Member Info for baf3

Look at who is running Guident I'm sure he is in better position to assess this than you wildly speculating on a bulletin board. If you don't like it sell up

Distraction for who. Imagine regenerative shocks on every electic vehicle why would you pass off such an opportunity the market is absolutely huge. All companies are independent of each other.

Great post closettrader. It is just a waiting game and allowing the board to deliver the multi hundred million dollar values. Why anyone would want dividends at this point in time is beggars belief when each company has potential to be over 10 times current valuation. Investment v trade I guess.

Great news market is asleep to TRR

Broker note fascinating a couple of new names I haven't heard of plus the 30.5p doesn't appear to include the cash raised.

TEK looks insanely undervalued at these prices

Looks like the cheap shares are almost gone

They won't be down here very long NAV is 50% higher all business are now funded which we allow Microsalt to expand production get them to float and huge expansion on the back of the float

It should also be noted that the amount raised is worth 1.365per share. So 26.365p per share as this money is likely to add significant value to Microsalt and Guident

I am aiming to exit TEK at an awful lot higher than 25p

I would have TEK at 25p NAV based on current quoted share values and valuing Guident at $18m and Microsalt at $15m.

The real value is in valuing where these business will e valued in the future. I have a strong view that Microsalt will be valued at multiples of current valuation in the future

It has taken a long time to get to this point but finally Pantheon are where we would want them to be.

Clean well bore and testing right next to the pipeline. Alkaid supports the market cap on its own and some.
We still have plenty of upgrades to come and no one has factored in all the recently acquired land in to any numbers.
Talitha is currently forgotten but its an absolute monster.
On top of all this we have the short which so far has been very successful but nothing lasts forever. We can easily see the reverse here with a rush and squeeze to get out.
Ultimately I'm not in it for the trade but they very big number at the end. Today's update brings that ever close AIMHO

Current share price is 40% of current NAV this has an awful long way to go. There is massive upside to their investments on top of current price IMHO

When you look at a risked valuation at £1.99 news and tipping point shouldn't really come in to this. Facts are a risked based valuation has it at nearly 4 times the current share price. Alkaid is a fraction of the value in the valuation current suppressed share price is a massive error IMHO

Might someone take out Trident to get at their Royalties looks massively undervalued based on Thacker Pass and Sonora coming to full fruition

If this was currently sat at £1.20-£1.50 it wouldn't be over priced

NSCI is one of the most undervalued shares on the market asset backed with NAV at £2+ and massive upside that too.

Investors can't add up and don't have the patience or foresight sadly. Happy to wait for huge gains

We are right in the time window for flaring. Interesting 88 are expecting the rig to mobilize in next week or so. Game on for Pantheon. Market has hugely discounted a commercial result which is likely to improve further. Implications for 1.7b+ barrels of oil recoverable are truly huge

Agreed it could change. Brokers assumptions are Lithium price will dived by more than 4 which of it may do. what makes me wonder is Ford 1 car manufacturer has snaffled all phase 1 production and has option on phase 2, this is one car manufacturer taking the USA's largest Lithium mine's total production where is everyone else going to get their Lithium from, when you consider how the battery storage market is likely to go long term. I am yet to be convinced there is anywhere near enough Lithium at which point we may be talking a different pricing model

So $55m for Thacker Pass.
They currently have circa $14m per annum and increasing.
Sonora to add on
$38m of cash to invest $23m to Sonora if it goes through
Everything above the $14m will go on to the bottom line market hasn't remotely got this yet

The significance of this ruling and Thacker Pass as a whole to Trident is totally been missed in the current share price