Member Info for B_Positive

Sub 2.00p days are gonna be long over here shortly

Infinite Reality Labs (Formerly LandVault)

The ICAV invested into Admix in 2018, at the time the company was an advertising platform for metaverse (e.g. AR/VR/Games/esports). The company was based in London and led by Samuel Huber as CEO, Joe Bachle-Morris as COO and Mark Rich as CTO.

In July 2024 the company announced that they had accepted an offer of $450m from Infinite Reality (iR) Labs. The offer is a share-for-share transaction and Infinite Reality gave an intention to list on Nasdaq. The reported valuation of Infinite Reality was $5.1BN, which was underpinned by a new fundraise of $350m at the same time as the acquisition.

Infinite Reality has since completed further funding round's and the latest public valuation stands at $12.25bn dollars. The AIFM team are looking at methods to exit some of its stake and will keep the market informed as to its progress.

Will 2-3 bag when announced

Mcap is too low

Then theres the AI angle too

So the company has an incoming large cash injection coming by the end of this month - any moment now.

On top of that a large array of shareholders have contacted the company to invest in the Bitcoin Treasury.

There are some suggestions they will go down this route.

A combo of both cash coming in and BTC treasury and this goes over 1.00p.

Klarian has advised Catenai that it intends to repay the CLN and relevant fees, in total amounting to £567,500, by the end of June 2025.

This will see the shares trading over 0.5p

Then couple that with the cash deployed into the BTC treasury and it will be over 1.00p easy.

Mcap even at 1.00p a share is absolutely tiny.

My expectation and shares will be trading over 1.00p.

There are deals pending announcement as well

Trading Update

Further to the Company's announcement on 28 March 2025 regarding the trading conditions in Gabon, we are pleased to report that production has resumed as planned.

Year to date, significant volumes of wood have been repatriated under forestry concessions, with a notable increase in activity during May 2025. Production has similarly been active, reflecting increased utilization of available material.

A substantial volume of wood remains to be repatriated from the forest under current forestry concessions, aligning with the onset of the dry season, which facilitates transportation.

The entire stock of veneer held at the end of last year has now been sold. A major portion has already been shipped, delivered, and paid for, while the remainder is at the port undergoing customs processes, with shipment and payment expected shortly. Additional veneer is currently under production and is set to be exported in the near term.

Participation by management in international trade shows in Dubai and Cologne recently led to a boost in sawn timber sales, with exports completed and further contracts signed, now pending final steps in production and agreement finalization.

Several negotiations are underway for the sale of existing sawn timber stock and for future production.

Gabon's ongoing economic recovery and infrastructure development have opened new opportunities for domestic log sales. Woodbois Gabon has already secured its first local customers for this market.

Revenue for June 2025 is projected to increase based on current contracts, production levels, and both export and local sales activity.

We look forward to updating the market with more detail in due course.

Watch them announce this in my opinion.

This will definitely go into the BITCOIN investment

MFAI is sitting here now debt free with over 25 AI projects and there big one has seen the valuation more than triple compared to the when it was last factored into the company NAV.

So I think this company should be trading well north of 5p

1. The net asset value will grow alongside with every single out of the 25+ AI companies

2. Get Visibility alone returned a 6x ROI for Mindflair. Which is a great example of how companies sell well above the asset value

MFAI confirmed the receipt of £2.6m in cash from the successful realisation of its investment in cybersecurity provider GetVisibility. The disposal represented a return of 6.0x on the total investment made into the company directly

3. It's normal for companies to trade ABOVE NAV not under it

4. The last NAV update only had Infinte Reality at $5B and we now know its somewhere around $15-18b

5. IR is much closer to floating on Nasdaq

6. Mindflair cashed up

7. Mindflair debt free

8. AI booming sector

9. Mindflair has proven the model with GV and the only AI company to do so in the small caps

10. Building from an excellent position from strength with both highly advanced projects and very promising start-ups

All from the May RNS. :)

Very short suspension it sounds like.

In my opinion great opportunity here with the warrants at 0.125+

BGFI Bank ("BGFI")

Further to the announcement on 5 February 2025, the Company can confirm that after discussions with BGFI and a payment of EUR 150,000, BGFI has signed a repayment agreement for the outstanding amount scheduled of approximately EUR 641,000 from July 2025 to December 2026 without any additional interest fees.

Cash in the bank

Operations restarted and sales coming in

Small debts deferred into 2026.

Very short suspension it sounds like.

In my opinion great opportunity here with the warrants at 0.125+

Cash in the bank

Operations restarted and sales coming in

Small debts deferred into 2026.

NICE or FDA news next and this goes mad.

Only have a small position but will increase soon and hopefully before the news.

Increasing probability it is Samsung....!

GDR can 1-2 bag and still be under AGL and signifcangtly under AVCT.

But GDR has more going for it then AGL and has both feet in the door with the NHS.

National Commissioning

FDA

UAE and EU expansion

I fancy one of these news items to drop ahead of the upcoming Proactive investor event.

🔸 1. Conservative Case – Modest NHS Uptake

Valuation: £50 million (reflects early revenues & NICE credibility)

Per Share: ~9.2p

🔸 2. Base Case – Widespread NHS Adoption + PCI rollout

NHS-wide implementation + ACS adoption in secondary care.

Annual revenues could hit £5–10 million within 2–3 years.

Valuation: £100–150 million (10–15× forward sales)

Per Share:

£100m = ~18.4p

£150m = ~27.6p

🔸 3. Strategic Acquisition Case – Global expansion (EU, US, multi-product)

CYP2C19 + MT-RNR1 bundled pharmacogenetic platform.

Expansion to U.S. (FDA clearance) and private sector deals.

Valuation: £200–300 million

Per Share:

£200m = ~36.8p

£300m = ~55.2p

Realistic Target Based on Current Data

Given:

NICE endorsement

Cost-effectiveness validation (saves NHS £160m/year)

First revenues flowing in

Market cap just £7.74m

A realistic buyout target on successful CYP2C19 implementation across the NHS (base case) would be £100–150 million, translating to a takeout price of ~18–28p/share — a 10–20x premium to the current price. Higher strategic value could push it toward 30–50p+, but that would require global commercial traction.

Dr Dan Gooding, Executive Director: Achieved licensing deal with Johnson & Johnson and AstraZeneca

Dan supported Qureight Ltd develops AI-based image processing methods in measuring disease progression for patients with fibrotic lung diseases incl IPF

Wake me up when the shares are trading over 10p again.

Which I suspect will be by year end.

Naturally the news won't come overnight, but when it does come I expect a move to over 1p at which level the market cap would still be absolutely tiny at £17m.

A deal with Astrazeneca of similar pharma and the mcap will be £50m+

Leaky leaky?

Company tweet today the first in a while...

GDR can 1-2 bag and still be under AGL and signifcangtly under AVCT.

But GDR has more going for it then AGL and has both feet in the door with the NHS.