Zanaga Iron Ore Share Discussion Threads

[kemche] 18/1/2025 21:09

White hats any day now.

[gismo] 18/1/2025 19:25

Prize idiot

[smithie6] 17/1/2025 10:55

RV. Recreational Vehicle.

big one or small one ?

Will it arrive with free food & drinks to give out ?

[kemche] 16/1/2025 20:38

RV tomorrow afternoon.

[kemche] 15/1/2025 11:24

Just you wait.

[kemche] 14/1/2025 21:15

RV any day now. Cabal, black hats.

[extrader] 14/1/2025 18:10

Future Minerals Forum kicks off today...a good time to announce a deal, if there is one.

Crown Prince MBS and Saudi Minister of Mines both tweeted today re convo's with their Brazilian opposite numbers.

Manara Minerals (Saudi) has a (2 years, so far unfulfilled) mandate to source 'green ore' as part of Saudi's Vision 2030 and Vale (Brazil) has been promoting various related smelter projects in the Gulf.

Saudi bought a stake in Vale's Basic Minerals offshoot last year.

It's tried to source ex Africa previously (Simandou and Gabon), maybe it's 3rd time lucky ?

As ever , more detail on the 2 x lse boards...

NAI, dYOR, etc etc
ATB

[extrader] 14/1/2025 18:03

See this explanation ex MinorMiner, which I'm not qualified to assess, but sounds plausible :

My hunch is that a ZIOC bull bought a 'call option' fully expecting transformational news. Very reasonable too given all the clues we have had from the firm.

The seller of the option would have had the reverse exposure, standing to lose on an share price surge. However what the seller had was insight as to where sell orders existed (manifesting as resistance on the charts) and I venture that this would have been residual stock from the 5.25p placing in July. Thus the seller was prepared to gamble that the premium he received and sight of the sells orders made it a reason bet to accept.

However.....

The positivity was such that the share price went up through a series of resistance levels where sells may have been clustered , i.e. 7p then 8p and the big one at 10p.

As it did so the option seller would have been forced to hedge his upside risk, i.e. to buy shares. Thus we saw repeated waves of buying as each level was breached.

Things took an unexpected turn on Tuesday when UK interest rates (via Gilt yields) exploded higher. This happened just as we hit 12p. Sentiment immediately turned through 180° and we got Risk Off. The Brokers quickly turned defensive, probably under orders from their in-house risk managers.

ZIOC started to fall back. As it did so the option seller, who had bought shares as upside protection (his hedge) no longer needed them and he had to sell them back to the market. This sent the market lower which squeezed out day traders and weaker hands but, as it did so, the option seller was then forced to then sell more of his hedges bought on the way up. I could see this in the waves of trades and orders being placed and filled via L2. We got a cascade of sells.

The upshot of all this is that we ended back at the level we started from - 8p.

This has left the market confounded, unsurprisingly, about where all the positivity went. The answer is that it is still there and the fundamentals and prospects remain extraordinarily good. We've just had a lesson in how illiquid stocks on AIM can work.

NAI, DYOR etc etc.

HTH

[highly geared] 14/1/2025 15:03

Have those guys , who ZIOC did the equity finance instrument with, still in the picture (selling shares)?

Looking at the chart, there seems to be a persistent seller, or some hot money entered in the 7p region for a quick trade and has exited from 12p all the way down to today.

[gismo] 13/1/2025 09:02

RV, Government takedowns, reset, it's all coming very fast now

[kemche] 12/1/2025 21:42

White hats.

[extrader] 12/1/2025 21:38

V droll! ;->

To be fair to AT, who's been holding the fort and flying the flag almost from IPO days in a challenging environment, he uncharacteristically says specifically per the last Proactive interview - after commending PI's for their patience - that they should expect 'newsflow in the New Year' as milestones are met.

There've been a lot of detours and hiccups along the way (not many of ZIOC's doing, IMO), but the stars do finally seem to be aligning.

If/when things start to firm up, no doubt new (and perhaps unforeseen/ unforeseeable) 'stuff' will emerge. So it's by no means a racing certainty.

The 2 x ZIOC boards on lse discuss things in a relatively balanced way, AFAICS....

But then again maybe ' I would say that, wouldn't I'?
;_>

ATB

[yorkie52] 12/1/2025 20:14

Exceptional research Extrader. Is your real name Traher? Lol. You seem to know more than management do about what's going on. Lol

[extrader] 11/1/2025 18:01

Hat-tip to MinorMiner elsewhere...

..Chinese FM and Big D 'have formulated “a timetable and road map” for how President Xi Jinping’s US$50 billion funding commitment will go into African infrastructure projects...'

> What's Brazzaville's slice? $2bn for Sounda Dam? Mineral port funding? Upgraded road and rail? Hydro for Zanaga via CMEC, perhaps?

CHINA, CONGO DRAW UP A ROAD MAP FOR XI JINPING’S US$50 BILLION AFRICA INVESTMENT PLEDGE

Foreign Minister Wang Yi sas China ‘will help Africa to develop and revitalise itself and move towards modernisation’

China and the Republic of Congo, also known as Congo-Brazzaville, have formulated “a timetable and road map” for how President Xi Jinping’s US$50 billion funding commitment will go into African infrastructure projects over the next three years. Chinese Foreign Minister Wang Yi, made the announcement in Brazzaville on Tuesday, on the second stop on his tour of Africa. Speaking to reporters after his meeting with President Denis Sassou Nguesso, Wang said the two countries will host a ministerial coordination meeting to implement the outcomes of the Forum on China–Africa Cooperation (FOCAC) summit in September.

These included a series of measures to boost trade, economic and diplomatic relations, as well as military cooperation and strengthening of party-to-party relations, in addition to Xi’s funding commitment for the continent. Among the measures announced at the summit were zero tariffs on 100 per cent of goods from Africa’s least developed countries, as well as major land and sea connectivity projects.

Congo-Brazzaville was picked as FOCAC co-chair last year and the oil-rich nation will [remain in office and] co-host the 2027 forum.



NAI, DYOR, etc etc
GLA

[kemche] 10/1/2025 20:50

RV any day now.

[extrader] 09/1/2025 17:29

Following Wang Yi's visit, this has just popped up :

hTTps congoenergyinvestment.com/news/advancing-rural-electrification-republic-congo-through-solar-energy-hydropower

.."Harnessing Hydropower Potential

With 70% of the country's energy derived from natural gas and rural communities relying heavily on diesel generators, hydropower offers a sustainable alternative. The Republic of Congo boasts a technically feasible hydropower capacity of 3,942 MW, of which only 4% has been utilized. A flagship project is the $9.4 billion Sounda hydroelectric dam, financed by China Overseas, set to begin construction in January 2025. Expected to generate 600-800 MW by 2030, the dam will significantly increase national electricity capacity, with a focus on extending distribution to underserved rural areas.

In addition to large-scale infrastructure, the Congolese government, in partnership with the United Nations Development Program, is advancing the Rural Electrification Project. This initiative focuses on micro-hydropower plants, offering clean, reliable and cost-effective energy tailored to rural needs, fostering improved living conditions and economic opportunities..."

Not much point announcing and holding an international investment forum unless some of the above is nailed on.....you'd think?

GLA

[kemche] 07/1/2025 14:17

RV tomorrow!!!!
The cull of the Black Hats live!

Finally!

[gismo] 07/1/2025 13:46

RV being announced tomorrow!! Take your profits!

[donkyman] 07/1/2025 13:45

Tree shake????

[catchingmice] 07/1/2025 11:44

Nice return for anyone who bought at the end of November 2024 @ 3.51Unfortunately i didn't

[gismo] 07/1/2025 09:24

2025 is when the financial system resets and the market crashes. QFS system now live.

[bbanker] 07/1/2025 07:18

Don’t get carried away with unverified forecasts but the current value is way below this company’s potential. 2025 could be the year we have all been waiting for!!