Member Info for Y00020978

More good. After recent purchase of Nickel mine in Brazil by Turkish billionaire, now Japanese spending on Nickel. IMO someone coming for us soon - hotting up!

25 August

"From a nickel price point perspective, it's the ideal time to be advancing"

https://www.cruxinvestor.com/posts/japanese-industrial-giants-fund-100-of-feasibility-study-for-australias-largest-nickel-resource

Suhail on X

Https://www.cruxinvestor.com/posts/nickel-market-shows-signs-of-recovery-amid-chinese-policy-shifts-supply-constraints

The time for someone to buy our project is now. The same for any Investors who still want to buy some shares in URU.

23 August

"prolonged period of range-bound nickel trading may give way to more dynamic price action in the coming months"

Suhail on X

3.50 - 4.00p

No movement at all time lows from 14 Aug.

Buyers start taking positions again ahead of geophysical information news? Stockcube podcast recently suggested a very sharp re-rate on the news?

Given just £2.37m Market Cap only. At even 20p, we'd be just £12.6m Market Cap.

Just SCAP market maker still left on circa 4.00p offer.

I don't think they have much stock left to sell now.

Few regrets IMO later this week for not buying big load at 4p. Anything IMO can happen now

Results of the Geophysical Interpretation on Nickel Sulphide, Sale, JV, Mining Right, Muted Updated Resource for Zone 1 (1.6 billion tonnes of Nickel), and IMO sale of Gold in Zone 4.

3.50 - 4.00p

Shift?

A DMA Order appeared on the Order Book just now for the first time. It can indicate someone wants the shares. The value shown with 3.48p would not be the actual value. Various news in the pot for near-term and all massive due to £2.37m Market Cap only.

Suhails thoughts yesterday.

"Final, fully processed datasets, 3‑D inversion models and an integrated geophysical interpretation are expected by the end of August 2025"

- Holy grail of high-grade Nickel Sulphide. Above followed by new drill.

Can good news on above be enough for a sale or do we need to wait for the further drilling?

Suhail on X

Https://www.capetownetc.com/news/toyota-vw-to-launch-affordable-electric-cars-in-sa/

"Toyota and Volkswagen into South Africa’s electric vehicle market represents a potential turning point"

"150% tax deduction on EV production equipment starting in March 2026, which could further accelerate local manufacturing"

News of March 2026 is new. To allow for EV manufacturing in our backyard, incentives such as 150% tax reduction on EV production equipment in our backyard.

Get us for minerals/metals for EV's and can benefit very big with profits on extraction prior to use on EV's!

Great research and thoughts from Suhail on X

Https://m.polity.org.za/article/sa-cyril-ramaphosa-address-by-south-africas-president-remarks-to-the-plenary-session-2-on-the-economy-at-the-tokyo-international-conference-on-african-development-summit-yokohama-japan-21082025-2025-08-22

"We are incentivising electric vehicles and battery production, and supporting green hydrogen value chains through infrastructure and skills investment".

Good for us. Lead to demand for our minerals on doorstep.

Suhail on X

Chinese cars taking over South Africa

https://dailyinvestor.com/south-africa/98454/chinese-cars-taking-over-south-africa-2/

IMO Chinese/Turkish billionaire buyers of us.

Former has no access to Nickel if build EV's in our backyard and can export PGM's to China for demand. Not produce PGM's. Latter wants to take Chinese on.

Suhail on X

Nickel Bull Unleashed: Yildirim Charges Into $2B Battery Metal Blitz

https://www.juniorstocks.com/nickel-bull-unleashed-yildirim-charges-into-2-b-battery-metal-blitz

Come for us. We can give 100% profit today on every tonne of Nickel extracted. Can be 150-200% later. 1.6 billion tonnes Nickel. Bonus of Platinum Metals, Copper, Gold etc.

"The big question now is whether he can close the next round of acquisitions before another Chinese player swoops in".

Yep because Chinese and our backyard of South Africa have great relations. They need our PGM's for export and our Nickel if build EV's in our backyard.

Whilst the Turkish billionaire has no fingers in any Nickel plays in our backyard. Him and the Chinese IMO can be fighting it out for us. Our CEO was keen to let loose on how Chinese were stockpiling Nickel.

Better to pounce now when we're at £2.37m Market Cap only!

"CoreX is emphasizing higher nickel content and quality. That matters in battery applications, where purity, consistency, and ESG credentials are increasingly non-negotiable for Western automakers and tech companies"

- We have the higher quality Class 1 Nickel for this.

From Suhail on X

Yet more big money being splashed into Gold Projects:

- Osisko Development raises $203m to fund Cariboo gold project.

Yet more money going into advancing Gold projects.:

- Magnetic raises A$35m to advance Lady Julie gold project.

Third Gold Project story this morning:

- Allegiant consolidates ownership of Nevada’s Bolo gold project

At same time, as posted UBS upped their target on Gold to $3,600 for end of March 2026. Big Profits for any Buyer of ours in Zone 4.

We're not drilling in Zone 4 where can have independent Gold mineralisation. Great economics for a Predator and for us to Sell.

IMO we will sell ours as independent of Nickel, Platinum Group Metals and Copper etc.

Thoughts from Suhail yday on X.

Found an article from last month. The Turkish billionaire has acquired 1 Nickel mine now in Colombia.

13 July 2025

Billionaire ‘King of Chrome’ buys one of the world’s largest nickel mines to stave off Chinese dominance in its trade.

https://en.as.com/latest_news/billionaire-king-of-chrome-buys-one-of-the-worlds-largest-nickel-mines-to-stave-off-chinese-dominance-in-its-trade-n/

"Yıldırım (also known as the ‘Chrome King’) has expressed an ambition to become a top 5 nickel player globally and among the top 50 global mining companies. The acquisition of Cerro Matoso is a significant step towards this goal".

Just Colombia now last month. Lots more to come.

"Founded CoreX Holding in 2024 specifically to spearhead this expansion into critical minerals, with plans for a $2 billion investment to acquire nickel assets in various regions, including Colombia, Guatemala, and Africa".

IMO Our Suitors?

- Turkish Billionaire (wants Nickel mines in our backyard)

- Chinese

- Our Massive Neighbours of Ivanhoe Mines/Valterra (Regional Expansion)

£1 would be a 25 bagger from current circa 4p share price. Not mad to continue dreaming of actually £1+ too.

Whether a battle develops to acquire us.

Our 74% share valued at £2.37m only.

Nickel forecasted to hit $18,000-$20,000 by end of year/early next year. Current, just above $15,000.

Billionaire betting on Nickel prices rising hence spending spree. So better to pounce now!

Very interesting thoughts from Suhail on X.

3.975p paid now and very close to 4p offer.

Time to go up again but it is just what happens further on?

Far too many months of waiting for the market makers to let the price go when complete dogs on AIM have been let go by hundreds of percentages.

We'd still be so cheap!

Suhail on X

Back in April of this year, there was an article I posted about the Turkish billionaire on a $2 billion spending spree to acquire Nickel mines.

He was betting on Nickel prices rising.

It was suggested he was looking to purchase 6 mines including 2 in Africa....but we've not seen anything since.

The door remains open.

From Suhail.

Our Rhodium has hit yet another new high for this year. Up 64.48% this year thus far.

https://tradingeconomics.com/commodity/rhodium

Our other gains remain as:-

- Palladium, 26%

- Platinum, 51%

- Cobalt, 37%

- Lithium, 10%

- Gold, 27%

- Nickel, expected up to 20% by year end/early next year

Great insight from Suhail.

There will be good reason as to why they didn't......it will all make sense soon im sure.

And when it does we won't have a £2.3m mcap!!

As Tesla and Volkswagen have done so, an EV Manufacturer can do a direct deal with us. Scope IMO increases as EV's are increasing in our backyard.

"The event also showed that South Africa is very much ready for electric mobility"

https://cleantechnica.com/2025/08/14/the-evs-on-display-event-highlights-the-progress-made-in-south-africas-electric-mobility-sector/

Good article found from Suhail on X - thanks for your research and highlighting the context to URU. The macro environment is getting more positive by the day!

- Commodity prices rising

- Merger and acquisition activity increasing

- New prominent Instiutional investor on board

- CEO holding large chunk of shares

News to come (in any order):

- updated resource on Zone 1

- survey results from most recent survey

- drill programme on Zones 2 and 3 announced

- drilling commenced on Zones 2 and 3

- maiden resource on Zones 2 and 3

- mining right awarded

Bonus news to land any time:

- further TR1s

- JV or asset sale on any of our Zones

- full takeover approach

Circa £2.5m mcap......we'll increase in value with every one of these news items.....whenever they land, we know they will come, just a matter of when.

GLA

100% agree Ajay.

Focus on the fundamentals.

After another project posted this week in Tanzania, one more Nickel project attracts funds on development. Also, posted yesterday article on Nickel demand Acquisitions.

A$23m capital raise keeps Centaurus' Brazil nickel project on path to 2026 FID:

https://m.miningweekly.com/article/a23m-capital-raise-keeps-centaurus-brazil-nickel-project-on-path-to-2026-fid-2025-08-14

Also, posted article from 10 Aug on Nickel spot prices to rise to $18,000 - $20,000 by end of the year/early next week. Currently just above $15,000.

Our others such as Platinum, Gold etc can go even higher by then too.

Hence IMO time to splash cash on our project is now!

Suhail on X

More great research from Suhail on X!

Https://discoveryalert.com.au/news/nickel-industry-mergers-acquisitions-2025-trends/

Ticks.

"Purity: Class 1 nickel (>99.8% pure) is essential for high-performance batteries"

"Companies securing high-quality nickel resources in stable jurisdictions may command premium valuations"

"new mergers & acquisitions in nickel demand will remain a central mechanism"