Member Info for 803799

Read Oak's note this morning. There's a comparison table with other Graphite projects, comparing mcap to NPV, of the 11 companies compared BRES is the 2nd cheapest with a value of just 4.4% of it's NPV. Some projects are in the mid 20s!!

Well Cameron's bought a few more. Admittedly at lower prices than today but he's dug in his pocket. I always like to see an exercise options RNS without a 'he then sold the exercised options for tax purposes' or something along those lines. Means he's actually accumulating.

I'd like to think they wouldn't chuck £30k of their own money in for nothing

If Seaport hits $35, PRTC holding will be worth $584m. Vs the $453m Puretech mcap.

If Seaport gets anywhere near $35 we'll see significant upside here

Agreed previously DFS was 01 Dec and sp didnt hit it's peak until almost 3 months later at the end of Feb. Market will take time to digest the news, and while it does funding discussions will continue in the background!

Haha just looking in! What a load of rubbish! Spot a deramper from a mile away!

No change in upfront costs for the project, although oil up 50% since Dec, could that explain the IRR drop?

Spoke too soon hopefully PJ

Ah fair enough my bad.

I still dont believe the large transactions are warrants as they wouldn't be at that price?

If they were warrants being exercised they wouldn't show as trades on the book would they? As they are newly issued. Could be warrants holders selling, realising a profit with a plan to exercise warrants but thats pure speculation.

Lots of talk about 'confetti' warrants but we haven't had a warrants exercise RNS for months.

Thanks Investhome

Has anyone had eyes on Shore Capital's initiation note.

Very nice. A £10k buy at days highs is not to be sniffed at!!

A couple or very significant buys gone through there!

When Lyne came in i had genuinely hoped that they would start an orderly wind up of the business. Once Gallop and Celea are spun out surely that is the next available step. PRTC will effectively be a holding company at that point.

Is it end of Q2 or end of May? I've seen both quoted!

Anyone know what the upcoming catalysts are? There has to be something that gets us permanently above 140p.

From my perspective it would be good to see some more persistent buying from the States, Tang et al.

Bres isn't on AIM my boy

Think we've got a seller having a bit of downward pressure on the sp. Hopefully they clear soon then should be onwards and upwards

3 days in a row some really chunky trades legal? Overall volume not crazy high but someone is loading up (fingers crossed)

Some drop today, anyone know why? I can't see any obvious reason why!