Member Info for elcobbledore

Cheers bubble you too! Hotter than the sun today!

Https://www.lse.co.uk/SharePrice.html?shareprice=SWC.PL&share=The-Smarter-Web-Company-Plc

I think they are involved in bitcoin treasury too

Anyone managed to do well on smarter web company? Wow the rise is absolutely insane and now £1bn market cap!

The thing is here is the volume of available shares is relatively low (think it’s 527m). Many other AIM companies dilute and have many billions. If most holders decide to hold, traders won’t have much available stock to trade. I can see this market cap quickly rising. Not to say you can’t trade this, but I’m holding long term where I believe the market cap will be significantly more than it currently is.

I tend to agree nettles. I mean it’s pointless the spod just sitting there for years. Mali aren’t stupid and will want this to be a success and a decent money maker for them. There is plenty of lithium there and by stage 2 floatation plant the price of spod should be at least $1kpt where KMUK and Mali make a healthy profit.

Someone loading 1m chunks

Yep China had a 72 per cent market share in global lithium refining…and keen to lock up more.

And I remember that jonnypc clown saying Mali was the worst country ever to do business with…

Https://www.mining-technology.com/news/zimbabwe-export-ban-lithium-concentrates-2027/

This could affect supply resulting in higher prices.

Yep totally agree. It could be that a bigger fish may come in and acquire them for a certain price. All depends if the metaverse ends up taking off or not…

Yeah I’m sure the nav per share has increased it’s hard to know exactly by how much. But without a shadow of a doubt there is a huge discrepancy between current share price and nav. Therefore massively undervalued based on actual data. Let’s hope it does eventually catch up to nav…

Hi B positive here is the half year report which includes land vault sale.

https://www.lse.co.uk/rns/MFAI/half-year-report-v7d48uwevu7jtr4.html

So 2.7p. I’m expecting this to be in the mid 3ps, we will see soon though…

It could be that people are shorting the stock, a v dangerous game and I can’t wait until kodal blows the shorts to smithereens and the derampers cry into their milk.

Another person reported (the hef). Can see a number of disruptive derampers offering advice. Best to ignore and report, they will remove the post and potentially boot them off LSE.

Personally I’m not a fan of Steven Bartlett but this was sent to me, interesting guest this week. In essence forecasting AI stocks to do v well (as well as bitcoin/tesla). Disruptors are coming!

https://open.spotify.com/episode/5Yf0h4vqh1e85PnHXoYzmo?si=Y7Zj73QlQxKIPujS0IbCRg&context=spotify%3Ashow%3A7iQXmUT7XGuZSzAMjoNWlX

It is frustrating to see the SP down this low. Literally the opposite of a lassonde curve! But got to remember a few things….

1. 99.9 per cent of junior miners never get to production.

2. Board also hold a huge amount of shares, especially Bernie so this drop is also heavily affecting his finances.

3. We are one of the lowest cost producers which is v important in times like these with spod so low.

4. Potential to pivot off gold (would like some updated info here as that surely will add decent value).

5. Hainan paid 0.5 for many millions worth

6. Hainan absolutely need the spod for their refinery plant, they can’t magic this out of thin air.

7. Analysts saying we’ve more than likely reached the bottom of the spod price so should be in a better picture over the next few years as demand for Li grows.

They didn’t take a salary last year and specifically mentioned in an RNS so doubt they have decided to take a salary now.

Think there probably will be, like any aim share. The thing is this can move quickly both up and down as relatively low volume of shares available. But no doubt this sector is super hot and will be for some time. And the market cap right now is absolutely nuts vs NAV so patience I think will be rewarded.

Https://x.com/PresidenceMali/status/1932131866011930863

For those that don’t have X senior Chinese officials in Mali, clearly keen to build strong bond between China and Mali.

I certainly would not accept 0.5. Possibly 0.8 but 1 would do it for more me.