Member Info for Valuerebel

He's playing you like a 70 year old veteran. It was a monster resource with the SP at 1.2p. No one liked in then when TW got out and you could buy plenty of shares. Now he's giving you RNS after RNS to drive that price up ..and what will you get? A nice placing at 4p having peaked at 5p? Good luck with that.

Jammer i listened to that too. TW got annoyed with CB over the discounted share placing in XTR at 1.2p in September and got bearish on that share despite the good prospects there. He wanted cb to take on debt . Today they spiked to 4p. CB could well do a special next week though as they need some financing. On JLP I see CB now has £440k worth of in the money share options (with another 2mm shares at 8p) so he has skin in the game still. I like the view that another Chairman is coming in . The cash flows coming in here will drive the rerate. Two big institutional investors coming in pretty much at the bid side is a win win IMHO. I will buy more if his followers sell, as i did with XTR at 1.4p when he encouraged them to dump.

Up 17% this morning..what a good way to start a Friday. Any targets for this share in the medium term?

SP were talking about this one yesterday saying it has the potential to generate £40MM per annum Profit in a few years for an MCAP of £47MM. That’s just from the Croda and Axis product and they have plenty of other products on the go. One for your ISA’s and Spread Bets I believe. OPTI may be selling a few years (who knows) but there’s a very strong medium term case for this share.

I am not sure who is selling or why but I am buying and is now my second largest AIM position. This could easily be a £250MM company in a year of two.

I would recommend going to the Palisades Gold website for a comprehensive list of videos explaining metals markets. Michael Oliver just posted one forecasting silver to reach 200.

I top sliced at 35.75 so just bought them back here..nuts

Why the dip anybody?

leathal1979. Will copy/paste Max 111 here. SP has lagged recent mining rally since cheap placement. Has multiple exposure to Commodities and well funded now. Silver and Iron Ore exposure are in demand..
Max111:”The RNS on 14/12/20 gave a lot of detail of what is going on.
https://www.alienmetals.uk/wp-content/uploads/14122020-Australia-Exploration-Update-RNS-Final.pdf

Here is a highlight of some of the things going on & waiting for:

We started work at Elizabeth Hill high-grade silver mine which “holds enormous potential for the company.”
- Started trenching program.
- Airborne geo survey to cover entire area including the 117km2 extension.
- Planning to acquire the mine tailings dam which is understood to contain significant amounts of silver.
- The mine is highly underexplored. Surface resource and depth extension of high-grade mineralization below 100 metres untested.
- Potential of secondary or third mineralised systems along strike from the discovered ore body.
- Planning to start drilling. The 117km extension is proven to host at least 2 significant mineral deposits. In a previous interview Bill mentioned Nickel & Platinum.
- Currently in JV discussions.

Team is on ground clearing BHP’s track to gain access to drill Hamersley mid January.
- POW permit for Hamersley due any day now.
- Once we get the results back from drilling, Turner Pope said our est target of 245M tonnes “could potentially even need to be revised upwards following results from drilling.”
https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/420ad11c-4a90-4c16-950a-3107dd1c5d22/AlienMetals_2_12_2020_FINAL_BG.01.pdf
- Currently in JV discussions.

x2 High-grade silver Mexico mines
- Drilling to start ASAP once permits issued.
- Both silver mines currently marketed by IBK Capital.

Donovan 2 high-grade VMS Copper
- Capstone to commence drilling ASAP once permit issued.

New acquisitions & JV’s are always under black-out, so they cannot disclose any info at the moment.
14/12/20 RNS stated that as a result of the placing fund raising, they are continuing to review new projects and will provide an announcement when appropriate.

The value proposition of Bitcoin I agree is a difficult concept and one that has been addressed in the stock-to-flow model which has been very accurate so far. Here’s a link to a video in late 2019 before the latest halving event (inflation built into BTC protocol). I wouldn’t underestimate the amount of Institutional and Family Office money piling in currently. This will help dampen the downward volatility . To be clear I am long gold, silver, copper, iron ore , uranium, zinc, tin and lithium AIM stocks alongside my Crypto holdings. Zero exposure to bonds and 50% of max in Core Equity Funds in case we have another wobble this year. https://www.realvision.com/shows/the-interview/videos/the-quantitative-case-for-bitcoin?utm_campaign=20201117_alert_weekly_members_Crypto_4_autoresponder&utm_medium=email&_hsmi=100402733&_hsenc=p2ANqtz--6xeF7MSJTheW3kVgV959TdNp9FlGq5C7XSuvGgdXG2l6UdQ17dd7B4wMUCDC61kXpfR4DwIWYrbc3r_MKBS5iG0V060TXNlwSYrVNGkxo2va5zXA&utm_source=members_Crypto

Norm beef. You invest in AIM shares that can move 5-20 percent in a day sometimes. Why is the crypto market any more volatile? The big difference between the fourth rally cycle of BTC and previous cycles has been Institutional buying. There is a good macro interview with Microstrategy investor Michael Saylor which came out on 7th discussing his view on money printing, gold vs BTC and Institutional involvement in Crypto. Tudor, Ruffer, JPM, Mass Mutual, Brevan Howard, Harvard , Fidelity are all pretty good at this investing lark (I would argue top of class) so maybe you should so easily dismiss this as it seems to be a reason why fewer allocations are coming into gold and more into Cryptos. Dan_pantera on Twitter is someone you should look at for end valuations and education in this area. I used to trade Emerging Markets and a lot of what I am seeing now is very similar to the start of Less Develped Country investments where we would argue that Bond Funds should put in 0.5% of their allocation into EM growth countries. That is now widely adopted so I wouldn’t listen to all the Tulip bubble stories. BTC MCAP is now 760BN vs 7TRN for GOLD. It wouldn’t surprise me to see BTC 5 times higher...For 1 % of your NW it could go to zero or could become at least 5%. Just like AIM isn’t it?

You will all have forgotten about this placing by next week..Institutions wanted in. That’s not a bad sign..

Just no shares available?

Flow77 . Good post. However I would point out this is AIM and UFO, IRON , VLS , OMI and ECHO (only yesterday) all had recent placements when the BOD had been telling everyone they were fully funded. Where there's an opportunity to raise on AIM for cash burning start up businesses generally they take it.. The medium term prospects look great but we all know there is a need for cash to push the prospects through. Fully funded is a loose terminology. Better to strike when the sector's hot rather than have to raise in a weak market.

For reference I've held shares in Katoro since the June 2018 placing, stuck in the back draw. They have massively underperformed many others I have held like GGP, ECR, JLP, Erris Resources and there have been too frequent placings BUT they have good prospects and the Monetary Climate should be inflationary for Metals prices so I am finally more optimistic with this name. BOD just needs to step up now.

jdt1990 . I don't care what people think on here , I just have to sift through the rubbish. I repeat myself then. Get out flat and buy something where you see quicker upside. You have the right to feel disgruntled about anything in life. Look at the placings in UFO, OMI, IRON in the last few months for a deeply discounted placement.

Just reading the last few comments..if you don’t like the company, sell the shares and buy something else. Stop moaning. The cash position is well funded and there’s significant room to rally through 3p . Prospects are very good and the market wants Gold miners.

cunningfox. A bid side placing at 2p , maybe a 10% Discount to the previous weeks SP is pretty good by AIM standards. Better than the usual 25-35%. Now we know why this share has lagged the mining uptick and we can quickly move up 50%.

Plface welcome. Been in for a while here but also added yesterday from ECR. Will turn out to be a good winner this I believe. We saw a taste of that when it ramped to 3.10 but medium term there is a good mix of in demand assets and a good CEO leading the way.

I would prefer this over RMS (and RR) with Peterhouse as broker and F2F needed more discounted cash..we have £4.5mm cash in the pot so no placing anytime soon. UFO's time will come..it's only a question of time.