Member Info for Swissydog

Good Morning PortfolioPower, just a quick question if you don't mind. Who in your opinion is the front runner regards possible news and sp rise out of KAV, KAT and ARC? I'm thinking that it could be KAT in that even news of new BOD if as you have noted on the KAV BB could make the market sit up and pay attention especially if ex GG guys come across or are there some timeline factors in the other two that could race ahead. It appears that Anglo are going to dictate news releases over at ARC but as a post today suggested that licence applications / alterations may give some speculative excitement from pi's.

Thanks Swissy

Geni were talking possible £8m raise but only asked for £5m part of which was with a £1m open offer which at the time was not taken up. They placed it between Christmas week. CEO took another £50000 @ 5p and others slightly less. They were on a £750k/month cash burn and we all presumed would raise remainder at a higher post FDA sp. However we are still waiting (still within reasonable timeframes) but starting to stretch to the further limits. What we don't know is how existing revenues are going to support us. The BOD have flexibility at this point to hold back on spending if required but not preferred with ref to the business model. MCAP is cheap against peers but they have a first in class product hence De Novo submission. Basically news could fall any day without warning so that is the risk more so than a relatively small future raise. Last raise was only at 5% discount. Cheers Swissy

Have been looking for another little top up since about 12.30pm and haven't managed to buy any no matter how small the trade but you can sell all in one go! Is it time?

I have been trying for a little top up since this afternoon and haven't been able to buy and no matter how small. You can sell the lot in one go though so we need some news and then it should blow!

A small KAT and a small KAV have also found its way into the file. I'm going to use them as a learning instrument as I love listening to all of the more knowledgeable mining experts on this BB and its great to have a valid interest being invested. GLA Swissy.

* sorry KAT and KAV.

Just having a better look at KAV Dai ,thanks.

The thing is Dai I heard it mentioned on one presentation ( sorry cannot think of the link) but a huge Chinese conglomerate was tracking ARCM and I believe was very interested in the whole prospect. PP would share this detail with you but I don't know if this is when Anglo got involved to cut them off at the pass. PP seems to think that as the asset becomes clearer that bids for a takeover could easily start. I am seeing this as an over the summer sit and watch share without over commitment until things get clearer but having a small amount in early makes adding later easier if your account is showing blue at that time. One to consider anyway, cheers Swissy.

Oh and the subject heading was taken form PP on the ARCM BB just in case you think I'm ramping lol!

OK so I have just taken a first small position in ARC but the potential over next 6 months results could really build into a Tier 1 asset with a free carry on the huge drilling campaign from JV with Anglo American. PP is the master here so read his comments on the ARCM BB. KR You said you needed another option now that HEX had moved first but I know where I would head, at least for some detailed consideration. I had to pay 1.87p but they could be looking at 35p upside if drilling results are as good as expected. That must be getting on for x20 so even a small (doesn't really matter if I loose it sized punt) could give a staggering return if all goes well. Of course this needs your own research but consider it I have and taken the plunge but not over committed at this stage. Cheers Swissy

Tro are you trying to pee on my strawberry patch by placing a £16.60K trade after 4.10pm in Geni so that I can't top up at my desired price tomorrow......the length some people go to! It certainly wasn't mine mores the pity.

I didn't realise you were in ARC as well Tro sorry for that misunderstanding so if you want to bring some salted peanuts and pork scratchings along then there will be a tinny for you as well and I know that you take your seat belt off when it gets rough so we should have all sides covered!

KR I don't know about your plans but hopefully your dreams will be made shortly when BCE does what you believe it will. I had a small lot in BCE only on your enthusiasm and belief as it was shining like a beacon. Believe in your decision as you have given it a lot of thought and in a couple of weeks I am convinced you will be rewarded, honestly. Looking critically at other stocks is then actually so much easier with that under your belt as you will be dealing under your terms more critically and with a certain confidence. Not long now KR and fingers crossed for you on that one.

Https://www.linkedin.com/posts/matthew-walls-44462018_hiring-activity-7191129970180521985-97kh?utm_source=share&utm_medium=member_desktop

I also intend to join PP in ARC very soon as I know he is a gentleman and will watch my back there....I don't mean in a holding hands sort of way but as in Gentlemen that know the taste of a good pint with some cheese and onion crisps and want to make big profits sort of way!

Yes I did but can you see what I have done it for?

Hi Tro and Mischief and Goldbend but I have need ton Linkedin that Genincode are recruiting and putting the feelers out for a Medical Affairs Director / Manager in the USA so could this be a sign that approval could be around the corner? If this one lands this week you will owe me that badge Tro and if you haven't got any of your old ones available then I insist that you make one!

@ Tro, I might be able to buy back in but will be just as happy to see get to 90% in HEX.

Thanks KR but I will declare that I just sold-out in the last couple of minutes to comply with my new strategy and was up 93%. I don't even think there will be much of a pull back as it seems 20p was nearer to where IPO should have been but a clever decision by BOD as high interest was created. I haven't always held a good profit before so times change. I think 20.7p was the price so I have to be pleased. From now on I'm trying to catch a good profit and not complicating things by trying to get all of it and fight another day. Cheers Swissy

But be quick....what do you think Tro now you are winning on Hex as well?