Member Info for smkr

Anything else negative while you’re in the mood?

The prospectus was approved day previous to the warrants. that means those who hadn’t already touched their placing shares- might feel it’s now ok to do so

1. the board haven’t yet been issued any shares for the warrants mentioned yesterday. the company would be obliged to RNS the issue of new shares. for now they are simply warrants over ordinary shares.

2. the prospectus tells you the warrants are indeed at placing price. the RNS yesterday only went as far as two decimals, you’d need a couple more to see the warrant price.

Something has woken this up!

Nearly closed blue. probably does tomorrow

Can’t be bothered to read the prospectus?

page 54 shows the warrants are at the placing price 👍 I think they haven’t been able to show any smaller decimals in the Rns

https://cdn.prod.website-files.com/682cb3c4f993387e691f59b1/68878378e7b146ac7758539d_Defence%20Holdings%20PLC%20-%20Secondary%20Prospectus%20-%20July%202025.pdf

Ticking up a little !

I bet David is fun to go for a pint with

4 grand then nothing left. NT. someone is loading

Prospectus approved on fca site. bring on tr1s

About 10 grand left and it’s sailing into 14p’s.. Rainbow time is coming

If the Dfs is delivered is game on working towards that Just Transition funding.

USD 36 million Just Transition Fund Grant Approved for Cinovec Project

After the quarter end, the Company announced the final approval by the Czech selection panel of the managing authority for the EU Just Transition Fund ("JTF") of a CZK 800 million (US$ 36 million) grant to the Cinovec Project

Buyers keep mopping up any sellers. this goes higher soon

Heading up again. you’ll see this well over £1.20 soon

Https://www.metal.com/en/newscontent/103323076

UK-based junior mining company First Tin (LSE:1SN) has confirmed the widespread presence of various critical mineral resources, including gallium and indium, within its Auersberg and Gottesberg exploration license areas in Germany.

The company stated that, given that the EU has classified gallium and lithium as critical raw materials, these discoveries will further enhance the strategic importance of the project within the EU.

Rainbow Rare Earths (LSE: RBW)

HQ: United Kingdom; Extracting rare earths from waste via “secondary mining.”

Rainbow is a UK-listed rare earth stock with an innovative approach to rare earth mining. Rather than a traditional mine, its flagship Phalaborwa project in South Africa involves extracting rare earths from phosphogypsum tailings (waste) left over by a past phosphoric acid operation. This “secondary mining” approach means no need for drilling or blasting; the material is already above ground in gypsum stacks. The economics look attractive: lower capital and operating costs than typical mines, since costly steps like mining and crushing are bypassed. Rainbow plans to produce separated magnet rare earth oxides (Nd, Pr, Dy, Tb) on site – capturing full value by refining right at Phalaborwa. The company also holds the halted high-grade Gakara deposit in Burundi (currently on hold due to local government issues), but Phalaborwa is its main focus.

If successful, Phalaborwa could have one of the highest operating margins of any rare earth project outside China, thanks to its head start with pre-processed material. Rainbow’s innovative process is promising but relatively unproven at commercial scale – extracting rare earths from phosphogypsum has historically been challenging. The company will need to confirm that its process can be scaled up economically.

GOING UP.. IT'S TIME>>

24-Jul-25 Berenberg Bank Buy 170.00 170.00 Reiteration

None on there but IG shows nearly 70% of their customers are short. No doubt spreadex too. First bit of decent noise from company or movement in housing markets and I’d suggest those last year figures were the worst you’ll ever see. Buy fear

MAC seller’s continue i see