@JohnM_AIM Profile picture

JohnM

@JohnM_AIM

Hold #AAZ #AEP #ATYM #AXL $MAG #PSN $SBSW $VAL #YCA Trade on #cnr #frg $scz Views are my personal opinion only

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Pinned

#twinpeteschallenge 2024 #AXL small oil producer with aggressive drill prog #AAZ undervalue copper/gold producer with exciting assets to develop #DEC oil Co pay c25% div #CAML low cost copper/zinc/lead producer with cash for acquisition #THX low cost gold producer near 52w lows


JohnM Reposted

Late on Friday afternoon the news that Russia has made good on their previous threat from September to introduce an export ban on $uranium to the US saw the spot price move $3 higher. It provided the largest positive daily move in the spot price since January when Kazatomprom…

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JohnM Reposted

I expect gold to rally above $2,600 and then sell-off towards month end to test $2,500 area and then take off towards mid December...

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JohnM Reposted

🇺🇸 #Fed Speeches and Data Flag Caution on Rate Path Ahead | A thread (1/6) ⬇ *Policymakers have taken a more cautious and hawkish approach following the November rate cut, indicating a restrained strategy toward further monetary easing. The shift was driven by Fed Chair Jerome…


JohnM Reposted

🇺🇸 (4/6) | The change in sentiment, combined with the release of October inflation data this week, led to a market adjustment. ➡ The likelihood of a December rate cut dropped to 58% by week’s end ⚠, down from 80% earlier in the week. *Chart from Bloomberg WIRP ⬇

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JohnM Reposted

The 🇺🇸 market is pricing in just 3 rate cuts between now and the end of 2025, according to the CME FedWatch tool.

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JohnM Reposted

🪁Are U hoping for a higher Spot #Uranium price?🤑 Just wait 5 minutes and check again.😆 Spot #U3O8 for #Nuclear fuel brokers @Numerco is now Up +$2 to $81.50/lb, matching October's reported month-end Average Long-term $81.50 contract price.🚀🤠🐂

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RSG admitted defeat & sold yesterday given extent of the possible cost being imposed. Terrible timing buying a week before. Luckily was not too big a position but v frustrating. Rebought CNR sounds to me that deal could be imminent from RNS yesterday.


#frg non-dilutive unsecured Bridge Loan of £1m ensures maintain full sholder value - good to see :-) Limeco's quicklime project commissioning in Q424 Submitted loan application to major Zambian bank = fund acquire 45% stake & repay Bridge Loan.

Firering Strategic Minerals plc - Funding Update Non-dilutive funding strategy to deliver shareholder value #FRG #Quicklime londonstockexchange.com/news-article/F…

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JohnM Reposted

Traders Trim Bets for December Fed Rate Cut on Powell’s Caution Policy-sensitive US yields climbed as Fed chair spoke on rates Powell said no need to hurry rate cuts with economy strong bloomberg.com/news/articles/…


#cnr £475k Loan Facility Co repay loans in full on 1st to occur of 1) complete sale of SAG Mill 2) complete sale of all or substantially all of assets of Co 3) complete sale of entire issued share capital of Co 4) yr from 14Nov24 Thinking hear soon :-) voxmarkets.co.uk/rns/announceme…


#uranium #yca - low risk play on spot price.

JUST IN: 🇺🇸 White House plans to triple Nuclear Power by 2050 to meet technology demands. ☢️ $URA

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JohnM Reposted

Another 1k net bopd added to their ever growing portfolio over at #AXL 👏 Debt free, $18m+ cash in bank and generating $3.5m/mth from production. 2 more wells before YE and 2 rigs confirmed for 2025 and their 20+ low risk well program, prime takeover target at just £64m mcap! 🤯

#AXL is pleased to share its latest operational update: Our 5th horizontal well, CNB HZ-6, is now on production & exceeding expectations. Great results from the #CNB pad! 👏 Find out more: bit.ly/3Z0Beod

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JohnM Reposted

Thar she blows!🐳 Spot #Uranium has now rebounded back to $78⬆️ with a slew of new buyers on the bid as sellers ask $78.25/lb #U3O8 while @Sprott Physical Uranium Trust $U.UN rallies Up +8%.📈🤠🐂 See U!🫡🌊🏄

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#commodities getting hit whilst $ continues to move up. Trying to work out if $ will hit resistance soon & start to pullback🤞 as suggested below. What are others thinking?


Markets can be harsh #rsg down 35% #axl down 6% At mo as canada/us still open: $sbsw down 9% $mag down c7% $elef down c14% #msi up 6% trying to help


#AXL CNB HZ-6 currently flowing at 960 BOPD net to AXL CNB HZ-7 spud on 22Oct24 Current net corporate production is over 5,305 BOE/D, inclusive of CNB HZ-6 Cash position exceeded $18m on 1 Nov24 voxmarkets.co.uk/rns/announceme…


JohnM Reposted

🚨🇺🇸NEW : Donald Trump is reportedly considering making British exports exempt from tariffs [@thetelegraph]


JohnM Reposted

Deutsche Bank is estimating that #GRG Greggs faces an extra £97mn in costs over the next two years because of the budget. It is honestly insane some of the numbers that are starting to appear. This below from the Telegraph urging corporate Britain to fight back

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JohnM Reposted

China finally releases the bazooka stimulus

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