Member Info for swest42

I'm on record here Dean saying that the small change in auto terms secures supply.
Imo don't rule VW out in this regard.

Wasa, I'm in agreement. And that's from someone very cynical about PI AIM shaftings generally.
Bottom line is what hand u hold and what's financiers hold. EV bandwagon, S/S, Ni price, it's all going going north. Who wants in? For any Poker players, pure poker at play here.

ST you write interesting posts, u know what u are talking about so I am respectful.
But i have to say this 3p thing is wide of the mark. We're not here to make overnight banker millionaires. Conversely, would u want to be the bank exec who passes over the EV Teslas commods bandwagon?

No offence to Dhan but ur comment did tickle me Mike
Come on Vince it's the new strategy - shut Dhan up :)) ATB

No offence to Dhan but ur comment did tickle me Mike
Come on Vince it's the new strategy - shut Dhan up :)) ATB

All perfectly reasonable posts in quiet interludes. All I would add is that, in relation to your very last comment, isn't it rather extraordinary we should even be chasing a change of sentiment. If we were orphaned and just had a few drill results one might require sentiment. But we're way beyond all that now, we're funded, supplying Tesla, MRe due, increased JORC due. well beyond sentiment?, but alas yes we are STILL tottering round 20p, barely at times. SW clearly missing something. I just don't get it.
30p plus min, but it isn't, steadfastly so. Many don't even reach where we have reached. I'm not selling, doesn't stop me being bemused. GL

Its a quality hold. Not one to panic and sell in haste. Likely to gently pull back in ST imo.
Very good financial metrics commented on comprehensively here, good knowledge on the BB. No requirement to ramp, look at the underlying solid position, cash etc.

As for the 3p comment. I refer to a post on here say 2 weeks ago. Banks don't hold total sway, they also compete, and lend to survive. At 3p they'd be replaced by another financier willing to cut a better deal. If I go into Nationwide and they offer 7% mortgage good luck to them, I go next door and get a 5 yr fix at 0.99% at Natwest. Far from exact analogy, but serves.

ST, speak your mind!
All views valid, and only you press or sell. GL

Glimmers of traction indicating buy on news positivity less discounted placing, one hopes skies clearing ahead of run up to announcement
Underpinned by Ni price and macro demand outlook, data continues positive.
Poss just turning a corner now

Considering these obvious positives SP remains muted. Theres appears to be a disconnect atm.

FWIW D220 I thought the reply to you Sunday was rather rudely written. You clearly have good knowledge, disagreement is fine, however best to stay polite.

Much happier to see it holding on to around 6 today. Was nervy, now more content.

Sad and somewhat mind boggling teddy. Anyone would think OEMS have over promised and are getting absolutely frantic at securing the stuff to feed the wave of gigafactories springing up everywhere. If I was VM I actually would keep the other 50 % unsold. Disconnect in SP here is quite astonishing, all I can say is if u have funds buy.

I have to say, I think next week is significant announcement week. SP has acted strangely, which only adds to my reasoning. 5 days to find out, to some extent I think the talking is over. Genuinelly wish all PIs well, it's a good BB.

At that profit who's to criticize. When it happens we'll discuss. GL

Wasa I have a hunch you have a residency in the Mandarin Oriental let alone a caravan :))
Defining week I think next week pays your money... eyes down for a full house. Big boys rules only you press buy or sell. AIM at it's best.

Saying 'heres the money, we've just bought a lot of HZM 5p shares' :)

Textbook AIM shenanigans. In fairness, once the imminent pain is had, we should start to rerate, and the iis can cash in their free money, and depart as norm on AIM. Least then we can crack on with mine

I would add that financiers don't have it all their own way, they need to lend to make money; they also compete with peers for business.
The business case here is extremely strong, the long term payback for all mine participants is mouthwatering, they can't play too many shananigans, or they'll be replaced.