Member Info for Spec

Amazing vote face on Brexit. TM's WA likely to come back for a 3rd meaningful vote with the likely threat coming to it not from the ERG but Tory Remainers who smell the softest of soft Brexits in Norway plus. Labour leavers who are ready to pass a deal may well see Norway plus as a better option

*PANR less risk less reward TLOU in the final stage KEFI off we go.

I'm short PNR

Long way to go for that one though & I ssume more dilution to carry out further drilling. I do agree however, long term it looks pretty good.

Backtracking & reserving judgement on this deal, wait & see legal advice. I'd take it to the wire personally, EU have too much to lose, they're choking and I wouldn't be taking my foot off now. GGP, well.done there to holders. I'm not in unfortunately but have said numerous times those drill results look very promising. BCN-BOTTOM? CPT in boots, down to word of mouth now. FBT takeaway is the growth & strategy focus in the US

Deal or no Deal? My money's on no deal today, this is going to the wire.

Plenty of peeps agree, folks been running a game on this one, long time shorts. They could be closing today? Risky theory if a placing drops

Having said all that, Gary Newman reckons they have cash after showing $20 mill at the end of 2018, I'm not sure.

When I see certain people claiming they're short, I have to wonder if they're closing though, or.pulling a scam with their buddies to get shares cheaper in a placing. All in all, looks a bit dangerous to get on the wrong side with.

We know KDNC are selling & their CEO predicted a placing some time ago. Now we here rumours today of a placing under 10p(not a reliable source). They do clearly need short term working capital & a much larger raise for the project funding. Rumour from a reliable source is the Chinese are looking at various rare earth stocks now they're a lot cheaper than they were. Chinese have the rare earth's locked down & we know the US is looking to secure supply but more focused on Africa, where they've fallen behind massively.

Term (japanificatuon) goes back to at least 2013, no cigar for me.

Surely gonna get slammed today weighing heavily on the Dow?

Just had chance to pull over, why's that not flying?

NFX might be worth a look as well. H follows it & saw it mentioned on twitter by one of the main influencers. What's the score with that one now H?

EOG fairly liquid atm, should continue until at least the summer with potentially a big one off liquidity event on the horizon

I coined the 'Japanification' of the EZ. Seen one other commentator use the same term, not sure who coined it first. https://wolfstreet.com/2019/03/07/us-dollar-jumps-to-52-week-high-in-cleanest-dirty-shirt-syndrome-on-new-ecb-stimulus-as-old-ecb-stimulus-fails-to-stimulate/

Anyhow, marble has been booming in the UK, spoke to one firm who was fully booked up. Delayed business decisions due to Brexit fear mongering. The firm I worked for was importing from Italy, reckoned their marble was the dogs *******s, very high standard of testing & certification.

Tro-FOX one of those I'll take a look at after a global recession? As it happens, I did a bit of work for a marble company last year, doing deliveries. 2 slabs 3m by 2m went on me, I tried to stop them but they kept coming, had to jump off the back of th lorry as far as I could. 2 went down which brought down another 2, smashed to pieces. Couldn't work for 2 weeks as landed to heavy on my heel. Hairy moment!

More corporate welfare.

To a PPG site again today