Member Info for elcobbledore

Still can’t believe my eyes on scgl, over £1m traded today like other days recently. To anyone on here who got in early fair play 👏. If we see even a small bit of their gain I will be happy!

Trading this share is very dangerous. You can make some decent money short term but if you are in it for medium or long term you can easily be locked out and have to pay a higher price. I am holding medium to long term having managed to get to 1.2 per cent holding. Firmly believe in the future here, decent and diversified portfolio.

Please can we not do the prem vs kod thing? Lots of pis have been burnt which isn’t good and I have also been burnt by other investments, not a good feeling. Eyes on the prize here guys 👍👍

Hi Lav yes I agree, both Steve and Bernie are huge assets. Steve from an operational point of view and Bernie for being scientific with his background in geology. DMS plant looks decent, Steve will be wanted with the floatation build.

Fantastic to hear we’ve got power. I think there is a strong possibility that once the resource upgrade is announced then Hainan may pounce. Resource upgrade they’ve always said confident of at least 50 mt. Then the profit numbers are incredible. Share price we hope is going to be a steady rise. Fingers crossed…

Totally agree mining for gold that’s my guess too. We may be wrong but for someone to drop £360k is clearly a good sign. Also agree broomtree no sign of cashing out anytime soon, I like the strategy ie invest more (prob in SVV) to provide the larger returns long term.

I like the RNS from Sure…hopefully good news is round the corner!

The fundraise and valuation achieved by Infinite Reality is very pleasing, with a significant "war chest" for the Business to maintain its growth strategy. This news bodes well for the future realisation of our investment.

It also serves as a reminder to investors that the portfolio of fund 1 is now in exit mode as the companies begin to mature. We look forward to updating the market on further exits in the future and rewarding long-term and loyal shareholders".

Great rise over the past few months…definitely has potential for more here. MFAI worth considering too imo.

Another interesting development…

https://www.reuters.com/business/autos-transportation/chinese-giant-catl-pushes-beyond-batteries-into-power-grids-ev-platforms-2024-11-13/

Interesting take on lithium pricing…essentially price rebound is likely but Dyor.

https://x.com/sparkes_dwayne/status/1879021835498758556

It’s worth around £11m to MFAI based on the $12bn valuation.

Here we go Jam. Essentially showing the fund is undervalued vs current SP. Cheers.

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

Also £800k on loan notes, £1.6m profit, 2.7p per share NAV. So pretty decent numbers as it stands right now. Fingers crossed may improve over time.

Here is the old info about the RTO that Riverfort are involved in. Selling out to free up £.

https://www.londonstockexchange.com/news-article/RGO/investment-portfolio-redemption-reverse-takeover/16390041

Interesting, a good strategic fit with cameramatics perhaps??

Let’s go KOD time to shine again! Good luck all👍

I do like this about SVV. Partnering with 2 powerhouses 👍

In addition, SVV has partnered with Imperial College in London to help AI researchers commercialise their research and with NVIDIA to present an AI masterclass for researchers and venture capitalists.

It’s an interesting one, shows that with one decent strategic partnership with a strong partner these AI stocks can really fly. I think the market for AI will be v hot in 2025. I don’t think all 17 of MFAI’s investments will be a success but even if 1 is a success, I’m happy taking a punt at this crazy market cap.

Still can’t believe my eyes watching scgl…rise due to partnership with evoo. Crazy rises…certainly not expecting the same here but clear as it stands MFAI is hugely undervalued. Even just with IR, and only cash that’s been pumped in…ie not full valuation, this represents £2.65m to MFAI with latest RNS. Full valuation just with IR with latest RNS c£10.6m to MFAI. And there are 17 other companies. Not all of these will be a success but shows huge undervaluation considering previous NAV was 2.7p per share and MFAI are making a profit (£1.64m). I think MFAI has a bright future, good luck all.

Any thoughts on if it does get ratified as it stands? Do you think assore will swoop in for a revised offer for a TO? They offered 33p before but lithium prices have since dropped and forecasts are reasonable stable now for a few years so surely they won’t offer the same? Having said that I can’t see the board even considering it less than 40p…thoughts appreciated…