Member Info for Doc83

Hi Manlord,

Re this “ I, along with Empire MGT are targeting 10% - 15% of the entire forecasted titanium industry by 2030 which is expected to be $30b. Let’s put it this way, it’s nowhere near the current SP.”

Would I be correct in saying profit margins, if I look at someone like Rio, are ~20%. If we take the lower 10% figure, $3bn so profit of $600m. Or ~£450m. Conservative P/E of say 6-8x, market cap of £2.7-3.6 billion. Or very roughly £4.05-5.40 per share.

Do those sums seem correct or have I made a right mess of it?!

Whatever Tristan Pottas has posted on X, it does look remarkably similar to Greatland's Havieron.

What we'd do for even a fraction of those returns...!

Manlord - my own thanks for a comprehensive report from your meeting with Shaun.

Another one here that has multibagged and remains positive.

I'm assuming these tweets are fake or from people who wouldn't know if the results are good or not?

I think it takes a little bit of time to set up. Tristan due there within days, I wouldn't be surprised if it's to see it starting.

I'm not expecting dramatic SP moves on a drilling started RNS, as we and the market know it's happening!

Indeed! I am quietly hopeful for some good uranium news...

Early bird, we’ve been thinking that for months. Years even!

LOL, Proquo is back!!!

His last post in early July didn’t age well at all. Two months with his tail between his legs 😂

£5… that’s over £3bn market cap and not a million miles of FTSE 100 inclusion, if desired.

Personally, I think we’d be taken over before then or they’d be some kind of JV like GGP where they kept 30% IIRC.

Solemonte- I’m very bullish but I also remember being very bullish in some other stocks over the years that are now but a memory.

My hope is that if the MRE is as good as we want, that a floor under the SP will at least be in place. Because no doubt they’ll be swings up and down along the way. So far, buying the dips has been absolutely the correct thing to do here.

Napthman, don't fancy spamming your OMI ramp here too?

Officemanager - you mean my whole 4 posts here?!

"Twice as many shares bought than sold and we slide lower."

Gingertom, there may well be sells that are large and therefore can delay their reporting.

"I mean, WHO in their right mind would be selling at 1.1825 right now??"

Those that think it might fall further?

Wimbledon, read my posting history.

I know very little of HE1, but this doesn't look a good solution or way to fund progress.

Time will tell. Fingers crossed for all invested here.

Yes, I was saying that I'm not nor ever have been invested in HE1. But this situation reminds me of COPL.

As mentioned, £7m more to convert and you just can't see how this doesn't continue to fall.

But who sold out for double the current SP? ;)

"I’ll be staggered if the well average is 160bopd in 12months."

What if they still only have 1 well going?! ;)

I reckon about 160 bopd!

Buys today.... £274 worth.