Member Info for cn100

0.525p works out at about £2.25m

with 430m shares in issue.

Number of AIM securities in issue Was updated yesterday to correct up to date figure. First time since 13th march: even though date still shows 13th march on significant shareholders.

https://trellushealth.com/shareholder-information

Suspension stops the CLN's from Alumni being converted. THere would have been another 80M shares today or next week converted. All for a measely £50k. I cant imagine Mount Sinai were happy with this arrangement. There is currently 430M shares in issue so mcap is around £500k. Perhaps it was agreed the only way to stop the rot was to suspend for now until something is finalised on the funding side of things.

That’s the last part of alumni cleared. 36.5m and that trade of 22m adds up to what they took.

Can trellus now stop using them and have a positive funding rns tomorrow instead ?

A big announcement coming imo

Surely the Icahn school of medicine who is the largest shareholder here will come in with a loan of £2-£3m which will see them through for 12 months. Cancel the CLN with Alumni with immediate effect and then Trellus can continue with their work for the foreseeable??

Info on the largest shareholder from chatgtp:

The Icahn School of Medicine at Mount Sinai doesn’t have a public “market value” because it’s a nonprofit medical school, not a company traded on the stock market.

But financially, it’s very large:

* Endowment: about $866 million (2023)

* Total assets: about $4.26 billion

* Net assets: about $1.5 billion

* Annual revenue: about $4.16 billion

A big reason the school became so wealthy and well known was a $200 million donation from Carl Icahn in 2012, which is why the school was renamed.

So if you’re asking “how much is it worth,” the closest estimate would be:

* roughly $1.5 billion in net worth/assets after liabilities, or

* over $4 billion in total assets overall.

I am expecting either:

1- one of the large holders either cantor or spreader to have reduced on Friday

2 - one or more of the warrant holders will convert some off their warrants at 0.1p

3 - a placing.

I knew something wasn’t right Friday morning you can usually tell the first hour of trading what the game plan is. And adjusted position accordingly.

Step 1: Resource size

From earlier: about ~600,000 tonnes of LCE at the Zulu project owned by Premier African Minerals.

Step 2: Lithium price (very variable)

Lithium prices swing a lot:

2022 peak: ~$70,000 per tonne

2024–2025 range: roughly $10,000–$20,000 per tonne

Step 3: Rough in-ground value

Multiply:

Low case ($10k/t):

600,000 × $10,000 ≈ $6 billion

Mid case ($15k/t):

≈ $9 billion

High case ($20k/t):

≈ $12 billion

⸻

⚠️ Important reality check

That does NOT mean the company is worth $6–12 billion. The actual value is much lower because:

Mining, processing, and infrastructure cost a lot

Not all lithium can be economically extracted

Time (it takes years to produce) reduces value

Political and operational risks matter

In practice, early-stage lithium projects are often valued at 5–20% of in-ground value.

👉 So a more realistic project/company valuation might be something like:

~$300 million to $2 billion (very rough range)

Once this gets going I expect the ride will be just as good as smarter web company rise which went from 3p to 600p (200 times increase)

One could argue this could be worth £500m to £1billion. (100 to 200 times the current valuation.

0.035p for me

Last August it was valued at around £25m mcap. Now with 25b shares it’s around £5m.

Surely looks very attractive at this price now a lot of progress has been made since then?

If he can be believed….

A lot to prove here, the last placing was the killer here after promising £2m at 2p and then £3. 25m at 0.5p. Neither materialised. Only a lousy£ 0.5m at 0.15p

Needs to show something substantial very soon.

Come on Sath do the right thing and resign. This needs a reset a someone in charge that has some savvy about them !

Stark which were your sells yesterday?

Massive news….

Level 2 looks awful. 1 vs 4

Expect to drop more.

Bet it doesn’t… still watching and waiting…

Back to 1,000,000 available at 1.89p so going no where while the stock is still available.

The limits online to buy have dropped from 1,100,000 to now 375,000. Possibly the seller getting near to finishing ? Any more decent buys and an increase in volume to the buy side will be interesting.

There is a large overhang in the stock. This isnt going anywhere until this is clear. Either brokers know about a placing coming or there is a large seller at these levels. IMO.

Some of the 50k trades were off market trades. Put through not on the lse order book. Ordinary trades in this stock are put through as ‘XAIM’ but these extra 50k duplicates were put through as ‘XOFF’

XOFF

This is a special "generic" MIC code meaning Off-Exchange (or OTC — Over-The-Counter) for instruments that are admitted to trading on a venue (usually a lit exchange like LSE).

→ Trade was not done on the actual exchange order book

→ Most commonly used for: Negotiated trades / block trades reported to the LSE but executed bilaterally

Trades with systematic internalisers (SIs)

Pure OTC trades between two parties (market maker client, institution institution, etc.)

Any off-book trade in a listed instrument