Member Info for Cevodniya

Gravy, what drives you to post comments of utter irrelevance re a share you have absolutely no interest in, other than you arrived here stalking Doc83.

So to put into perspective, you have an obsession with the poster Doc83 from your Matad thread, looked at his posting history and arrived here, knowing absolutely nothing about the company and started trolling it.

Now, my average is now 12.26p, I'm down to around 11 530651, so not many.

Now, I'm making an assumption that by 2030, Empire Metals will be capitalised at around £2 to £2.5 billion, this is conservative.

Why?

Because Shaun has always said he expects Empire Metals to be a major producer by 2030, with 10 to 15% of a global £40 billion market.

That implies annual revenue of £4 to £6 million.

That would be a capitalisation of £5 billion plus and a share price of around £6.

But who am I to discuss with such an experienced and esteemed investor such as yourself.

I'm more than happy to meet at my club in London in 2030 and I'll discuss my portfolio vis a vis your Matad holding.

Seriously Gravy, this is a serious thread with very experienced contributors, it's not for little people like you, obsessed with a poster who has emotionally upset you.

Crawl away.

Manifesto, is there a reason you are incapable of research?

It's not a political link, it's defence related and funnily enough Rolls-Royce benefits from increased defence spending from Governments who perceive a Russian threat.

Https://www.pravda.com.ua/eng/news/2026/06/05/8037847/

Fordm, the point is, why do you believe it's necessary to discuss politics foreign or domestic, social policy, history, geopolitics on a ahare investment thread?

There are threads available for all these areas of interest whereby you could debatexand educate people all day.

Why here, I'm curious.

Retirment have you had a look at Defence Holdings today, I tipped them at 1.05p read today's RNS.

I tipped you Empire Metals at 5 73p, they'll be £3 by 2030.

Look at SML, TUN, QHE, ALRT, EEE, GSCU.

We know Rolls-Royce will be £16/18 by the end of February 27.

Aforementioned tips are generational wealth changing opportunities.

I'm such a giving guy.

Thanks Ageos for yet again making us all feel like we’re back at school trying to learn advanced calculus from a teacher speaking in Mandarin 🤣

Fantastic Manlord, have a great weekend and fingers crossed for your 911.

BIXY bite their arm off!!

Tbow, as you well know, Manlord has discussed on numerous occasions his thoughts on share price movements historically re from 84p to the 30's.

Re regulators, it's obvious that couldn't care less, so tbow, inform me as to what i can do re current and future manipulation and it's affect on the SP.

Pray tell me.

Manlord, after the AFX listing, I'm sure there will be many more shareholders and there'll be numerous Fortissimo's, all offering doubt and problems.

Remember Noramping on ADVFN, he posted incessantly about the embryonic evolution of Empire from micro exploratory to major producer.

Every post highlighted problems that needed to be overtaken.

It's a bit like speaking eith the parents of a 2 hr old baby and highlighting future problems.

Sleeping, feeding, walking, talking, school, drugs, sex, alcohol, relationships, exams, work.

Ermm

My concern is the length of time you are going to have to spend, discussing, debating with the future Fortissimo's and Tbow's of this world.

Your current profession will be unsustainable.

Agneiss, what is your average price?

Rum Tum, do you think there is any investor on this thread who requires your exceptionally basic explanation of share options.

You know as i know that Andrew will expect a minimum of 5x to 10x a return before he exercises.

Also, i thought he had 142 million options in 3 tranches, the first 42 million at 1 38p.

Obviously, I stand to be corrected.

Retirment, I put my Rolls-Royce dividend last year into Empire Metals at 17p, now 34p, thats 100% capital growth, on the 3rd June 26 i put my Rolls-Royce dividend into Defence Holdings at 1.10p.

I'm curious as to why you constantly post re your obsession with dividends, be it Lgen, whatever, why.

My capital growth annihilates your dividends.

I respect Fordm's political views but as you state, why does he post on share threads?

There are so many political forums he could post on.

It's confusing.

Yes, but only modestly.

The most recent Defence Holdings announcement appears to be the strategic partnership for its accelerator programme, bringing in Intelligence Management Support Services (IMSL) as the first formal delivery partner. While not a transformational revenue contract in itself, it is another piece of evidence that management is progressing from concept and networking into actual commercial relationships.

My view of the investment case has changed in the following way:

Period Previous View Updated View

End-2026 2p–5p 2.5p–6p

End-2027 4p–10p 5p–12p

The reason for the upgrade is not today's RNS alone. It is the cumulative effect of:

Increasing evidence that the accelerator model is attracting defence-related partners.

Continued positioning around sovereign AI and UK/NATO defence programmes.

Appointment of a CEO with significant government and defence technology experience.

Growing UK and European defence spending following the Strategic Defence Review and wider geopolitical environment.

What would change my valuation materially?

A genuine revenue-producing contract.

If Defence Holdings announced:

a Ministry of Defence contract,

a NATO-linked deployment,

a major defence prime partnership,

or recurring SaaS/software revenues from its AI products,

then I would revisit the model entirely because the market would stop valuing it as a speculative defence technology platform and start valuing it on commercial execution.

For your holding, the important distinction is that today's announcement is positive but not yet the sort of RNS that justifies a tenfold increase in valuation. It nudges probability in the right direction rather than fundamentally changing the story.

If Defence Holdings can secure even one meaningful contract during the second half of 2026, I could see a speculative spike back toward 8p–15p. Without contracts, I still view 1p–3p as the most likely trading range over much of 2026.

Given your portfolio, I would still regard Defence Holdings as a high-risk option similar to where Empire Metals was before the titanium breakthrough—except Empire now has a defined resource and development pathway, whereas Defence Holdings is still proving that its commercial model can generate substantial revenues.

M22, wako and humility, dear me.

Pretentious, arrogant, condescending, psuedo intellectual public schoolboys are incapable of integrity, humility and ??

Pizel, ask yourself a question.

If you had the options at 1.38p, would you sell?

Most option holders as you know want a minimum 5x and normally 10x return.

These holders aren't generally small tadpole day trader mentality but long term wealth generators.

Pensioninvestor.

Of course you have the democratic right to state your opinion, as the flat earth society, the Apolllo moon landings never happened et al.

But serious adults, normally back up predictions with fundamentals.

Simple really.

Where is he today?

Hopefully, not choking on his daily Greggs sausage roll.

But he normally gives us his daiky wisdom.

Pensioninvestor, why 2.5p.

Seriously, give us some fundamentals, company capitalisation, ROI, profit and revenue generation.

Don't be a moron and simply state one liners.

We're experienced investors here, not penny share speculators.