Member Info for swest42

Just watched this. I solemnly believe, despite SP and market malaise this week, that we will rerate soon. Either the MRE or enlarged JORC, either, but soon.

imo a very significant statement

I think we're drifting down with everything else. Awful couple of days in markets. Sit tight

best not to look. awful. sit tight
GL

Out there today :(

Indeed it is. Because another strange circumstance for VM to wrestle with is when to do a deal, and when to wait. ATM the resource, its price and demand are all rising. If that continues, our position only strengthens with respect of potential partners. The coffers must always be robust to realise that advantage, and with recent 12mill, they are. There is a strong case to keep going, prove up, enlarge, keep talking to everyone, but sign nothing. BTW good post Bozi, reminds us/ me that it all takes time, have to stay grounded.
I can't help feeling, that even in this last week, everything commods is hotting up, price of Dr copper, everything. It's looking good, but just as important, feels good as well. Oh, have to add, then the gold :)

Continues to drift up. It's already lo capex, the project economics are looking better with each passing month. It's on many radars, they'll be in that data room. Very buildable mine.

Hmm I didn't think about the point you raise ref. intervention limiting our potential customer base. Could get complex. Something to ponder. Let's see what plays out with BCN.

The reason I think this will start to ascend again is sentiment, which turned positive this year. The last time sentiment played a played a part was 2017. Difference now is that we have miles more defined assets in terms of drilling, and the trajectory of EV, which has continued unabated since 2017. It's looking good here imo.

I noted on here the BCN deal as noteworthy. I predict a rise here as early as next week.
I'm surprised such a strategic asset was let go to the Chinese, but that's another matter.

If news lands Monday and that was a buy I'd say buyer might receive a tap on the shoulder in the main market, less likely on AIM. See u 7am Monday.

Noteworthy. Keep the faith.

what I never really understood is why no one saw this coming
I also fail to see why a major auto doesn't lay claim by some mechanism be it JV or other to the Ghana resource. I've said many time times in automotive terms its peanuts, pure risk management, secures supply for relative peanuts. Not saying VW will become a minor, JV, probably via someone like CATL. Security of supply chain is in plain sight.

I think EV is the poster boy use, but as fellow contributors astutely state, never discount the stainless. Frankly we care about the total demand / consumption rather than destination I.e frying pan or your new ID4. The demand is their in spades, personally I think the stainless underpins us. GL

I think EV is the poster boy use, but as fellow contributors astutely state, never discount the stainless. Frankly we care about the total demand / consumption rather than destination I.e frying pan or your new ID4. The demand is their in spades, personally I think the stainless underpins us. GL

Not to be taken as negative. But all I would add is that the last raise was presented as a specific vehicle to go fast track, so news is due, as a consequence of the specific reason for the raise. Without news, it just casts some doubt about transparency, and how the raise was presented/ sold. Just my opinion.

Do any majors also have significant exploration activities, please name any. It appears AIM explorers are what what recruiters are to large companies who don't want to recruit themselves. Mining skill set is different from exploration, majors appears to stick to what they're best at, ? Some explorers seek to take to production, eg HZM, but even then HZM will not be 'major' I.e. multi commodity player, they are a pure Ni play.

U post sparingly these days, no worries, ATB

Correct. Its the quiet times that interest me the most. its where the money if oft made imo.
When the herd is elsewhere.
RNSs can pop out of nowhere and it all kicks off ....

Fair play that RMM tip, I kept the punt few I bought. trouble is only a few. Dwarfed by my HZM holding
...all about picking those winners
PS Now I find myself hindsight trading - 'if only I'd sold up here and put it all on RMM Rodders', hindsight trading incredibly easy
Still, I'm optimistic our time will come :)