Member Info for dai2belts

@KevR, did you buy Geni, 3p to buy :(

Chip maker, listed May 2022..

lots of contract wins

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MC £38.16m, with approximately

96.60m shares in issue. Over the last year,

52 wk high of 64.20,

52 wk low of 38.50.

https://invst.ly/19ogfs

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24th Mar 2025 7:00 am RNS EnSilica Agrees a Multimillion Pound Contract

5th Mar 2025 7:00 am RNS €2.13 million European Space Agency Contract

3rd Feb 2025 7:00 am RNS £10.38 million UK Space Agency Award

6th Dec 2024 7:00 am RNS New Contract for a Timing Controller ASIC

11th Nov 2024 7:00 am RNS Oriole Networks Selects EnSilica as ASIC Partner

21st Oct 2024 7:00 am RNS Award of £2 million ASIC Design Services Contract

15th Oct 2024 7:00 am RNS Design & Supply contract award for controller ASIC

19th Sep 2024 7:00 am RNS EnSilica joins TSMC Design Center Alliance

12th Sep 2024 7:00 am RNS Siemens AG Award Design & Supply Contract

10th Sep 2024 7:00 am RNS Shipment Milestone of 5 Million Automotive ASICs

............................................9th Sep 2024 7:00 am RNS Appointment of US Advisor++++

3rd Sep 2024 7:00 am RNS Production order for Industrial ASIC received

2nd Sep 2024 10:47 am RNS Telecommunications ASIC Contract Valued Over $30m++

15th Jul 2024 7:00 am RNS New Supply Order for Edge AI Chip

30th May 2024 7:00 am RNS Result of WRAP Retail Offer & Notice of GM

24th May 2024 7:00 am RNS Result of Placing and Subscription

4th Mar 2024 7:00 am RNS Arm-Based Technology Contract Win

29th Feb 2024 7:00 am RNS Receipt of R&D tax credit

28th Feb 2024 7:00 am RNS Significant c.US$20 million Supply Win

27th Feb 2024 2:24 pm RNS Placing to raise £1.1 million and notice of GM

On the bright side it has created a large 1 day candle, which looks good when green

Blooming predictive text, today Mou, kept being changed You, extent to extend, ...

Sellers back 2x ~300k trades taking 3.5p,,

Its as if somebody is setting price targets, and not considering momentum...It was looking like 4p could be achieved until the renewed selling which must deter buying to some extend

I just noticed it on my side ticker... strong volumes too

Looks like Morocco is going to get parked up until JV's, funds left over from MOU-5 for Trinidad rather than Morocco..

If mou-3 flows , seeking funding through selling an interest..

If mou-3 doesn't flow there will be another drop, the believers punished if they held :(

Missed another 20% dip....

Going to set up a free notification..

https://invst.ly/19oemw

"Ive not seen 150m shares sold through the market in the last couple of months have you?" Yes, if forwarding selling

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Mar 23, 2025 3.885 3.860 4.100 3.800 2.83M +3.87%

Mar 16, 2025 3.740 3.600 3.940 3.550 22.54M +3.60%

Mar 09, 2025 3.610 3.860 3.930 3.600 14.20M -8.95%

Mar 02, 2025 3.965 3.880 4.090 3.750 9.35M -0.38%

Feb 23, 2025 3.980 4.100 4.100 3.750 18.30M -1.85%

Feb 16, 2025 4.055 3.960 4.090 3.800 16.87M +2.40%

Feb 09, 2025 3.960 4.170 4.200 3.950 13.59M -4.81%

Feb 02, 2025 4.160 3.850 4.500 3.850 53.19M -2.58%

Jan 26, 2025 4.270 4.300 4.690 3.700 106.73M +3.52%

Jan 19, 2025 4.125 6.680 6.680 3.020 203.44M -35.55% Week raise announced

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Rockhopper, up 10%

THX , flat

He1, free gas, up 3

QED, projects planned Q2, so close yet no dates though, typical, up 5%

Gmet, up 8%

Mmmmm...page 21

$31,768,079 used to build the Group's inventory balance as of September 30, 2024.......inventory balance $43,369,284, 28,255Oz (page 22)

Thats suggests it cost ~$1534oz to build that stock pile, but page 17 states the operating cost of $585/oz sold Q3, and forecasted 2025 ASIC $800-$1000 ..

Confused now, and coffee empty

From TLDR This

Asked for Key points....

Interesting, a net profit but also a capital deficit, something to look into..

Also cash from operations is higher than revenue ?

Operational and Financial Performance: - The company reported a net profit of $17.5 million for Q3 2024, up from $2.3 million in Q3 2023.

Revenue for Q3 2024 was $40.2 million, with an EBITDA of $27.4 million. - The company reduced its accounts payable and transitioned from a net debt to a net cash position. - The company revised its annual guidance to 85,000 ounces of gold production at an AISC range of $800-$900 per ounce.

The company had a working capital deficit of $27.8 million as of September 30, 2024. - The company generated $44.7 million in cash from operations, offset by $11 million used in investing and financing activities.

https://thorexpl.com/site/assets/files/2797/thx_2024_q3_mda.pdf

Mmmmmmm , AI

According to Lse, PE=18, according to AI PE=4 both seem right to me 🤪

Yahoo finance gives PE=4

All to confuse .......................

==============

From q2_fs.pdf,;....

H1 EPS= $0.061..( Q1 1.93+4.19 Q2),

Net Profit= $39,929,214 ..(Q1 12m+27m Q2)

sp 24.5p=$0.32

sp 20p=$0.26

PE=P/EPS

0.32/0.06=5.33

0.26/0.06=4.33

==============

AI

"The net income for Thor Explorations Ltd. in H1 2024 is $39.9 million, and the earnings per share (EPS) is $0.06."

PE given as 4 sourced from other sources

but used PE= 24.5p/$0.061=401 in an example, (its human),

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H1 2024 is $39.9m (reported as Net Profit in mda.pdf, so net income )

===============

shares 664,330,000

__EPS__

EPS=NI/shares

EPS=$39.9m/664.33m=$0.06. ............(as given q2_fs.pdf)

__profit per share__ (page 20 mda.pdf)

Q3 $17,500,130

Q2 $27,504,715++++++++++++++++++...

Q1 $ 12,424,499

+++For some reason Q2 profit is +$10m over Q3 & Q1 see page 20 mda.pdf+++

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=============================

Using current price...

PE=Price/eps = 0.32/0.06=5.33

So EPS=Price/PE= 0.32/5.33=0.06

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EPS=Net income/share

So NI=0.06x664,330,000=$39.9m

==============================

https://thorexpl.com/site/assets/files/2797/thx_2024_q3_mda.pdf

https://thorexpl.com/site/assets/files/2770/thx_2024_q2_fs.pdf

Look at the difference in price this company sells and buys back copper bars

19% vat

100oz Copper bar Euro 96 to you, buy back Euro 33, collection Euro 35, so almost worthless :(

typo , should be 100g lol, super cheap for 100oz

100oz silver bar to you Euro 142, buy back Euro 96

1gram Gold bar Euro 100(no vat), buy back Euro 87

https://www.geiger-edelmetalle.de/en/copper-bar-schloss-gueldengossa-100-oz-.9999-cast-1322838.html?srsltid=AfmBOopfDkQVM9-IuCpjaRMroCMQIAOSxPZcrx8JHvCxS-NCpEczZuzY#

Its all about the branding on the bar,

this guy claimed he paid $500 for his copper, shop suggests they would pay £175... :(

Two bars same grade, huge difference in price.....

100oz bar Fine mint brand offered $100

10oz bar Geiger brand offered $25

https://www.youtube.com/watch?v=ZASsabjVDQc

Look at the difference in price this company sells and buys back copper bars

19% vat

100oz Copper bar Euro 96 to you, buy back Euro 33, collection Euro 35, so almost worthless :(

100oz silver bar to you Euro 142, buy back Euro 96

1gram Gold bar Euro 100(no vat), buy back Euro 87

https://www.geiger-edelmetalle.de/en/copper-bar-schloss-gueldengossa-100-oz-.9999-cast-1322838.html?srsltid=AfmBOopfDkQVM9-IuCpjaRMroCMQIAOSxPZcrx8JHvCxS-NCpEczZuzY#

All those protestors are happy to use gas daily, even if using electric that likely comes from gas power plants..

Probably all drive cars too

Coins

https://www.youtube.com/watch?v=3GiMY-1LHR4

I have a position, not too big, as failure to get that ML will be bad news, I guess it will mean they have to sell mine to pay off debt...

And you can't guarantee AIM will go back to 20p on good news especially with the spod prices...

So I guess many will jump in on news with their own price limit in mind...

I guess for silver, you need to buy collectables, or hold for the big rise..

I watched video, guy said biggest mistake, when starting off, buying the easy to get stuff...

Gold, seems taxation favours the rich, those who make the rules, investment grade is usually exempt

Different countries have varying regulations regarding VAT on investment gold:

Germany: Exempt for high-purity bars and certain coins.

Switzerland: Exempt for high-purity bars and coins.

United Kingdom: Exempt for bullion and specific coins.

United States: Varies by state; some exemptions exist.

India: Subject to GST; capital gains tax applies.

China: VAT applicable except for investment-grade products; profits taxed as income.

Australia: Exempt for high-purity bullion and certain coins.