Member Info for Valuerebel

smiller. Section 18 approval..https://www.wa.gov.au/service/aboriginal-affairs/aboriginal-heritage-conservation/apply-consent-under-section-18-of-the-aboriginal-heritage-act

PVI1 ..Inside spread is 1.125/1.17 for 500k currently..

Strangemartian. You invest in mining stocks for a journey. They won't go up tomorrow, next week maybe even next month or year. They certainly don't go up because someone is ramping them .You identify good resources in politically viable locations with good infrastructure. The company should be run by someone capable with a track record of delivering, who is sensitive to multiple placings (dilution). He/she starts cautiously raising money and testing. If the geologist is right and you receive easy planning permission you are at the start of the journey. Hopefully some good RNS of rock sample testing will follow, another placement to afford some early stage drilling. If the company is on to a winner they have to prove up the size and quality of that resource until anyone else is interested in a JV. This partner (normally a larger company) put up the larger share of costs to develop the mine. The whole process can take 2-10 years at times. The climate for commodities is good currently and Gold, silver ,iron ore, zinc, uranium etc are in demand so you have fair winds behind you. Take GGP and look at how it evolved. It had all of the above requisites and struck pure Gold, worked with Newmont and moved up from a micro cap stock to a small cap stock worth over £1BN now. The GGP SP initially fluctuated 0.5-3p for a while before at the back end of last year, the signs of progress started coming to the fore. The SP jumpers from 1.75 to 8p. All the warrants and early holders recycled shares and some institutions started buying driving the price up. It peaked at 28p, fell back to 18p on profit taking and more Institutions are buying it again driving the price above 32p. Alien is an early stage explorer looking to go down this route with a few of the Commodity strands. It is not a one trick pony. Patience is key here but I believe once we have recycled the stock at the levels there will come a point when one of the RNS will drive is to higher highs and this time there will not be the flood of supply waiting to sell out.

Oversold post placement. Other mining shares are tearing higher and this has been stuck . Commodity prices higher. If the JLP boss was in charge of this share and not CB I wonder why this shouldn't be a £100m + MCAP company. NO more placements or dilution. Deliver and promise results soon or you will lose support.

Hotelbed. Congratulations on waiting for a good entry point. I would look at the total amount raised in the placings as only being 10% of the current MCAP so not a big dilution for a junior AIM explorer. Going forward we have a clear run for nine months at least without a need for a further raise. If one were to happen then only because the SP is up way over 3p .

1/ Steve Ballmer (CEO Microsoft )- "..(there's).. no chance that the i-Phone will get significant market share.."
2/ Fannie Mae 2004 - " these subprime (mortgage) assets are so riskless that the capital for holding them should be under 2%.."
3/ Whitney Tilson (Wall St Analyst) 2004.. on Google IPO .."I believe that Google stock will be highly disappointing to investors foolish enough to participate in its overhyped offering"..
4/ Jim Cramer 2008..when asked should investors move money out of Bear Stearns at $60.."NO.NO.NO. Bear Stearns will be fine.." 5 Days later JP Morgan bought Bear Stearns for $2.
5/ Casa Dec 2020. ...."think you need to agree you guys are wasting your time with Alien".
Cracks me up..keep them coming Casa.

Casa..."think you need to agree you guys are wasting your time with Alien".

Another great quote to throw back at you in 1-2 years. Will save that one.

Encouraged to see Bill so energetic about his grades.
He didn't know about the MSCI Micro Cap Inclusion but it's all accessible on the MSCI website as changes COB 30TH/11. The amount tracking that Index is relatively small (about 1% of the market cap of the UK ) and PM's are not forced to hold the Index weights anyway.
If and when we become a £300-500MM company we can afford to go and hire some slick PR people. Until then we have Bill but the more exposure he has , the better he will get at public speaking. I've seen it many times with Board members. Better to have a geologist who's producing results than a boss good at PR with no trousers.
The company is progressing on many fronts. The SP may need further news to get it going again but until then there are many other names having their time in the sun and when there's profit taking the inevitable rotation will come back here for the next leg. I don't see any further placements for a long time now . Patience is key for the next leg. Personally JPL, IRON,OMI, GLR, GGP and ECR are providing me with some good short term returns, some of which I will plough back in here on profit taking.

smiller. Nothing you will read on here will or should affect the SP in the short or medium term. The chat should help inform investors about prospects, rumours, metal forecasts, photos of site activity, other research and chart technicals but at the end of the day the RNS and performance of the company will drive the SP. I’ve been an investor for a while and I think we’ll have to wait a few months to really see more news that will significantly rerate the SP.

Muggins. It’s good to always read both sides of a story. People are passionate about this share and GB picking a scrap with TW is not in the company’s best interest. Regarding your funding points regarding Institutional and retail investors, I would say that there is more to that story. The same large retail investors have been having a dream year with GGP, Avacta, Novacyt, N4P , Erris, JPL, UFO, IRON, Midatech, VLS (to name a few) all providing multi-bagger returns. Integumen and Modern Water are names that have generated good returns in the past, so I would argue the opposite that P.I’s would jump at the chance of another investment because this combined company is significantly advanced from where it was 18 months ago with four different potential growth areas.

I heard £4mm plus Modern Water, £3mm plus from elsewhere..£7mm conservatively

Jack. I’m in GGP and bought here for the first time yesterday.

Mr P . This placement also has opened up a whole new set of investors in this name. I bought some of the deal and added some more between 20 and 22p yesterday. I’ve been involved in other Miners like GGP, UFO ,Erris, Zinnwald, JPL, AAU, SRES but hadn’t come across this name before. The combination of good prospects, far down the drilling cycle , low MCAP, tie in with bigger firm, Funding availability makes this look relatively attractive versus other names. I believe the placing was massively subscribed at the discounted placing price and that the new holders , including Institutional money, will be sticky. This should be a quick retrace through 30p and beyond IMO.

You got spiked in this share, you got spiked in RMS..is there a theme there? You can sell anytime just tell me when ..

Yeeehaaa...that worked well. TW 's lot like this one. Produces real gold and increasing production rates.

Libero. Look at ************* . When even a bear likes a share, you know it's pure gold.

Fully funded for exploration out to late 2021 (we thought they were before but now £4.3MM in bank plus warrant expiries) .
Expecting news from a few fronts re Iron Ore and future developments.
Exposure to Silver, Gold , Iron Ore from three stable Countries.
Sound business model.
Loyal investor base.
Downside: Early stage exploration, Projects have worked well so far and we have a good Geologist but investors need to see the model work for multiple sites which can only happen over time, *****y LSE chat forum.

The GGP board is fired up this morning about their further Newcrest tie up which should see their MCAP blast through £1bn (25.9p). Some on the chat are now asking when their MCAP will hit £10bn. UFO has lots of posters dreaming of a 10p plus valuation (£342MM MCAP) or 20p .Having seen GGP trade from 1p to 28p with multiple placings and a plethora of warrants , it shows there is a path for small mining exploration and development companies to achieve huge upside. We should have a busy volume day .

Why has this chatroom degenerated so much? If you feel the need to have a good old online argument then the online Daily Mail forums have masses of people who want to spout their opinions about any topic raised like Covid, Brexit , Lockdowns , Trump, Johnson..maybe that's the place to go next. They are full of people who will spout ****e all night long.
Back to reality we have an interesting week to get through with the new shares settling, Index trades and Brexit rumours. Gold and silver suffered with the Biden risk on trade last week but we could give some of that back this week. I think we try and trade lower and fail miserably to the downside early on in the week with a push through 1.5p .

Due to recent fails, I notice his language is softer these days..Along the lines of....the valuation is ludicrous but the SP may be significantly higher on future froth ramps and RNS . Seems like he's not really convinced himself.