Member Info for Early_Bird

ACP up 30%, TGR up 23%.. BRES arguably better than both of these from a RvR perspective still only up 7%...

As always with JM updates.

35% more capex requirement out of the blue is inexcusable. JM pays himself millions of pounds a year of SH money and fails to deliver. If the guy cant pull magic funding terms out of his hat then he needs to go.

Nice to see you change your tune a little

Lets wait and see what they deliver here. Im expecting them to give the market some more colour to the acquisition with some forward forecasts. Until then we are largely stabbing in the dark.

The only relevant number in my mind is the Discount dragon userbase/website subscribers. I guess we will be given these numbers and how theyve grown since Matato in due course...

Haha tbf thats a valid point. I cant stand facebook or instagram.

Been buying here. Think new ATHs in gold will be incoming before year end. Absolute bargain basement prices here

I rarely post on this board, the fact you need to post on this board at 5:56am is odd to say the least, its the first thing you think about when you wake up? (you poor chap). You have a short open? Is that burning? All very sad and very desperate.

Not sure facebook group is a good metric to be using? I shop online for many goods... Sainsburys, Amazon etc etc for not even one second have I thought that this means I should join their facebook group. Im also sure not one of my few thousand facebook friends follow a major retailer on facebook yet they will use them every week...

Im not one to stir an argument but notice you try and pick any negative angle you can. This current one seems quite desperate.

Encouraging.

"The AIM-listed firm said on May 11 it was considering taking on a strategic partner to accelerate the development of its Uis mine in Namibia. This was after receiving up to 15 unsolicited approaches from co-investors. “The interest has been unprecedented,” Viljoen told Miningmx in an interview today."

Https://www.miningmx.com/news/battery-minerals/53371-andrada-targeting-an-asset-level-investor-to-fasttrack-lithium-production/

Starting to accumulate here at 6.2p level, selling here appears to be just some wider market capitulation caused by the HZM rug pull.

15 offers on the table for JV at asset level, cant imagine there will be too much longer to wait to find out the conclusion of these. Could be totally transformational to this company

And have all his options taken from him, unless he can pull a rabit out of the hat... check out what he is paying himself for his excellent leadership...

https://x.com/Smudgedann/status/1709130985340584260?s=20

Bordering on criminal IMO. How can guidance been so so so far out... Jeremy the guy who never bought any shares and gave himself a huge salary and loads of cheap options. Fishy as hell wouldnt surprise me if he was in the pockets of one of the majors looking for a cheap buyout.

Cant really think of a more relevant business proposition right now given inflation and food prices are soaring - this business model plugs the gap to make household goods more affordable whilst minimising waste that goes to landfill. Definitely got legs and one im looking forward to getting behind.

It didnt go bust. It was just struggled to take hold of the UK market so strategically decided to focus on Scandanavia where they have the expertise. DiscountDragon already well established with a fantastic website so could really snowball the company with the Motatos UK userbase vie more efficient use of economies of scale.

Post deal the new Mcap here will be circa £8m (assuming deal is done at current price). This will leave near £8m in cash given the deal is in paper.

The key with discount dragon is the huge revenue growth, looks to be really snowballing and what is missed is

"On 8 September 2023, Huddled entered into agreements with Motatos UK to acquire the entirety of its stock and for Motatos to promote Discount Dragon to its database. Motatos was previously Discount Dragon's main direct competitor."

Motatos being valued at 300million euros in their last funding around... so this is a huge addition to the already growing business that hasnt been factored in by any of the numbers.

Can see the upside potential here and will still only be valued at cash post deal at this price - looks like a bargain to me I think sellers will regret it

We should expect to hear an update on this imminently

Thats what OPTI did on a big name brand tie-up announcement... this market is far from dead. Bonus here for BSFA shareholders is that we already know BSFA is working with major global fashion brands. We just need to hear who and then wider market will lap this one up IMO.

A must read:

https://twitter.com/MylesMcNulty/status/1687357330839523328?s=20

Agree quite frankly, very unimpressed with the CEO here. not a leader

Still await this dog to release its prospectus