Member Info for BodRuncie

The production timeline announcements and predictions/excuses on this board have gone from:

- Summer Production

- Summer doesn't technically end until Sept 21

- "Montana Summers" end later than other summers

- November production

- December isn't that long after November.

I don't mind if the compressor is delayed, because these things happen, and co-ordinating international supply of mining equipment has always dragged on later than predicted, but the lack of news from HEX is now the difference.

Maybe production is delayed because Bo is working on the mother of all off-take agreements, and we'll get a monster RNS on Dec 23rd. Equally there might be trouble with the operation.

But we don't know, and comms used to be HEX's strong point.

I suspect Bagzzz gets so much pushback on this board because he's right and the responders are feeling nervous.

It can't be denied that the stated timeliness have slipped (which happens), but there has been no shareholder communication to address it (which is poor, considering how much HEX have previously communicated).

The future is still bright here, but the shine has come off a little.

An MOU is basically saying "maybe, we'll one day think about the possible chance of perhaps signing a contract that has £££ attached. Probably."

Better than a kick in the teeth, but I've never seen an MOU amount to much in terms of a company's share price.

We're all getting desperate here!

Marty, that sounds like an AI response, rather than an actual understanding of APTA's ownership.

Firstly, the 6.32% held by Pathcelerate (linked to Adam Hargreaves), is also included in the 8.57% of shares held by ownership, so you're double-dipping here.

Secondly, and more importantly, those IIs don't own the shares. For example, my APTA shares are held in an Interactive Investor account, which is owned by Aberdeen Group plc, so the 12.79% "owned" by Aberdeen Group plc includes my own shareholding and also any other PI who holds their shares with Interactive Investor.

Same goes for the Hargreaves Lansdown Asset Management holding.

So, 80% of shares aren't "owned" by IIs and the bod.

Marty, how do you get the figure of 80% being held by BOD and Instis?

The Aptamer Shareholder Relations page says that, as of August 2025, the BOD own c.8.5%, and other Significant Shareholders own 22.5%

That leaves 59% owned by Instis?

Ah, it's not showing up in my dividend history, but it has been received in USD. I need to convert it myself within my account from USD to GBP.

But I didn't have to do this for my ISA account... odd.

Still haven't received it in my ii Trading account, but I have received it in ISA account.

Yeah, but not as nice as selling at 20p, which we can all do once this share gets some forecasts, profits and an AIM listing... the ball is, as ever, in Nick's court.

Yes, the news that the deadline has been extended to Jan 31st 2026...

I agree, re: share price movement.

Most of the buys in the past couple of days must have been Mr Marshall!

Co-founder and Exec Chair, Steven Marshall, bought another 490,000 (£500k worth) shares.

He already owned 13.8m of them!

The collab with Metir plc will be great as a proof of concept to showcase APTA's tech, but I wouldn't expect any deals that will boost the share price. Metir has a mcap of £2.5m.

Last time it was on a Wednesday, so prob tomorrow?

Expect another drop on 27th Nov when the shares go ex-div. That might (hopefully) be the bottom!

With the false close yesterday and the resulting "sharp drop" this morning MMs are trying to generate some buying or selling action, spook weak holders, entice the FOMO buyers, catch some trailing 10% stop losses.

Not much volume at the moment, so not much profit for MMs.

Perversely, I think LIO would do relatively well under the current circs.

- There is a need for the US Mag7 bubble to deflate (if it doesn't burst, at least), leading to rotation of money into other assets.

- A cut in interest rates would benefit the "dividend shares" with higher yields.

- Share buybacks will push up EPS, and if the sp drops the company buys back even more shares, improving cost effectiveness.

Once the initial marketwide drop occurs, shares like LIO have a chance to outperform in the medium term. I bought big into shares like MNG, PHNX and LGEN when they all dipped sharply over the past 3-4 years. Not only do I get a high yield in return, I also get c.30% capital appreciation.

Certainly struggling at the moment, but it's times like these that represent good risk/reward opportunities. Might not work out that way, of course, but when there's blood in the streets and all that jazz....

The BTC mining seems a ridiculous side hustle. Maybe find an offtaker for the energy rather than diversify into BTC mining?

Nick has one job and should be laserfocused on it. By the sounds of it from the interview, everything is going better than expected on the helium side.

Walk before you can run!

Wheels are coming off the US economy, and the AI bubble is bursting.

Trump is bad at capitalism.

I like the way you think.