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Seems like just the right time to educate investors about the story.....

We'd like to welcome STRATEGIC MINERALS PLC to Investor Meet Company!

Register NOW to make sure you're invited to STRATEGIC MINERALS PLC's next LIVE investor presentation.

https://x.com/InvestorMeetCo/status/1975932457128968243

Its chalk and cheese. SML has a larger high grade resource with a scoping study - GMET are working on that - both are out of date though - GNET's goes back to the Thor Mining ownership

they both have tungsten and copper & other elements

they both have additional resource upgrade potential via exploration etc

The major annomaly is market cap and GMET has raised lots of cash and has US funding

I guess if you are starting from scratch SML looks like the free hit. GMET has already had a spectaculor rise

TTP

I just added a few more - feels like this could finally be ready to move freely.....results due and the 1st drill assays, tungsten price keeps rising, perfect storm

TTP

I added the 1.232 which did print - inclined to agree with you - way overdue a re-rating - Tungsten exposure isn't factored - hopefully they can tell a revalatory story when the 1st drll results come out

Seems very well bid here - into the 40s this week ?

TTP

You need to re-read the RNS - this is purely a % reduction due to the placing - he still owns the same amount & appears to have not sold any shares

TTP

Strategic Minerals (SML LN) - Initiation: Redmoor - the next UK tungsten mine?

Strategic Minerals (AIM:SML) has a small, profitable magnetite operation at Cobre in New Mexico in the USA and a high-impact, priority exploration-development tungsten-tin-copper project at Redmoor, Callington, Cornwall, UK. Cobre produces consistent profits which pays for the corporate and operational overheads alongside some exploration – with any money raised going into the ground to enhance shareholder value. We set our fair value at 1.9p/sh, but see multiple upsides possible

TTP

Bushveld Minerals* (BMN LN) 3.1p, Mkt Cap £39m – V shaped recovery

BUY – 15.8p

Valuation: We value portfolio of upstream and downstream assets at ~$280m equivalent to 15.8p target price and reiterating BUY recommendation. Valuation is predominantly driven by upstream business unit that in turn is strongly leveraged to vanadium prices and USDZAR exchange rate, exacerbated by strong cost inflation in the sector. Near term rerating catalysts are vanadium price and FX changes, operations performance and debt refinancing.

This will probably be available on the BMN website as is typially the case

TTP

Despite SARB hiking rates

All helps BMN

TTP

ZAR almost down to 192 all helping

TTP

Next stop the 19.00 level it hit in 2020

All helps with the local costs

TTP

5.45 pence paid now,premium buys,something is happening!!?

Or is this just a long awaiting rerating?

TTP

Overhang cleared potentially

Rippy mode 5.3pence paid

TTP

The MASKED CHARTIST (@BANGONtrader) tweeted at 0:53 pm on Sat, Mar 04, 2023:
#BMN expecting a BIG Move here at confluence UP preferred #trading #pennystocks https://t.co/WEDpAjcIAj
(https://twitter.com/BANGONtrader/status/1632001209237221376?t=DOtEnE8eXr_08fzMOMfFZw&s=02)

Here's to a good week

TTP

Rand versus Dollar touched 18.5 this morning, just below that level for now

TTP

most curious could this be held due to working a buy order,or is that what is always said?

not possible to buy anything maybe unless one pays a premium like the large buyer of 300,000 did a couple of hours ago that paid 5.3pence

seems it wont take much to move it up

TTP

back to flat on the day and there isnt any stock there at 5.2pence

can we end blue?

TTP

Exactly

This is most likely a dip to add or buy into

It will be impressive if the price ends up on the day,need to keep the glass half full

It did feel like they accidentally gave some info away with that tweet yesterday,hence the rapid deletion

TTP

1.1million shares as volume continunes to awaken

Feels like we are truly on the cusp of a big move

TTP

Another 840,000 in the 2pm auction,this time at a higher price 5.32pence

8m traded now on the day, on track for the biggest daily volume for 6 months and thats with no news out!

TTP

large 1,060,000 uncrossing trade in the 11am auction,could mean the end of seller(s)

Price at 3 month high today with 6pence area within sight,could really see things start to finally move up and out of this basing range

As a reminder,a year ago the price was about 10pence,what has changed since then?

For me if 6pence breaks,then 8.5pence the next target

TTP

TTP