Member Info for Dibs61

Steve4077 LOL!

Steve4077 - thanks for the tip on Plitvice it looks absolutely stunning and thank you also to who put the YouTube link on - amazing. We are staying near Dubrovnik so not sure if we’ll make it there but if we can we will! Cheers

And I def would’ve liked to be there but will be in Croatia with Mrs Dibs. However I am sure it will be a very interesting and informative evening and I look forward to reading about it.

Andrew - your post made me smile as, and I mean this in a friendly way, it made me think of the infamous Michael Fish weather forecast where he totally dismissed the suggestion of hurricane force winds. I take the view that we shouldn’t rule anything out. We simply don’t know enough about this system yet to do so. I am sure if you had surmised about the possible size of Cadia (which is a network/system of different porphyria) or Northparkes in the very early days I doubt many people would imagine they would become as large as they since have.

Colin certainly believes there are multiple porphyryies. Who knows how big the other ones are? We certainly don’t.

So let’s keep an open mind. Anything is possible.

Quite an eye opening stat that Steve. Zak was talking about a golden cross the other day. I reckon we may have cracked it.

Reckon we were due a correction after the recent run. Looks like I’m going to have to dig down under the sofa again!

Nope me neither

Yep I’ve also added another 3k shares today

stevemocal I mean……

We’ve got a proper baller in Olise ;)

Another fellow Eagle ;) COYP!

Someone did suggest that but it’s simply not true. Of course he’s going to be interested in any gold in situ.

Phantom - yes absolutely. The addressable market for the Clinical Labs side of the business - which is now live and commercialised - far exceeds, on it’s own, the current market valuation.

And it does not require FDA clearance.

So effectively, yes, the valuation at this level, you can reasonably argue that this is completely derisked as the potential earnings from it far exceeds the current SP.

The potential upside from here is mind boggling.

Denny - not so. Can I refer you back to a post by NJW1 on 6th Sept. In this post he quotes an email reply from Greg Collier in which he confirms shareholders would not be affected by a cancellation and subsequent relisting. I am expecting an RNS next week to confirm the cancellation and I assume that the intention to relist will be reaffirmed in the announcement. We may even get fresh news on it but nonetheless I am confident my shareholding will be reactivated with the relisting.

I am also very bullish here. This is a cash cow and cash still churns out the same whether it comes from Russia, Kazakhstan or wherever.

An 8% yield is impossible to ignore, incredible actually. Even in the unlikely event that they had to reduce it the yield would still be impressive. So - I added 50% more shares to my holding this week and will be back for more when funds allow. And I’m not just expecting good income but long term capital appreciation too

When we talk of the possibility/need of infill drilling we need to remember what Colin said in the mid week takeaway interview. He said this is a project for the ‘big boys’ ie.majors. It is not a project that a junior like XTR or even a mid cap can take on. So my take away from that is that by the time you reach the stage of extensive and expensive infill drilling - this will be a job for the ‘big boys’. Also don’t forget that Colin has also said that AA (or indeed maybe any other major) will not be interested in XTR keeping 20% of the project. And I also got the impression Colin himself wasn’t interested either. Bank it and move onto the next!

For me one thing is guaranteed. The day an announcement pops up that we have a major - any major - interested in offering for Bushranger is the day a massive Rerate in SP begins. All doubts, any hesitancy, on the part of investors will finally be removed. The brakes will be off, chocs removed and off we go to a multi hundred million cap.

The only question is how long will that take?

Thanks gameangler. Much appreciated.

Current Valuation Summarised here:

“248p/share DCF-based valuation We value ANGLE using a three-phase DCF model based on the various forecast revenue streams netted against cash. Updating this for H121 results generates a valuation of £581m, or 248p/share vs £570m (244p/share) previously. Further upside would be unlocked by events such as FDA approval, additional pharma services contracts, and positive clinical outcomes.”

Keep in mind the 248p is a current valuation and does not include any of the major SP catalysts including FDA clearance.

At 135p this is still substantially undervalued. Major upside potential here.

Getting tired of waiting. There is only so much time you can waste on a stock that does not deliver. Pull your finger out Conroy and at least let your shareholders know exactly what is holding this up! We were told way back earlier in the year that both parties were keen to press on quickly. You could’ve fooled me! Well, they did fool me actually. Again. Irish blarney I guess.

An irritating £10k seller through the day has stalled our rise. I suppose it just reminds us the momentum is not quite with us yet. Hoping - nay expecting at least one or two decent RNS’s next week which should get us back on the rise. Possibly news of hole 7 plus another assay result to much to ask Colin?

Phantom agreed - AN is top notch and utterly professional. Always assured and competent. Presents very well and very clearly. Great communicator. I think the best CEO of a small cap AIM company that I have seen.