Member Info for apunter2

Not top slicing, I will ride my winners

Global, absolutely.. 2% over and over again lol
New financial sector may be about to be born

Good luck all and be safe

Alwaysznow- IMHO, that is not how to view the opportunity we have here
Note the following, where companies have a 3 year rolling contract. So we are not taking 2% of a total possible market
Source: Supply@ME Capital
This illustration is based on a single payment cycle. In practice, companies will be signing up to use the Supply@ME service on a rolling basis, typically on a three- year contract. So at t+n in the diagram (above), rather than the client company repaying its principal sum, the company would put forward another consignment of inventory, continuing the securitisation note legal life-cycle.

See full research note

https://www.supplymecapital.com/wp-content/uploads/2020/05/2020_05_27_SYME_ProactiveResearch_equity-report.pdf

Sorry for posting, I have promised myself not to ever post again lol ..

Over and out

Inthegame .. your 3 years in development and 5 months on the market says it all .. 5 months listed .
3 years an Italian company building platforms oh and dealing with Italian banks !!
Some reading for you

Supply@ME has originated more than EUR300 million of prospective "inventory monetisation transactions" in its first six months of operation and at the date of its Admission to the Standard List, 20 March 2020, over EUR970 million of prospective contracts have been originated. The target addressable inventory financing opportunity in Supply@ME's markets is estimated to comprise over EUR 2 trillion of inventory under management.
SYME was recently admitted to the London Stock Exchange's Main Market, following its reverse takeover of AIM listed Abal Group plc.

MisterPositive,
With regard to your line, Company has no hard assets, but a platform / system they developed to bring all parties together and they probably would be taking commission or Fee per client.

The blockchain platform is why I invested. After all just having a platform hasn’t caused Facebook or twitter etc etc. any harm has it?

Good luck to you sir

Hi all. The potential for this company is massive, from the 20TH of April RNS-

‘The target addressable inventory financing opportunity in Supply@ME's markets is estimated to comprise over EUR 2 trillion of inventory under management.’

One player in a huge new market, dare I say even a new financial sector!

As ever, time will tell

Good luck all

Yip competent, thanks for the correction Captain.
We will need one along with FDP and new rapid interpretation of block XX for senior debt facility.
That should get our neighbours moving

Creditable Persons Report (cpr) basically an independent appraisal report, normally very conservative lol

Spot on

At “rapid reinterpretation of Block XX’ I bet they are, with more zones not tested and the Lower Tsagaantsav Formation being looked into. P50 figures are conservative never mind the 15% recovery factor.

Let all this sink in and you’ll find we are on the sweet spot. Leading to better producing wells than our neighbours, which they won’t like one bit.

Get the traders out and we will see a GKP style rise of 10% day in day out. There will be more trades like £63k @ 5.05p as the news is digested and understood.

Possibilities for more if they can get Lower Tsagaantsav Formation to flow too.

Well done all who held

I see dusterhater is still posting here, his next target will be to go on and on about the bopd rate. It will never be good enough for him.
Seen it all before dusterlover.

As ever you have a right to reply and as ever I won’t be reading it.

Apologies, typo thread not threat ...

Diminvestor, great post thank you.

However, your line and main threat is about stimulation, ‘ Stimulation has always been a likely necessity. I believe that MB stated in a presentation that the Block 19 wells nearby are stimulated.‘ From the RNS we are told simulation equipment is not on site and is in the neighbouring block, if required. This to me indicates their modelling may now show this will flow naturally giving the better than expected porosity and permeability. Of course they may decide to stimulate, as it is now common practice.
But at the moment they don’t expect to need it or it would be onsite.... AIMHO.....

2500 plants per annum @ average 50% profit = cash cow . Had to laugh at complex process of producing female seeds.

Watch list for me, as personally, I would prefer less diversification at this stage. Dropping Vape being an example.

Good luck all invested.

I would if never of guessed you actually thought there was potential here.

It means, in my opinion, that it has a great chance of being commercial than before the RNS .
That’s the difference though I see it as a positive and invested on the back of that information given it’s better than their model..
This is the oil industry mate and if you can’t take the knock of it not being commercial then don’t invest, and like wise don’t assume because other drills have not been a success that Heron won’t be either. At this stage nobody knows so why listen to me or you. Read the RNS’s and make your own mind up.

Greater than expected porosity and permeability was not part of the plan though was it?
Some on here don’t let the truth get in the way of their agenda,

From RNS we have an operational window to end November, testing Heron -1 starts early October and due to last 30 days, taking us up to November quickly followed by Gazelle results. So can we assume the test equipment and perhaps team has been pencilled in to go directly to Gazelle-1 if needed. given the lead in times we see for Heron there wouldn’t be enough time otherwise

Would a month be enough time to start production in Heron, we live in fluid times lol