Member Info for Forensic505

Lord John Lee - who I rate as the best stock tipper (he alone does the FT stock tips) has just tipped TW on a podcast.

1. Burnham should turbo charge council housing

2. 10% yield (even if it slips to 7% - still incredible value)

I have become a shareholder :-)

Thanks for your excellent note @99icecream

I take your points but your note does go to reinforce the main drift of my argument:

As you say, Lionheart is at no more advanced stage of development (at the time of writing) than VZLA.

Yet Lionheart is valued at 11x times higher than VZLA: Lionheart £216m vs VZLA £19.2m.

I think both have tremendous prospects in a huge TAM but, to my eye, VZLA is clearly materially mis-priced by the market.

I believe that the mis-value will be addressed rapidly once VZLA makes its next couple of business development announcements.

I have been investing (and indeed advising many companies globally on M&A and BD) for 40 years of my professional career.

While VZLA no doubt has risks attached to it (as does any company that ever existed), I believe the investment opportunity presented here for PI investors is one of the most alluring that I have seen across my career.

DYOR and GLA.

Even if they FINALLY win a case...

Will they actually get paid...?

And if they do...isnt every single penny going to serive and repay the enormous debt pile on the balance sheet.

This is a liquidation process being played out on a public stock market.

The only lawsuit worth running now is one against the directors personally. What a bunch of liars and crooks. FO back to Australia you scum.

This is well worth a read: https://www.ft.com/content/6982febe-5d1b-4e16-9505-fbee84ca60ab?syn-25a6b1a6=1

In a nutshell:

USA firm Lionheart listing on NASDAQ at $1 Billion valuation.

Also aimed at investing in Venezuela oil re-generation drive ordered by President Trump.

VZLA market cap: £19m v Lionheart £$1 Billion...

But I prefer VZLA.

The plan is to add the Gilberts' version substantial oil production, exploration, operating assets, three generations of oil family contacts in Venezula to VZLA.

All orchestrated by the long term successful AIM business builder David Williams.

I think this is a very interesting investment opportunity indeed. Of course, Venz has its risks but VZLA management team were born and raised in the country and in the oil sector.

The upside potential is truly enormous. Lionheart is valued at 52x the value of VZLA. Yet, I think, the VZLA model (with real expertise and real assets) has a lot more to offer.

Forensic Recommendation:

Strong Buy.

The current VZLA share price of 110p could well be north of £10 after the next one or two RNS updates by Williams and the Gilbert Brothers.

That would still only value VZLA at £200m...still well short, even then, of Lionheart.

Well worth a measured investment. Then look at add as the execution of the VZLA business plan starts to roll out, because if Lionheart and VZLA execute well, both could become £10 Billion++ oil companies.

Also keep an eye on CRCL. That is listed on AIM and another Gilbert operating oil company. It stands to benefit hugely as an independent from the extra VZLA work. However, I think it maybe be bid for and rolled into the VZLA Group - to align all Gilbert interests. They also own a private oil exploration company, where the same could apply. CRCL share price is 0.4p. Analysts value it at over 4p per share even before the launch of VZLA a few weeks ago.

This is very honestly the most interesting stock market investment opportunity that I have seen in years.

Always DYOR. You might like to look up Charles Archer's excellent research piece on Substack. And no. I am not Charles Archer.

GLA

Please can we switch to AIM when you get a minute…

* sister company CRCL

Very important RNS

Henry Maxey is Chairman and co-chief investment officer of Ruffer - the huge wealth management firm.

He is also a notifiable shareholder in system company CRCL.

Sizeable drop followed by chunky buys…

New Zeus Research just dropped.

They have seen all the graphic detail behind the Economic Impact report released today by ALK.

A KEY new number is included by Zeus:

The discounted net present value of Alkemy is stated as £1 Billion.

The current market capitalisation of ALK is just £32m....right now.

If you discount the NPV of ALK by a very conservative 60% (for the equity issuance element needed for the £185m capex) that gives a like for like market capitalisation of £400m.

Therefore the very near term upside here is: 400/32 -1= 11.5x money multiple.

THIS IS THE BIGGEST NO BRAINER IN ANYONE'S INVESTMENT CAREER. BAR NONE.

I have (yet again) added at 304p

My average is 360p

I think we have a particularly "commercial" board at SML.

My gut feel (no more than than that) is that SML will be sold for a very tidy sum (£12-17 per share?) to one of the majors, long before a mine is built.

Just my hunch.

Great shout @Valii

Thank you

We need much better comms from management please.

And VSA - please then move this to AIM.

Lets get this show on the road and not just talking a good game on your podcasts. (Although I thoroughly enjoy them).

@MajorOak - wishing you all the best my friend. You have been a diamond on this board. Helped us hold our nerves while others frayed !

You more than most deserve to sit back and drink in the next few days, weeks and indeed years ! The dividends here are going to be astonishing.

The intention is to just start with Lithium. Then move on to processing many other REs. This is going to be a phenomenal flagship British company born and raised in Teeside.

Fantastic Economic Impact report. £11 of economic value created for £1 of investment....

The very definition of a 10 bagger !

This share was 450p before the Iran War delay. The FID is now set to land any day now.

I expect ALK to return t0 400p+ this week and then to £8 when FID RNS hits over the next 5-10 trading days.

I added £30k last week on the publication of the outstanding UK Government Critical Minerals Report - where ALK named as the absolutely vital processing hub to the huge Lithium mining investment activity. I was very surprised to be able to add a further £10k this morning.

Call this ramping if you so choose. I call it: an outstanding 10-20x investment return opportunity.

"Will all shareholders please fasten your seatbelts...."

If you want 150% proof of the FID for ALK watch this. The Business Minister can hardly contain himself when the talk turns to the £50m grant for a processing facility cluster in Teeside. His constituency.

I am so pleased for all of us. Unlike so many boards, there are some very, very good and decent on this board. Their patience and faith in this outstanding UK project has been severely tested but geopolitical events. For once in life, the good guys are the winners xx

Please do watch this. Then consider a little top up and a pat on the back :-)

https://parliamentlive.tv/event/index/8beb755f-23b5-4ac4-8216-7562dba05323?in=16%3A15%3A40&fbclid=IwY2xjawSYwgtleHRuA2FlbQIxMABicmlkETBuVGdhTE9oZk5pQjRra3dqc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHqzFpzear0cCtzrKro16bU8xPZMk4yeZc31tPnaPKFoCzXsARhzqN5ay_m3i_aem_xd1xkNIZNt9QV4Ekr64URw

@Brondby - absolutely correct.

ALK was rock solid 420p for months until they "missed" the Q1 target. Very good chance it could be back there very soon indeed...and the RNS on FID then takes it to the moon. Paul Atherley is on record (Youtube video) calling the share price up to £17 once FID nailed.

Great point about Burnham @MajorOak

Added heavily this morning.

It’s OBVIOUSLY ABOUT TO HAPPEN

Well done to all the patient, faithful.

We’ve fallen a long way. This should rise back to its old recent steady state of 420p very quickly now.

Then after FID drops: £8 minimum

Any chance that the NOMAD and management might move this to AIM.

More liquidity

More profile ?

Just a thought

Good luck mate.

I just think there’s a lot better for the risk elsewhere.

You pay your money, you take your chances.