Ironveld Share Discussion Threads

[ladeside] 13/12/2021 14:15

Happy is maybe pushing it a bit !!!

Drop the RNS with the funding confirmation, the additional funding also thrown in and a concrete plan for production to commence and I may just be ecstatic though !!!!

[malcolmmm] 13/12/2021 10:53

Well Martin Eagles was very optimistic Ironveld .He thought it may be 2 months for funding to become available.
plc
@IronveldPLC
·
1h
In case you missed it.. $IRON CEO, Martin Eales, joined
@JeremyNaylor_IG
in October to discuss the Grosvenor investment and what it means for the development of #IRON's resource of speciality metals, including #HPI powder, #titanium & #vanadium

[ladeside] 13/12/2021 10:41

I'd just like to point out that Al isn't doing anything wrong here and in fact is doing what any savvy investor should be doing, ie, research !!

If we were going into partnership with a "major", listed company or even an investment group who had a track record then there would be no need for such research, however we aren't, so every bit of research should be "out there" as that's what these boards are intended for !!

What he is doing is no different from us searching through companies house data in the UK, but of course that can give similar worries with companies connected to holding companies who are connected to other holding companies who are connected to offshore companies and ultimately are pretty much untraceable.

Michinoko anyone ??

We've all been there in the past with Amerisur and believe them to be tied up with GC, however similar to Grosvenor it all ends up a blind alley.

Again though, I'd point out that transparency is far from "normal" in much of the business world and regulation is also just a token word bandied around, so ultimately let's just trust our bod for the time being and give them a chance to bring home the bacon !!!

For what it's worth, I just listened to the ME interview again and cards on the table, had another top up, so I'm pretty much 100% still keeping the faith....

[aceuk] 13/12/2021 10:04

2 tweets this morning - they are repeats of those already made about the potential investment

[luckyabbeygale] 13/12/2021 09:57

If you study what the price was at the time of the 8.25 and 8.50 trades of over 1m each, then you will notice that they are both buys.

[malcolmmm] 13/12/2021 08:48

If he is spreading any sort of deception Ironveld no doubt will pursue him for damages. I have seen this before.

[vatnabrekk] 13/12/2021 08:41

Good thinking Malcolm. I would hope that they would come back with some sort of clarification.

[malcolmmm] 13/12/2021 08:33

I have emailed al101uk's concerns to Ironveld, see what they think of it

[malcolmmm] 13/12/2021 08:17

Well he has, he is shorting no doubt ,he is calling them crooks in other words and he has spent hours in his endeavours

[luckyabbeygale] 13/12/2021 08:17

Well done your job is complete in getting these down for the huge buyer.

[luckyabbeygale] 13/12/2021 08:14

Looks like his idiot research has caused fear. Do not listen to these idiot derampers.

[ladeside] 12/12/2021 16:34

Al, Yes, I was more making the point that virtually everyone in business is "dodgy" in one way or another, whether that be lack of audit trails or just downright and brazen criminality.

Ultimately I just hope our guys have the cash, but as I say, I'm sure we'll have checked them out before getting to the RNS "deal done" stage, as although GC is many things, a total idiot isn't one of them.

Is this a 100% given ? Of course not.

It's AIM and as most of us already know almost anything can happen, however each to their own. I can't tell anyone else what their risk / reward ratio should be as we all have our own personal circumstances and varying levels of risk taking, but personally I'm happy enough with the current odds, but then again I'm still working and not retired to my yacht on the South Of France, so ultimately I'm just hoping for the best like everyone else here !!!

[al101uk] 12/12/2021 15:48

Just to emphasise how small I've kept Ironveld, if I total all my Ironveld trades since 2014, I've made £409.91

It's a hobby not a living and it's driven by an unhealthy fascination with Giles Clarke.

[al101uk] 12/12/2021 15:36

Ladeside,

I don't think I insinuated that Thembi was involved in anything dodgy (or I didn't intend to). Enoch Godonhwana was accused of some stuff acording to Wiki, but I didn't bring it up and he's into the political scene now.

My intention was to highlight if the money is available and I think it's with Enoch if anywhere. Of course there may be others, but I can't find any reference to rich family.

Thembi & Ndileni seem to be trying to make it, Elias seems to be from a past life.

Thembi obviously has contacts, but I think he needs to raise the money from those contacts. I'm not convinced that it was as readily available to him as was suggested when he signed up. I think that's what happened on his previous attempt and that's why it fell through. I think the fact that Thembi is the only director is significant as is the registered address for the business.

All that means is that the fund raising IS still in play, just that I think it's riskier than I'd assumed.

[luckyabbeygale] 12/12/2021 15:31

I would rather hang on because if there is a positive deal then the price will never be less than 0.9p before that happens. If the deal is going to fall through then I expect the price will fall below 0.9p. As someone then will know something before hand. If the deal falls through then it is worth buying back just after the second week of January ready for when another funding arrives.

[al101uk] 12/12/2021 15:19

Two problems with that lucky:

1) I back everything up with links to the source.
2) I've been cynical about IRON, KZG and BARC since Giles Clarke and friends massaged the truth about the Plat field at Amerisur and I think my posts have always reflected that.

For full disclosure, as you think it matters:

I don't use leverage at all.

Bought 15/12/14 and traded (while holding the entire time) until 14/10/16, made a small profit. Held a significant position back then.

Bought 4/10/19, but only held for a month when I sold for a small loss.

Bought, as I said, 8/11/21, a tiny amount that represented less than 1% of my portfolio... such a small amount that a total loss would still be within daily volatility.

Sold 8/12/21, didn't disclose due to the inevitable posts claiming I'm deramping and looking for an entry point. I think it was around the same time as you were swearing at someone for one reason or another... just didn't think it was worth it or mattered.

For me the story changed when the deal didn't go through on schedule, which I've said previously. I thought about Ladesides comments which were perfectly valid and I explained why. I decided that even with that in mind the chances of something going wrong were higher and a succesful placing was priced in, so I sold for a tiny profit. This is opinion and I could be wrong!

Ironveld is a bit of fun for me, I don't need to ramp or deramp, my dividend on a single other holding covers my initial stake here... but whether it's £1 or £20K, I still care if I make gains or losses so will manage the position accordingly.

My maximum position will always be significantly less than 5% of my portfolio.

"Deal will be done by 30th November"

Wonder why I would be less positive in December?

I won't be re-entering until there is more security around the funding, I don't see the price moving a great deal until the funding is done or falls apart. Even if the price went to 0.5p tomorrow, I wouldn't enter a new position because I'd assume someone knew something.

Anyway.. fully disclosed, your turn?

[ladeside] 12/12/2021 15:13

In fairness I don't doubt either of the posts from RG OR Al, however anything can be spun to look positive or negative and the actual reality probably lies somewhere in between as it were.

Our previous mob IIG had some very strange characters tied up with them who were involved with the secret service, phone and office bugging, industrial espionage and bribery involving some top level Government people.

In my own area of the UK, some of the most successful businesses are owned and run by people involved in drug trafficking, people trafficking, extortion and intimidation along with many other associated crimes and I'm sure most of the areas of the UK are the same.

In fact, our very own Giles was good friends with a certain Alan Stanford if I recall correctly !

Anyway, the point I'm trying to make is that most "wealthy" and "successful" business people have more than a few skeletons lurking in their cupboards and many also have a string of failed enterprises left in their wake, however I'm more than happy that GC, ME etc have conducted their due diligence here and I'm also pretty sure that we will have a positive result in the not too distant future.

Keep the faith folks and just try and remain patient for a little while longer yet as we're a LONG way from the panicking stage.....

[luckyabbeygale] 12/12/2021 13:30

I wouldn't take any notice of the negatives in that research. As obviously he has sold out. Giving that he used to post positive before December.Same with John Casey he was into this big and now never a post. People always end up turning negative when they have sold out, and so do I.

[al101uk] 11/12/2021 23:39

ResearchGuru,

Could you provide some proof of ANYTHING you've written in your post?

You've talked about level 3 and linked a propriety data analytics company, while Investoperdia talks about it in these terms:



You talk about family ties between Thembinkosi Norman Ndlovu and various people, I can find no evidence for any of it... bearing in mind, with the names you provided it should be relatively easy if referenced anywhere that google indexes.

And you talk about multi baggers coming from previous losers which can be true (particularly in mining), but the winning companies are drowned out by the ones that go nowhere or go under. Betting on companies with a "Spectacular history of disappointing investors" is generally a losing strategy.

[malcolmmm] 11/12/2021 23:29

ResearchGuru1 Thanks also for your research, very interesting .I do use charts but mostly for FX using indicators created by a Hedge Fund run by Alpesh Patel.

[researchguru1] 11/12/2021 20:56

Yorkie14, I breached PD clauses under my previous moniker (ResearchAnalyst1) and was 'reprimanded' for posting Level III data on a public platform. So I'm now extra cautious I don't cross that line. Unfortunately, the stock market has never been a level playing field.

[yorkie14] 11/12/2021 17:31

Hi Researchguru1,
thanks for all your research which is very interesting. As a matter of interest did you post under another ID until recently.
Thanks Yorkie