Member Info for sj74

Do able if you get a decent feasibility study/permit and JV with just one of the assets be it graphite or Kallak..

Get both and many more multiples imo.

😂😂 yeah yeah..

It may go private but I reckon they'll get the work done and In 18 months they'll do similar to what Hans rewards was it? did when Anglo joined the party. Some big hitters like Rio, Anglo or LKAB will come aboard and when they do Bacchu will make a mint along with whoever else has managed to buy cheap enough.

I'm happy with the experience of these people coming aboard, gives the company some actual credibility.. these guys wouldn't walk into 99% of other AIM minnows unless the projects were genuinely class..

Yep Eric, the price is terrible but I guess it was either that or lights out. Good to have a proper cornerstone investor rather than a lender. Obviously having a controlling interest for only £3.5 million considering the amount that's been spent over the years is a kicker.. I guess the flip side is the people coming in are top tier.

If BEM is ever going to fulfil its potential and become a billion pound company it's most likely to be with these guys.. not to sound too rampy, but it will become an interesting company again.

So working out the restructure.. they are being given 120 million ISH shares at 3p ontop of the 60 million so in issue. So 180million shares at 3p makes the price paid a premium to the previously current market cap. So no shareholder dilition. We will buy the looks have our shares increased to account for the reorganisation.

Looks good now I've digested.. more so the board members and what they've done.

Just had a quick Google of the names. Seriously impressive talent. I knew BEM had good assets but didn't think they would be able to attract them.. very positive mix of people for a tiny company.

Just had a quick Google of the names. Seriously impressive talent. I knew BEM had good assets but didn't think they would be able to attract them.. very positive mix of people for a tiny company.

Yep, the BOD are some serious big hitters for sure..

Ohhh up 67%.. 😅😂

Well that was a poorly timed buy by myself dohhh. Great experience from the investors but 3p!!! Huge dilution... Shows how desperate BEM were and likely not many takers to invest so they had to go with it to survive.

I used to think Kendrick resources was a junk type share compared to BEM. Now it's market cap is 10x that of ours 😅.. ahh well.

Agree with you there Dave. A MCAP of £3.5m is a very low base.. at the level of junk AIM status so if we do get this strategic investor (I really hope it's a decent one) and not something like Lansdowne/anyone remember that joke..

Then you would expect a very sharp rerate on the cards here.. (also not forgetting that Vardar is still under offer).

On the flip side if we don't get funding it's bye bye..

And on that I've just bought 12,000 shares 😂

Cheers Joe. Be interesting to know what that went for with 10% of MYprotein revenue.

It's the EBITDA margin and net cash on APNs balance sheet that makes them so compelling. THG as it stands has terrible EBITDA margins and high debt interest. That is what needs to change. I think they will change it, clearly takes a bit of time though.

Oh well, not long to wait if so. Hopefully get an AGM update around then too.. 🤞 sales have remained positive in Q2.

Thanks Samb.. Doesnt sound to concerning.

Only half hour down the road so I may pop in 👍

Funding required before the end of May leaves 4 trading days left after today.. 😬🫤

Well I'm looking forward to the AGM and update, and hopefully VAT before then. If update shows still strong trading then happy days :)