Member Info for sj74

Well that was out of the blue. I liked Kurt as our CEO, and I can only imagine he has been advised to leave or headhunted as this just didn't seem like it was coming. I hope Johan can do well and we have a decent CEO to replace Kurt. Interesting...

Some serious big hitters at the fast markets gig, including Rio, Vale, Anglo, LKAB, H2, to name a few. Seems a decent event to go to for us.

https://www.fastmarkets.com/metals-and-mining/international-iron-ore/*

Good to see Rasmus mixing. Potentially could be armed with a recently completed PFS on those dates.
https://www.greenmining-forum.com/

Meet Rasmus at the 3rd Energy Transition and Emission Reduction for the Metals and Mining Industry event in Stockholm, Sweden, on 31st May-2nd June 2023.

Completely agree. Personally I think the 10th May update is going to be a continuation of the last update and still on track in H2 positive cashflow etc.

Very long slog, but progressing and that's the key. At least we aren't treading water anymore. PFS to conclude May. PFS to start on Kallak anytime and fingers crossed we can spin off Vardar. BEM has huge potential, in 2 businesses it seems. :)

Interesting really I think, if we can edge ourselves into the gap in the market and become a key player in Europe anode materials production it would be quite huge. Will have to see eh but could be really quite exciting.

Yeah I wasn't sure about that part. Hopefully get the results in June and importantly the business plan-production story. Something for us to get excited about.

Yeah sounds positive Eric. Alot of potential in the graphite business. Until the PFS/business case is complete it's difficult for the market to attribute any value but all steps in the right direction :)

Up? :)

Increased holding quite significantly. Good to see. Let's see what the next update says, continuation from the last one where they expect to be cashflow positive regardless of inflation is positive :)

And you know what's interesting on the short seller report. The report on the darktrace short seller came out on its 52week low and since then it has risen. Most likely it's already happened over the last few months here, the press stories are released when it's already been and gone.

They raised money here on the outset of the pandemic and it quadrupled in price not long after.. conditions were great for the online retailers though. We will have an inkling on the next update in May. I'm expecting good news and the SP to slowly rise leading up to the update, but that's going against the shorts lol.

I imagine the SP will be the giveaway before we get told what happens. Either races towards whatever the offer price is or it will fall away on no bid. Then we get the RNS lol usually the case

Hopefully 'shadowfall' will be eating it's actions if the update in May shows continued improvement in the driving change agenda and continued expectation of positive cashflow in H2. Only one way the SP will be going.

Like it, let's see what they come back with. Nice to be forward thinking :)

Yeah I thought that too Eric especially as presenting to other companies CEOs, financiers etc. Looking forward to this year.

If it stays listed that will be the best outcome for investors. May knock this short-term but ultimately it will go higher.

Cheers Eric, at least it has 90 views now as opposed to 4 a couple of days ago lol. Decent nevertheless as we await some proper news :)

Thanks Eric, I'd not seem that. Interesting watch. Like he's gathering the info on how best to pitch the business and also still acknowledging, as you say that there is still a UK investor base albeit alot smaller than Sweden now. Will be an interesting few months or so ahead me thinks in terms of news flow and Comms.

Evening Eric, crazy how we are saying 'nice to be seeing 2p' depressed SP is an understatement. Like you say though, decent trades and good to see on here. Hopefully better days ahead, fingers crossed the bottom has been in. :)