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Bid has been strengthening throughout the day and now 2v1.

Expect some decent late reported buys. Good timing with Wednesday’s vote.

Would they not report on the exportation wells first, prior to hitting the appraisal target?

With Martin Lampshire transferring shares to his SIPP and Nickolas Thurlow buying shares in the free market at 2.19p. Baring in mind their will be a number of raises over the coming months that they could also participate in.

If this isn’t a validation of where the directors believe the direction of travel for the share price is going, then I don’t know what is.

i believe the strategy needs to be clear and built upon how quickly hama is able to build its balance sheet progressively towards a point whereby it’s able to take advantage of the money markets, leveraging its balance sheet, thereby avoiding dilution. this would be the transition to mirco strategy bitcoin version 2.0.

today we have seen an underwhelming book build, btc. in recent times, its respective share price has seen both euphoria in hope of replicating the success seen by swc and then a move back to reality when new funds were harder to come by.

i can remember when rockfire were regularly suspended due to reverse takeovers, returning at a premium to their suspended price. i believe with the right liquidity, a btm can replicate rockfire’s success (shareholder returns), all be it without suspension as this strategy becomes the next market opportunity.

consistent news flow

volume

bitcoin

fomo

the ****tail to success will depend on how well the company is backed in the early stages, to be able to gain the respect of the higher net worth specialist investors that are then happy to be part of the companies success as the balance sheet and nav becomes more appealing to those concerned.

those that are concentrating on the day to day market swings are missing the point when it comes down to the wider story at hand. that or i’m missing the point and will pay/lose accordingly.

I think it’s logical to assume that the company will have to apply to amend its article of association, increasing the allocatable number of shares for future fund raises, this will require a resolution passed by the shareholders.

I think a new website is likely to give further prominence to its BTM. I keep checking.

Nick stated the company’s intention is to buy bitcoin, raise and repeat in the short term, a treasury strategy that has seen, V3TC, COIN and SWC do much of the same, in turn they have seen substantial appreciation in their respective share prices from their initial raise.

Newsflow

Release of its Bitcoin treasury policy, and new appointments within the company. This will be quickly followed by the purchase of bitcoin.

I speculate that MBS see the market opportunity presented by the success of other listed companies deploying a BTM model . That they will in fact be backers of this long term build.

As the book builds increase in value the company will naturally move towards a more sensible NAV, Nick’s words not mine. This peaked my interest as to me the companies intentions are clear. I fully expect to see the company build a substantial holding of bitcoin via multiple large book builds, that will increase in size (£), as the share price appreciates.

Like a politician, when asked if existing backers of that raise would continue to be part of future raises he skirted the answer. We all know that for this model to work, institutional backers are more likely to find confidence in a main market listed company v’s its peers that are operating in a less regulated domain. With the most recent raise happening in very quick order, I am expecting this story to unravel quickly. With its Middle East connections, in my opinion a strategy is already lined up with funds waiting to be deployed.

As the companies NAV increases I also expect the company to consider a listing on Nasdaq to access further tranches of funds. I’m locked and loaded and can’t wait for the story to unravel.

I like what I hear. Plenty of news flow on the horizon and I can’t help but think that this will transition away from gold over time and become a pure crypto play. New direction of the business will become very clear over time and I will continue to add to my position while this structure is put in place and beyond.

Hard to deny that Trump isn’t aiming to proactively rebuild relations with Russia with the view to gaining access to the vast resources both countries have. Building such relations rightly or wrongly is a net positive to the likes of EUA who have an abundance of such resources.

False spread most of the day, have been holding this back. This it’s going to be a good few hours.

Feel bad for you guys.

But as an investor the current market cap, cash position, funding and underlying business is too cheap at these prices.

This is Africa, risk!

Further activity on LinkedIn again today. I appreciate the activity, but let’s see some commercial progress that they can report on.

Let’s see what they are building towards, because they can swagger but can they deliver?

I see constant likes and engagement from JCB, with further historical collaboration between Emb and JCB too.

To be honest, either the production capacity is commercially exploited and we will see a massive transition into a cycle of continuous news flow, or it continues in its current format in vein.

I just can’t see how with what appears to be considerable traction behind the scenes how this isn’t about to materially re-rate into a significant business on the basis of what is most important here, revenue growth.

If in fact, that in the fullness of time the board are to deliver in line with their most recent forecasts, and that this transpires to be confirmation of that fact, then the journey as a shareholder could be wild. It’s really difficult to contain the excitement for what could be as if they don’t deliver many will be waiting in the wings to gloat in shareholder losses.

Pending disclosure as to who this OEM is and with the small cap market on the verge of a recovery imo. He1 has only served to prove that there is a lot of cash on the sidelines waiting for the next big story. IMO this is it, and from what I have seen, Saietta go about their business very quietly, so this LinkedIn post appears to be ballsy and also liked by Tony Gott himself.

I’m trained to not expect an RNS in the morning, let’s hope for a pleasant surprise.

Brilliant spot feeks.

So in line with the ceo of Saietta VNA’s interview that stated production would start in February 2024. This has essentially been confirmed by their LinkedIn account today.

Now my biggest question is, that if the initial PO’s were in production from September/October 23’, then this production must be associated with the forecasted launch. Our current funding and cash flow position would only allow for this should the PO facilitate for it?

On that basis, agreed, news must be imminent.

Good night on the sauce?

Your revenue forecast is related to the 24/25 tax year which begins on the 1st April 2024.

Gross profit margins are commercially sensitive information.

Agree the company need to report on commercial progress.

Don’t agree that one of the key benefits of a high growth company listing on aim is to raise money. Unfortunately it’s been in the backdrop of challenging market conditions and over stretching themselves.

We need to allow them this time (March 24’) to deliver on what they said they would. However frustrating it might be, however, Friday afternoon was a very strong day for the company and its share. With less than 27% of the company in free float, volume drive the share price in either direction, and on news of the VNA joint venture went up 300% in 4 weeks. Expect the same and more if it delivers in the next two months.

At an incredibly good price to.

Do we think that a supply chain partner in China is possible? It had been mentioned before in a previous interview that they would look for partners in America, Europe, Asia.

Without a Chinese translation I have no idea what that video says, however, it would appear that we are on a broader radar than what has been disclosed to date.

Seems strange for a Chinese based company that seems to focus on soft launches, to have hashtag’d a relatively small British company alongside some major 2 wheeler OEM’s. Many of which are based in China. I know there was talk about the Chinese market prior to India, and the 2nd OEM doesn’t have to be Indian based.

We certainly have things going on behind the scenes, they need to keep this workforce busy one way or another.

Https://m.youtube.com/watch?v=JeT-e3cwg7E&pp=ygUHc2FpZXR0YQ%3D%3D

Look at the hashtags, any ideas?

I find one of the hardest parts of investing is buying a share that is falling. However, in line with the corporate news that has been internally forecasted here, it would only take one of those milestones to land for it to materially change the direction of the share price, and we all know what happens when the share price reverses, free float restricts new entrants looking to build a size able positions without causing a material rerating to the share price.

I took the time yesterday to look at the newsfeed and more specifically the Tr1’s and compared it to the companies major shareholder register that was last updated on the 8th January, company website. It would appear that all major institutional shareholders participated in the most recent raise implying financial support remains strong.

With the most recent justification for restricting the most recent raise to provide funding only until the 31st March due to advanced discussions with the respective OEM’s allowing for additional funds to be raised on more favorable terms, I can only think that the most recent sellers have exited as the window of opportunity for the company to deliver gets ever smaller.

I hope for something, but if they can deliver everything they have suggested then this has to offer significant value at these levels. It’s time for the company to commercially deliver, especially when the company structure would resemble that of a company that is set for significant growth, or already has considerable revenue.

Could it be this, I have placed my chips on this being the second OEM and the projected 800k unit 2 wheeler contract for 2025.

hxxps://electrek.co/2023/11/10/honda-confirms-swappable-battery-electric-scooter-production/