Member Info for BasilAlderman

Yes, key messaging from the RNS is below:

RTO & Operational Update

Mobile Streams Plc (MOS) is pleased to announce it is working towards completion of the RTO and there is to be an all-parties series of meetings in Mexico City being held with the Company's advisors and partners in the week commencing 25th August.

MOS is also pleased to announce that it has engaged a gaming consultancy in filing for a gaming licence in a range of global territories on behalf of its wholly owned platform mobilegaming.com, which will allow the platform to migrate from a casual game platform to provision of gaming services.

Yes, Mosax, and I love the CEO's vision as per the RNS quote: "My objective, which is linked to my proposed new long-term incentive arrangements, is to increase the Company's valuation and share price by 1,000% within the next 36 months" - Dr Marko Sjoblom, Chief Executive Officer of Fiinu. That will do nicely!

Yes, BANK up 46% so far today is just a taster of what is to come here. The white-label BaaS deal with a UK Bank is still the main driver for the share price and could be a major tipping point for the banking sector as a whole. The value attributed to it could be huge for BANK. Irrespective of the fluctuations in the share price the medium to long term future is a share price much much higher than that of today.

McKinsey’s research, for example, shows that revenues in the fintech industry are expected to grow almost three times faster than those in the traditional banking sector between now and 2028. Right sector Right time for BANK.

"Fintechs will continue to benefit from the radical transformation of the banking industry, rapid digital adoption, and e-commerce growth around the world, particularly in developing economies".

Link below.

https://www.mckinsey.com/industries/financial-services/our-insights/fintechs-a-new-paradigm-of-growth

Yes, it's very good news indeed that $2.21 Billion MCAP KoBold is working with TYM on Konkola West. For those that don't know KoBold Metals is backed by investors such as Bill Gates and Jeff Bezos. They are mining for critical materials for electric vehicles and renewable energy. TYM are in with the big boys on this!

"@KoBold_Metals

The deepest drill hole in the Copperbelt! KoBold’s Konkola West team has reached 2,712 m, uncovering new insights into great mineral systems. Congrats on a record-setting milestone & thank you to our partners

@titan_drilling @Tertiaryplc"

Kaeren, your YGEN being acquired by NCYT reference was interesting. Presumably you know that GDR chairman Dr Ian Gilham was appointed as Non-Executive Director at NCYT last October. Coincidence? Maybe, maybe not?

https://www.londonstockexchange.com/news-article/NCYT/directorate-change/16740990

Paris, France, Eastleigh and Manchester, UK - 31 October 2024 - Novacyt (EURONEXT GROWTH: ALNOV; AIM: NCYT), an international molecular diagnostics company with a broad portfolio of integrated technologies and services, announces the appointment of Dr Ian Gilham as a Non-Executive Director with immediate effect. Dr Gilham will become a Board Director of the Company, subject to shareholder approval, at the Company's Annual General Meeting.

Ian has a wealth of experience in AIM-listed life sciences companies, with an international track record in the research, development and commercialisation of diagnostic products that will further strengthen the expertise of the Novacyt Board. He currently holds roles as Non-Executive Chairman of AIM-listed Genedrive PLC, Chair of Trustees for LifeArc, a self-funded medical research charity, Non-Executive Chairman of Pelago Bioscience AB, a life sciences tools business based in Stockholm and Non-Executive Chairman of RevoNA Bio, a University of Portsmouth spinout life sciences tools company. Ian has previously held Board positions at Aptamer Group PLC, Horizon Discovery PLC, Cytox Ltd, Elucigene Ltd, Multiplicom n.v, Biosufit s.a, Vernalis plc, Concepta Diagnostics Ltd and was CEO of Axis-Shield PLC.

Yes and interestingly HE1's Colorado JV partner Blue Star Helium is up 33.33% at the close. I wonder what news will be coming next?!

I hope you are referring to your 30p a share prediction at 9.53am today Wimbledon! 3p is doable over the next few months for sure. 30p a share maybe one day if we get a GGP style JV! Your optimism is shared by many on here. Onwards and upwards for HE1 from now on hopefully.

Yes, Wimbledon, those late published trades over the coming days could prove interesting as the buying pressure looks very positive for a significant leap in the HE1 share price.

Folio, I agree with your "Near-Term Catalysts" for HE1: Check out The Road to Production and Revenue dated 28 July. Key points pasted below:

"The next 12 months are packed with catalysts:

1. Formal Signing Ceremony: The final step to seal the ML and regulatory agreements is imminent. Once completed, Helium One can advance toward construction of the production facility, with timelines likely to be accelerated given the government's support.

2. Galactica-Pegasus Production: Helium One's 50% stake in the Colorado project, which is slated for initial production by Q4 2025, offers a dual revenue stream. This U.S. asset not only diversifies geographic risk but also provides an immediate cash flow source as global helium prices remain robust.

3. Helium Pricing Dynamics: The global helium market is tightening, with supply deficits projected through 2026 due to aging fields in the U.S. and Qatar. Helium One's projects are timed perfectly to meet this demand".

Three great points above by Folio. Totally agree with you!

Yes and don't forget that the CPR report revealed US $10 million for the first few Colorado wells over 5 years. If the plan is to increase the number of wells in Colorado significantly - and that's what the company has stated - then that $10 Million figure will be far greater. That's what the astute HE1 investors are buying in to here.

Yes and the first key value inflection point is revenue from Colorado. It's coming for those HE1 shareholders with patience.

Yes Stan, HE1 getting to production in the USA soon is the plan and then the same in Tanzania. When it happens HE1 will most likely do a X 20 and an 8-10p a share exit for lth's will be achieved. Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24, Glencore, Trafigura etc will be looking at HE1 as an offtake partner for both Colorado and Itumbula. As and when one of more of these major players make their move that's when the HE1 share price will go through the roof. For now, it's a smaller climb to 2-3p a share that is doable with the right kind of news.

Yes, 0.54 to 2.5p+ is doable. We've seen it before with HE1. The big gains will come in the future but for now a pathway has opened up for gains to be made from 0.54p.

Yes Leew and GST has stated that suspension will not prevent it releasing announcements as required under the UK Listing Rules. These could include bitcoin purchases, corporate updates etc. Once the FY figures are published the relisting happens. Investors will then learn if GST has moved in to profitability. All the signs were looking good in the interims. The P/E ratio will be very very interesting regarding how the city then values GST. It's at this point that the share price will rapidly move upwards. You also have to factor in the "in demand sector" GST is operating in for calculating a premium to the standard multiple. That's why people have been buying in to GST as at some stage it's likely to do a BANK and leap x 20 and possibly do an ARB or SWC and go much much higher.

And this BUY at 3.15pm

31-Jul-25 15:15:24 0.835 4,614,492 Unknown* 0.70 0.75 38.53k

Yes but KAT you don't understand how to value a business then? Put simply the value of a plc is determined by the profit multiplied by the ‘profit multiple’/ Therefore 20 p + a share is possible as and when GST becomes profitable. Hope this helps.

Yes, well said RedAndy. 20p+ a share is certainly a possibility if the growing revenue that the company has confirmed in the interims then turns in to actual profits. That's what the stock market /investors are interested in. i.e. Can the business grow its revenue streams in to a sustained profit. The MCAP will then reflect this and 20p+ a share will be achieved quite quickly thereafter.

GST Linkedin page just now: We have announced a delay in publishing FY25 audited accounts, leading to a temporary suspension of our LSE listing from 1 Aug 2025. We’re working closely with our auditor to finalize the report promptly. Updates on FY25 accounts & listing restoration will follow soon.

Yes MassiveRay, "H1 25 was a period of significant development for the Group, with a substantial increase in revenues". What's not to like about that information! There's also the "nine fold increase" that they communicated to take in to account too. Today is probably another mates rates ruse to let people buy in at a bargain basement price. Once the suspension is lifted this could really start to motor if the growth trend has continued.

EUA & SAR suspended and then eventually multi-bagged. There are other examples but these 2 were in my portfolio and both went on and made incredible gains. SAR X 30. EUA X 10. Long term this still looks attractive, if we are being told the truth.