Our system detected that your browser is blocking advertisements on our site. Please help support FoxesTalk by disabling any kind of ad blocker while browsing this site. Thank you.
Jump to content

The Hitman

Member
  • Posts

    224
  • Joined

  • Last visited

Everything posted by The Hitman

  1. Haven’t missed it one bit which is frankly quite sad. I’ve gone from missing 2 games home and away in 5 years I think it was to absolutely nothing. It’s made me realise I probably should have packed up sooner and I think there’s a lot in that boat who are still clinging on when they don’t really want to.
  2. Plane and Aiyawatt out. No beating around the bush anymore.
  3. I agree with the lads on the pod, it’s about time for some tennis balls.
  4. I really wish they’d do a football chairman game. Imagine being able to take over Leicester and reshape it for the future. The basic football chairman app on the iPhone is one of my favourites.
  5. Haven’t played a Pokémon game for about 20 years if not more. Guessing they’ve evolved from the days of earning badges and collecting Pokémon? Could be tempted if it’s a similar thing. Bought a Switch 2 a couple of weeks ago and am pretty disappointed at the amount of games available.
  6. This will settle down as the profit takers disappear. Let’s see how it is in a few hours.
  7. https://www.londonstockexchange.com/news-article/EEE/mre-confirms-world-dominant-titanium-discovery/17276672
  8. Anyone paying to watch that needs their head checking.
  9. My worry is will we be able to afford him if we don’t go up. We haven’t spent anything this summer and have brought forward most if not all of our transfer income that was due in the next few years.
  10. For people with a Switch, I’ve never owned or even seen one before. What would be the youngest age you think you could get a child playing the sports like you used to on Wii sports? Even if it’s just throwing a bowling ball down an alley. With winter coming I need to find some more entertainment.
  11. People who attend matches still need to step it up. They clearly feel the pressure isn’t too much yet.
  12. I get that it’s fairly normal but it’s a concern that it’s still required for transfers that are only a few million. If things weren’t that tight you wouldn’t need to bother. If cash flow wasn’t really bad then we wouldn’t be pulling forward a poxy (in football terms) £2.5m from 2026 and 2027. Surely we don’t need £5m that urgently that we’re prepared to devalue it with interest payments if everything is fine.
  13. To need to keep doing this over and over with what seems every transfer shows just how bad the cash flow must be.
  14. My Mrs keeps saying to me that I should have sold at 80p and re bought when it crashed. If only it was that easy eh!
  15. For anyone worried about the recent drop give this a watch. ‘Enormous Upside’
  16. Winks, Bouba and James middle three. Ricky P and Faes starting. Everything else as it was.
  17. Faes is starting above Okoli.
  18. No issue with this, he should be a back up though.
  19. We went to view a house Saturday and we love it. The only concern is it’s on a main road and the traffic noise is noticeable inside upstairs. There is carpet but not furniture or curtains in the two rooms affected, so I know they’d help if we bought it. Has anyone got any history with trying to soundproof windows? It’s double glazed now, I’d be happy to pay to upgrade to triple or sound limiting glass but I’d want to know they actually work before committing to the house and throwing money at the windows. I’ve been advised that you soon get used to it but it’s not something that I want to risk.
  20. Check out what Manlord has been saying on either Telegram or LSE, he had a meeting with Shaun Bunn yesterday. In fact I’ll copy and paste it below. From what he’s said in the group he thinks the MRE is nailed on to be game changing in the titanium world. It’s a long read but well worth it for anyone invested or thinking about it. Hi all, I wanted to share some of the key takeaways from my meeting with Shaun and Arabella earlier this morning. It was really positive stuff across the board and there’s a lot of excitement about where the company is heading, and it was clear how much effort the team is putting in to drive this project forward. As always, all 3 parties agree to discuss only information that has already been publicly communicated via RNS or company interviews. CEO Appointment: I asked Shaun about the possibility of formally appointing a CEO and how that might work, whether it would require a board decision, shareholder approval, or both. Shaun explained that, at the moment, the company hasn’t prioritised restructuring at that level because the current setup is working exceptionally well. With Pitfield being the flagship project in Australia, Shaun as Managing Director oversees the operating team directly. He made it clear that this hands-on approach ensures that the operational side is being managed with precision and accountability, while Greg and Arabella seamlessly handle all finance, corporate, and investor relations matters with the boots on the ground team working exceptionally well together. Shaun’s energy was clearly evident as he described how this setup is not just functional, but really allows the company to maintain agility while scaling. The non-exec chairman based in Toronto adds some obvious time zone challenges, but Shaun emphasised that these are managed efficiently, and that having such senior people involved demonstrates the credibility and growth of the company. Importantly, Shaun acknowledged that as Empire approaches a half-billion market cap, the idea of a dedicated CEO could become relevant in the future. From the shareholder perspective, this would be a strong, positive signal and a reinforcement of the professionalism, maturity, and strategic direction of Empire Metals. Shaun clearly welcomed that feedback and confirmed it’s something the board will revisit as the company continues to grow. Century Minerals JV (70/30 split): There’s been a lot of curiosity about the 70/30 JV with Century Minerals, so I asked Shaun to clarify how it all works. Shaun explained with his usual clarity and enthusiasm that Empire retains full operational control at all times, and Century’s 30% stake is free-carried as part of the original arrangement. Their funding contribution comes into play in the near future, which makes sense given the structure. Shaun emphasised that Century’s involvement is valuable but passive, essentially providing geological expertise and industry knowledge. CTD........ He walked me through the mechanics with a lot of energy, explaining that Empire always retain ultimate control. Shaun highlighted that this setup is robust, highly structured, and designed to protect shareholders while allowing the project to move forward efficiently. He was very clear that the relationship with Century is hugely positive, collaborative, and constructive and that the team is conscious of maintaining a strong partnership while safeguarding the project’s success. I have no concerns about our 70/30 JV with Century, in fact I believe the structure was carefully designed to develop Empire and Pitfield. Funding & Government Support: I asked Shaun about funding and potential government support, particularly in relation to critical minerals. Shaun explained that Empire has ongoing engagement with both federal and state government agencies in Australia. They are already benefiting from research rebates, which return about 40% of qualifying expenditure, and partnerships with Curtin University and CSIRO effectively double the impact of technical studies which keep cash burn rates low and with plenty of benefits. Looking further ahead, Shaun highlighted that once Empire moves toward feasibility and development decisions, there may be opportunities to access larger government programs, including critical minerals facilities. Importantly, he reassured me that there’s no immediate pressure to raise additional capital, as the company is WELL FUNDED for the current and next stages. The company are constantly monitoring opportunities, both in Australia and internationally, including potential UK or US programs to ensure they have flexibility and options for the next phase. What I found particularly insightful was Shaun’s discussion on the geopolitical context. He talked about how governments including the US, UK, and Australia are increasingly focused on securing their own supply of critical minerals. With NATO requirements, fighter jets, and other defence needs, countries are realising that having independent access to strategic resources is hugely important. Shaun pointed out that this global shift in priorities and the heightened interest from multiple governments adds another layer of long-term potential for Empire. The world’s changed enormously over the past year in terms of supply security, and Empire is very well positioned in that space. Overall, it’s a very proactive approach to managing funding and government relationships without unnecessary risk, while keeping an eye on major macro trends that could positively impact the project. He was very confident about future financing options and I don't envisage any situation whereby we are chasing people for finance, the exact opposite is the case where we are likely to have the pick of the options on the table. That's my interpretation of this topic. CTD............... PR & Communications: Arabella shared some insight into how the PR side is handled, and it’s clear that Empire is now approaching communications in a very professional and structured way. They have an established process for amplifying news through multiple channels, including the US and Europe, and they work with journalists and media outlets to ensure coverage reaches the right audience. Conferences like TZMI and Diggers & Dealers are part of the strategy, and Shaun will be speaking at some of these in Q4, which adds to the visibility of the company. From my perspective, the PR is now crisp, professional, and highly effective. The messaging is consistent, the materials are well-prepared, and the team has clearly made a deliberate decision to step up the quality of communication. For shareholders, that level of professionalism is very reassuring, it reflects well on the company and adds confidence in how Empire is positioning itself in the market. Arabella comes across as extremely professional. She communicates clearly and confidently, presenting herself with poise and credibility. I have no doubt she represents shareholders exceptionally well, whether at Empire-hosted events, corporate meetings, or during investor relations calls. Her professionalism consistently leaves a positive impression and she is an asset for us shareholders hoping to see this area of the company match our mining activities. Overall Takeaways: The main focus for everyone right now is the upcoming MRE, which Shaun emphasised will be a major milestone for Empire. He made it clear that the rollout is being carefully planned with full attention and fanfare, it’s not just another technical update, it’s a pivotal moment that will really showcase the project’s potential. As Shaun put it: “We plan to roll it out with trumpets and fanfare, and it won’t go out unnoticed, I can assure you.” (I noted a very big grin from Shaun at this point who was ultra confident and ultra calm. No drama, no hype, just confidence in what he and the team have at Pitfield. This milestone highlights the strength of the team, the depth of planning, and the robustness of Empire’s position in the market. Shaun’s comments really underscored how well-prepared they are to make the most of this opportunity. Between strong operational control, structured funding strategies, professional PR, and a very capable team, the future looks incredibly bright. Shareholders should feel confident that the MRE is set to be a real showcase of everything Empire has achieved and a launchpad for the next phase of growth. I'm truly excited at what's ahead for Empire and who we have driving the business forward. CTD..... Personal Note: I opened by thanking Shaun and Arabella for taking the time and for the continued efforts from both and the Empire team. I mentioned that as a shareholder I’ve been really positive on the progress to date and also highlighted the significant share price appreciation we’ve seen. I noted that there have been multiple comments from shareholders, many sharing how this investment has had a genuinely positive impact on their lives, in some cases life-changing. Both Shaun and Arabella acknowledged this feedback during the call and said how pleased they were to hear it. I felt it was important to convey what I have been hearing regularly over the last 3-6 months. One thing I want to highlight, which may not be obvious to all current investors, is that outside of all the fundamentals, technical data, financing, and every other aspect of the company, the human side here is truly remarkable. It is extremely rare for a company CEO or Managing Director to meet directly with shareholders via Teams calls or email. What’s even more unusual is having the head of public relations and communications on the same call, giving us a direct line into the company and the board. This interaction is valuable not just for understanding what they are telling us, but also for what we are able to communicate back. For example, I was able to highlight the likely heavy demand for any direct opportunity to participate in future fundraises, though, to be clear, there is absolutely no need for a fundraise at the moment, and that was made very clear. Arabella confirmed that our feedback has been noted, received, and will be considered, which is really all we can ask for as shareholders. We discussed other items also to which they both valued having the shareholder thoughts, views and opinions as that's how the company and shareholders collaborate for best results. A sincere thank you to both Shaun and Arabella for taking the time and effort after what would have been a long day in Perth to join me on the call. They were back-to-back with meetings and had to jump off after just 30 minutes so I didn't get to discuss every topic I had however, I left the meeting very enthused and very comfortable. This interaction is very rare and speaks volumes about how the company is run, it’s a real testament to Empire Metals’ leadership from the top down. Final Thoughts: Essentially, after coming off the call guys, you know I’ve been very pro-Empire and the management team for a considerable period of time and rightly so in my opinion. However, again today just reaffirms my position as being unbelievably happy to be involved with Empire Metals and to be a current shareholder. For any shareholders out there, this is going to be one hell of a ride, short, mid, and long term and one we should all be incredibly excited about being part of. THIS IS NOT YOUR TYPICAL AIM COMPANY and I would not treat it like a typical AIM company. ATB ML
  21. Hold. I want £4.17 per share and believe it’ll do it by 2030 at the latest. Edit to add, I’d worked that out before the last couple of weeks crazy rises. I think some institutions are clearly getting involved now and would not be surprised to hit my target well before 2030.
  22. 80p 🚀 💰
  23. I’m 35 now. Have a plan in place to retire at the very latest of 55 using my stocks and share isa as a bridge to 60, which is when I can cash my lifetime isa. Also have my pension set at 60 but will evaluate when to take that later on.
×
×
  • Create New...