Member Info for Tex2374

Bloody hell, is it Sunday? I’ve got work tomorrow.

Well Angus, that’s a tough question, a lot can happen in 12 months. Best to take it one step at a time. Depending on the quality of the next RNS (recent ones haven’t delivered much in terms of substance), which I think will be the end of the month or first week Dec (just my guess) and assuming it puts some meat on the bone around name and numbers, I could see this increasing to July highs of around 0.75. Now of course, given the attention this share has, the reality is it could massively spike above there, but I think it would settle back around that range till the next new flow comes on revenue and customers. As for 2021 all depends on clients and how quickly they. can get them onto the platform.

Not much help I know, but it could easily be multiples of the current level in 12 months, but there are a huge number of dependencies.

High risk and high reward. Oh and of course there is the caveat that it could all be a scam and we are being taken for a ride (joke) :-)
Tex

Good stuff! I think this will reward those with realistic expectations and timescales.....
People just need a bit of patience and continue and trust your research!
GLA

Hey Wolf, just a quick check in, has anything of note happened?

Nice to see the share price find some support. Hopefully news in the next 2 weeks.

Seems quieter here compared to previous weeks.

Fake websites and articles being written, trashing the share from a hotel penthouse suite..... you couldn’t make it up , Either we are being taken to the cleaners or will see a decent return off this..... hopefully the latter :-)

Tex

£1 would be £240m MCAP, admittedly that's a big jump from £12m MCAP and a 5p share price, but Bushveld Minerals market cap is £145m currently and it was £250m 12 months ago, with a revenue at the time of £120m with around 10% profit from that, plus they don't have our TiO2 grade, or additional plays such as ValOre, and looking at the numbers from DCAT even conservative estimations would mean we we could have a better bottom line performance. (in time)... (DCAT, free to correct if I am talking B*****s)

5 bag from 20p... surely not that farfetched in 2-3 years ;-) The £1 private Island party is on.....

Time for an early Friday night lockdown G&T (Cornish Gin, Navy Strength) and time to ponder. I will be back to reality Monday, but for the moment I can dream :-)

Tex

It's a long journey Obelix! But there is always a shorter route! :-)
Have a great weekend.
Tex

£50m Mcap and a loan facility of £60m to continue to develop their work and cell therapy platform.... haha that tells me everything, the potential must be huge!

Read the below section very carefully! So how many people are already knocking on the door? I love the strategy, let’s further develop the assets and maximise the value to shareholders!

“ The Facility will allow the Company to bring even greater focus to bear on scientific and commercial advances. The funds will enhance Hemogenyx Pharmaceuticals' control over its intellectual property assets under development and give it greater choice in determining what strategic partnerships to pursue and on what terms, enabling it to achieve maximum shareholder value.”

The market will catch up shortly.
Tex

Unfortunately every single line of revenue is being trashed. No sign of a divi either.

Best option now is sell a portfolio and use the cash to pay down debt and share buyback.

I think there may be too much over thinking going on at the moment.

For me , I am going to take Elon's approach and switch off till the next RNS, which is still a few weeks away IMO (end of Nov first week of Dec).

Not much value posted on this board ATM and can't just continue to read posts from people trying to tell me what to do with my money :-) (By the way, the best way to get rid of unwanted posters is just don't give them air time and don't reply! Insulting them will never work, water off a ducks back for them.)

This is a high risk and high reward share, lots of upside if AZ can deliver against the next milestone, for me the rest is just background noise... maybe I should be more inquisitive, but I'm not.

As I have said many times, hopefully we have radio silence till the RNS giving more solid details. In the meantime, I think the share will slip, probably as to the 0.32 mark, I am fine with that and if it doesn't, happy days. There is enough upside here to more than cover any short term slippage.

GLA stay level headed! DYOR and trust your investment.
Tex

End of the month guys, maybe first week of Dec. Set yourselves the right expectations.

People need to be patient. Clearly, a lot of things are out of his control.

The session today was never going to give anything new and would not ever satisfy what the market wants. Not sure why he continues to communicate in this was.

Radio silence till the the job is done and the right news is secured, then a good RNS.

Very true BF, I'm currently considering if I move some profit into Jan....

I agree that the pressure seems to be building and based on 10% movement on the the Mocidade update, a positive update on the Pitombeiras initial drill samples (already dispatched to the lab) could definitely 'pop' us up to the next level!

I think that once the PEA is out and the market does some peer comparisons, the penny will drop that a market cap at it's current level of less than £20m is laughable! That's when the real rerate will be seen.

Tex

Also, good to note that the Pitombeiras North target drill samples are 'at the lab!'

Nice update,! really wasn't expecting Mocidade, maybe we will also get drill results from Pitombeiras later this week.. ? Nice to see this is fully funded.

Highlights:

· Seven very high and five high priority areas identified at new target area following a GMAG survey

· Mocidade located 3km north of the Pitombeiras North and Goela targets, where 5.70Mt at an average grade of 0.51% vanadium pentoxide ('V2O5') has been defined to date

· Results confirm the strong potential to further extend the vanadium titanomagnetite mineralisation ('VTM') system across the wider Project area

· Further exploration works underway to refine drill targets - this will be performed alongside the 2,000m resource expansion drill programme underway at the Pitombeiras North, Pitombeiras South and Goela targets

· Programme is fully funded from available resources



Brian McMaster, Executive Chairman of Jangada, said: "Having established a strong initial resource at Pitombeiras, which has been derived solely from our Pitombeiras North and Goela targets, we are very excited to have identified and received positive exploration results from new targets, which clearly confirm the extensive potential of the VTM system over the Pitombeiras land package. To build on the positive GMAG findings at Mocidade we are adopting the same successful procedures that have delineated the drilling targets that subsequently were translated into mineral resources. This will be performed concurrently to the drill programme currently underway at the Pitombeiras North target, initial samples from which have been dispatched for laboratory analysis."

:-) fair enough. Sometimes I shoot from the hip.

Guys, he has not recorded an interview commenting on an RNS which hasn’t been released. That’s not how it works. When there is market sensitive news an RNS has to be released. He can’t have done an interview with someone talking about news which hadn’t yet been released.

I could be wrong but I think you are barking up the wrong tree (unless it is a live interview, or it hasn’t been recorded yet).

But if it doesn’t come , it isn’t a problem ....right?

Let’s not build expectations otherwise we just end up with more disgruntled shareholders asking when there will be news and why is the share price down?

News by the end of the month. Anything before that is a bonus.

I doubt the interview (when released) will reveal anything more than we all already know.

To be honest, I was hoping that they pulled it. No point in doing another interview. We know where we are, we are just awaiting the RNS with next details, as was described in the last one.

Happy to see us finish the week north of 5p.

The sp is holding up well, despite one repeated 100k seller, and bodes well for the next week, I assume we will see one of those news pieces listed by DCAT drop. My money is on drill results. But I will place a £1 bet on the 100-1 outsider, Mocidade update ;-)

Have a good weekend all,
Tex

Your last two posts make no sense shareguy. You think they will default but think 0.2 is a good price to buy? ? Hmmm sounds like you just want a lower entry

Agreed Sharehunter, I have said it a few times, don’t just release an RNS to give PIs an “update’ wait till you have news that MUST be released to the market and then do it.