Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Hi Tom.
GGP price and ramper v de-ramper in fighting pretty dull.... But Eddie and the HotRods..... Now your talking :-)
A band that was lucky and unlucky all at the same time...
Along with Dr Feelgood and stuff like The Kersel Flyers... The height of pre Punk Pub Rock....
But unlucky too, as a year on were made redundant by bands like The Damned, The Clash, The Pistols etc....
However "Do anything you Wanna Do!".... Remains a song that stands up in any era of music IMHO..... Such a really great song, and cool you knew the band.... Respect!
Regards.
.... Just curious. Are you, or were you ever invested in ROCK?
I am, please see my post on Tuesday 22/3 for my views & where after 4 years I tried objectively in one post to lay out not just the frustrations. But also a positive path on proving up one resourse etc.
That post seemed to strike a chord with quite a few by the unscientific I know 13 tickups on a BB that barely gets a post a day.
You have listed about half a dozen times since then. Really laying into similar ground. You are new to LSE, only joined 21/3 it seems. Just wondered why the need to keep reiterating all this?
Many of us that have been around this share for years are fully aware of it's issues and methods as said.. Again refer you to my post. But that's been said. We know the problems. But you continuing to ram it down people's throats is proving what exactly?
I am no appologist for the rampers. Anyone who sees my posts on ROCK hopefully knows that full well, but I really see little point in your multiple diatribes. We know where we are .....
Can only assume you were in that Tele Group and fell out with them. So are seeking some kind of payback here?
Please.... Enough is enough though. Many of us have already outlined what you are endlessly repeating.
Sorry, but you just come across as very bitter for some reason. I too have had my differences with OMM and his Am Geo friends, as anyone who reads here will tell you. But it doesn't rule my life...
Surely you have now said it enough my friend...
Assume that with the expiration of those warrents recently, the big seller of the last month's seems to have halted for now at least?
The ability to load up under 4 has passed for now it seems. Now under 4.5 is a target if one thinks that news (at whatever point) on the project will energise it.
I am still gradually building a few more in here. Picking a few dips to AVG down from my first buys in the high 4s.
Took a few more earlier today to stand at Currently 3.5 Mill @4.21 AVG.
With new ISA year coming may add a few more then. But suspect if the buying here carries on for two more weeks I guess this may then be closer to 5 than 4 to add. That's a guarantee then of a sell off with that kind of prediction..
.. :-s
We shall see though.
Cheers.
Just had a look at HZM trading today.
The SP is holding up remarkably given the selling pressure. Rafts of 700k, 500k and 250k Sells. But it's not moved.
Assume someone with a big holding exiting, but in the background another is loading up.
Interesting in a mild way while this one slumbers relatively waiting for further news.
Regards.
....all the same to me.
I noticed a slew of back to back Green Coffins early today, and repeating. So assume the de ramping crew back in town furiously looking for further press down and more low buy ins..
Also though our resident uber ramper has been countering it I can very much see.
But tbh the thing that dictates the pathway here will be achieving the outlined output targets & holding a tight ship financially for some months while that's being done.
Do that, and the case will build well for the share price and new investors will come in IMO. Fail to deliver again, and the Loon squad will have their cheaper entry no doubt.
It's pretty simple then strikes me....
So happy to wait & let's see the numbers for the March and critically Q2 out turns.
The rest is just aganda driven noise, positive or negative frankly.
Regards.
I agree.
I liked Oiltap. He was highly positive true. But had much more about his thoughts than any standard ramper.
These BBs are strange. I hold no creedance with most all conspiracy theories. But if the likes of Oiltap have been chopped for supposed dubious info..... Where on earth does that leave some of the total basket cases on here that are allowed to peddle their disengenuous tripe....
Crazy.
As a holder here since 2019. DP has always come across as a charismatic, if somewhat verbose leader, as in that video.
But the fact is that in his relatively short tenure he's taken almost 6 Million in placings and warrents, at what exact share holder value to date?
The SP performance, despite multiple pumping teams from Plateau and then Copperxxx supports has been abysmal.
It used to really baseline at 0.8p, spike and get sold off usually to about 1.3-1.5p area... A couple of times up to 2p. When highly pumped, and then plummet with no liquidity to exit even a modest position...
Recently of course, and despite the Am Geos telling us 3p and directly (circa Q3 2021.... ). It's gone to new lows at a dire 0.4p baseline.
In the businesses I have been involved with, where performance related pay was / is order of the day...
Am afraid DP, charming as he is, has delivered for no one but his small director team.....and would be out on his ear frankly...
That needs to change David. Concentrate on one of the assets here and prove it up and sell it please. This darting around just further shows a trend, that someone else pointed out here.... Namely drill a few explorerers in an old drilled assets. Find a bit of again..."potential", then refocus on similar elsewhere....and repeat....
We have seen this certainly in my time here. What we lack is any saleable followup. That's not just an opinion. The SP fully tells that story too...
Some of us remain a long way underwater, and would politely request a bit of share holder value Dave. Going into a forth year personally in this one, I think that's not an unreasonable ask of the leadership here....
Sorry, but I hold various shares on AIM in far greater volume, and all have issues fair play. But with most all the others I can see a good endgame. But this one is just a constant frustration from an investment viewpoint.
Apologies for putting this out there. But it needed saying frankly!
Thanks Bwana.
Suspect like all shares of this type. A bit of positive news will do wonders. Though also like this type of share. Be interesting to see how many buying down in the 3s and 4s will be sticky and not the " in and out" types so prevalent these days if this does have a spike on news.
My biggest learning curve on AIM v my many years on main markets is the lack of investor patience in so many AIM shares v what I was used to.... :-(
Anyhow first some news, then we will see who is ling or not I guess....
Regards
Cheers Wasa.
I have no issue with AIM tbh. I think he calls it as he sees it. But he's hardly one to compromise or moderate an opinion strikes me..... Not a diplomat material...! :-)
I have freely admitted reducing my holding a bit in HZM after a deal in the Autumn that I know a few of us were somewhat taken aback by. I suspect given your build up here you may have trimmed similarly. But that's your business of course.
I have left enough in there though for the longer term (8 Mill @high 4s), but have diversified here as well as a couple of others as see the deal there as a slow burner. Slower than here or my other interest areas at least?
I think that's fair enough. I think perhaps AIMs seeming sudden exit from HZM. If that's what he did... Or at least his withdrawal from posting there was surprising to a few given his past statements of commitment to the fundimentals there that's all.
He's clearly big into this one now, and has a wealth of useful ideas on it, fair play.
Just accumulating a position now across the 3 and 4s and awaiting events.
Cheers mate.
Freely admit new to this share. Holding as of today a small still. 3.415 Mill @ 4.2. But adding and see some potential here despite the sluggish pace?
Seems like Mr AIM is a bit Marmite on this BB though...
He gets a lot of tick ups for his knowledge of the stock, and as ever comes across semi beligerant, but highly knowledgeable.
But his blunt approach, plus support of the seeming slow pace of progress raises considerable ire on here it seems....
Not sure what to make of it personally. I respect his straight talking, and well researched, though barbed input.
But also know his similar engagement from HZM land. Where he was similarly brusk, dismissive, often generally right.....
But then one day was gone....!?
I would be interested in Wasa or Bwana's take, as not sure what to make now of his similar method here?
Regards.
He should be banned. I read ADVFN for shares I am invested in, for any alternate views.
There is now a f*ckwit on there called Texaschaser, that's clearly son of Moon. He is just trying to bust that up with the same stuff. Only appeared recently.
It's pernicious drivel. Here as well I am sure, though as Greened him months ago, can only speculate.
I can see various people ask him straight questions, engage him. But it's all in vain I assume.
To my mind just don't respond to his posts or chains. Post your own view or analysis, and push his agenda led diatribes down the BB.
That's the only solution. If you continue to expect reason or sensible debate from these types. You fuel their egos.
SUFFOCATE the p*ick!!
These Green boxes, that I understand believe so little in the fundimentals of a share ..... Spend so, so much time, and therefore money, out of their valuable investing time....
Talking down an investment on a BB repeatedly ... that they would have you alsob believe that they have no confidence in.... ?
Just why?
This is illogical behaviour..... Unless, unless...
They see a trading return, but want a lower starter price.... To rinse and repeat.....
Emmmm. Think I see it & that's why I Green Coffin the w**nker ..
Couldn't quite hold the 30s.
But as discussed earlier. Traders Galore presently.
No issues. A good RNS. Buying volume will come on strong volume minutes in the next month's.
I note a splattering of green coffin posts towards the end of the day..... Assume the loon squad are keen to talk it down?
Once again.... Ask yourself a simple question....
Doing it for your health, or carrying a big fat agenda....
Simples...
Regards
@Rich.
Agreed; mindless ramping, and people promoting other shares "endlessly" are equally galling, and both occur on a lot of BBs.
The fact here though, is that this BB, & coming into my 3rd year invested here, has generally always been v level headed. Whilst positive along the way. It hasn't seen much of the former that's been too OTT, and virtually none of the latter overall tbf...
This changed last year a bit, when the deal split a number of LTH. Who for the most part agreed to amicably agree or disagree with it nonetheless.
However, some pumping elements came in around then to talk it up, overly and repeatedly, presumably as the substantial drop left them in the hole. That has been why a few have filtered them, and others taken exception fyi.
As said. I think HZM still is on to a winner. But it's going to take some years now to realise. You may disagree, & that's fine. But for me a core holding now of 8 Mill at 4.94p average is my chosen long term nest egg here.
However with funds freed up, and newer funds I see other ops that I have chosen to diversify into. I am aware others are doing similar. But no one is " endlessly promoting" those options to my knowledge??
Good luck if you are in at these prices and prepared to similarly commit to another 3 years odd. I think you will do well.
Regards.
@Ant.
Agreed. A Q or Two of moving into steady profit, and importantly no one on the team dropping the ball will IMHO do wonders for the stickability of any related rises.
Actions not words needed now for sure. Today is though a nicely welcome little step along the way.
Regards.
Hi Evan.
Many months back I filtered our pumping friend. Not because I disagree that HZM will eventually make its mark. But simply that like you, I tired of the daily repeats.
Thing is that maybe (assume he's still posting the same old stuff). New people benefit from the reoccurring ramps. But older hands can simply filter and be left in peace. That's been my approach tbh.
These BBs all have them. I am in RMM too, and there is an account on there daily pumping the same way.... May even be the same people with multiple accounts. Don't know, don't care frankly.
Tells me nothing knew, and after all the "last chance under 10p" I wouldnt have the brass neck..... But heyho, some have no shame....
Just a green coffin to me, and has been for months, as to HZM. I am leaving a good sized, but smaller now core holding here to see it pan out. But for faster action and diversity have looked elsewhere being totally honest.
Cheers.
Nice RNS. Improving Comms from TB after taking flak last year for not updating. Can't knock that.
As discussed the other day though. It's only a stepping stone on the way as this has really become a share populated by the 10% ers who will buy and sell without a care for any longer term prospects regardless of the bumpf some post on BBs.
So any legit rise will be sold into one has to be very aware. Simply then, buying volume, in far more volume than presently is gonna be needed as the story builds to override that, and so it likely won't happen on single stepping stone RNS like this.... As welcome as this is agreed.
Happy to see this hold the thirties by close tbh. Then look for gradually more good news month on month. They buyers with the attention span of more than a few days should come on board.
The absurdity of AIM is that RMM is far stronger now, and becoming more so ... Than when it went 33p to 61p equiv in a couple of weeks early 2021...
That's the bear pit this plays in though. So we just have to keep the notion quality will eventually out.
Cheers.
Interesting share, and responses to it.
I have been gradually adding, but it does seem news is hardly bountiful & forthcoming at the moment tbf.
The rise out of the high 3s was not much more than Wasa putting his hands in his deep pockets , plus a few of the rest of us taking advantage of the drop to the 3s to further average down it simply struck me?
Clearly only takes a bit of buying for the MMs to move it up a bit. But the reverse is also true when that dries up, and or the seller is back in town.
Seems that without news it just ossilates in the mid 3s to low 4s for now,& despite some frankly silly calls on these boards that 10p is on the way after a small up move.... Emmm .. purely wishful thinking for now it seems. I think it's going to need some proper progress news for anything approaching that?
I am patient and happy to build a small, but growing position here and just await events. But can understand the frustration if you have held here for several years. Does seem a bit of a "sleeper" in all senses :-)
Cheers.
@Ant
"Make your own choices and stick to them".
Couldn't agree more. There is some interesting technical and financial inputs on these bb's for sure. All good input positive or negative (within reason) is worth considering.
But at the end of the day everyone has their agenda. Some reasonable, some quite clearly not.
So you have to decide on your own really. Personally I like DJ, respect his analysis. But don't live by it. He has a track record of this "in depth" on at least 4 shares I am aware of that he's nonetheless been in and out of. I think he's fine and unlike a few others on here I could mention clearly not a fruit cake.
But even so... when I review the progress on RMM to my set timescale in 6 months time (and 18 months on from first investing), It will be that which dictates my next moves on here. Not anything written by a stranger on a BB. Whether I respect them or not tbh.
Cheers.
Hi Lethal.
I think a number of the guys have answered your post about unsustainable AIM shares well. Don't have much to add really.
But all I would say is that AIM is v much wild west, and it surprised me too on first entering it.
I have invested on main markets for almost 4 decades now. But only ventured into AIM in 2019... And it's an eye opener...
All would add to what's been said is that if a new investor, & despite the pumping crews after your monies... One should really not be in here frankly if green.. Learn the ropes on bigger shares, then come here is sensible advice.... Even then you get turned over IMO more often than you win..
I know that's hard. But it's a bear pit. I chose two shares after 35 years elsewhere on AIM in 2019.... GGP investing and continuing to buy from1.6p, even though for 6 months went no where.... Smart hey.... Yep .. but ..
But also ROCK.... That to this day& as we know has been a traders delight, and an investors basketcase lifestyle nightmare!!!
OK.... So then went BCN, HZM, GRL ( briefly, but thought better)... Here and ACP.
In all the latter cases n bar GRL.... Can see/saw potential good fundimentals.... Still do. Strong resourse etc.
Yep all these get traded regardless. It's AIM. But I gradually built/build, and only sell now when I think the potential is gone or to diversify. I set milestone date reviews along the way, 6/12/18 months.... Whatever seems appropriate.
That's just my learning curve. GGP was a fluke, but with a bit of research... Sold off though 4 fifths of holding from 7.7 Mill at 3.45p into the crazy 38p as wanted to diversify and saw the risks of a bubble n fall... That transpired sadly..
ROCK was just a mistake, but remain stubborn. But has never had the resources or management frankly, and my fault entirely for still clinging on....dumb f*ck..
But here, BCN before taken over, HZM and ACP intrigued me, and can see something coming in all .... So persevere...
AIM is basically a s*itty unregulated market.... But can occasionally fire up a diamond in the rough....
RMM with a fair wind and 6-9 months on from here may be a nice earner and a keeper to my mind.... IF, IF.... The CEO can play a straight bat for more than a couple of overs !! :-)
My adding vol of 840,500 shares now at 36.65p hopes so very much...
Good luck to you my friend.