Member Info for wakeyinvestor

David Ian Jones, you are either an investor genius seeing what no one else can see, or you are a bigger mug than the rest of us. Best of luck

Surely we are due an update generally and an explanation around the RNS today given that AMS came in at 1.5p a share and the expectation they would provide KZG with opportunities which (presumably) Jennings et al will not. I’m confused as to what the impact of this is and how (if at all) it will affect KZG in moving forward with its mineral sands project

That’s great, but I do wonder what is holding the SP back, I would have expected a spike of up to at least 0.5 on the news this morning and what spike we did get has been clawed back. No obvious large sales going on which might be indicative of a placing.

Acker, isn’t it odd to give exclusively rights to 2029 but are still working on a binding contract? Surely the 2 should be concluded simultaneously?

Sham, the point is that the company is significantly undervalued on AIM whereas there is better access to capital as an unlisted company and on a more realistic pricing basis. This company surely is worth significantly more than the current MCap of £3m. To me, this is an opportunity not a disaster, although TBF I was holding at an average of 12p a share before today and therefore not hit as hard as most investors.

Sham, shareholders will moan and grumble but they won’t cut off their noses to spite their faces….. this will delist. The thing is, others want our shares on the cheap before delisting and this should create an SP rise if us PIs hold / add and don’t panic sell. IMO and DYOR

I predict it will recover to 5/6p - the 2p should be the bottom. MCap is ridiculously low given the assets held

The directors will significantly buy at this low price, there will be a buying frenzy before 12 August and the vote to delist will get more than 75%.

They’ll get the 75% IMO but those that want to take it forward will buy more shares before 12 August so they can by themselves get as close to 75% as possible without having to rely on PIs. I expect a SP surge before this delists.

So, be greedy with them and hold or buy more shares at this ridiculously low price

If holders panic and sell their shares, they will do. Sometimes when the stream is flowing rapidly it’s best to ride the waves.

If you believe, a good opportunity to add more and average down at these prices. Presently showing MCap of £3m!! Really!! That is, if you believe, DYOR

They need 75% of the votes to get this through. Do they have enough?

Also, this is not the first Pharma company to delist in 2024 for the reasons of better access to capital and because as a listed company the MCap is way below what the company is worth. The company might do better as an unquoted company and will at least reduce cash burn by not being on AIM.

Will Canmax really vote for Prem to raise extra money to repay GRs loan at this juncture? Surely he should wait until production is in full swing

Excellent content of the presentation yesterday even if Lorna looked as though she was in a rush and also fiddling with her mouse (ew) when the questions were being read out. Great content but awful body language- the dip in the SP because of body language is a buying opportunity for smarter investors.

MFAI will accrue US$5.7m (say £5m sterling eqt) when IR buys Landvault. This is an all share transaction, but even then this is double MFAIs current market cap. If IR does list on Nasdaq then this should be at a premium and cash will be within the investment interests held by MFAI. As I see it, at worst MFAIs market cap should double but it could (with a IR Nasdaq listing) go a lot higher. I haven’t even factored in MFAIs other investments. I’m struggling to see the downside from the current position and am baffled the SPhas not gone above 2p a share. I’m sure other posters can enlighten me and tell me what I’m missing. DYOR and all IMO

Dare I say it, I agree with Davey50. The RNS today tells us nothing we didn’t already know; the 2 patent applications are provisional. The purpose of this RNS is to create a buying frenzy to pump the price so that later today the placees can sell into it.

You’re being a bit lazy there mate, DYOR and make your decision. Yesterday’s Investor Meet Company presentation yesterday might be a good place to start. Stating the obvious, best case is there is loads of helium and we will all make a fortune, worse case is the helium that is there is none commercial and they have to walk away.

EU bans Russian helium, a rare commodity. Russia sells within BRICS and the global south. Due to self imposed restriction in supply, cost of HE1 in EU countries rockets. What a bunch of morons that run the EU. Great for HE1 shareholders though if the EWT is successful- just makes the investment case more compelling IMO

Why is Dr C free to buy again now? What marked the end of the closed period for Dr C?