Professional trader of UK and US equity markets (posts are not investment advice). Now into the thirteenth year of full-time investing/trading.
Joined January 2014
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#SKA #ShukaMinerals 31% now. Flying into the close.
#SKA #ShukaMinerals I took some of these today. This seems crazily cheap
- ~£2.85m market cap.
- Last funded at 4p, warrants 8p
- "The maximum grade recorded was 45.7% zinc with XRF results returning in the range of 9-45% through the ore zone."
- Pb grades 6%
- $4bn ore resource
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#SKA #ShukaMinerals 18% now and looking really strong.
I think that the seller that had been keeping this down here must have been cleared now for it to be moving like this.
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#SKA #ShukaMinerals I took some of these today. This seems crazily cheap
- ~£2.85m market cap.
- Last funded at 4p, warrants 8p
- "The maximum grade recorded was 45.7% zinc with XRF results returning in the range of 9-45% through the ore zone."
- Pb grades 6%
- $4bn ore resource
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The Masked Stock Trader retweeted
Jun 12
#HALO Near-term value catalysts are now coming into view
Management highlighted inbound interest from industrial and sovereign-style investors, BFS-level CAPEX/OPEX numbers expected within weeks and project financing discussions advancing at Playa Verde.
Investor presentation:
youtu.be/VkrpLGmyD0o?si=enbp…
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#EPP #EnergyPathways Added a few on this dip. Might go lower, but it feels like good value in this area now we're back to the pre-gas licence area.
All it takes is one piece of news and this flys upwards.
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#HALO #HaloMinerals
Ticked up on no volume (presumably a delayed buy to come).
Notes from today's presentation:
1. Costs seem set to drop
2. M&A (no need to dilute for feasibility; will get project finance) seems soon
3. OPEX/CAPEX next month
4. Investor engagement planned
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The Masked Stock Trader retweeted
Jun 11
#HALO Minerals will host a live investor presentation via
@InvestorMeetCo 🎥
Management will provide an update on Playa Verde & answer investor questions
📅TODAY
🕚11:00am BST
investormeetcompany.com/meet…
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#HALO #HaloMinerals Very big delayed trade from yesterday. Hard to say if it's a buy or sell when they're delayed like that, because something that big was probably worked over the whole day.
Either way, it's good: either a seller cleared most likely or a big buyer arriving.
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The Masked Stock Trader retweeted
Jun 9
#HALO Minerals will host a live investor presentation via @InvestorMeetCo
Management will provide an update on Playa Verde & answer investor questions
📅11 June 2026
🕚11:00am BST
Questions can be submitted on IMC platform until 10 June, 9:00am BST
investormeetcompany.com/meet…
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#HEX #HelixExploration That's a really significant RNS!
Paid $600k in stock (worth just under $1m) for their drilling rig.
That should save them loads of money (each Rudyard drill was $1.3m I think) and saves them loads of time because they won't have to wait for rigs, etc.
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#EPP #EnergyPathways I've taken a handful of these on the technical set up (nothing heroic). Feels like it 's flushed the sellers out now and is ready to start coming back.
#EPP 8.10 prints an indecisive Doji candle with a slight uptick in volume.
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#EPP #EnergyPathways 8.4p paid now. Shifting upwards
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The Masked Stock Trader retweeted
Jun 5
#Copper is near record highs, with Citi and Morgan Stanley now discussing US$15,000/t.
For context, Playa Verde's CPR uses a copper price assumption of US$11,685/t, with an after-tax NPV10 of US$154m from reserves alone.
Article by @investingLive_
investinglive.com/commoditie…
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#FORG #Forgent There we are. Drilling to start within two weeks.
Not one I own, but probably worth watching from this low level, especially now the seller's been taken out.
londonstockexchange.com/news…
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#HALO #HaloMinerals Note the approach from the Chinese consortium.... How it's priced down here, I don't know. Mad cheap, I think.
#HALO #HaloMinerals Just appeared on Bloomberg! @markets @business
They have 350,000 subscribers globally, so that's some jolly good PR!
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#HALO #HaloMinerals Just appeared on Bloomberg! @markets @business
They have 350,000 subscribers globally, so that's some jolly good PR!
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