Member Info for Tornadotony

· Successful production of ca. 35kg of mixed rare earth carbonate at the front-end pilot plant in South Africa; this material is being used as feed for the back-end pilot plant in Florida, USA to produce separated rare earth oxides expected in Q2 2024.

· Updated bulk density calculations have increased the Phalaborwa project tonnage by ca. 16% and added over two years to project life; an update to the JORC-compliant Resource is expected in Q2 2024.

I thought it was just the effect of 29% dilution for the most part.

5 hourly RSI is now at 10. Daily RSI at 21. Rarely get to see such levels unless a stock is crashing.

I heard over the weekend Labour are not planning to nationalise National grid.

How much lower?. The remit only allows buying the stock above 10p.

Somebody has clearly had enough and selling out.

Only 1/3 through the share buy back. I am not sure why the broker is not buying at this price.

Tail swallowing. IMOP yes if you are short of cash at the current time and can not otherwise by all your nil paids. Share price should bottom out well above 645p again imop to make it worthwhile. If it drops a bit further after divi I am likely to buy the story here. Looks good for autumn 2025 if you are on that time frame for returns.

Missed a typo or autocorrect know not no!

The next divi is still 39.19p.

This is a huge investment by NG and anybody getting in the way of it to harm the company needs to think what life might be like if their was no transmission and all the power was off. The assets of NG is a treasure not just for the company but for all of us and plant value is £68 billion. NG always has debt and it makes it difficult for other companies to ever acquire it. Labour party have said they had no intention of nationalising NG in the past few days. NG has been running short of energy capacity for some time. Asking companies to not use electricity and stop using electricity in winter months to satisfy domestic demand is hardly going to generate a growth economy. If things do get warmer and we see more 40C summers in future expect more air conditioning use and that certainly use electricity as I have fit aircon in my own home. If the scientists are right about global warming NG is making the correct moves as consumers react to climate change events. None of no for sure what the future holds, but having a little NG is like owning a little bit of gold, it has a carry cost, but it is useful insurance if you ever need to use it. Tony

The company has several outputs promised for Q2. If we see a rally soon we know they are on there way.

I would still say yes to getting 645p shares. Ideally have some cash handy for averaging down for a June or July nadir bottom price. It may bounce higher before 6th June if divi hunters out number divi dodgers.

Https://uk.marketscreener.com/quote/stock/CORNISH-METALS-INC-119084443/revisions/

Look at the revisions. I have only responded to why some people were asking why it has not gone back to 10p. My last post here. I am not deramping. Another factor is after a seller has left additional buy pressure has to push the price back up and unfortunately the market tailwinds to do that do not come back for several months. Also look at the valuation of other tin mining projects in production of the size of near CUSN as they are quite depressed despite the recent tin peak price.

Valhalla

I booked profits on a small position. RSG will be in a far better place compared to other juniors in 2025. Not sure if gold pull back will continue, but if it does go to $2100, RSG would retreat another 4p or so.

The reasons why the share price has gone down.

1. On market screener you will see the financial projections have dropped significantly as the company is spending its cash. Analysts revalue the enterprise downwards until growth income is earned unless there is a takeover bid of some kind.

2. Tin prices for the time being have put in a peak. I would expect most commodities to pull back over the coming weeks and it quite happens at this time of year. CUSN has moved down possible before the tin price pull back.

3. The company will need finance and some of that arises from equity. Although the share has pulled back the arrival of news of a bank pledging funding say $75M would double the share price on news. The uncertainty until then depresses the enterprise value.

The share price would go up if Daniel Betts was fired and removed from the Hummingbird Board. A competent new CEO would make a massive difference. In the meantime minimum financial info is shared by the company holders here are essentially flying blind.

Who do you work for Reetech? Do you go short using CFDs in the rare earth equity sector and long Chinese producers?

Https://news.az/news/-british-company-seeks-access-to-deposits-in-karabakh-

Taz

Back in 2010 the low came at ex dividend, which this year is 6 June. It hovered around the low for a couple of months and then gradually recovered from the RI in 14 months. It may run a different course this time as we can never be sure what the future transpires. I bought yesterday ex-rights as I held no NG shares. I will double down ex-dividend probably late June. I would encourage folks to buy the rights if they can and leave the shares in the bottom draw.

I bought yesterday and have my rights shares separate entry this morning so whoever sold their shares to me included the rights.

2010 was an awful year. The RI was done to please regulators. The company management denied an RI was to take place and then promptly did so. The CFO was removed in 2011. This RI is needed and has a significant growth plan for the company. I would take the opposite view of the share having a higher future value a year or two from now. Equity PE multiples do vary so anything is still possible, but the company has a clear investment growth strategy and is at the heart of future change.