Member Info for B_Positive

Trading well over 3p soon

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

Two big catalysts here, both explosive which is the FDA submission and the pharma deal.

Both are being worked.

May RNS said updates in due course.

So can't be far off now.

Trading well over 3p soon

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

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

So my point is Millionaire.

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

Millonaire you forget, when the last NAV came in the book value of Infinite Reality was only $5B and now its expected to be north of $15B.

This is no ramp. It's openly available info with a google search.

The recent share options, we are talking the ones set in 2025 are also at the 4p level. :)

If you go on LinkedIn you will see that Gendrive has liked a post saying that the test is now available in the Netherlands health system. :O

For all the reasons below, when the updated NAV is is (last in at 2.7p) I see the shared trading ABOVE NAV for a change.

When the shares are trading over 3p it will probably still be under NAV which shows how undervalued this is at present.

Remember this is just the NAV too, not just full realised value of each of the companies. GV sold at a realisation rat at 6x ROI.

There are 25+ AI companies here.

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

Strong case here for a significant move up.

When the shares are trading over 3p and it should still be trading under the NAV. Let alone the fully realised valued for each of the companies in the Mindflair stable.

magine how ridiculous this share price will look in reflected when the updated net asset value comes in at above 3p.

Remember as well that is just the net asset value, not the fully realised value of EACH of the 25+ AI companies in the portfolio.

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

Not surprised as this will be trading over 3p shortly which will likely still be under NAV.

Imagine how ridiculous this share price will look in reflected when the updated net asset value comes in at above 3p.

Remember as well that is just the net asset value, not the fully realised value of EACH of the 25+ AI companies in the portfolio.

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

I agree Bubble.

Am looking to add 1M more shares here under a penny.

It's cheap here

view from vox

mindflair issued a brief positive update on its balance sheet and investment portfolio.

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 and 4.5x on the investment made by svv1. part of the cash was used to repay existing debt.

additionally, mindflair detailed recent new investments in exciting ai-focused companies momentum ai and literal labs made by svv (23.8%-owned by mindflair) through its svv2 and svv3 funds:

svv3 participated in a €1m seed round for momentum ai, a customer relationship platform that has developed its own relationship language model (rlm). the round was co-led by svv and act venture capital, and will support further development of momentum's ai infrastructure and the expansion of its omnichannel capabilities. early indicators show strong traction, with an ai success rate over 85% and impressive roi from early clients, such as sisu clinic and action24.

additionally, svv2 participated in a £4.6m pre-seed round for newcastle-based literal labs, a company led by former arm vp noel hurley that is developing a next-gen logic-based ai model that aims to be significantly faster, more energy efficient, and more explainable than current neural networks. the funding will be used to expand its engineering team and accelerate the commercial launch of its first product, targeting applications where performance, energy efficiency, and explainability are critical, such as edge ai and battery-powered devices.

our position has been that mfai is undervalued, given the scope for material valuation uplift of the companies within its portfolio, evidenced by today's and other recent announcements. continued projected growth of the ai and ml sectors, and progress reported so far across the svv1, svv2 and svv3 funds through which mfai invests, have bolstered investor confidence in the company's portfolio. still, mfai is trading at a significant discount to nav, presenting an attractive opportunity for growth investors.

🔸 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.

20x rise when the pharma deal drops

Hello buddy hope you're keeping well

FFS can't buy, let me load up

Mr Butler is very confident in his wording

Contract 3 renewal in 2 days

Then shares will be back 0.04s-0.05s

The postponement of the drilling campaign will provide a further opportunity for alternative funding sources to be secured. The Company intends to initiate new or revisited discussions with potential funding parties that have expressed an interest in participating in the development of the Chuditch project and the export of gas for LNG.

SundaGas and TIMOR GAP have agreed to work closely together to pursue alternative drilling rigs for the Chuditch-2 well, as the rig that had been negotiated is in the process of being sold to a third party. With a softening in the market for jack-up rigs globally, the Company expects wider availability, including a choice of modern efficient rigs and competitive daily operating rental rates.

The process for the issuance of an environmental permit ("EP") for the Chuditch-2 well will also continue. The Final Environmental Impact Statement ("EIS") and Environmental Management Plan ("EMP") documents were submitted to ANP on 30 May 2025. ANP has established the statutory Evaluation Committee ("EC"), which has completed its initial verification of the EIS and EMP and commenced its own Public Consultation process. Based on the regulatory timeline for approvals, it is expected that the final EP will be issued during Q3 2025.

Dr Andy Butler, Chief Executive Officer of Sunda, commented:

"While this temporary delay is frustrating, the significant value to Sunda and its shareholders remains. The sole reason that the Company has not been able to sign the rig contract and progress to drill now is the absence of viable in-country logistical services that are mutually acceptable to the joint venture partners at this time. We are however already working to establish a plan for timely drilling in 2026, in close liaison with TIMOR GAP and ANP, building on the extensive preparations that have been carried out to date. SundaGas remains committed, along with our partner TIMOR GAP, to the early drilling and expedited development of Chuditch. I would like to thank our shareholders for their support. The Board remains confident of being able to capture the value of the project for the benefit of all stakeholders, including our partners in Timor Leste, with whom we remain closely aligned"