Member Info for Tillywhiz

Just to note

The stock has been @20 -5 times in last 12 months as the deal unfolds so certainly not sliding pure trading cycles until concrete numbers on deck .
Just look at the 1 yr chart

27.7 million stock on loan & recently increased + noise on deck = Shorters after an angle

Ukraine effect being used as a Caveman club in thin volume

Will be looking for the usual bounce off 20 ish & back north & a good trigger would be some sort of verbal agreement on Ukraine

# Deal cogs never stop turning
# Green Energy Boom cranking up
# DLA piper still shuffling asset sale papers

Anyhow each to there own , I’m very content to await conclusion

Rums all Round

James & all

Agree with you , absolutely nothing of negativity other than Time Toxin

Very complex deal with multiple Green Energy branches , perhaps taking longer than many investors envisaged , however DLA piper still shuffling the Asset sale documents .

Also to note
The stock has been at 20 5 times in last 12 months as the deal unfolds so certainly not sliding pure trading cycles until concrete numbers on deck .
Just look at the 1 yr chart

27.7 million stock on loan & recently increased + noise on deck = Shorters after an angle

Anyhow each to there own , I’m very content to await conclusion

Rums all Round

For reference vwap 21.6 to start

Fridays UT removed

Rums all Round

Morning All

Let’s all hope the chest feather puffing on the Ukraine Boarder subsides ,

Meanwhile the Deal cogs keep turning as does the Green Energy Boom around the world ,

Nickel Prices continue north & inventories running dry
Nickel 23,465 tonne
LME inventories 86000 tonnes - using approx 1000 tonnes a day # Run dry by June

EUA - Kola - Nickel Basket £600 million annually # Nice

This was also on Bloomberg & posted on another board -

https://www.bnnbloomberg.ca/the-squeeze-in-the-nickel-market-is-getting-worse-1.1716567https://www.bnnbloomberg.ca/the-squeeze-in-the-nickel-market-is-getting-worse-1.1716567

Stock will open approx 21.85 with Fridays UT removed

A lot of small shorts opened in recent weeks # Ukraine effect & will be plenty of noise until reduces

Rums all Round

Tcx & all

Nice one mate ,

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Toon - if the data & figures change weekly & further RNS land how can it be Groundhog Day
Happy soul aren’t you .

Mark - why not post something of actual use , jeez even on a weekend you post rubbish .

Christ fellas have a glass of Rum & loosen those tight gloomy bullets

Late Afternoon All

Fresh week incoming , & likely in nervous & volatile markets with all what’s happening.

Let’s hope we get an update on the asset sale perhaps licences , JORC , MOEX , etc , to keep the Wolves from the door , or the whole lot & crush the shenanigans.
Certainly plenty of news anticipated .

Meanwhile - Green Energy Boom keeps demand high for PM

Precious metals keep motoring north
Nickel Price 23,460 + 71
LME Nickel inventories drying up - 86,000 tonnes - & using 1000 tonnes a day # Nowt left by June

Stock price - will likely open 21.85 with Fridays UT removed

Current ii Stock & Funds ownership
Stock - 68.5 million-
Funds -59.6 million

VanECK - increased holding 500k in January to 4.8 million ( Ortex showing 5.1 million)
Anders U.K. - added 500k in January- holds approx 30 million

Stock on Loan / Shorts
27.6 million
Days to cover 2.9
Cost to borrow 3

Market cap - 608 million
Free float 1,9 billion shares
Average daily vol- 9.9 million

BOD hold 21% of stock

USA ii in twice @ 26.5 - currently 25% under that price - just saying

DLA Piper, UBS , WA all negotiating best deal for stockholders & min 80% Divi noted in RNS

Concrete numbers on Deck via an RNS & in my eyes ..
She will be a Hydrogen Breathing, Nickel Bagging , Green Energy Feeding, Divi Machine whilst supping Grog

Rums all Round

Afternoon All

Very positive write up by Zak , whatever your view on him ,

& certainly agree with the Green Energy Boom cranking up Nickel prices ,
LME - Nickel inventories on running dry

Unlike many on here only took a position recently as heads up from EUA board a few weeks back in @ high 2s . & appreciate many have been here donkeys through difficult times .

However at current levels with offer on the table & current metal basket & Green Energy Boom ,
Certainly , potentially looks mouth watering in my eyes .

Next few weeks will be interesting if counter offers wriggle out the woodwork .
# Nickel the new Gold

Good luck to all invested

Morning all

Rarely post these days , as after last years Heath Robinson finance deal that crippled the stock ,
Thank god they were tossed out the door .

Popped my investment to bottom drawer for short term & add when possible ,

However liking these tweets on car-t & moving towards Clinical Trials ,

As that in my eyes is the big stock mover & quoted by Vlad previously & any whiff of clinical trials progressing/ approval & unlikely to see these stock levels again .

Just my opinion & many have waited patiently for a decent stock return
Good luck all

Fair play to the Scot’s ,
Great to watch

Rums all Round

Looks like Scott’s have had to much haggis , there looking knackered ,
Nicola sturgeon will be on shortly

Come on England !

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Come on England !
&
Come on EUA !

Rums all Round

Meanwhile

Nickel 23,486 + 78

LME
Nickel inventories dryer than an Arizona creek
Current 86,000 tonnes - using 1000 tonnes a day # nowt left by June

Eua - Kola - Nickel basket- 600 million annually
# Green Energy Boom
# Price squeeze Nickel the new Gold

Rums all Round

Been on the Grog , sounds like a few on here need to have some grog & loosen there bullets then all seems superb

What is also superb is watching Nigella Lawson doing her style of ‘kitchen porn ‘ What she calls cooking ….

She quotes ; Grab a huge lump of solid juicy meat & give it a thorough bashing while the oven warms up ,

Then gently place your tender meat in the hot oven , whilst the meat sizzles at a hot temperature, Prepare your thick creamy sauce by a vigorous whisking action ‘

At that point my glasses steamed up & my hob nail boot toe caps blew off ! Ha ha

She is Septic Lils Idol ..

Rums & Divis all Round for those with Balls to stay the mile

Mooch & all

Unfortunately for the Shorters had to accept 21.75 as couldn’t get any lower , oh dear hence all the noise on deck

shorts closing from earlier just appeared as delayed trades
04-Feb-22 13:37:26 21.75 23,778 Unknown* 21.00 22.50 5,172 O
04-Feb-22 13:37:26 21.75 -63,701 Unknown* 21.00 22.50 -13.85k O
04-Feb-22 13:37:26 21.75 1,963 Unknown* 21.00 22.50 426.95 O
04-Feb-22 13:37:26 21.75 37,960 Unknown* 21.00 22.50 8,256 O

Rums all Round

Stix, cj ,twist,Rob & all

We are all used to the UT shenanigans, had 12 months of trapdoors

Last live trade
04-Feb-22 16:29:39 21.95 225 Buy* 21.00 22.50 49.39 O
Bid was 21.67
Ask was 21.95

Up 3% to down 2% with a yank of WINS bog chain
Monday will open 21.85

None of these minor shenanigans will make a tot of difference when the Asset sale numbers eventually land on Deck .

Looks like it’s time for a Rum & also looks like Friday night Bot Fever is cranking up

Rums all Round

21 UT trapdoor yanked

That’s another week done folks
Still loitering in 21/ 22 ish harbour in thin volume , however kippers in the shadows .

Have a superb weekend all invested
# we all await an update

Rums all Round

Spurt of Blue
Buyers move in like vultures for last minute stock Meat

Caw , lb & all

This whopper landed today & matches the whopper kipper noted last Eve however different time stamp & price

Short closing ?

04-Feb-22 14:19:31 21.78261 1,150,000 Sell* 21.50 22.50 250.50k O

Stock on loan hasn’t altered as yet today will post up later .

Rums all Round

Dave & all

Don’t disagree with you , & noted the frustrations of investors , bouncing around this 20-30 trading zone for 12 months while the deal unfolds slowly .
Can only go on what’s tossed on deck by the BOD / RNS & my belief is ;

This is a Humongous asset sale with potentially multiple strands of Green Energy Vipers to dissect ,
Perhaps Bigger than many investors originally envisaged , hence the heavy artillery brought in to negotiate the best deal for stockholders
# DLA Piper, UBS etc

& like you I’ve been here donkeys & content to await the conclusion no matter how frustrating & add when possible, as I have . However each to there own .

Perhaps even the most negative investor will be surprised at the conclusion detail that’s the risk for many if they dive overboard especially at this stage .

My musings

Rums all Round