Member Info for Tritoretire

I’m sure news is imminent.

DH is as motivated as all shareholders.

As he is paid effectively by the share price.

I’m looking at the next 4 weeks plus as being a news rich period.

I believe DH has a plan. The last interview 5 weeks ago was a holding interview whilst he lines things up.

He gave us a few clues as to what to expect.

Tier 1 agencies are receptive, warrants need to be in the money, the CIQ purchase option needs to excercised, we are a lean HoldCo platform that can absorb other businesses and strip out the costs.

We also know there’s a lot going on at Evolve.

Personally don’t really care for the day to day SP.

Holding over 9 figures for the potential massive rerate.

Interesting RNS from Gana Media Group PLC this morning!

https://www.londonstockexchange.com/news-article/GANA/estadio-deportes-launches-new-advertising-service/17595600

'Estadio Deportes launches New Programmatic Advertising Service'. - Gearing up for the World Cup in June and beyond.

CIQ very likely involved via Magnite or via Pubmatic. It's a possibility Evolve are too.

Next month or so should see constant news flow as I'm sure there's much to report.

Very happy to have loaded here in size in April.

Underwater on paper for now. But content to wait for news on all fronts.

Believe the 3 legs of my investment criteria are covered:

*right business areas/assets

*the right management of those businesses

* enough cash

Time will tell in short order.

Industry conferences for the remainder of 2026 - critical for Connected IQ, as these events typically serve as the stage for unveiling performance data and new AI agent capabilities.

Key Q2 & Q3 Industry Events (2026)

• AdExchanger Programmatic AI (18-20 May - Las Vegas): A primary venue for deep technical dives into the "agentic shift".

CIQ Relevance: Expect discussions on how AgenticOS signals are evolving.

• IAB UK AI Growth Summit (May 21, 2026 - London)

CIQ Relevance: This summit focuses exclusively on how AI is reshaping advertising via live demos and hands-on showcases. It aligns with Gfinity’s push to demonstrate CIQ’s market-leading logo and emotion detection models.

• Programmatic Pioneers Summit (2-3 June - London): This event focuses on mastering automation and AI. It is a key opportunity for Brkthru to present real-world case studies of their autonomous traders.

CIQ Relevance: Recognized as Europe’s leading programmatic event, its 2026 agenda specifically covers Enhancing Contextual Targeting and the use of AI to enhance creativity. CIQ’s core value is its privacy-compliant, contextual video marketing, which is a primary theme here.

• The AI Summit London (10–11 June): Focuses on enterprise AI and automation at scale-ideal for proving the ROI of Connected IQ's visual signals.

• Cannes Lions International Festival of Creativity (22–26 June): The most influential event on the calendar. In 2026, Cannes Lions has introduced a new AI Craft subcategory. PubMatic typically hosts major networking and strategy sessions here to showcase platform innovations like AgenticOS.

CIQ Relevance: This global flagship event for brand leaders and tech innovators is where major agencies-many of whom Gfinity is currently in commercial discussions with-convene to source new technology.

• AI World Congress (June 23–24, 2026 – London)

CIQ Relevance: A dedicated forum for AI ecosystem professionals, focusing on enterprise AI trends and adoption.

Reckon he’s just buying a bit more time, then will release a number of big RNSs.

Plenty of CIQ related conferences coming up in May and June. Think he will time different bits of news to correspond with these events.

Must be plenty of news to be released can’t think of another reason why he would delay!

Frustrating but sure it will be worthwhile.

Holding strong and long.

DH has now posted the correct article he meant to post this morning.

Omnicom the largest advertising agency in the world.

Complete conjecture at this stage but could a tie up with CIQ be on the cards via a white label product.

Many dots lead that way. Let’s see!!

https://x.com/thedavidhalley/status/2052388591439942081?s=46&t=iMXjikbR1K9rsYxwYT_fXQ

MR Registration is a formality and there is NO way the company haven’t account for this admin process.

No confirmation is for a reason.

The team at Zeb Nickel are more than capable of getting ‘quality partners’ on board. For those that criticise John Zorbas.

BTW he will be as motivated as anybody to move this forward, as the largest individual shareholder.

I took a sizeable position here due the quality, size of asset and to it being contiguous to our neighbours Ivanhoe Platreef and Valterra.

You either see what’s in front of you or you don’t.

Don’t sweat the small stuff! :)

Jono.

When you know, you know.

Simple.

This will pop when it pops.

Market appears happy to take loose holders at a premium.

I’m part of a group that holds ~25% so not much free float about.

Personally don’t care for daily SP movement. One RNS will do the trick and lock the non holders out :)))

Don’t knock the power of of the TG group!

Of course there’s a bloody plan!

Are some trying to say that there is no interest in a world class asset in the current commodity super cycle that is likely to last for years.

This is not a pure Nickel play!!!

Corporate transactions take time. Join the dots.

Positioned accordingly.

The June raise to an institutional investor is still held by Axis IMO.

Other raises were undertaken by Axis as broker. Some of those shares will now be included in the last shareholder analysis as disclosable holdings.

Hi Wildboar.

Again not directed at you. Good luck to you and us all genuine holders.

The market really hasn’t got a clue on the size of this asset. Really came in to play 4th November on granting of MR.

Radio silence IMV for a reason. Reckon all will be revealed in February.

Which day who knows. Tuesdays seem to be a favourite recently. :)

Nothing has happened since last placing 😳.

Sure plenty has happened.

Those who choose to stick will be rewarded I’m sure.

Those who sell bye. Sorry you missed the prize.

Those who spread fud can …..you know 😉

Not pointed at you! Hate this site! :)

Wildboar

Boy pointed at you! Hold long and strong.

We are the most talked about share this weekend on many Telegram Groups.

News also due! N

How about no raise needed!!

Already done on last raise - enough for current drill campaign.

Drilling is not expensive per se versus O&G.

Appears the FUD brigade are out.

Jono44

His salary and fees for the year ending 2025 were $173,000!!

Next ……

Agree GoBIG - lack of news does lead one to that conclusion.

Since Jan 2025 we have had at least one material RNS update per month.

Then since 4th November when we had 2 RNS: 1) Award of 30 Year Mining Right RNS 2) Placing RNS; we have just had the corporate presentation released 9th Dec (but dated November).

So 4th November is the key date for me which is 11 weeks ago. Granting of MR was BIG and will no doubt have gained major attention in the corporate market.

All points towards negotiations going on. The list of potential suitors could be endless!

Next Tuesday will be 12 weeks so expect an update by month end

Axis hold just shy of 12m shares which is net of fees, IMO.

The last shareholder analysis had two NEW individual shareholders holding >3% . But we have never been informed via a TR1 RNS.

I can offer no explanation! Suffice to say I'm very happy to hold till the next load of REAL news drops.

Always reminded of the saying: 'Don't sweat the small stuff.'

This asset is so BIG, contiguous and located next door to Ivanhoe and Valterra, this should pale in to complete insignificance shortly.