Member Info for bobbust

This is a good thing for existing shareholders?

It's a standard clause mm

No way POW are going to buy shares back

I do not believe they will need any more money but in the unlikely event they do need to raise cash it won't be at a large discount. They have proper visibility on cash generating contracts and will have no problem raising cash at close to the SP.

This is ridiculously under valued

They took a big chunk of the placing.

They had a small bit of the last placing but pumped a lot more money in this time arround.

Probably because the well results have derisked this masively which the market is yet to understand

Probably to reduce side effects

Anouther revenue stream within a year.

Royaltes from these deals could be worth more per year than todays MC

This asset will genarate about $4m a year

Deal was agreed when oil was at a lower price

Good deal for Zephyr

The asset they are buying looks like a very good deal

They will have been busy.

SC134 is a prime example

They have been doing a lot of work on this.

Definitely a lot more than was implied. Given comments at the AGM I was left with the impression that they wanted to do work on SC134 but were limited by the cash available.

Makes you wonder what else they have been up to!!!

Thanks for this Bermudashorts. This could be the most intresting post of the week if not month.

They have high hopes for SC134 and are making greater progress than I thought.

If this makes money this is a good deal for DIS.

Clinical and corporate update on Wednesday!!!

Scancell to provide update before upcoming Scope and other clinical data

Https://x.com/BlencoweRes/status/1935940684827312239

Drilling confirms deep graphite. Its a monster

The RNS is saying they will be up to full capacity as soon as they can get the plant up and running but they have so many orders they need to expand capacity ASAP.

The numbers here in a few months will be amazing

MM fishing for shares or a big sale coming

They have so many orders its more than plant capacity.

This lot dont mess about!!!!

Shares worth £6.2m everything else that Bezant has no value at present

Once again the whole of POW is valued at less than there holding in GMET

Great news this, the additional working capital to get this buisness moving has arrived at no discount.

This raise was driven by existing share holders calling TPI and offering cash.

Such was the appetite for shares they raised more than expected.

Most of the cash is from existing shareholders who are not going to flip these shares for a small rise

Urban racer Good to meet you today at the AGM

Their body language was very positive.

A lot is going on and news flow will come.

They could not say much about the sale of ther asset but from their facial reactions to my questions I dont think it will be to long before we get more news