Member Info for StrummerJones

For those in GGP and HZM. A warning ..... today as in last couple of days I have been slicing GGP holding a bit to top up to 10 mill HZM. Been carefully selling at about 24.2 to 24.4p there and as in post earlier got my 10 mill HZM now. Had to be careful as MMs dropping price last few days off a 25p peak. Was happy with all that. Especially as into close GGP had again retraced into 21.5 area. I hold 3 mill plus still there so have faith they will climb back. Then after hours see price at 27p ! Well it's a few UTs that of course GGP going mad on and not understanding... MMs clearly filling a buy worth 130 million quid plus. Whilst panicking & flexing weak hands to sell at sub 22p etc. This is stark and borders on unethical to me. The real price is still mid 21s. But GGP zealots going made for 27+ after hours. Well I will be converted if it opens 27+ on Monday.... HZM may currently be suffering some press down. Small beer compared to that... but in the future ... TBA anyhow. Regards.

Well got my 225k last HZM top up early this morning in low 7.5's as hoped. So now done & with a round 10 million shares here.Not reworked avg, will be in the highish 4p's now. But I am positive on the future here, so have tried to back that up. Lets see where it progresses in next few Q's I guess? I still hold 3.145 million GGP, mainly to see if the current pullback there (managed to slice the funds I needed for HZM today at 24.26p odd, but now its dropping again - down to 22's for now at least) will reverse. I am of the view it will have more legs yet most likely. Its had a few pullbacks in the last 8 months but has always moved on afterwards. However, unlike so many punters on that crazy LSE GGP board do try and appreciate that things don't just keep going up in straight lines! Frankly some of those posters on that site shouldn't be allowed near a share portfolio IMO.. Anyhow good luck all here. Strum.

Hi DJ. Saw your note on top up. Good call. Price here wobbled fractionally, so if you got in around 7.5p that's a result no doubt. I followed GGP today, plus that manic board (some great analyst - including Magic now of this parish, but also rafts of total dross frankly), which by the law of sod of course also stalled. My plan was to slice off a bit more of my holding there - assuming huge bull run continued & to add to my 9.775 mill here & reach 10 mill. I needed to only flog circa 75000 there to get my 225k here with slightly depressed target prices. But GGP didn't play ball and sort of inevitably retraced off its 25p, in fact spent all day under the 24.42 I leveraged the other day. So I wasn't prepared to slice at 23.7 or what ever was on offer. With the much pushed tracker inclusion due COP tomorrow I suspect though I'll have lots of opportunities again? If HZM stays depressed (only relatively of course) at 7 5s that would suit for top up. If it's back in the 7 7s or more then pragmatically so be it. Here my game is a longer one. In the future 7 5 or 7.75 will be immaterial. Just as 1.6 or 1.9 from Nov 2019 in GGP is now one would hope. I am a bit of a logic guy, so that 10 mill appeals as hoping the maths divisions will be easier on any gain. Will get there in next few days I hope. All the best. Strumm.

I picked up another 1.575 million here this afternoon, all around the 7.75p mark in 6 separate boys. Takes my total now to 9.775 million at avg now of 4 69p. My Avg creeping up, but I continue my strategy of slicing and redeplying some GGP funds. Converted 500000 of them at 24.42p to add 1.575 mill here, still hold 3.215 mill GGP at 4.05. As said previously believe in both. But want to utilise the recent big rise in them to keep redeploying here. Cheers.

FS. Momentum is what it has (GGP). That's key. When HZM went from the mid 3's to nearly 9. SIimilet here. Difference is this is a seeming slow burner on AIM - relatively. Whereas GGP already has the big backer and ticks so many boxes in this perfect storm. However in mid-late 2019 there was chances to buy into it from 1.6 to 1.4p as it languished about looking for direction. In late Dec 2019 it got it, and with a noted pullback on covid circa March 2020 it got really going. I see this as similar potential. Just needs to now shift the gears and make a mark. I gambled on this as a potential placement for those funds. I still have confidence HZM could re-rate as fast. I saw it take off there early 2020 and rode it when others bailed and sold. Now I can see a similar story here. Easy play to date there would have been to "stick". But I twisted (a decent %age any how). But that's the game. To at least part move on. Good luck to you.

I think that the upside here is coming. As outlined I sold GGP to enhance holding here to 8.2 mill. Those sales were at GGP 16.3 and 17.4. Added more here, about 500k. The SP here is fractionally up from a out 7.2 to 7 and a half p. GGP on the other hand on another year.... up today to 23p dropped a bit off peak, but still the riser on AIM again. Does this bother me... not so much. Since still like the idea of Nickel. Can still see this multi upping & in for the long game. GGP likely has much more to go. But happy to split still and monitor 3.715 mill still there and 8.2 here. It's a win win for 4hise in both still IMHO.

Hi FS. GAW is far from my area. By trade I was an IT DBA analyst. But I have a son into GAW products, who also runs a GAME store - so has many likeminded contacts. He is always very praiseworthy about that company for what it worth. Is that an investment case. Not in my book. But if one gets independent and unsolicited positive feedback on something that interests you. Suggest cant be anything but noteworthy data? Regards.

As mentioned been building a larger stake in HZM since Christmas. Gradually slicing mostly GGP due to its huge rise. After more strong drill results there reported by their large JV partner overnight. Plus rumour of imminent inclusion in the GDXJ tracker I further managed to extract enough funds this morning from a sale of 80000 GGP to buy another 200k of HZM - at I think a still decent 7.05p. This gets me to 8.2 million here at an avg of 4.11p. The GGP board is in frenzy that the current 17.5p will become any multiple you care to name. But I just cant see what's wrong with holding still 3.7 million there at 4.13p avg. BUT building also this very worthy alternative. I guess I am talking to the converted posting this on the HZM board. But again this logic would be lost in the flurry of post telling me that GGP is the only gang in town over there. My research here tends to backup the fact that with further judicial funding (which I think is in reach), there is also a multi bag potential here, just from a lower (now) start point, similar to June 2019 when I dug into GGP. I wish both well and look forward to the next steps for both. GGP is a great share and has served me well. I think this can do similar. Regards.

Thanks DJ. I agree generally & so have progressively built a decent position in HZM. Its interesting the reluctance of the GGP LSE support (of which you say you were once one), to accept there are other options! Mercedesman - who you may know (?) recently, & in so many words told a supporter of HZM to get lost on that hyper active board. Like you he is very knowledgeable about his area. But his closed mind troubled me. I like the story of both. But although with the coming Scally drills, possible huge tracker buy ins, and the strong JV running. Hence not selling right out (still as said 3.8 mill in that game). I just feel that spreading wings is a decent shout. I don't understand why the zealots over there cannot embrace more than just a one dimensional thinking plan? To me HZM can easily double or more from here. GGP has been amazing for us that started to buy at 1.6p @ hold still, and remains a possible x% even from 16.8p+, But the crazy £1 odd routinely thrown about there requires another Haverion x2 or more, and they have to be rare as hens teeth? Whereas here, recession permitting. Strikes me there is a defined up side to go. Cant be ar*sed to debate over there. As its almost a cult now who hold no truck with any of a more sanguine view. Anyhow I like the generally sensible and pragmatic reflections over here. So now split 2:1 HZM to GGP and happy to let the dice role. Regards Joe.

As per in my comments during the Liquidity thread. I am putting my money where my mouth is and further investing in HZM. I have taken some further profits out of GGP now its up once again (selling 200k odd there in the 16.3p range off an avg in the low 4's) and seeing 7p as still a good opportunity here, so bought several more 100k's yesterday. I now hold exactly 8 million here. My avg has gone up to 4.03p. But as an investor I am happy to now wait for what it takes and be interested in the ride. The uber rampers on LSE GGP would scorn my call I am sure - but still hold 3.8 million (avg 4.14p now( there to see if all the current hype drives that price even higher. So trying to strike a balance between old and new prospects. Only time will tell if I have screwed up I guess. All The Best.

Just to say thanks to the numerous posters for views on my liquidity issues. I suppose my past experiences of FTSE 100/250. Plus the relative easy I accumulated and top sliced AIM share GGP - as outlined. Led me to be a little frustrated when my "test" sells wouldn't do anything other than NT > only 150k shares, this despite the share being in full buy mode by most in the recent surge up. Thought iweb may be an issue so queried it. Though for info its run by Halifax, so not really a mavaric platform. Anyhow as said I want to wait for value and all equal hope to hold or add to my 7.535 Mil not sell for real. BTW. As a long standing larger market investor who is used to holding some stock for years. I do find (as some of the LTHs on here relate), this reward me now mentality and daily price hand wringing all a bit hard to take. I guess I am a bit old school and treat an investment (with decent researched fundamentals) as just that - an investment. Believe in your analysis and treat the two imposters of 14% rises and 12% drops just the same? Thanks again and best of luck to you all.

Dear All. I only started investing in AIM shares mid 2019. Prior to that had stuck to the FTSE areas for 35 odd years. My initial pick was GGP. Built from 1.6p region up and ended up with 7.7 Million at 3.64p avg. However round last Xmas also researched HZM for Nickel and BCN from Lithium - wanted exposure to the coming EV etc. Plumped for HZM in the end and have gradually built up to where I am now. I hold 7.535 million HZM at 3.84p avg. My GGP I have part sold down (now hold only 4 million on the nose at 4.54p avg). I took out top of GGP as profit was strong - sold around mid 12p's and mid 14p's. £250K went to kids to help with mortgages. The rest mostly to add to my HZM pot - to get to my current 7.535 Million here. I recount all this to say I have skin in a few AIM shares now and keen to see all succeed still - so not a ramper or deramper. More an investor who very rarely trades, but does only as needed.. I have never posted on BB - do my own research generally. But find this one pretty level. So to my query. FTSE stuff has obviously good liquidity. GGP generally all way along - from my 1.6p 500K buys all way up to 7.7 mill held, then down to selling at 12.3 and 14.5 large chunks (shifted 3.7 Million as outlined). No great issues. But here..... When this was motoring and buying going on a few weeks ago ...people wanting shares - frenzy from about high 3's up to 9. Even with all that demand. Most times could only get Dummy sells for 150K shares max in? All NT mostly anyhow on my tests? I use crappy IWEB. Its cheap and I dont want investment help. So are other platforms more able to get stock here on AIM / HZM ? As said GGP hasnt and doesnt have this issue in my 12 months experience of loading up and then a bit of decent size top slicing? Aware its 2.5 x more shares in issue. Plus x5 MCAP etc. But even so? I hold about 0.5% of this company now and wont sell till I really need to or till its reached potential (which I think is very large and a way away). But if I can then only shift 150K shares a pop its going to be v painful. More so for those with the really big numbers - 23 Mill and 28 Mill mentioned on here ? I think about this, not as an issue now, but down the road. I have invested as said for many years, but only on AIM for a year. So would value views as to what I am doing wrong RE 'test' selling here. At my level do I need a broker for example to push this about rather than rely on cheap execution platforms I wondered? Enjoy the board and mostly erudite info and views so thought I would ask something that others may also have thought on? Cheers.