Member Info for Y33ter

Yeah but 0 effect on share price so far... Not a deramper or a bear on this stock, but have been dissappointed with the sp movement following DFS - I (we) have been waiting on that report to cause a rerate for years.

Huge to break 9

We're knocking at the door here, what does it take to bring us past 7?

Agree with the consensus here - breaking all my position sizing rules here....

I generally don't like a management team that pats themself on the back, but I do hope that MR takes this opportunity to highlight and acknowledge all the work and progress made in the last few years and how this has contributed to de-risking and adding value to the project - I don't believe the work completed is reflected appropriately in the current share price, let alone the exciting future prospects for this organisation.

Well it's worth noting because that hasn't always been the case here. seems like we're coiled and ready to bounce

Stratching my head here, how many times have we been told that we're fully funded through DFS... I've generally been extremely positive about this one, overall happy with management, and thrilled with the resource - it remains a significant holding for me, but I'm going to need some good news soon.

Let's see how things progress over the next few days, but the indications are positive so far - wishing all fellow LTHs a safe ride if/when this does pop

Congrats on the GMET win Paul, I think you had mentioned it on here a while back. hope to see a similar move here before the year's end

@Paul indeed a repeat of previously shared information, but there's a big difference between saying something and putting it in writing.

Completely with you 909, holding both BRES and KOD has been a rather tedious experience so far

Valuable to get your notes on the senior team though - same as Paul I'd never made that connection

Smart, well-informed money likely getting in here

Quite enjoying these depressed prices, a nice late xmas gift from mr market. Could anyone remind me when the DFS is due? I have Q1 in my notes, but in some later notes I have H1. A few other AIM plays are bound to rip short term so need to be clever (thoughts) about allocation timing.

Idk about that one haha. In fact if management is able to secure a solid deal for the powder metals business (kind of like they did for the worthless hydrogen BU) then I'd imagine a decent pump will follow, despite the cyclical woes. Wouldn't mind seeing 20p though as I only have a monitoring position currently & am keen for a good opportunity to load up.

Noodle your frustration is shared by everyone here I think (save the odd deramper - though we've generally been spared that nonsense), including myself.

This was never going to be a short term play so embarking into this with expectations of a multi bag since covid is probably unrealistic. Timeline for DFS - the big piece of news, was always early 2025 so aside from some share churn into sticky hands idk why people expect to see this rise in a meaningful way in the meantime.

I do have expectations which have not been met around the prospectus, but aside from that I think leadership have done pretty OK. Given the geopolitical stakes I can imagine the decision making required to get this company to production is knife edge stuff. Fair play to leadership so far is my opinion, it looks like they've set themselves up to deliver here.

Also not sure about the jab to LW, maybe have a snickers & get back to us noodle

Cheers all, great to get your thoughts & indeed in my head I had jumped to "dilution = going out to retail" when that really wasn't appropriate. And as you fairly point out management have been transparent about this - just a case of me not putting 2 & 2 together

What do you guys make of Cameron's quote "not substantially dilute our shareholders". I can't quite recall off the top of my head, but is this the first instance of bres leadership referring to the possibility of dilution? Feels like he's preparing us for this eventuality. Could also be my monday morning brain failing to recall past mentions of dilution.

hoping for a nice uptick with that extra tranche in the bad gla

Big fan of this company and of Mike's stewardship in general but I agree with you all, and can't help but feel that he's been blundering the prospectus process so far... With no news (current situation) holding the share price back, and good news likely to shoot the share price up, is it an over reaction to suspect that the prospectus is being withheld for fear that the contents would send the sp further down?

Not a deramper, just hoping to have an honest conversation about our current reality.

Jangada up 15% on the news, BRES up 3... same old story as usual and for the life of me I can't understand why... must me missing something!