Member Info for Twohits

Forgot to say, Sturec doesn’t factor into my thinking, i value it at zero - albeit some value will be derived from it. To talk about it is a side show, disaster or not. It was an acquisition made by people who have subsequently been booted out and doesn’t factor into new management’s plans; hence it being divested. It is irrelevant.

That board have been replaced and the company is being restructured. All resource stocks had a sh*t year last year. Different beast, can’t compare apples and oranges. You’re entitled to your view of course and it feels like you’ve been burnt here, so can understand your frustration.

Yup fair enough strider. Personally think that 3.6p will get smashed, the chart is in shape for that to happen. RSI accommodating, closing through 100/200 on the daily EMA and 20/50 on the weekly today. Plus on the fundamental side expect a lot of +ve newsflow over next few weeks.

For the avoidance of doubt, wrt earlier comments likening this to solg. I was referring to the base metal we’re involved in here, the scale and the fact that solg re-rated from 3-30p in a 5 month period. Of course the geology and jurisdiction are different.

Tomorrow will be another good day. Strider isn’t a troll just has a different opinion, i asked him if he’d had a look at this, he’s just replying. In this instance, i think he’s wrong. Onwards and upwards!

Fair play strider, you have your thoughts on this one i have mine. We’ll see who’s right in due course ;-).

Yup and closed through all the relevant EMAs today. Nice.

I’m up to 2m shares here now. That’s about right for me, very fortunate to have pulled the trigger when i did. The CSD plant rns, was the driver for me. I’m in for the long haul now. Think this is great. Here’s to steady newsflow and the continued re-rate.

Don't pay too much attention to the sells/buys, it's automated and based on whether the price was nearer the bid or the offer. That doesn't translate to the instigator of the trade being a buyer of a seller. Much easier to look at the price action to determine who there are more of...clearly today that is buyers...

I make that a few pints owed :-). Happy days.

Bid offer 3.4/3.5 now, looking good for another leg up !

Fair to say this could be quite volatile in it's move upwards

I said 3,5p by the end of this week !

Ah I hadn't seen they'd tweeted, thought you were just referring to the lusaka times article. That still wouldn't breach it imo, as all they've done is highlight an article that is in the public domain. Tbh NvS said he had signed NDAs with 5 people all of which were majors, so Rio aren't going to not be one of those. SP likes it anyway - someone almost owes me a pint... ;-)

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It wouldn't be breaching the NDA; mentioning the name of the entity you were speaking to would.

This is the sort of stock that could get to £1, £2, £3 a share. Obviously that doesn’t come without risks, but vs pretty much every other potential multi-multi bag stock out there, this has far better ingredients and a route map to get to those kind of valuations than any other stock i can think of. I think this could be huge; just happy to have caught it at an early stage in it’s new development, with all the baggage of the past starting to be left behind.

yes it is

also looks more likely now, post elections...

"Cheyeza West, is of interest to the majors, we are in talks with several, so watch this space.....Identified some further interesting anomalies to the north west/within Kalaba....expect to finalise MRE for Kalaba in 2 weeks....Expect to really begin running the plant in the next 10 days or so, in talks with off take partners in joburg and captetown, who will offer some up-front opex..."

Good lord, it's going to come thick and fast...

Totally agree, keep thinking how similar to SOLG this is, potentially much better as in proven jurisdiction, with majors all around us.