Member Info for Couerdelion

I filtered him/her ages ago. No useful commentary, just a succession of self-obsessed posts which you'd all be advised to save a few seconds of your busy lives applying the filter button.

RPI shot up nearly 100% because it briefly became a meme stock but it topped at around 540p before closing the week at 380p. While I can't disagree that directors should be showing some confidence by buying the shares, it won't have anything like that sort of effect.

Just one more thing, RPI is down 43% over the past 12 months.

I hold around 8% of my share portfolio in LGEN but never really thought what I might consider too much. I don't think I would be very happy with 20%+ but not sure about 15%.

That said, for me to add, the price has to fall so there's a sort of balance at play.

Let's at least be clear about the value of TEK's holdings. They are not cash-generating so the only way that TEK can create any meaningful value from these holdings is to sell down it's holding. LUCY and GNIP are minnows and will only generate pocket money for TEK, and certainly not the sort of money to put into another investment. SALT and GDNT are larger and it is anyone to speculate how profitable these can be or how valuable their IP is, but they are also still in a capital raising phase so it will take time before they are generating cash. For sure they are both interesting companies but are they ground-breaking?

Wozzer also threw in another mysterious "IP" component into TEK's value. Do we know what this is and if it is on the balance sheet?

710p feels a bit toppy to me and by that stage I would be taking profits rather than simply slicing. That said I wouldn't think it completely out of the question in the next few years for W7L to warrant that sort of price.

But the next weeks and months are going to be interesting watching if we have another 20% before the next resistance.

He's certainly not wrong about the quality of the comms.

Please don't imaging that I am bearish on this stock - I'm actually quite bullish and added last week after the capital raise because of the generous discount offered and my view that there is more value in this company than is recognised by the market. I am realistic that it can all come to nothing and the history of TEK suggests this is a very real possibility but one that I believe the market is overegging.

I do however take issue with exaggerated predictions of sunny uplands and a virtuous cycle of profits and reinvestments which bear little or no resemblance to the company and its history and reimagines the future only with positive assumptions. If I could make those assumptions myself I would just sit back and allow my own portfolio to double in value both this year and next.

There is a flaw in the logic that the discount will dramatically reduce once all assets are listed. Or at least it ignores the ability of the market to recognise that most of the NAV is made up of assets with a market price and apply different discounts to different types of assets. The move of GDNT to quoted may shift this dial modestly, but not fundamentally as some would have you believe.

It is my view that the high NAV discount is due to the governance issues at TEK, the lack of any shareholder returns and continual share issuance. These are much more fundamental to shifting the discount factor.

"I see those green filtered coffins are out in force, must have touched a nerve, poor bears. Bears keep complaining, but where are their facts? Oh, that’s right, they have none."

The jury might like to consider how our AI-generator knows about the lack of facts in a filtered message? Or could this just be more speculation?

I've probably picked the wrong time to cash in a little profit here as it looks to have broken a local resistance and into price discovery mode. GLA

I'm also confused with the Roan production figures. In November they reported Q1 production at 917t but now it's showing as 691t. What's going on there.

I couldn't find where they gave HY26 guidance - only the FY guidance that is repeated here. But it does look like a big miss.

Seriously thinking about adding a few today. I've no real sense of how to place a fair value on the stock but I have a few loose pennies knocking around from selling yesterday. First hour of trading will be interesting to watch.

Some big buys just showed up. Can't be long now.

Having dips in the SP every time there is a gap in the flow of information is creating very profitable trading strategy here. I just buy on the dips, wait for the 15-20% recovery then leave the profit in surplus shares. And I'm sure I'm not the only one doing this, or variations.

I was just offered 60p to sell. More good signs.

This feels like a bit of a bubble so I cashed in a little. Maybe I'll be kicking myself later today but a 20% return in less than 24 hours will soften the blow a little.

Early trading looking very positive. Unsurprisingly we've encountered some resistance at 60p so we'll just have to wait and see if it can break that.

Very unlikely we'll see the price near £3.50 in the next year or so and I doubt I would still have many shares by that point. At close to 6% dividend yield it's barely 1.5% over 10-yr gilts and you only pay tax on the coupons.

I'm not. Happy to reinvest much of the proceeds of my recent sale back in at this price.

Was there a link to the Roast podcast?