Member Info for BodRuncie

The flurry of new tax year ISA cash has now been spent on MDH, so the sp is dropping back a little now.

I've tried buying more the last couple of days but reluctant to pay over 6p, so my orders went unfilled.

I just picked up some more at 5.82 :)

Charles Archer reckons copper and nickel miners will suffer because they need industrial amounts of sulphuric acid... which comes through Hormuz.

Bit of a gamble atm. Could be a big winner if timed right?

First Rule of Investing Club: never say there is not long to wait.

Especially for positive news!

The stock market has a way of humbling mortals in a way that would make the Greek gods proud.

So, esduk, what you're saying is that apart from the input and the output, it's a good report!? lol :)

My gut feeling is to distrust paid-for research reports. Turner Pope produced one for APTA recently that reckoned on 6p by end of year (a 6-bagger from the report's release).

A month later, Turner Pope had organised, at substantial financial gain to themselves, a fundraise at 40% discount to the price on the date of the research report's release.

if a paid-for report is saying £2.40 any time soon then to get a realistic medium term valuation you need to lop off at least 50%.

I took a decent allocation in the recent raise but I added more in my ISA today.

If the resolutions are passed at today's meeting, that should put a line under 0.60p as strong support. And then it's only upside from here.

The sp can easily reach 0.90p this year, so who wouldn't want a 50% return?

The circumstances around the raise, and the revamped (for the second time) BOD options are painful, but the negativity is now all priced in.

Really, who is now selling at 0.6p or lower? The sell-side is now overdone, ready for buyers to return.

A similar thing happened at MKA. A steeply discounted raise held the sp down at the placing price until the additional shares were approved, then it shot up 10-20%. I can see something similar happening here.

Some warrants converted today at 4p. Hot Rocks buying back a bit of what they sold perhaps?

Added a little more here with some New Tax Year ISA cash :)

I sold a little yesterday, gambling on a TACO Bell order being put through, and bought them all back today 10% cheaper.

The system is rigged against us PIs so we have to make gains where we can :)

HANDLE…………………………………HOLDINGS

Trek…………………….…..………………..800,000

RKB…………………………..……………1,000,000

Barnsley...................................................1,771,185

Supra3,....,......................................................1205224

Turnthecorner……………….........…………798,496

Bluesky72……………………....…………..1004728

T. Twiptop....................................................330,000

bannsider.....................................................1,565,000

Bomber11......................................................911,832

Canaries .......................................................700,000

Torino………………………………………..1,416,000

Mickey & Mrs …………………………………..1,000,000

Finton .........................................................1,190,000

Kernowboy1…………………………………600,000

101012+partner+kids……………………….481 652

Sasha…………………………………………6,500,000

Sasha’s friend………………………………..6,250,000

The Foocare …………………………………165,000

HGGGCG………………………………………171,000

Winthrop........................................................220,000

Sidster79…......…............................................200,000

Holidaze..........................................400,000

Clickandcollect……………………40,000

Sheephatch ………………………431,000

Botham……………………………900,000

BodRuncie.....................................580,000

Please cut and paste and add any holdings if you so wish.

It's rising because us PIs are topping up with our new ISA cash.

It's still undervalued at these prices, but if you're looking for a reason why specifically this morning, it's the ISA effect. Might wear off in a day or two, then shoot up again with the AIM listing.

Holdings RNSs

ABS are down 6% to nothing

Pentwater are up 6% to 19% (stock transfer between these two?)

Gresham are up 1% to 27%

The Putinization of the rest of the world. You're either the right-hand man who props up the dictator and gains benefits in exchange.

Or you're one of the rest who slowly sink lower and lower. Look at the structures of the societies in places where Putin-ism rules: depressing hellholes with no escape. Trump wants to turn the USA into something similar.

I requested £6k and was allocated £4.5k, so 75% of what I wanted.

I placed my request within about 15 mins of the offer going live. I wonder if timing had anything to do with it?

Hegsmeg *tried* to buy? What a loser!

All Trump's real oligarch cronies *succeeded* with the insider trading.

He can't even do that right.

YU is a good company to be invested in (ambitious mgmt, profitable, pays a rising divi), but it's also a good hedge in my pf against President Chump turning the global economies into Covid Part 2.

Happy to keep holding and collect my divis :)

Just watched the APTA InvestorMeetCompany presentation and I am pleased with what I saw.

This is a mgmt who have their eyes on the ball. They are laser-focused on the company's pipelines and their targets. They see other biotech companies operating in similar spaces, who get bought out for hundreds of millions and they are doing everything they can to reach that plateau. APTA's mcap for comparison is £15m.

They aren't resting on laurels for their current collabs with top pharma companies, nor on the passive revenue streams they have already initiated. They are aggressively protecting their space and looking to dominate it.

The raise hurts because it has to be done at such a low price relative to where the sp has been for the past few months, but that is largely out their hands. Macro events, and the chumps running the world, have decided to eff things up and can't back down. APTA are probably kicking themselves because this raise was likely in the planning stages for a while. But it's good they have done it when they have, because who knows where the worlds economies are heading in the future.

It's a raise for growth, rather than keeping the lights on, and aggressive growth at that. I've always said that smart management will raise capital when it's beneficial, rather than waiting until the last moment and flagging up to the market they are desperate, and I like what I have seen from APTA.

I applied for a further tranche of shares in the Retail Offer, and I am very confident people will look back on 0.6p and wish they'd bought some/more.

AMRQ bod mentioned in today's presentation that they hedge some of their diesel costs, but also it's such a small part of their overall costs that they aren't worried at all in terms of the Middle East affecting their margins.

£0.4m for manufacturing is low, and it's a good thing.

APTA is in a fairly capital-light sector :)

The board are clearly delighted with the turnaround and the progress being made. That much is clear from the tone of the RNS, compared with previous statements.

There is further large growth in the pipeline for 2026 and beyond. The company can scale up to more than twice its current size without the need for capital input. Beyond that, they say expansion would be capital-light. They're also looking to add an international hub outside of the USA.

I've been holding for a few years, and clearly I invested too soon, but the inflection point is nearly here, so I might look to add to my investment during the year because now, at a £15m mcap, this is progressing in the right direction and looking a lot more like a potential multibagger.

A masterstroke by Trump? Lol, he's chickening out because he runs his mouth and there's no brain to engage.

It's not even clear that he spoke with Iran. Probably a staff member fooling the old duffer into thinking he's dealing with Iran.

That way he gets to chicken out, his loyal cultists will lap up his every word, and the rest of the world shakes their heads in bafflement.