Member Info for thegame316

and the sp goes up about 5%. When news hits and the buying frenzy starts, this will explode. Does not take much to get the sp moving.

But some people should not be allowed to buy or trade shares. Anyone with half a brain knows that a director has to declare if he sells shares. He can't just do it on the sly.
Fact is he has exercised his warrants and is keeping them. If he does sell them later then this will be communicated via an rns.
I'm actually getting excited now. We should be getting some update in the next few weeks.

Only problem is, in the last 10 years AB has shown that he is incapable of proving up a resource to increase value, cannot run a mine and cannot close any deals. All he does is jump from project to project with hyped up fanfare- has yet to do anything noteworthy.
Will that change considering his age and his lack of intelligence. I doubt it, this is nothing more than a lifestyle company. People should be very careful before they invest in this POS.

Out of curiosity, how do you arrive at a mcap of £4bn in 12 months......this is one of the shares on my watchlist as think there is some upside to the share price. I'm just trying to time my entry point but £4bn for a company producing 10k per day seems a tad unrealistic.

For once I managed to get in before the price explosion, this will rocket up in the next few days.....hopefully

Im back in @4p. At these prices its a no brainer. This will easily clear 10p, once news starts coming in.

have sold 50% of my holdings here yesterday. Original buy in was at £2.38. Got a bad feeling ive topsliced too early, was thinking of holding on till £5 minimum but thought this would retrace a bit. Looks like I was wrong....

Couldn't resist a cheeky top up today. This is one of the most under valued shares on the market. Business has more or less recovered to pre- pandemic levels. The Cineplex case is the only negative but will most likely result in a reduced payout once the appeal is done, but that is several months away yet. In the meanwhile I can see this hitting £1.50 in a couple of months.

Vaccination rate across Europe is picking up pace rapidly especially Germany, France, Italy and Spain. Key thing to remember is the vaccination is working. Look at the situation in Israel. Just a matter of waiting now.
There is a lot of pent up demand for cruises. A simple Google search will back this up.
Not that it matters who says what on this board as it won't affect a company of this size but just remember there are several types of posters including those who don't actually invest anywhere due to whatever reason including but not limited to not having the funds or maybe having had severe losses in the past hence they will spend all their time posting negative stuff as they cant digest the fact that others are able to still invest in stocks.

The Bloomberg article from below was from dec 2020 when copper price was around $7k per ton. Its now $9k so thats about $7k profit per tonne. If copper price holds or goes higher than we should comfortably beat the high of the last peak of £4.50 easily by summer.

Cash Cow
Glencore's copper mining margins are surging as costs fall and prices rise

The world’s biggest copper miners are enjoying a rare bonanza, helped along by fallout from the coronavirus pandemic.

"That comes as copper reaches seven-year highs, currencies in major producing nations tumble, and low oil prices keep a lid on costs. The unusual combination of falling costs and rising prices is also boosting the shares of copper miners, which show little inclination to increase supply into a tight market.

That heady mix is yielding Glencore Plc’s biggest dollar margin since it started releasing consistent breakdowns three years ago, and possibly the highest since its takeover of Xstrata in 2013. The company’s copper department looks set to make more than $5,000 on each of 1.1 million tons it expects to produce next year, it told investors last week.

“So it’s clear we’re generating a large amount of cash at current spot prices,” Chief Executive Officer Ivan Glasenberg said on the investor call last Friday. “It’s looking very good for copper going forward.”

This will get back to over £1 soon. Its not like there's been a heavily discounted share placing aka RR. The new shares will be at a premium to the current price. PLUS the key thing is the two main markets for CINE that account for 90% of revenue are vaccinating at a phenomenal rate. Pretty soon the US and UK will have herd immunity,
Just a matter of putting your feet up and waiting a few weeks.......

Key is US subcriptions of of Britbox is over 2.5m. This will be the key driver of the sp to £2 in the next few months

Been a long time coming, finally into some decent profit after being nearly 70% down at one point. Just gutted i didnt average down in the 20's but to be fair the situation then was uncertain hence the price. But now with lockdown almost over and a massive slate of delayed films due to come out soon, the sp will just keep motoring on especially once the short squeeze happens as well

The main reason why this fell to below £6 earlier this year was because there was no vaccine and no one knew when a vaccine would be produced hence the massive uncertainty. The situation now is completely different. People are now being vaccinated and there is light at the end of the tunnel. Once the high risk groups are dealt with, the death rate from covid will drop as over 90% of deaths are over 65 year olds. This will lead to travel restrictions being lifted maybe as soon as March.
Its not a case of if but when the likes of EZJ and CCL start reflecting this in their sp. The current price is about as low as it will get IMHO, it may get into the low 700's but I wouldn't bet on it.

@260. Its a small retrace today but this is pne of the best recovery stocks to be in. Pre- covid this was well over £4 and rising. By April this will be over £4 if the vaccine works as expected.

Can i ask where you are getting this info from, is it on LSE?

The pricing of the graphite will depend on the purity and size of the flakes, its hard to find out prices as they are normally kept secret but I have found some info . In September 2019 95% Graphite flake prices in China were $543 for small flakes, $691 for coarse flakes, $896 for large, $1368 for jumbo and $1799 for super jumbo flakes.
Important to note this is for 95% graphite and we are looking at producing 98%+ and hopefully 99%+. The prices we will get will be in excess of $1000 per tonne if the lab results show that the graphite we produce will be suited for the lithium battery market as that is where future demand growth is going to be.
With production costs of less than $400 and assuming the selling price is $1100 as quoted in the DFS then that's $42M gross profit in stage 1 and $84M gross profit when production doubles in stage 2.
This project is a no brainer. There are not many mining projects out there that even come close to giving this sort of IRR. If it wasn't for the background seller then the current share price would be at least double. Personally I think who ever the seller is, they have finished off loading and now the re-rate will begin. It doesn't take much buying to get this share moving up. Once 4.5p is cleared than it will be a clear path to 8p-10p.

According to Tones77777, Matt Bull has emailed that there will be an updated RNS early next week. Doesn't matter when it is though. We are really close to the end now. Any further positive updates now will be transformational. There are many possible types of news that can lead to a re-rate.
There is the mining license update, project financing, lab test results and also MOU'S being converted to binding agreements. Just need to get in early and wait for the good news.

"China continues to ramp up natural graphite imports to meet rising domestic demand from its lithium-ion battery sector.
According to Roskill, monthly imports are now up 2000 per cent since the end of 2017, with almost all new supply coming from Mozambique and Madagascar.
Prior to the end of 2017 China imported less than 1000 tonnes a year. In May 2019 imports exceeded 22,000t.

China has significant resources of battery-grade graphite, Roskill says, but many of the deposits being exploited are getting deeper and more expensive to mine.
“Coupled with rising environmental costs and other costs of production, China is looking increasingly to foreign sources of supply, in particular, those in Africa,” Roskill says."

ACP has already got 3 MOU's from Chinese companies in place for 60k tonnes per year which is 100% of the 1st 3 years output so there is plenty of demand. Everything is now lined up. There is plenty of news due in the coming weeks. Just have a look at Walkabout Resources on ASX. They have got a graphite mine in Tanzania which also has low capex but has a much smaller resource. After they converted their MOU'S into binding offtake agreements in 2019 their mcap went up to £80M and their offtakes were only for 30k tonnes a year. Once MOU's are converted then I would expect a minimum of 15p a share.