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#SNT

Should see RNS later confirming £300k fundraise approval. Following that a revised TR-1 from Disruptive (20m shares added) and director deal (33m or 2.4% to Richard Parris).

150m shares unaccounted for so hoping/expecting a further TR-1 or 2? Then it's onto the news flow.
Within RNS and during face-to-face meetings the #SNT team couldn't be clearer on their plans. A complete shake up of BOD has created one of the most successful/shrewd boards on AIM. No doubt new direction to be confirmed shortly. These guys won't be here for a quick flip!
Marco Nijhof of #SNT specialises in real estate. Disruptive have strong connections to re-development of Commune d’Evolène - a massive re-development project in Switzerland (worth many £Ms). RNSs and conversations directly indicate health resorts...

disruptivecapital.com/news/ptarmigan…
Read 6 tweets
Morning all - a few days off from the markets post GE, for a trip to Clermont to watch @bathrugby (lose with dignity 🙄).

Great to see #RRE slowly recover. Said it before, but - a $1.2bn offer was made. Completion of that deal would have seen the SP up by 250% minimum, IMO.
#MKA also beginning to climb back up. The Talaxis / Chinalco MoU is massive: Chinalco is one of China's six SEOs that hold a near-monopoly over the global REE market.

Its partnership with Talaxis is, for me, evidence that it's acutely aware of the Pentagon's interest in Songwe.
#HZM is also recovering, in line with Ni bouncing. Expecting a busy Q1 there, with major newsflow generated by both projects. Current EV (~£27m) is simply wrong. If it doesn't change soon, I don't think it's unreasonable to suggest a takeover - Orion being an obvious candidate.
Read 9 tweets

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