Member Info for bunsenburner123

And when it lands and the placings cleared…

🚀🚀🚀🚀

The investment case is actually quite straightforward:

* March 2026 already exceeded 41,000 items/month.

* Breakeven occurs at 80,000 items/month.

* Runcorn historically dispensed almost 1 million items annually.

* They now have £4m of fresh capital.

If volumes continue growing at anything close to the recent pace, they could become self-funding before the cash runs out. If this happens, this could become one of those AIM stories people talk about for years to come

Hyper*

I think there’s going to be a plethora of ramps news to drop from now onwards

Clear this placing and the SP will start to act like the business - hyped growth

Let’s see what the day brings here today chaps 🚀

I’m also very bullish on SBDS - how many tiny cap companies can boast customer wins as Apple and many many more tier 1 companies + 20% growth, £10m+ revenues and per RNS cash flow generative end of Q2. Sitting around ATLs with a market cap of just £4m

So true. Started as wellness app and has pretty much pivoted into this super high growth AI dispensing pharmacy business

Sensible to suspend though. More companies should do that. Try and resolve slightly then open again and investors don’t lose as much vs traders jumping for a bob or two

The most encouraging figure in the entire release isn’t the £5m annualised revenue in five months. It’s the jump to 41,000+ monthly prescription items and management’s statement that breakeven is around 80,000 items/month. If those volumes continue rising, the investment case starts looking very different from when they floated

Multiple tier 1 fashion discussions

Non dilutive funding

And that’s all she needed to write

I’d say MPAL will rocket when the placing clears

You picked a beast here Smkr

I think SBDS could be a proper beast too

“New client wins and renewals during the period, including Apple, Thompson Reuters, Rover, Visa, Vodafone, Sky Bet and several additional 4D logos…”

“new bookings from global blue-chip clients such as BMW and VISA”

“US$2.3m Contract Win with Mars”

“Recent new client wins include Boots, Expo, Universal Music and Rover”

There’s plenty more too. Genuinely unbelievable. Coupled with cash flow positive Q2 - I think we see some incredible moves here in the coming weeks

Market cap at 15p will be c£8.5m

Unbelievable

30p not even £20m cap

Hell of a journey coming up chaps

3p come on the updates have been outstanding. Non dilutive funding and tier 1 fashion outlets

Another one I’m super bullish on is SBDS, customer wins include Apple. Growth AI business with revenues was in excess of market cap (£4m) and cash generative Q2 as per last RNS

Can see SBDS flying through 30p on the next update

No one has any clues just how huge the company could be

Customer wins include Apple

£10m+ revenue with 20% growth

Q2 cash generative

Market cap £4m 🤯

Guys literally. This IMO is the best medium term hold I’ve ever seen. So funded, massively funded, registration grade. They have everything in place to go for the stars. Get this grant, anything over £1m and we are rock n rolling

Crucial that we all vote. If PIs vote - they won’t even get 1/3rd

Tbf Laura has found a potential nugget in NANO - board needs 75% to vote in favour. No way IMO will they get even close. Currently £5m cap £10m cash plus IP. No debt. If they don’t win the vote the delisting can’t go ahead…

Sharepicks fair play. You’ve unpicked something v v interesting. I don’t think they win this vote. It even close 🚀

Nanoco at a ~£5m market cap with around £10m cash is exactly the sort of disconnect that can trigger a serious shareholder backlash.

You’ve effectively got:

* cash worth roughly double the market cap,

* established IP and quantum dot expertise,

* existing relationships/history with major industry players,

* and now a proposed delisting at what many holders will see as a distressed valuation.

A lot of shareholders could easily argue:

“Why should we accept illiquidity and a JP Jenkins market when the company has more cash than the entire valuation?”

If enough retail investors actually vote — and if a few larger holders decide the same — the delisting resolution could become very difficult to pass.

The market cap at ~2.9p arguably starts implying:

* either massive future cash burn,

* or that shareholders will be trapped post-delist.

If investors instead believe:

* the cash can be protected,

* costs reduced without delisting,

* or assets/IP monetised properly,

then you can see why some holders may think the shares are materially undervalued even before considering any strategic value.

The interesting part is that once a company trades materially below net cash, activists and opportunistic investors often start paying very close attention.