Member Info for TrickyDicky2

Troajan

I think you’re missing the point. Harchris thinks the involvement of ii money is a positive. I quoted examples where ii money didn’t work out but you claim this was due to bear market conditions. Well that kinda of proves my point. If ii’s are a reliable barometer they wouldn’t get caught out along with the rest of us when the market dips..

Institutional investor money together with skin in the game money are favourite PI go to’s for reassurance. I don’t place much weight on either.

TDT

Troajan

Horizonte I'll give you but Sirius and Weatherly no quite. Sirius went the way it did not because of any bear cycle, BHP wouldn,='t have sunk billions into Jansen in Canada if the fertiliser market were on its knees, but because it was headed up by a CEO who couldn't tell the truth. As for Weatherly they under estimated the risk of their underground mine flooding. One of the driest countries in the world and they went to the wall due to flooding. It seems incompetence is more common in the mining industry than many realise.

TDT

What makes you think John Lloyd Evans is an institutional investor? He could just as easily be another mug punter but with a lot more money to waste than the rest of us.

If memory serves me correctly Orion were buying into Weatherley a couple of months before they went pear shaped.

II investment on it own doesn't de-risk anything.

TDT

TDT

Horizonte had significant institutional support, so did Sirius Minerals. Weatherly, a Namibian copper company had Orion on board. All off them ran into trouble despite that. I don't take any of the big holders being at the table as confirmation of anything. They screw up and lose from time to time as well.

TDT

Pekingduck

You have to wonder at the current situation. With SQM funding the work at LR, Andrada should be laser sharp focused on Uis yet it seems to have been a catalogue of mis-steps. The new jig/Goantagab fiasco is just another avoidable kok up that they've dived into head first.

The share price says it all right now and JLE buying in large does alter that fact. Where else can somebody buy 3% of a company over a period of a few months and it not lift the share price?

TDT

Pekingduck

What happens next indeed.

This one is throwing out all manner of mixed messages. Potential and pit falls in equal measure and an absence of comms that doesn't help clarify either. And somebody keeps building a sizeable stake as you say.

It will be interesting to see where the 60m+ shares acquired by JLE have come from although given Andrada's abysmal record in accurately reporting who holds what. and in a timely manner at that. doesn't fill me with confidence.

TDT

“In the UK, a mandatory offer to all shareholders is triggered under the Takeover Code when a person acquires an interest in shares that, combined with existing holdings, carries

30% or more of the voting rights of a company.”

Not so great if several of the big holders are a concert party.

TDT

"....when every single post is abuse...."

Pot/kettle springs to mind there. The rampers and Putin fanboy are far more abusive.

"....when every single post is..... .negativity....'

It shouldn't be a problem for you countering negative posts if Eurasia's prospect are as good as you think.

TDT

Simple things amuse simple people iknownuffin and it seems you are very easily amused.

TDT

"Has he realised Hapless is not the Messiah......"

No he's not, he's just a very naughty boy.

TDT

Russia has a sh*t load of compromising material on the orange man baby. The orange man baby's family are no strangers to corruption neither is OMB for that matter.

TDT

The TR1's from 24/10/2025 confirmed JLE Group Ltd. disposed of 83,700,000 shares while JLE Newco Ltd. acquired the same number. Where does the 60,250,000 come from then or am I missing yet again the elephant in the room.

TDT

On 31/10/2025 JLE Group (UK) held 83,700,000 shares in Andrada or 4.48% of the shares in issue according to the web site. Three weeks late JLE now owns 143,950,000 or 7.7%! How did that happen? They've accumulated 60,250,000 shares in three weeks, 20m share per week. Under normal circumstances that would move the share price and some.

I think the explanation might be in the TR1. The name of the person subject to the notification obligation is given as John Lloyd Evans. The full name is given as JLE Group Limited and JLE Newco Limited. The former we know the later is new but clearly owned by the same John Lloyd Evans. Has John Lloyd Evans been quietly accumulating in JLE Newco Ltd. over several months to avoid crossing threshold notifications which would bump up the price. Warehousing to accumulate shares although not illegal can breech the takeover code and market abuse regulation (MAR), depending on how it's executed.

I wonder what else is going on behind closed doors.

TDT

Why do you quote the lithium carbonate price +VAT?

TDT

The average price of tin over the quarter just finished was $35,867/tonne. Anything close to that figure on the price achieved for the quarter's production would be a good result.

If we didn't have Orion's royalty AISC at just under $25k/tonne would leave a reasonable bone assuming circa 300 tonnes tin for the quarter. There's plenty of potential add ons here as well to make it all far more attractive.

TDT

Https://www.independent.co.uk/news/world/europe/trump-putin-russia-ukraine-war-fiona-hill-world-of-trouble-b2873031.html

TDT

Del929

".....nothing you can say will ever change that fact."

You are confusing fact with opinion.

TDT

"Some massive trades this morning. The sp didn't drop so thats liquidity bought by others, setting a solid foundation for 6p onwards."

The useless idiot at it again.

TDT

All they need is a genset, power problem solved.

TDT

The higher you fly, the harder they fall.

TDT