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I'd be happy (very) with the Analyst target reported on stockopedia. Though it does seem a tad high.

Zeus update giving Ree a fair value of 8.9p.

Https://www.youtube.com/watch?v=0VJZALWou-s

1hr.22m W7L

****ney rebel bought in recently and todays rise after initial fall, will be some investors following. he did an interview earlier today live with paul hill on vox. the replay should be out maybe later on today or tomorrow.

Warsh was just the trigger. He is seen as being hawkish in the past meaning he is against QE which increases inflation. That in turn then increased the price of the dollar which is bad for gold/silver. I’m the mean time, jp Morgan had a rather large short in silver at a price of 78. So with the Warsh announcement, the end of the month, Asian markets already closed for the weekend it was a perfect time to manipulate the market and make it crash allowing the shorts to exit. They did this by raising the margins required for leverage accounts. If you hold any cfd or spreadbet account you would have be notified of them increasing the margins. These margin increases forced sells which in turn lowered the price and forced more margin calls, driving the price even lower. Note where Silver bounced from, 78, where np Morgan was able to exit their shorts.

What happens next is any bodies guess over the next few days or weeks. But in the longer run gold and silver will march higher and the dollar will continue to fall. Physical demand is still there. This has all been a run on leverage accounts. As for PAF, there is also strong support at around £1 which I’d be very surprised for it to go lower than that if it did actually drop to that level. Quite a few people talk of selling at £2, that imo would be a mistake. If you think the profits are good for PAF at 5000 just wait and see what profits they will make when it’s 6000-10000.

Bottom pickers wear big knickers?

The US is the world's largest producer of oil. But it produces light oil. The majority of oil used in by US manufacture is Heavy oil. Canada exports 60% of it's heavy oil to the US but due to tariffs, is now looking to cut back on it's exports to the US and trade elsewhere. To compensate for this, the US needs to find other sources of Heavy Oil. How fortunate is it, that Venezuela has one of the biggest sources in the world for Heavy Oil. So, you may wonder what this all has to do with REE. Well Gallium is also a product the US has to import due to producing very little within the country. Gallium is also a material that Canada exports a lot of to the US. So it stands to reason, the US is going to have to find other sources for Gallium as it will not be able to rely on Canada for the product. Ofc, this does not mean a deal for REE with the US is guaranteed but shows the US does need to find supplies of Gallium outside of Canada.

Oh leave Savage alone. He may be idiot and a despicable human, but we need these type of humans in the world. They make the rest of us look good.

There are not any broker forecasts. Since snx changed brokers the old forecasts have been removed and the new broker has not released any. It is a big of a shamble and Amanda Larnder should sort it out.

Yes it is cheap. Very. The problem is low liquidity. Which means when someone with a large holding wants to sell, it’s difficult to do so and the share price suffers for it. On the plus side, it can move up very quickly if someone decides to buy in with a decent amount.

Agree with you. If it continues as it is, then forecasts will likely be beaten and RFX will indeed do 43eps for 2026.

Yes, profit taking, though it would have to had run a bit further ahead for me to trim and buyback later.

The dividend yield is ok, especially if bought at a lower price and is nice when waiting for the sp to grow inline with the valuation for the growth.

I do not expect any major pull backs in the sp. It will steadily grow.

As for being run by solid bod, it is very much so. I met Peter Kenyon a few times many years ago and he is a very steady director, that will not rush things but believes in sensible and realistic, steady growth. He is very good at what he does.

I am happy to just hold and wait as I see the sp just steadily growing. It is a nice little hedge to have with the Gold.

Not far out with 43eps.

37eps for fy25. Multiply that by 13 and we get 481p making the company under values at he current price.

If we take the forecast eps for fy26, 41eps we get a target of 533p.

Cavendish give a valuation of 490p.

Ofc the company will come back from suspension. Pf needs it too to continue paying his wages. He’s made it work for years and years now. It doesn’t matter that the company never makes a profit as long as he can keep securing loans at the investors expenses, then he can keep paying his wages. There are always new investors that come along and believe what he says. As they say, at least Robin Hood wore a mask.

Totally agree with you Chiefofchiefs. The CEO set out on a multi year plan, reduce revenues by removing the loss making and poor margin contracts, reduce costs. These things take a long time to implement but he has done the things he intended to do this year, which was primary to reduce the costs. There will ofc be downs in the sp along the way but in time even £9 could seem cheap. It is not about how much revenues they can create, but about how much profit the company makes. Btw, you forgot to type IMHO (lmao).

Perfect timing on the contract. We are now in the traditionally strongest 4 weeks of the year for markets to go up.

It does.

A few recovery plays are CML, BME, VIC and PROC. Not sure if any fit your criteria and all have negative as you'll find in any recovery play stock. CML is not widely known, which can be an advantage but is a bit illiquid. BME is expanding and growing revenues through expansion but on a lfl its sales have fallen and ofc it's retail which has it's own problems. VIC, I prefer out of them. Seems to have a solid growth plan, bought out a competitor, built a huge warehouse, has a good fcf which enable it to spend on marketing which other competitors do not have the cash for. Once again, it is retail, though, when people spend less they turn to unbranded products which for VIC drops their revenues but increases their margins. PROC, retail again, is expanding with 10 stores a year, lfl sales are growing too. They have had a few years now of improving figures. It is low illiquidity and has a high ownership percentage. Probably the least like by me of the 4.

Interesting to see while pi's were unloading yesterday others were loading up. Does anyone know of Michael James McHale?

Record revenues of £68m that beats the forecasts of £65m.

EBITDA of £8.5, also beating forecasts of £6.9m.

PBT of £6.5m beating forecasts of £5.3m.

Net cash increased to £14.1m which is now just shy of 29% of the market cap.

Increased final dividend of 2.8p, giving a total dividend for the year of 5p.

The only negative I see is that SNX may not blow the lights out next year if they do not win any major contracts and the financials may end up looking similar to this year.

As Laurence Hulse of Onward says, this is looking like a bargain. He also said that they have been buying, and re confirming that this is a 5 year investment for them.

It is a good sector to be in with all the extra security needed and being spent over the coming years. There is ofc a lot of new casinos being built around the world of which SNX is expected to win contracts for and these are big contracts.

So for me, I will continue to hold and if it does dip any decent amount I will be adding.

The PSE tests sales were less than 100 a month back in September 2024 which have more than doubled in September 2025. November sales were around 250. So, as you can see it is growing. Their target is 500 a month. Whether they can achieve that or not, who knows. To go beyond that though, they will need a partner as the costs of a decent sales force is very expensive, but those sales forces are extremely good at what they do and do pay for them selves. This share certainly is high risk, but also has the possibility of very high returns.