Member Info for Tornadotony

The market likes it. So they are attracting other investors and hence why they got a discount.

Rare earther I have the exact same shares that I owned back in June. What do you think about the placing? Was it to cover overspending on what they have yet to deliver.

Value in June was £243M and this morning we are valued at £200M. Have the shares been given away at a discount?

I used up my free page for HZM

If someone else can use their free page and share what they see and let us know. You only get a minute or so.
https://app.ortex.com/s/LSE/PRE/short-interest

Tony

75% of the short position has been closed. Around 25% remains of it remains as a short so they may close out the rest tomorrow. source of short data Ortex. Short tracker only measures above 0.5% shares held short.

Having no joy with it. Possibly being updated.

Doc83

We had a lot of movements from 1300 hrs to around 1500 hrs yesterday as both USA and UK big fund investors readjust their portfolios. Its a case of finding ports against a future storm. So despite the USA infrastructure bill being held up which dropped various stocks 5% last Friday, copper mines and EV commodity miners have shifted back up. Money is trying to get out of interest rate sensitive areas or those that may be adversely impacted by higher inflation. A wave of that kind of move is happening in the background. We may well see a lot more of it. Another investor grouping is suspect of the FED and other central banks in that they can not move up rates that much and are taking a position to call their bluff. Tony

One of the investment managers speaking last night was asked where she was investing and it was blue hydrogen energy, copper mines and other EV associated miners. She emphasised ignoring the ups and downs of the USA infrastructure bill which has made prices currently very attractive for investors as that issued would sort itself out.

There was evidence of in flows yesterday afternoon and hence why I bought on the oversold RNS. A lot of money is leaving some sectors and try to find a safer home as FED raises rates. HZM probably qualifies as a potential port in the storm as a strategic investment asset of what is needed longer term. A case of riding out some of the volatility and parking up cash in here. There are risks of building a mine but with good management this could be a good return at current stock prices.

Rising support line hits 190p. Maxima value above rising support is 32p putting current top of range at 222p. Share is in the middle of the range. Support line rises 1.5p per trading session. End of year --- rising support at 198p approx., top of range 230p and midpoint being 216p.

Down as well. No point calling and have sent an email.

211-222p. Next trading range if upward momentum continues.

Decided to take the chance and bought more at 5.88p. Now well under the placing price. Going short on an oversold stock is asking for a squeeze.

We are in major trouble if it breaks.

Chinasyndrome,

There is no evidence that Rainbow Rare defrauded the Burundi government. This follows an independent audit of which the Burundi government have no response. The problem in Burundi was the use of inferior mining techniques and equipment that was useless in the rainy season that was operated before Rainbow took on their current CEO. The Burundi government do not like the existing arrangement with Rainbow as it is not on par with arrangements that operate in Angola and Tanzania (However, they are offering no help to the company at all and production is landlocked miles away from exporting through Kenya.

The issue or risk with Rainbow is all about the PEA recovery rate data and whether the IP they acquired from the USA works. If the recovery rates fall off and the gypsum stacks are revised down from resources to reserves than the value many expect from Rainbow is not as great as they hope for. Of course the recovery rate can be proved to be excellent and the IP procured works well and then the opposite applies, but those results will not be known until late March.

I realise some of the commentary from DP is not correct, but lets stay above that level of communication. Tony

http://www.stockchallenge.co.uk/ftse.php

One day the company will have an enterprise value to break into the FTSE 250.

4,200.

For a Christmas quiz.

https://asia.nikkei.com/Opinion/Breaking-China-s-grip-on-rare-earths-should-be-an-AUKUS-mission

Auson,

The risk is around 2PE or 300p on the Polymetal price. So best to have a position that can be averaged off as up to a year before the PE values get added back in. Around 1 PE has probably already been taken off Polymetal just in case. hope that helps. Tony

Flavourshaker if investing and trading in stocks was easy everybody would do it. Things come out of the blue all the time and sometimes its an unexpected surprise gain and sometimes the stock position is 20% down before a morning uncross on some kind of disaster. HZM will have a lot of volatility in both directions and its likely that a chance will eventually emerge from gains in your portfolio elsewhere to rebalance what you want to do. Try and engineer a free carry of some kind and then you can enjoy the journey.

Wildtiger

Why don't you research the Chinese New Year and their physical gold buying going into January which should run for the next 6 weeks. Why not research that Centamin is increasing its production of gold in 2022 and that its reserves will be at or possibly increasing above mining depletion rates. Why not research Sprott Money and see where they say gold is heading in H1 2022. What I can see is that you snaffled 10% on a trade and that is it. To come back like you know anything about fundamentals merits the green box ignore button imop.