Member Info for aimtitan

Debunked in a millisecond.

This is probably one of my best holdings

Buying this on a punt that the GaN with X Fab will have the same traction as with Navitas Semiconductors

And with memory such a hot topic, the ULTRARAM will bring some attention.

Am not even factoring photonics which in itself is huge

Id keep an eye on another ammonia play called ATOME. IDB BANK just approved funding alongside a syndicate including hy24. No RNS released yet

I can see this do 5-10x easily!

Paracel pulp mill project (estimated value of USD3.8 billion, 8% of GDP)

So 2.2% values it at USD 1bn

The arbitration outcome was never priced in, the outcome had an unknown time horizon, however the arbitration funding cost was priced in.

Trust me I've been in a few arbitration based investments and I've learned to understand how the pricing works. It's quote similar to the value profile of a future dated options trade that's out the money!

If you want lottery returns, look at the rusoro AI Prompts i sent earlier, that arbitration has concluded and just waiting payout from an asset sale. Multi X returns

Because the 2023 balance sheet and cashflow was significantly damaged. You would have to look at 2022 when prospects were more positive and factor in expenses due to arbitration and better debt facilities

Factor the debt, uplift in production and selling through pipeline, and dividend normalisation, id say we should be 3-4x from here

Even doing simple maths on the PSC share of DNO GENL etc, and referencing DNO current mcap, GENL should be at £400m+ mcap. So Sp around 140p. That's based on DNO and GENL selling domestically

Remember Dno is the largest operator and KRG has a share in the PSC. So they will sort the debt side out to message DNO and get them to scale up!

If anyone is looking for a genl equivalent arbitration win that has actually WON, look at RUSORO Mining on Hargreaves lansdown

For more info, stick this into AI....-->

what is rusoro arbitration award amount including interest?

how does this relate to the citgo sale?

who are the key players bidding for citgo? alongside the investbanks helping them? include SPACS

is the auction in the final stage?

Now the geopolitics is settled. I imagine a special divi will come. Let's not forget the large Turkish Shareholding here alongside rothschild. I imagine growth in revenue in assets for this geml

PS. Only available on HL

Came here for the arbitration and now holding for pipeline reopening and dividends! Pretty heavily in and confident

If anyone's looking for another arbitration play, look up 'rusoro mining'. It's won a $1.5bn award and US COURT is selling CITGO(REFINER) to pay them and other debt. UAE fund(Mudabala),TPG , Millenium, Elliot are some of the big name bidders. Latest $8bn bid will see rusoro get full award. Winner to be announced on July 2. This has been a 10yr process

Popping 15%, news of international bank funding PENDING

ATOME PLC another hydrogen/ ammonia play on LSE

Signed contract with YARA and casale

Doubt it

Other partied still own a hood chunk and they would want a premium. Looks like this is about to fly!

NAMEHOLDING

Schroders PLC13.3%

Molecular Energies Ltd12.8%

Peter Levine7.3%

PLLG Investments Limited7.3%

Baker Hughes UK Funding Company Ltd

6.3%Olivier Mussat5.5%

Urion Holdings (Malta) Limited4.9%

Alpha Energies Invest GmbH3.4%

GLA to all who bought KALRAY

looks like the 10x is popping!

The market always prices 5/10yrs ahead

We have higher oil prices

We have reduced debt

Better margins

This will pop to 150p just due the the erosion on the price for no apparent reason. Long term I see 300+