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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Sovereign Metals Limited | SVML | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 37.00 | 00:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 37.00 | 37.00 | 37.00 | 37.00 | 37.00 |
| Industry Sector |
|---|
| MINING |
| Top Posts |
|---|
Posted at 12/1/2025 07:12 by skyship Thanks beeezzz:1.Sovereign Metals (SVML): 36p Target 100p Shares of SVML are up nearly 40% so far this year, but if this was not the London market in 2024, one would imagine that this £219m market cap company would be trading at multiples of this valuation. The reason for this judgement is that the company has clearly made significant operational progress in the past year, with rather less appreciation than is deserved for a company set to be one of international significance. For instance, the market still behaves as if SVML does not have a Tier 1 Kasiya Rutile-Graphite Project in Malawi, does not have Rio Tinto (RIO) as a strategic investor, and will not be the world’s largest, lowest cost and lowest-emissions producer of two critical minerals – titanium and graphite. However, it has been progressing towards the latter goal, with frequent, solid newsflow in recent months. Of late the company announced that it has started backfilling the pit at Kasiya, following successful mining trials stage at the programme, and reminded us that its cash position has been bolstered by an additional AUD19 million invested by Rio Tinto PLC, as the mining giant now has a 20% stake in the company. One would expect all of this to sink in well before the end of 2025, and for the 100p target to be fulfilled in consequence. |
Posted at 11/1/2025 21:42 by beeezzz SVML gets a mention... |
Posted at 06/1/2025 00:51 by 888icb I hope that we can get more than £1.50 per share from Rio because it will be worth many multiples of that when it goes into production. My view is that Rio have a a first mover advantage as due to their close involvement in the day to day running of SVML they know more about this project than anyone else. They don’t need the DFS which will make a lot of information available to the market. Rio isn’t the only large mining company that will want to acquire this Tier 1 Rutile and Graphite company. In my opinion Rio will want to strike early to acquire full control before the Other large miners such as Glencore have the detailed information about the project that Rio already have. So the likelyhood of other bidders can potentially be leveraged to get a higher price this year. |
Posted at 03/1/2025 20:32 by 888icb SVML in 2025I will start with a little background to what I am about to post which appeared on the Metal Tiger ADVFN thread last September. Metal Tiger became Strata Holdings when it moved its listing to Australia. In August 2024: “ STRATA INVESTMENT HOLDINGS PLC TO ACQUIRE SCP RESOURCE FINANCE hxxps://www.listcorp The Company's securities are currently suspended from quotation on ASX and, subject to shareholder approval being obtained, will remain suspended until the Company has re-complied with Chapters 1 and 2 of the ASX Listing Rules and the Acquisition has been completed”. The suspension is due to end this month. Then on 13/9/24 I noticed the following in an SVML RNS: “ Sovereign Metals Limited (ASX: SVM, AIM: SVML, OTCQX: SVMLF) (Sovereign or the Company) advises that it has issued 2,326,880 fully paid ordinary shares (Shares) in the capital of the Company, comprising of 1,290,392 Shares issued to Rio Tinto Mining and Exploration Limited (Rio Tinto) and 1,036,488 Shares issued to SCP Resource Finance, as an advisory fee of 3% on the amount of Rio Tinto's option investment in July 2024 (refer to Company announcement on 3 July 2024). An application will be made for the Shares to be admitted to trading on AIM (Admission) and it is expected that Admission will become effective on or around 19 September 2024.” Rick Rule is a shareholder in Strata and the largest shareholder in Sprott. Sprott is a large shareholder in SVML.Rick Rule is only interested in 10 bagger probabilities. This Strata aquisition looks very promising and as a holder of Strata and SVML I am feeling confident that both will do well. Having established that Rick Rule is involved in all 3 companies this takes me to a valuation of SVLP that was contained in a report by Charles Archer in September 2024: “ “ Third, while SVML retains the operational competence to build the mine and is therefore itself the competitive tension with Rio Tinto, this pilot plant is very clearly the due diligence the major needs to see completed on the deposit before making an outright offer. While Sovereign may protest that this is all simply to accelerate and improve their own DFS, Rio’s version of a DFS will be in a different class to the junior, and it will want to take the reins before we get to this stage. My prediction is that Rio Tinto will make a full takeover offer within the next 12 months. I think it's worth finishing with a quote from legendary resource investor Rick Rule, in a recent interview with the company's Chief Commercial Officer: 'What you need to understand, is that ultimately, a deposit this size acquires strategic value. If it sells, it will sell at a premium to net present value because the users understand the critical importance of a deposit of this size and scale.' The net present value, before any improvements, stands at a little over $1.6 billion” If Rick Rule is right,which he usually is SVML is at least a 5 bagger on a takeover. So if we say SCP’s shares in SVML are currently worth circa £300000, on a takeover by Rio they would be worth £1.5 million. The share price of SCML in September 2024 was in the low 30p range which would price a Rio bid this year at north of £1.50. This would be a good return but if SVML went it alone, which seems unlikely in view of the current agreements in place with Rio, we would be looking at a 10 bagger in a few years time on production. |
Posted at 21/11/2024 08:46 by 888icb Another very positive RNS takes SVML Up 6.4% to a new high of 41.5p. This company continues to tick off its milestones on time and on budget. |
Posted at 24/9/2024 06:23 by mart12345 A lot of very 'heavy hitters' attendees at the meeting that SVML participated in, including RIO CEO. That must have opened a few eyes widely on SVML's potential. |
Posted at 23/9/2024 15:32 by 888icb Thank you for that detailed information.I just listened to a podcast where Rick Rule is asked questions about various companies. A question was asked about SVML and Rick is a shareholder. The important take away for me is that it seems highly likely RIO who already have 19.9% will take it out sooner rather than latter. In that scenario the negatives about start up costs and cost overruns won’t be a problem for current shareholders. Indeed mining problems are very much reduced as they have already built a pilot mine which is producing to test the whole process. |
Posted at 23/9/2024 09:26 by 888icb The MoS headline to the article suggests a more upbeat view than your summary. I don’t subscribe to the Daily Mail so I can’t see the article and wondered if you or some one else could post the part relating to SVML:“ MIDAS SHARE TIPS: Give your portfolio a power boost with mineral miner Sovereign Metals” The price action this morning suggests it was well received as SVML is Up 12.31% on volume of 300000 and Number 5 on the Leaderboard. |
Posted at 14/9/2024 17:43 by 888icb Here is the final part of a recent analysis of SVML by Charles Archer:“ Third, while SVML retains the operational competence to build the mine and is therefore itself the competitive tension with Rio Tinto, this pilot plant is very clearly the due diligence the major needs to see completed on the deposit before making an outright offer. While Sovereign may protest that this is all simply to accelerate and improve their own DFS, Rio’s version of a DFS will be in a different class to the junior, and it will want to take the reins before we get to this stage. My prediction is that Rio Tinto will make a full takeover offer within the next 12 months. I think it's worth finishing with a quote from legendary resource investor Rick Rule, in a recent interview with the company's Chief Commercial Officer: 'What you need to understand, is that ultimately, a deposit this size acquires strategic value. If it sells, it will sell at a premium to net present value because the users understand the critical importance of a deposit of this size and scale.' The net present value, before any improvements, stands at a little over $1.6 billion” If Rick Rule is right, which he usually is, SVML is at least a 5 bagger from its current price on a takeover. |
Posted at 10/9/2024 19:58 by 888icb The company have said they are not aware of any reason for the fall so this should presumably correct when the Australian market opens. The outlook for SVML is extremely positive particularly after its recent RNS regarding the successful pilot plant producing high quality product. It seems highly likely that Rio could make a bid for the whole company at anytime before they get rival bids from other majors such as Glencore. |
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