Member Info for Webba1

I agree, it was left out of the RNS and not sure why as it's phenomenal news.

blimey, conspiracy theories abound.... taking a short on a junior mine focused on Stainless steel initially to destory the EV market and maintain the fossil fuel dominance..... the saudis are currently buying crappy football clubs (mine ) and investing in anything they can!

Not sure why this hasnt been RNS's but on the latest interview Jeremy confirmed the off takes are at market rate. 10 yrs guaranteed off takes and no discount - they're just happy to secure the metal.

The bear pit/ c*ck fight begins. I've learnt a lot over the last 12 months. Patience is the key one for me. Yes we have taken the risk with Covid decimating Brazil and finance on a heartstring.
i'm topping up, will take my 1 in 20 and hold as i cannot see a major issue from here

sensible contingency on build costs as the market for build has increased by c. 20% over the last 12 mths so the value engineering and costs are out of date.

Good luck, don't get mugged out there- ultimately it's your money and your share.

I expected the share to drop at the 7p place as anyone here for the quick spin on finance will be disappointed.

Any view as to why the TSX shares have been suspended? it was hardly rocketing?

I read the 10 year deal as a huge piece to speed up the second line and Vermelho. Clearly the price will be key to if this is a good or great deal.

In terms of is this dilutive / price of the placing- i'm in part disappointed as i'd been topping up myself at the 8.2p as didnt think PI's would get a look in and not at a discount to the current price.
I agree that SP's usually drift to the placing price, however thats usually when its on the back of a fund raise for general float as opposed to unlocking this beast.
will continue to hold onto my pot as i just can't see anything other than a temp blip downside from this point over the coming months.

and there was me thinking the price would equalise on opening..... COME ON!!!

Morning, so we have at best, 6 weeks till the world closes for the Christmas break. I expect the key details of this to be wrapped up well in advance of Festivities kicking off.

Off takes and cornerstone with the remaining cash raise announced. Then we can get on with this.

nothing happens May to Sept.... that's one hell of a statement.

I agree with international banks etc the whole system seems to shut down for August and with schools back, next week should see some people back in offices and a few deals being formally inked. i think this will fall into place over the next 2 weeks- at least thats my plan! have some spare cash available end of Sept and had hoped i wouldnt be in a position to invest here! This is quickly becoming one of those shares you dont want to be out of over the weekend.....

wholeheartedly agree. This is by far my biggest holding and see it more than doubling as we progress down the build route. I'm genuinely intrigued who will be taking a large share of off take and cornerstone after the various Car giants all seem to be tying down producers.

Pretty good timing, think unless an unmitigated disaster, this has a stack of potential that will inevitably be unlocked. That may be bumpy short term but in the mid and then longer term - 3-5 years this will be the FXPO of the nickel world!

1. Define the strategy
2. Execute the strategy

wont happen in days or weeks but the real positive for me is they are single mindedly going about the plan.
This with the other events over the coming months positions the company well - still unsure what it takes to re rate the value?!
Very different company to the drifting one from the last few years. Confidence slowly growing in the MGT team and like the fact they timed the portage sale to perfection.

Agreed with the comments. Very bullish interview and the real positive is the ongoing release of results

Uk comparative when March to May 2020 was a full lockdown vs stores reopened in April is a storming result. Will be granular detail that will be questioned later and will impact share price. How are we doing April - may? What’s happening outside of the U.K. US (US slowed down) and how are the brands performing.
Whatever you do, don’t sell at the bell is my only advice! Will be all manner of weird and wonderful tactics going on as the shorts decide what to do / try and drop price to scare PIs into the usual Boo results drop. I’m holding to sept results and ASOS July results more telling

Exactly.

Good company but I was expecting better use of the money that just buying market Listed shares tbh

Noted, thanks for the point and the reasoning.

He’s inside on all the deals. I don’t get how that prevents him buying shares unless we are in a closed period. Maybe my slow brain is comparing this to my own experiences where outside of closed periods as long as I have the GCs approval I can trade in shares even as a pdmr

In Emmerson. Let’s see if we get a purchase here.

Have to admit, a rebranding may be required of ‘pause’ or fast rewind. I keep myself focused on key points
1. Cash in the bank ready to strike deals
2. Lots of activity and law changes in Target markets
3. Number of potential investments coming to ‘event’ stage
3. Leap striving away
4. Yooma building well
5. little green pharma doing very well!
6. Northern leaf looks like a shrewd investment

However- need to see some news landing and a revaluation of the assets.
I understand why people have sold up as lots of opportunities out there, I just know if I exit then this will start to jump.