Member Info for bonker99

Very chunky trades - I wonder if someone will drop their TR1 once they've had their fill ...

When some are paying 43.65p for a whopping 100k shares just days after a 33p placing then you have to think that something rather large is about to drop and that the money thinks 40-anything is still a gift.

T/O

That's a big un.

Certainly does.

Chart primed now ...

https://x.com/bonker99/status/2046176545975279712?s=20

That's the print I think we "needed" - next week could be interesting.

That's my target hit chaps - over and out.

>1% of the company in one trade?

Buy a ticket IMO ............

RUSSIA REPORTS AN ATTACK ON AN OIL TANKER IN ITS WATERS, SAYS TASS

EUROPE HAS 'MAYBE' 6 WKS OF JET FUEL LEFT, IEA HEAD SAYS: AP

Million Pound trades @ 20p - makes you wonder ...

Certainly agree re the confluence of events - partly my point re a T/O.

Oh and the SMLV NPV is at an 8% discount as well, not the (proper) 10% discount in here!

I can't tell you when or how it will come to fruition but the better value - on paper at least - is in here and it's not even close.

Don't be too swayed by the IRR numbers chaps - that tells you how quickly you'll get your money back but it doesn't equate to value in any way.

I'm also a holder in SVML and have a c70-8p target because that's all that DFS NPV (pre-tax to boot) is worth in a sale but my mcap target here based on the DFS NPV is in the 40p+ range ...

Aye - 23% vs 96%+ is quite a difference - not that I've heard of a 96%+ IRR before ever!

Huge capex dragging it down.

Nice :)

30% of NPV for a mining project at DFS stage is pretty much industry standard for a sale.

Selling/licensing IP is an entirely matter of course as it depends on what view people take with respect to the number of times you can implement it vs a typical NPV for the operation. I couldn't guess that and it's all the more difficult if you don't know how many plants you're talking about.

As I've said, I've no issue with starting at 30% of whatever and working up but the market will likely start doing that for us when things like offtake agreements materialise etc - expected 2027 production numbers are close now but there are still i's and t's to be dotted and crossed on the revenue side of things.

30% of combined NPV is lowball mate - work up from there given the nature of the sector right now and going forward.

Fair comment.