Takeover target?8 Apr 2026 17:09
Some have posted their view that £1 per share is very near... Personally I can't see that organically in the very short term... But it could certainly be possible in the next 6-9 months if we get good offtakes and the production ramps up as hoped...
However the way we *could* get £1 in the short term is a takeover. I've seen several people suggesting it, eg Charles Archer etc. And frankly it might be better for a bigger fish to snap us up before we start getting into commercial offtakes and ramping up production, because they might then have to pay £1.50 or even £2 a share...plus it would be messier for an industry supplier like Air Liquide or Messer to move, if offtakes with competitors had been signed... Given the elevated He prices and security of supply problems, we might even see a large end-user swoop in? A large chip factory for example. It's not unheard of, remember that Delta Airlines have their own jet fuel refinery...
Any thoughts?