not just me thinking that ADV will deliver at some point on the production deal, let's wait patiently.

Impressive RNS. Personally think this will break the 200dd and move higher towards 30 pretty soon as both options are compelling and a buyback would really boost the share price.

Interesting RNS, we just have to wait on this Cameroon licenses to see if we do get them after all and more importantly if they are value accretive to TM1.

The latest comments appear to say regarding these two Eastern Ukraine regions 'Biden administration officials said Putin's move did not trigger a broad package of sanctions that the United States and its allies have been working on if Russia invades Ukraine because Russia already had troops in the region. Instead the White House announced separate, less severe and more targeted sanctions, in response.' Let's wait and see but my take is that if Putin stops here and annexes these 2 regions as he did with Crimea than EUA at the historic lows of 15-16p could be a bargain. Conversely if he does a subsequent full invasion than sanctions will be steeper and shares will go down further. Time will tell, but he might be 'satisfied' with this 'easy win and show of force'.

Great to be reminded that TM1 holds also value enhancing mining projects in safe jurisdictions, but even greater for me is that the battery recycling side of the business will be massively revenue generating going forward.

Really impressive how TGR is making money on so many fronts now, plus exciting times on the speciality composites and graphene side.

I'm slowly buying into EME as we will soon get confirmation of survey and we all know the imminent well has got an incredible potential and that, as usual, the share price will experience a nice move pre drill. Let's wait patiently.

agreed and as mentioned before I think they will deliver but only time will tell.

Always good to see directors buying, no surprise as we all know that the upside is significant now that they are all aligned in growing the company with the revised board.

If you think rationally the one who got carried away here and was too convinced about the outcome, probably on the back of the RICS report and re-elaborated output, was Leslie and I guess also CVN looking at their comments and final decision to drill further away from the previous well. I speak from time to time with another member of the board and they have all been shocked by the result, definitively unexpected based on the information held, but have learned (as we did) their lesson in my view by removing Leslie who's position was unsustainable and focusing on delivering a new strategy via production deals, which ultimately marks a massive strategy shift. Enough from me, as this is now a waiting game, DYOR

Jono, you are correct as often some start getting involved close to spud to pump the shares and than disappear. My guess is that EnergyGeo was genuine and got hit like us other holders. In any case I'm holding all my shares patiently as I think that the board ex Leslie will succeed in their new strategy with a focus on producing assets. Enough from me as this could stay as we are for a while as in my mind these deals have an unknown timeline driven by the vendor and can be prolonged if you are talking to a major offloading a for them smaller asset.

Not seen such a tight spread for a long time, personally think this will move up sharply soon. Let's see.

Fully agree Glengarth, just added a few more. Limited downside but significant upside.

I hold a decent position and imo downside is limited but upside far greater. The last raise was mainly to expand in the US, so they clearly have a clear vision there. My largest positions are medium term ie minimum 1-2 years (you can see them on Twitter on @Stefano_shares as nothing to hide there) and I have a small fun pot. I worked in finance, but not broking so others will be more qualifies than me, but got a better idea on L2 etc after a few decades of investing and makes mistakes and learning. My take is as follows. I'm paying for L2 on here but it only gives you a hint of the market makers active in the share, but definitively not the market depth. If you use a broker (I use 3) and ask for a quote for a large trade, say as an example £100,000 worth of EISB they will either approach a MM they are close to and who seems to have done many trades on the stock recently or ask within an electronic platform called RSP used by MMs and brokers what size and price they would be able to trade in much bigger chunks than what you see on L2 (ie the look is similar but much larger sizes) for example on L2 you see that you can buy 10,000 at 10p but on RSP they see that a market maker is in reality allowing you to buy 100,000 in one go at 10.5 (ie usually the bigger the chunk the wider their spread, basically the higher the buy price as size is larger). The market maker might buy sell either for his trading book or its clients. So if you go further, that market maker who allows you to buy 100,000 at 10.5 might be working an order for a large seller who wants to offload 1,000,000 shares. So in reality the true depth of who is willing to pay what for large trades is not visible on L2.