Microbagman

Microcap investor & bag collector - Not advice, DYOR

[Microbagman @microbagman]

#atn - Nick Nugent - KNG Securities increases Aterian stake to 8.2% - bought #fmet last September 👀

[Microbagman @microbagman]

#forg - Forgent Plc - placing coming - Seeking authority for 45bn shares 😬

[Microbagman @microbagman]

#IPX - Impax - net outflows continue 🙈

[Microbagman @microbagman]

#dkl Dekel Agri-Vision - CPO seasonal low, season has arrived early again!!

[Microbagman @microbagman]

#sku pretty underwhelming results from Shuka Minerals

[Microbagman @microbagman]

@patviera I bought around the same price a couple of days ago just wish I’d bought more 🤦‍♂️ #cta

[Microbagman @microbagman]

#bsfa = took a look at this - think i am correct in saying this is a death spiral scenario

[Microbagman @microbagman]

#coro chunky buys - is the lending about to lands - scheduled for around now - will rerate if it does

[Microbagman @microbagman]

@Gaz_AIM what did you hear?

[Microbagman @microbagman]

#alk got removed from the telegram board for explaining that an EIA application needs to accompany planning permission application so their claim that planning would be submitted this week were erroneous - rebuttal its not an EIA application but a EIA statement 😂

[Microbagman @microbagman]

#ecr so that’s c3 years (assuming they don’t buy another wash plant from profit) to mine phase 1

So c$2.3m pa less costs 😃

[Ant_Man 🗽 @online_antz]

#ALK

The market is asleep to yesterday’s RNS

The FEED update materially increases the probability of financing:
• defined capex & opex
• predictable cashflows
• fixed processing margin
• tier-1 offtake in place

At ~55% TVL retention, & finance locked in (Feb?) my 🎯 £12+

[Microbagman @microbagman]

#alk - my take

1, moved to merchant refiner model to remove risk & guarantee cashflow for train 2 financing
2, purchased land 👀train 2
3, train 2 will be mine to metal with higher EBITDA

market may not like the drop in EBITDA but likely all part of the bigger picture for PA

[Alkemy Capital Investments Plc (LON:ALK) @AlkemyCapital]

#ALK | @TVLithium signs binding offtake agreement with Glencore

🔹5-year deal for up to 50,000t of battery-grade LiOH
🔹First deliveries aligned with 2028 production
🔹Major milestone ahead of FID, validating TVL’s model & market position

RNS: https://t.co/RCIdRewVWS

[Alkemy Capital Investments Plc (LON:ALK) @AlkemyCapital]

#ALK | @TVLithium FEED study now 90% complete.

🔹On track to confirm lowest-cost LiOH refinery in Europe
🔹>94% lithium recovery | fully electrified | 65% water reuse
🔹340+ suppliers engaged ahead of construction

Momentum building toward FID.

[Microbagman @microbagman]

@Clive205 @online_antz I’ve got 1% that ain’t going anywhere until FID #alk

[Microbagman @microbagman]

@patviera

Nic, you still holding #fin @_finseta ?

Dipped me toe back in this morning

[Microbagman @microbagman]

#ecr -have small holding at 21p

Exactly the same playbook as last time - 3 back to back RNS

The same motley crew @DDS_DocHoliday, @DavidBurton1971 pumping away & then a raise

set myself 40p target🤔 this would play out 🤦‍♂️

will hold as 🤞 this is the last of the skullduggery

[Microbagman @microbagman]

#alk @TVLithium #Lithium

another hire!

but what is more telling .... do you go to the bother of having TVL bottles made if this ain't going to happen?

Market sleeping on this - will at least bag on news

probably a few more bags after that!

[Microbagman @microbagman]

#apta

The jam is close, i can taste it

- Alphazyme partnership - first commercial sales anticipated in H2 26
- imminent delivery to Unilever for evaluation, targeting an additional pathway to prevent odour generation