Member Info for aimtitan

Dw am on it £100k added, hopefully won't be a regret

IPO will be a Christmas pressie, most chip based ipos in that region get significant local buying that are retail e.g sk hynix

Probs saw from my previous post that the similar company to synthomer I posted her called 'trinseo' jumped from 2 to 7.

I found another blinder on French market. It produces automotive plastic panelling with revs if €800m but mcap of €30m. Majority family owner and current stock price is at a discount. Theory is with import tariffs in EU, this top producer will see more domestic volume. Also EVs use 30% plastics vs traditional which use 10%

Company name: plastiques du val de

Broker: HL

Not sure if anyone took up my suggestion on another plastic alternative called Trinseo, a competitor of synthomer. Up 300% so far. Ironically found it when I was reading an article on synthomer on price fixing. Looks like it's got another 3x left in it

I see you find it hard to extrapolate the fact that if they are willing to make concessions on new contract for the first time, old contracts might follow suite.

I see your a person who doesn't get past the first page of a book. They must be meeting to negotiate contract terms only for the afternoon tea and biscuits then

Not sure where you've been for the last couple of months where iraq centra government is now going to be holding all oil contracts from which krg will receive a share of the budget instead. But I guess that tiny detail doesn't factor in your investment. Some people shouldn't be allowed to invest

Iraq Moves to Profit-Sharing Terms in New Oil and Gas Contracts https://oilprice.com/Latest-Energy-News/World-News/Iraq-Moves-to-Profit-Sharing-Terms-in-New-Oil-and-Gas-Contracts.html

The last company Peter Levine built sold for billions. This has got long way to go

AFc crack ammonia to hydrogen for fuel cells. But the company has a similar concept to execution path. I do think atome and its management team are first class so expect this to rocket

AFC energy too see what ATOME is worth

This is a $2bn arbitration play for me

Was looking for a similar chemical company with the same potential runup from lows like synthomer

Came across trinseo which is bigger in revenue circa $3.5bn revenue but with mcap of $95m. Can see it making same recovery if not higher

Easy 2x from here no matter what tbh

Very low risk

This is 0.37 book value, even on that basis there is a 4x

I imagine a buyout with microlise shares and management will be absorbed into Microlise

Good enough for a dable

They would buyout and use synergies to monetise optimise and scale. I imagine microlise is considering this as we speak given the attractive price.

Also attractive to swing traders

Doubt it. I imagine insiders will take the opportunity to store up the holdings

Easy money!

Https://www.mintecglobal.com/top-stories/european-plastics-prices-rise-on-higher-production-costs-and-shipping-disruptions

Guess when dana gas got paid for their arbitration they must have used monopoly money.

What a load off....

The gdp of Iraq gives it ample headroom to pay