Member Info for Forensic505

Tick tock…

With this outstanding management team, it is just a matter of…..tick tock…tick tock

Zeus initiated research on Cohort in Dec 2025. Target price: 1,500p.

That was before PM Starmer's keynote defence speech toady.

The Zeus research is available on Research Tree.

The share price was 1,400 six months ago. Back then there was no prospect of the Government adopting the high increases in spending recommendations of the Defence Review.

Today - that has all changed.

The big plus for the Government is that a massive increase in defence spending can be a key driver for the Government’s growth ambitions. You only need to look back at the 1930’s to see that play out…

As Hegel famously said: “History repeats itself”.

Massive increase in defence spending will rocket this company to 1,700p

@unhooked - that’s a very good observation, thank you.

That would of course be tarring MANO with the wrong brush. AI is a major business threat to law firms (particularly their “process driven” legal services departments such as property transactions and transfers).

As we all know. MANO is NOT a law firm. It offers no legal services at all. It buys and executes insolvency litigation. That takes a lot of human skill. Insolvency claims are messy and often difficult. Almost always, the defendants (the directors!) have destroyed the evidence against them. That is a very wide and deep moat around the MANO business model imho.

Year end approaching (end of March). I am hoping we will see some more excellent progress, building on the £2m underlying profit reported in the first half of this year. That would give some much needed support for the totally bombed out share price!!

SML is one of the few companies left standing that:

(1) AI needs for its own requirements (eg global and then universal domination).

(2) AI cannot compete with.

Great strong blue wave of heavy buys to close the week.

Bodes well for the bear future.

Wishing everyone a peaceful, tungsten tipped weekend ☺️

I agree with the vast majority here: the stock option terms look perfectly sensible.

Instead just sitting here watching the bloody screen... I’ve packed wellies and shovels in the boot. I’ll be leaving from Edgware for Kelly Bray at 3pm. We’ll move onto Cadlington on Monday. I can just about fit two more in the back seats. Message me before 2pm if you wanna join. Let’s get digging !

SP Angel note just released. Conclusion: New drilling supports previous guidance. MRE awaited.

Recycling capability will become very important to this story and I am happily surprised that ALK have that capability already.

In commercial terms, this RNS is a proof of concept. Far bigger things to come before 31 March 2026.

Long and strong baby.

MMs taking the biscuit. 8% spread on a high liquidity stock. Naughty.

Looks like the next blue wave is coming in!

Hi @Supra3 - BSRT doing well 👏👏

I have been adding. And this is why:

Before the last raft of announcements, Zeus had a price target on SML of 1.9p.

SML traded up to around 2.3p. Reflecting very well on the Zeus analysts conservative forecasting.

After the raft of announcements in January 2026, the Zeus analyst upgraded his price forecast to 4.8p.

Again, with the power of hindsight, that looks like a very fine call. The share price is steadily working its way precisely to that point.

Given the strong general news flow and market price of Tungsten over the last couple of weeks, I expect the share price to trade in the range of 4.8 - 5.2p before the next raft of drill results and the MRE come in.

Once those are in, we can then expect another revised target from the Zeus analyst. That should start to converge on the SP Angel price target (for Cornwall assets only) of 13p.

I think THE key theme of stock markets this year will be the rare minerals sector. Mining and indeed processing (you might want to look at ALK, which reminds me of the position SML was in several months ago).

As ever, good luck and DYOR of course.

Share buy back started and excellent update on Futura investment.

The board and advisors are doing a great job here.

Thank you @luke

….nearly choked on my 3.30pm rich tea biscuit ! Gwan lads ✊

100% agree @BerettaDT11BLACK

That’s exactly how I read that RNS.