Member Info for Theorist

Tony maybe you didn't clock my post last night. Whoever has stood in the market for the last month and bought everything he can at 140p has obviously had his fill and now normal trading has resumed. When the sp dips into the 120's that's low enough to lure some buyers back and why not, a fantastic medium to long term investment even at 140 plus. so no, not a classic tree shake. And best keep your trading to yourself.

It’s really interesting. Someone is literally standing in the market and saying I’ll take everything that’s for sale at 140p. The big question is does the buyer’s appetite run out before the seller (assuming reasonably we have one big seller) or does the seller withdraw? Either the sp is going to drop fairly significantly, say to 120p or thereabouts or the buyer will have to become more aggressive if he wants to continue to build his stake. The equilibrium has lasted a long time, it’s very unusual, but you have to believe this will end very soon. Re nickel price I recommend again the market report on bhp.com.

Hydrox crashed. Nothing in the market to suggest China is “running short”. But don’t let that deter MajorJoke, all aboard for this get rich quick wheeze, grab your deck chair, watch your savings get rinsed!

Sundrum. Comic stuff. Desperate times, desperate measures eh? You and your sidekick China tried to convince everyone that I was wrong, just a FUD, and what happened? The wheels fell off one by one, just as I told you they would. But whilst you are there let's have your prediction for the Alkemy share price. I hope that China and yourself have not been dumb enough to invest in this one too.

Murchison, Leyshon, Berkeley Energia, Pensana, Alkemy. Take half an hour. Listen to the Atherley interviews for these companies. Figure out what they have in common. Unique opportunities, world beating get rich quick schemes that end up with failure. And there are always the willing hot air blowers, China, MajorJoke, personally I think it’s scandalous.

Losing Hull certainly not the end of the world. Reminds me of the earthquake they had in Dudley about ten years ago. Caused millions of pounds worth of improvements!

China old boy, I warned you over 100 times what was going to happen to Pensana and received in return extraordinary personal abuse. And what happened? Everything I predicted. The shares have lost 85% of their value. And that will happen here. This time next year the share price will be in the region of 20 pence. Print this off and stick it on your kitchen wall just in case you forget.

If Pre was viable then it shouldn’t need Government support. Reptile and others should note that Pre’s articles include boilerplate pre-emotion clauses. They didn’t need to grant MG and AWF the right to participate in future financings (some privilege that eh?!), the right is already there. And how is that imminent finance coming along then? Surely but surely Atherley’s not going to stuff up again!

MP80. So the only post you have ever made is to say how much you enjoy MO’s posts! So where did you sprout from?! If you are looking for advice I recommend you give ALK the widest berth possible. This is another Atherley flight of fancy, a club created to pay him a very nice wage for two or three years before ending in tears. All Atherley ventures collapse. This will be his fifth disaster.

I think that the purpose of these BB’s is to create a forum for the benefit of existing and potential investors. Some unfortunately attract a lot of rubbish and invective that has to be filtered out though some (HZM as an example) are extremely healthy. I haven’t seen a BB like Alkemy before. Nearly all the posts are by Majoroak and he or she represents the company. The BB is literally bombarded daily with pro Alkemy propaganda. And take a look at the closing sentence on the last post:

All good for me. News soon.

I don’t think the company should be allowed to do this. They might say it’s not them, majoroak is just their PR agent. But this has to be wrong at every level. Majoroak is Alkemy. Investors should treat Majoroak’s posts with the very highest level of caution and circumspection.

I don’t think Tony’s theory makes any sense. Putting simultaneous buys and sells a few pence apart isn’t going to create a successful arbitrage. Plus low volumes and lack of volatility create an unfavourable environment for such strategies. I think more likely a large buyer mopping up sellers. If it were multiple buyers the floor wouldn’t be consistent at 140p. The fact the sp isn’t getting away from 140p suggests there is little pi appetite for the stock just now. I am further guessing that if there is a single buyer and that buyer retires we could see a significant short term drop in the sp. Just an alternative theory.

I have a mate who went to PNG, apparently the environmental damage is absolutely staggering. The pressure on companies like Tesla is going to ramp up, clean alternatives like HZM could well command a premium price 2,5,10 years down the track. We see the direction of travel everywhere we look. Couple this with BHP’s outlook for nickel I think the future for HZM is very exciting.

Despite all the chest thumping bravado here I think most of us are pretty sick of THG and all the shenanigans. It has been one monumental FU since IPO, it seems every week a surprise or a shock or some MM hissy fit. If Apollo turned up tomorrow with an offer of 125p, a massive 100% premium to where the SP was a couple of weeks ago, I for one would bite their hand off. The so called 175p offer turned out to be illusory, since then performance has fallen well short of original guidance and tech values have cratered. With SP in the 80 to 90p zone market is very neatly primed for a bid around the 120p mark.

Because you’re not going to get a 2.50 bid.

Wasarunner…do we know the exact terms of the Glencore offtake? Tonnage? Obligation and option? Price? Is this agreement in the public domain, wouldn’t mind a read?

GLEN is a massive fish in a pretty small pond here, you have to think they’ll make a move close to commencement of production. If nickel holds over $20,000 HZM could realistically cash flow Vermelho, or at least the equity contribution. La Mancha are investors not traders, I can see them wanting to stay for the long term. I imagine it would be pretty terrifying having Glen as a partner, every time you look at them all you see is teeth! So I have no idea how or if the two would fit.

A tough one for M & G, cementing a 70% loss on their first investment in Pensana. Surprised to see the SP north of 27p, if there is to be finance there’s a very strong signal how the equity will be valued. What is certain is that this is last chance saloon for Pre. And pretty impressive Hogsnipe, you certainly called it.

Hereshopin. Bump was not listed and sale price was undisclosed. Not sure where you got your 8p/30p from.

Robbo a premium north of 300% outside of pharma hasn’t happened in history. Just saying.

Great post China, maybe your best so far. You were meant just to buy the shares, not join a cult.