Member Info for Early_Bird

On licence approval IMHO... they'd be mad not to. Question is at what price...

MESH plans to produce 60k tpa of battery grade synthetic Graphite selling for as much as US$10k/t.

Thats $600m pa revs.... as a bi-product!

Synthetic graphite fetches over double the price of high grade mined graphite... its amazing to think EPP will produce this is a carbon neutral bi-product to their main gas storage

https://www.share-talk.com/energypathways-aim-epp-secures-a-first-mover-advantage-in-uk-graphite/

In summary, going of expected timescales then it should be imminent, any day now.... and the fact that UK government designated MESH a project of national significance means they're extremely unlikely to reject it... this govt need it badly.

Skewed risk v reward here massively in favour of reward IMHO

AV needs to do a roadshow and get some ii's taking up the slack here... retail with their £5k trading pots are not going to move the dial sadly.

Company should be pouring in huge effort to sourcing supportive institutional shareholders now

Https://x.com/Michael33941280/status/2021226133589573979?s=20

Anyone know a miner with exposure to the top two on this list...

https://x.com/steve_hanke/status/2019803274858434955?s=20

Anything over $70k they need to sell and sell fast as BTC will roll over soon with the US markets.. literally hanging by a thread. I hope the board here are proactive and take bull by the horns

Explains the recent weakness and good to get that out the way, done at bid price so can't complain.

Strategic raise with new and existing Institutional Investors and shareholders.

Seems no raise for the TSX listing, so they'll have to grab shares from this side of the pond.

All systems go!!

"absolutely" was the adverb that stuck out to me...

Listen from 32:55in

https://youtu.be/KtsrQIwy5fw?t=1974

Great Interview

Added 100k.

Interestingly out Naxos friend looks like hes deleted his LSE account having been routed out.

Hopefully draw a line under yesterday.

It's clear Naxos aka https://x.com/Rrockypolos has an agenda. I'll leave that there but he declared he sold in his twitter and since deleted all the tweets. Trying to spin negativity on this BB whilst he trades in a Pharma company to then attempt to buy back in here lower (good luck). Card is marked.

Ak247 you appear to be genuine, I apologise for coming across crass yesterday, I think tensions were high given frustrating SP movement. I genuinely think management offering shares in lieu of payment to employees is a positive. Could look at it that they'd rather their salary in shares than cash, ask yourself why.

Things look to be settling in the wider markets so hopefully a blue day ahead here. I'm new here but am building a large position size and fully intend on holding this one until 30-50p+. Genuinely think that's on the cards this year so long as the license lands which IMO is a near formality given how much the government needs MESH for a multitude of reasons.

GLA

135BTC at $45k comes to £4.5m NAV.

at current price 135BTC @ $64 gives £6.4m vs £4.5m cap currently... so a lot of breathing room here still despite recent BTC drop.

You'd hope management sell up and pivot from here at least before BTC falls below this level, crypto firmly in winter and many charting experts see $35-50k incoming now trend has clearly reversed.... huge opportunity in other sectors right now and £5-7m a nice warchest to go shopping with!

Nice to see this one up over 10p again, just all down to management here now. It won't happen if they keep holding BTC IMHO

Id rather they pay fee shares than cash out of the bank.

Little word of advise - EPP is pre revenue, don't invest in pre revenue companies if you don't like dilution.

The upside here is an order of magnitude larger at the levels than a FTSE revenue producer... again cake and eat it. Go sell up here and invest there if you don't like it. Otherwise pipe down and allow Ben to deliver.

A convenient vwap applied there for sure... however a tiny amount so rather meaningless in grand scheme of things.

I shall be back up the truck up here as soon as it looks like wider macro settles.

Most other sectors looking overheated

Https://investors.vaultplc.com/webinars/2P292r-investor-q-a-strategic-update

Quantum is one of the hottest spaces to be in right now

Nice flush out and churn here. Things never move in straight lines. Just building the base wider to make the next move higher.

Https://x.com/TheTradingShack/status/2016217638309900731?s=20

Hopefully there ahead of news.

Looking ripe!