Member Info for Forensic505

OMFG….finding it VERY hard to buy shares on . Managed to get another £27k invested…eventually! This is going go nuts today. The market cap is still only £20m or so !!!

Very interesting post. Thank you @moneybags1

My great pleasure @JamesParsnips and thank you for going out of your way to pay me that kindness.

Forensic505

My lovely, and very smart, geography nerd friends have completed their research on TMR.

Actually very positive about this company indeed.

I have now taken a meaningful position.

I ask VSA Capital (their brokers - I have also reviewed their work now and it is in fact very high quality as well, so apologies for earlier negative comment from me) one thing if possible please:

PLEASE CAN YOU DUAL LIST TMR on AIM

It was a royal pain in the harris buying my shares in TMR on Aquis..over the phone with Hargreaves Landsdown. Not being on AIM is therefore a completely unnecessary hurdle to investing. It took me almost two days to get my investment to where I wanted it to be, and in absolute terms my investment is not a huge amount in cash value.

Moving rapidly up now.

Big off market buy at 216p this morning.

Again I agree with @Clive205 observation. When it moved to 450p it moved very, very fast.

This is going to up like a dry Australian outback once the flint is sparked.

I agree @clive205 and £3-4 presenting a lovely investment entry/top up point.

I remain convinced that there is a very strong chance that the big FID announcement comes next week in the run up the 7 May Council, Scotland and Wales elections. Whay? Because Alkemy presents the UK voters with an extremely fine example of a Government working in partnership with private enterprise in a deprived area of northern England and in a crucial segment of the green transition industry. This is real industrial strategy at work. First time in Britain for decades. I am no supporter of any particular political party. This is simply a truly impressive example of industrial vision and planning on a large scale. I am proud to be a very tiny part of it as a supportive shareholder of a fantastic British management team.

The C Share subscription emails were distributed by the participating broker platforms today.

That would have precipitated a number of poor folks knee-jerking to sell SSIT to subscribe for the new C Class. Hence the weakness in SSIT today.

I very nearly did exactly the same, intending to sell some of my wonderful SSIT to fund the C Share subscription...eek

Fortunately I fought my natural inclination to be lazy and do just that...

Instead I read the full detail on the C Class issuance and realised that I am FAR BETTER holding and adding at the lovely discount we are now presented with in SSIT !! (I hold a £220k investment in SSIT now - I only held £50k until it dropped in the last 24 hours !) The weakness in SSIT is such a wonderful buying opportunity. It was 230p 4 trading days ago! And the C Class issue is really a very cheap backdoor financing for the current SSIT ordinary shares - i dont know whether the brokers have structured the C Class like that by accident or great genius....

Like others I will make a small subscription to the C Class but I wont sell a single SSIT share to fund that small participation! I continue to add aggressively on weakness of SSIT.

GLA and of course DYOR as always.

I think Friday was when the threshold was passed (going sub 6%). The 4.49% should be where he's sat now. I could be wrong but dont see how he could get from 6% to 4.5% in one day. The daily volume just isnt there.

Yup.

Pretty much de minimis level now, almost down to a "non-notifiable interest".

That would have been the seller these last couple of days.

Now....surely to goodness....at 39p....the board step up and shown some leadership !

Well played @DeepJoy1

I have done EXACTLY the same.

Cheers!

Apologies @BahHumbug

Those numbers (reading left to right) are for the year endings FY26, FY27 and FY28.

I strongly agree with @GoingGoingGone - really very important to see director buys now.

The Chairman (who looks like a class act - he founded Cavendish, well the good M&A bit of it Cavendish at least) has led the share buying from the front before. Top man. Now imho it is absolutely vital we see the execs especially the new CEO and new CFO put just some of their huge cash bonuses into some shares. The Remco keeps on doling out FREE shares to the CEO and CFO at ZERO subscription price. That simply cannot be right. How is that aligning the CEO and CFO to ordinary common shareholders ?? I would have hoped that the broker NOMAD Canacorrd would have stepped in to stop that bogus nonsense. We are down at 39p and the CEO and CFO are getting truckloads of free shares !

FY 27, FY 28, FY29 numbers (£m):

Realised Revs: 28,35,44

EBITDA: 3,5,8

Net debt: 11,6,2

Price/book value: 0.5,0.5, 0.4

The bargain store will shortly be closing....

Please return to Harrods for further SML stocks.

Research Tree have only just released the new broker research report from Canacord Genuity that was published to institutions on Friday last 24 April 2026:

Very positive outlook. Strong profit and cash forecasts maintained unchanged.

Share price target: 130p: 233% upside from current share price.

Now the seller has disappeared, this could get very interesting.

@Jdubya - thanks. I'll take a look at it.

Interesting trading today.

We still have a very nice steady wave of blue buy trades.

However, whats changed from the last two trading days is that it now appears that the obvious seller has finished selling.

The last material sale was at 10.20am. Whereas over the previous two days trading there was a constant flow of the larger sales.

Those appear to have completely dried up now.

Should be blue skies ahead.

@Soundman - completely agree. I am also going to go for a 90/10 SSIT/SSIC split if only for the information flow on the C Share Investments.

BUT - wont fund my C Share (SSIC) investment by selling a single share. I'll put fresh funds into the C Share issue.