Member Info for Sunningdale1

#SVML Undervalued and De-Risked: Why Sovereign Metals may be the real gem in your portfolio

✅ At 33p the enterprise value equates to $273.4m (£217m)

✅ NPV8 for Kasiya project after 10% free carry to the Malawi Govt is $924.3m

✅ The company is clearly undervalued.

https://x.com/Brand_UK/status/1914661781651284147

A minimum underwritten £1m subscription by Guernsey based Campana Investments, ultimately controlled by David Rowland. Proceeds will be used to underpin strategic re-focus of VVV Resources towards the sports services sector, renaming the company VVV Sports Limited.

Jonathan Rowland and Richard Morecroft will join the board with immediate effect. Subject to agreement being reached with the principal creditors of R8 Capital Investments PLC, the Company will assume circa £2.5m of R8’s outstanding debt in exchange for the issue to those creditors of a corresponding number of shares in the Company at a price of 1 pence per share. VVV will also be issued with 2,619,782 ordinary shares in R8 as part of the arrangements.

https://x.com/Brand_UK/status/1912790005866516526

https://www.branduk.net/vvv-vvv-resources-plc-underwritten-subscriptions-of-1000000-in-aggregate-board-changes-proposed-change-of-name-proposed-change-of-investment-strategy/

A minimum underwritten £1m subscription by Guernsey based Campana Investments, ultimately controlled by David Rowland. Proceeds will be used to underpin strategic re-focus of the Company towards the sports services sector, renaming the company VVV Sports Limited.

Jonathan Rowland and Richard Morecroft will join the board with immediate effect. Subject to agreement being reached with the principal creditors of R8 Capital Investments PLC, the Company will assume circa £2.5m of R8’s outstanding debt in exchange for the issue to those creditors of a corresponding number of shares in the Company at a price of 1 pence per share. VVV will also be issued with 2,619,782 ordinary shares in R8 as part of the arrangements.

https://x.com/Brand_UK/status/1912790005866516526

https://www.branduk.net/vvv-vvv-resources-plc-underwritten-subscriptions-of-1000000-in-aggregate-board-changes-proposed-change-of-name-proposed-change-of-investment-strategy/

This is excellent - Co-founder Cathal Friel back as Non-Executive Chairman to lead M&A-driven growth

https://x.com/NovusComms/status/1911664308401930408

Agree, this is a huge project, well advanced and yet absolutely no reflection of this in the SP. Getting picked up though, see

https://x.com/Brand_UK/status/1910578960880038309

https://www.facebook.com/share/p/1EUNvfebTc/

A good detailed interview with CEO Rob Marsden. He explains how energy storage will provide the cash to develop the Parys Mountain mine.

https://youtu.be/VX9Z2wzEzuM

A really good interview here with CFO Jack Kelly where Trump Tariffs are also discussed.

https://youtu.be/USF7ruBrl8I

URU Metals are covered on the research talks podcast. Starts about half an hour in

https://x.com/Brand_UK/status/1908935191894057126

Some interesting views out there as regards the Mendell Helium growth opportunity

Nick and the Mendell Helium #MDH team have secured a firm future sale price for the helium, and this new agreement now ensures

☑️ an increase in potential Rost well profitability

☑️ a dramatic improvement in Scout Energy / Hugoton farm-in economics

☑️ settlement of M3's obligations to Scout from Scout payments to M3

https://x.com/Alan__Green/status/1906981970464350719

Great to see a new partnership with Axis, one of the few brokers who understand the market and provide support in these challenging times. Good to see work starting again at Zeb Nickel - so much potential and funding interest in SA right now.

https://x.com/Brand_UK/status/1905518143159615575

Congrats to Sovereign. Cash successfully raised and squared away. Now expect a week or so of consolidation before we push on to the SCP target price of 83p

https://x.com/Brand_UK/status/1904796222038081735

A very good raise in this market, Sovereign still has a long way to go IMHO

https://x.com/Brand_UK/status/1904101540920447486

After closing at all time highs on the ASX, SVML graphite now confirmed as suitable for the expanded graphite markets

https://x.com/Brand_UK/status/1894647648973414472

This is a big step forward for SVML - the refractories market is the 2nd largest end user of graphite

https://x.com/Brand_UK/status/1892110986158489863

GreenX have already earned £3.2m in interest since the BIT Tribunal award of £252m damages against the Polish Govt. Lots of cash to invest into #Greenland #gold and #copper projects and the new Tannenberg Copper project

https://x.com/Alan__Green/status/1882015891132420582

Alan Green says that as Rio and the committee recommend Kasiya is run as an owner-operated mine with leased equipment, could that mean a full blown bid from Rio, or possibly a 3rd party?

https://x.com/Alan__Green/status/1881974946970169584

Sovereign #SVML project economics massively improved, overseen by Sovereign and Rio Tinto technical committee. Largest and lowest cost of production #rutile #graphite project in the world 🚀

https://x.com/Brand_UK/status/1881961266182496373

Interview with Aiden Lavelle and Jack Kelly late last year - well positioned for 2025!

https://x.com/Alan__Green/status/1875108397017632953

All share acquisition by Hookipa makes sense amid these dismal UK markets

https://x.com/NovusComms/status/1874726592490180823

Once again Kasiya demonstrates its almost limitless value as a multi asset resource. Sovereign share price still yet to reflect this progress.

https://x.com/Brand_UK/status/1859498971892240762