Member Info for Simon_Said

Never engage with 'ShatAim'. Look at its account, and imagine the life it leads. Until it brings up any kind of factual discussion or argument, just not worth discussing. All it ever does is whinge about 'mummy, the naughty boys are all being RAMPERS!!!!1!'. Life is too short! News has been good for this share and whilst some are still selling to take their profits from the time this fell into the .6s, these can't last forever and there's plenty of newsflow brewing to make for a very fruitful H2 2018. I don't track this share much any more as they have enough lined up that I don't feel the need to micromanage it. Strongly advise the same. Especially with degenerates like 'ShatAim'.

Trading volume and spikes etc are really not important right now - this is a massive moment for EMH. The market will take time to believe it, understandably, but the case for this fantasy state takeover is looking thinner than ever and I am confident the tide will turn now on the share price.

The reason the shares are flying in Oz - this quote shows Diamo for the first time stating that they would only be able to participate with EMH's agreement. This is the final snuff out of the nonsensical takeover fears. This comes just after we heard Babis talking about a western-friendly agenda. He is not going to get into a huge arbitration case with the EU and Commonwealth over an illegal state landgrab Cinovec. The SP still rrflects this fear even though the facts have nullified it. To me at least this is a fantastic opportunity and I've been accumulating lately.

That is a highly misleading quote to have pulled out! That is talking about FUTURE deposits, not Cinovec. Read further down, this is discussed. 'Geomet is the holder of four exploration licenses and two preliminary approvals to determine the mining area, so it has the preferential right to possible extraction. According to Pavlík, the company is now finishing with the technical documentation, together with the documentation for the study of the environmental impact and the groundwork for the territorial and construction management, for obtaining the permit. Diamo then stated that "increased state involvement (participation) could currently be based solely on an agreement with EMH - Geomet". The state would say that mining was only done if the studies proved feasibility and economic profitability. "Exploration areas are allowed until 2019, 2020, 2021 and 2022. If EMH-Geomet does not use the time available to carry out the survey and which will have a bearing and mining opening, we believe that the acquisition rights the Cínovec deposits can go to the state." No question of a 'takeover'. They're just saving face and planning for the future if other deposits are found in the country, or if EMH were to decide not to pursue Cinovec in a timely manner for some reason.

Thanks so much Pensioner, very encouraging report. I've been saying for some time that Google Play migrations are the real money story here as they massively lucrative but cannot often be disclosed. The same goes for lots of Bango's deals, so we just hear the big headlines and see the EUS exponentially increase as a result. Very pleased with progress and looking forward to more announcements soon, as they company have reassured me that they have announcements they want to make but need to wait for partner approval.

Been out of this one for quite some time, but just bought back in on this dip ahead of financing details coming out. Feels like even if market doesn't like them too much, the risk from down here is minimal (fundamentally the plant still being built etc). Meanwhile if the terms are good, this could rocket. I'm not fully up to date on research so forgive any errors above.

'This is an acquisition that immediately bolts a cash-generative business on to our business which is cash-generative. We think that is a compelling proposition in this sector.' Sometimes the simplest terms are the best way to make a point!

You have misunderstood the interview. He wasn't saying there were 3 offers for MMX - he said there were 3 parties who expressed a strong interest in ICM.

This isn't the place for this discussion, but with no malice, consider reading up a bit on equity markets and value creation, money gained or lost in shares doesn't work in quite those terms. I mean you no ill will as we're on the same side here!

That's actually a common misnomer, profits in shares don't come 'from others losing'. Value is created in an economy and that's where equity profits come from. It's a common misconception. Somebody can sell at profit to somebody else who sells at profit later too. The company creates value (ideally) and nobody has to 'lose'.

(I don't mean some secret thing, I mean the overall reason for this and benefits aren't being sung loudly enough).

Vital to get an interview with Toby Hall in the mainstream investing press. Proactive Investors ideally. There's a great story here regarding this deal that isn't being told.

His tips normally affect the price within minutes. This isn't happening now, because his advice says the deal is financially beneficial whilst his objections are 'moral'. Very few will blindly follow into selling, and indeed very little going on right now.

Ha - this is not what I expected! 'Financially, it looks a sound deal and one that�s expected to be earnings accretive in the current year. The issue I have is the nature of ICM�s four TLDs (.xxx, .sex. .adult and .porn) which doesn�t sit well with my moral compass, nor perhaps with that of other investors who sold out on the news. So, even though there is value on offer as I noted when I last advised buying the shares at 9p, I am exiting the holding at the current bid price of 7.5p.'

Jeeze, have you never been in a low liquidity share? This happens all time time across AIM. Just the nature of low volume. This is the same reason why good news makes AIM shares do crazy multiples. There was no specific news to account for that spike, suggesting it was caused by a large player or group entering the market. Not surprising that traders sold into it, as they're not here for long hold gains. Fair enough - takes all sorts to make a market. This will rerate on news and when it does, it'll do so fast - because of the same low liquidity.

Before we get too upset with Persimmon (who I concur has made numerous gaffs and I hold no love for) is nonetheless still predicting a +25% gain in SP in the next 7 weeks. As 'deramping' goes that's not too bad!

Pure AIM boredom. There is no technical reason to assume that this gap in news means bad news - the remedial operations described take time. People just get itchy feet with a few AIM shares doing well in this oil price environment. I hold because the potential rerate here would be vast, and it doesn't seem time to call the end for this company!

Whilst that is an old news story, it does underline what I think is a misnomer by some here. The idea that 'the lithium issue' is a back of the cupboard matter and the new government won't be on it for a while is a misnomer. Every time there is a suggestion of political equilibrium being reached, this issue gets brought up again. Just because there have been a few false dawns doesn't mean that point is any less valid. It is clear to me that the new government about to take form will look to address this issue quickly. I have been in and out of this share a few times but have taken more in the last couple of days, as I believe some movement will come sooner than a lot of people are presuming.

*24 hours. That was weird.

This article is by far the most important thing posted here since the deal was announced, so I'm repeating the link. http://domainincite.com/22973-mmx-rejected-three-takeover-bids-before-buying-xxx The narrative of some here that this acquisition was a 'second best' after failing to sell the business is a massive presupposition and in fact the more you look at it, the more it seems this was a move to make a much bigger company here. Think about the huge institutional holders in this company and ask why they supported this move (their consent will have been key). This week will see MMX doing the press rounds (I know this for a fact, try asking them yourselves!) and bringing some detail to the narrative to combat the speculation. The article above is a good start. I also look forward to Simon Thompson's return when he will cover this. The troll who said press coverage was 'grasping at straws' really doesn't seem to know how AIM works at all. This is a low liquidity share in a volatile market segment, volume is everything and volume requires publicity. Decrying its significance is a sure sign of a total lack of insight into this type of investing. As many here know, I'm unable to make very long holds right now for personal reasons, but this is no longer the only way to justify investment here. This is vastly oversold and I had no hesitation rebuilding a position in the last 48 hours.