Molten Ventures Share Price (GROW)

If it had not been for the dilution and the 19m currency movement in the wrong direction we would have had a small increase in NAV/share from September. I’m calling bottom on NAV/share downgrades. Now organic growth of portfolio booming along at 63% revenue growth will start to kick in going forward.

Step aboard before train leaves the station.

I am a little more comfortable with the NAV as they have been probably supported in the context of a possible Fca review so audit and board would be on notice. However actual accounts may have to flag up post balance date events, so may not read as solid as this update with Graphcore bound to get a mention.

Mixed but overall positive -especially forward guidance for 2025.

63% revenue growth of core portfolio will finally NAV/share in coming year.

90% of companies have runway s of over 12 months and 50% a remarkable 24 months.

Basically saying NAV/share downgrades over at 661. Should be growth from her forward -maybe in part proportional to sales growth. No reason for 2.42 SP. Should now be 75%-80% of NAV/share.

NAV/share back to 2021 results. 3 years of no growth. That is sufficient.

PS The sp now is 2.5% higher than when I bought the share earlier this morning...

Thanks for the (sarcastic) comment.

'Buy at the top'... this sp is still very low compared to what it has been (even in recent times).

Who can time the market:? (as the truism goes). I am just pleased to be invested here again - and if took some good company guidance for me to do so, so be it.