Member Info for bunsenburner123

Looks like there’s a chance of a blue finish for #BTC

Hasn’t really had a rise off the back of the drop yet

Be interesting to see

Looking great so far

These things can turn on a 6 pence

Can sell loads at 21.65p so it’s ready

Bit of volume and this thing flys

Calling for a Blue finish on BTC

I can see it. Way way too cheap

SWC switched blue ✅

#BTC from -18% could switch blue wouldn’t take much ✅

BTC could switch blue this afternoon from -18%

I think we see a BLUE FINISH here today

👀

About to shift bid 245p

Going blue???

OTS due any day, probably delayed a few weeks so expect anytime from now till mid july

when that lands the debt refinancing of the last few years is sorted, nothing holding them back and they can win the backlog of big contracts

total game changer

Yes it looks decent

OTS debt deal is very positive for MPL — it’s the key catalyst for a major turnaround.

It will:

• Clear MPL’s default status, resolving over two years of debt issues

• Unlock long-term customer contracts that have been on hold

• Enable growth in container and liquid cargo operations

• Be backed by a £15m credit line from its major shareholder (Hunch Ventures)

With a £3.6m market cap vs £54.5m NAV, the deal could trigger a 5–10x rerate if approved, shifting MPL from a distressed asset to a growth-ready port operator.

Approval is expected by end of June – making the timing critical.

The company is worth £100m but valued at £600m

Probably goes up today but that’s a serious premium valuation

Looks like were ready to move up

Background selling stopped

Sub 290p

After a £40m+ raise only days ago is bonkers

Let alone sub 250p

Expecting a huge move north soon

Can buy with AJ Bell just have to ring up

SP shouldn’t be below 290p

£40m in @ 290p on Thursday

Expect a huge reversal

AJ Bell stopped allowing buying

COIN bagged from the lows on Friday

SWC placed £40m @ 290p

Expecting that to be taken out today

ChatGPT thinks the news today was excellent

Mercantile Ports & Logistics (LSE: MPL) offers a compelling deep-value, high-upside opportunity at just £3.6 million market cap. The company owns and operates a fully functional, ISPS-certified port in Navi Mumbai that handled 1.5 million MT of cargo in 2024 and generated over £4.3 million in revenue. Despite temporary setbacks tied to regulatory delays and elections, MPL is on the verge of unlocking serious growth through container and liquid cargo operations—while trading at a massive discount to its £54.5 million net asset value.

The key catalyst is an imminent One-Time Settlement (OTS) with Indian lenders, which has already been approved by the lead bank and is expected to complete imminently. This would clean up MPL’s balance sheet, remove the debt overhang, and enable long-term customer contracts that have been stalled. With a £15m credit line already secured from its major shareholder, MPL has a financial backstop and strategic support to weather any short-term turbulence. If the OTS lands, this could rerate dramatically—5x–10x upside is realistic based on asset value alone.

Coin blue should see SWC do 50% has yet to move at all

Placing 290p