Member Info for beardozer

And no mention of SUPP's holding but I'm sure they'll catch up! Meanwhile, £7bn for Oxford Nanopore is a conservative valuation.

You don't know that and him not being able to disclose anything would indicate there might be something to disclose! Clutching at straws? Probably! I think extrader's analysis of ZIOC shareholders is spot on! I'm certainly suffering from Confirmation Bias with a strong dose of FOMO. But the longer the Zanaga Saga continues the more my other investments rise which might lead me eventually to double my holding - Aaaaaagh!

I can't explain it apart from IP Group own 15% of ONT while SUPP own 4%. However, ONT is around 25% of each PF so if the value of ONT were to double then the percentage increase in value of each PF ought to be similar unless I'm missing something (which wouldn't surprise me). Another factor is the discount/premium to NAV: I would guess SUPP's discount is around 20% while IP Group might have moved to a small premium.

Place your bets! It's as simple as that!

Maybe not but who knows? Very few shares available and income in danger of exceeding Mkt. Cap. - DYOR!

Thanks for bringing the optimists down to earth! LBE has become yet another binary bet for me which I could really do without! It's hard to imagine zero success so I won't! More importantly, I didn't buy shares in LBE expecting to end up where we are but everything's forgiven when the SP hits £10!

Today's Telegraph mentions Rivian's impending $80bn IPO despite its failure to actually deliver any vehicles to customers.
What I've been wondering is how far TWD's technology can go in replacing semiconductors? And who needs them anyway?
The huge expansion of electronics in cars leaves me holding onto my FIAT Panda bought new in 2010.
I certainly don't want Lane Assist in my new car if it means I run over a cat I was trying to avoid!

Not bad but there's a lot more to expect from ZIOC's evil twin - maybe progress here will encourage ZIOC investors?

Ftseinvestor: RMM failed before and they've failed again judging by the SP. Any investor with good timing would've made a decent profit here but timing is everything. Share consolidations seldom end well but you always hope the fundamentals can overcome the consolidation. Always exit immediately if a placing follows a consolidation. Death spiral etc.

One mention in MoneyWeek and the SP rockets! Job done. Supposedly "Britain's Best-Selling Financial Magazine" yet very few of its readers followed its recommendation. But that was enough to send the SP higher. Then what? Declare a decent dividend which would send the SP higher or accept a takeover offer while it's still cheap?

I hope you're not flogging a dead horse! What I intended as a short-term punt has turned into a medium-term hold. What's interesting is the lack of real interest in investing in so-called desirable commodities connected to the EV revolution. It will be interesting to see the proportion of electric cars on the road in 2035 which I bet will be less than 50%. Meanwhile, petrol-powered desirable cars will have rocketed in value despite attempts to tax them out of existence.

As I said, what feels like a century ago: ZIOC has always been a binary bet! Unfortunately, in the long run we're all dead so it's up to each Zanaga investor to set a timeframe and then revise it! I certainly wouldn't want to be out of this share over the next 10 years... By then I could be dead but I'm convinced ZIOC is a reasonable bet which I can always bequeath. Meanwhile, its evil twin KP2 was up 30% this week and hopefully will rise a lot higher. Sadly, I'm expecting my KP2 jackpot to be only a tenth of my Zanaga jackpot but it's a nice disappointment to have. While I'm here, can I interest any ZIOC investors in SUPP? While ZIOC is my largest investment @ 28% of my PF, SUPP is second @ 17% - DYOR! But don't make a pig's ear of it like I did - you might also want to research IPO. Both trusts have around 25% of their PF invested in Oxford Nanopore which is heading for an IPO. Yes, I know it's confusing! As I see it, both trusts' NAV is way below what their stakes in Oxford Nanopore could be worth. I've backed SUPP on the grounds that the discount to NAV is ludicrously high. Thank you Neil Woodford!

Never seen them together in the same post before! Good luck to all of us!

It's nice at least one investor agrees with me! And hats off to Schroder who have turned this fund around quite spectacularly without anyone seemingly noticing, especially my arch nemesis ProphitOfDoom. All debt has been repaid, they have sold legacy holdings at a decent profit and now have cash to invest. As you say, the goldmine may not be short term.

Allegedly # 23 Top Riser? I promise I won't let it go to my head.

After I posted a comment on the ALS board the SP suddenly rocketed! It's a shame it doesn't happen with ZIOC!

...buys to sells are 585,000-0 but there's no movement in the SP. Sooner or later, binary bets like KP2 and ZIOC will attract more interest. Possibly when every other share is plunging? We're all in need of a free lunch and I'm sure they exist.

Maybe not this year but certainly 2022. Classic "picks'n'shovels" investment in EVs before new technology makes them yesterday's news. But TWD has more than one string to its bow and this could be £20 by Xmas 2024. Except by then it will have been taken over at an even higher price.

Believe that and you'll believe anything! But, there have been some hefty buys lately which would tend to support my opinion that SUPP is undervalued. Anyone selling doesn't understand the possible goldmine they're sitting on.

Buys to sells 11-1 and only up 0.85%? With so few shares available, something has to give: £1 by Xmas?