Member Info for Gallmat

Ibwonder when the company will activate the buy back. Should be significant given market cap.

Thx.

What i was trying to correct is people posting we are going to get huge windfalls.

Our contracts are not like that irrespective of case.

Increasing debt. Poat office was fluff as expected.

See what full.year profit is hit

They are normally on multiples. Do not get sucked into thinking they get 30pct of huge awards. At best multiple plus performance fee

The only confirmed case is a class action. Queensland power.

I dont see this as very significant. No contract value and they have lots of big clients.

Nothing that would move the needle vs what happens tom

Not so happy about this rns, no need for it with results tom

Could be pumping some news to offset the bad

Nearly all property stocks are hammered and trading at low nav. German reits were at 30 to 40pct of book value.

I like this because the valuation is particularly stupid.

The student accomodation is on time and budget and completes next year. Even just holding a property with rent of 6m gbp a year makes this loom stupid

Have u analysed it. It is superb!

Given cash in hand and invested. You are making a 60m asset that yields 10pct.

When you sell it the market cap will be backed up by cash. Then you get a huge development project for free.

Not sure why people do not see opportunity

I came to conclusion. Why did they sell. Well small caps are just at crazy prices. Not issue with this stock just better value else where

Can i ask who gave you the nod.

Does seem like big rerate if they hit target

Think it was lower but that was 2 yrs ago.

Apologies i missed a footnote. So seems FV around 100+. Not bad not amazing.

Hopefully underpins current valuation. Upside is from more 3rd pty funds and maybe bond going forward.

This is one to hold and let it compound

If enough people want it market makers can do nothing.

I am ok if price does not rocket. The stock is alot less risky now

I plan to hold for a while. They have great roic.

I was moat interested in the bond. More they can scale the better

Sorry nav around mid 180s. Typo still good

The perfect rns. Far more than i hoped for.

Implied nav nearly double current price.

Dividend

Share buy back for supporting price

Inflows to fund 2.

Discussion of retail bond to expand operations.

I have seen 100s of bad rns on aim. Finally a cracker!

I really appreciate your notes.

The key questions are still outstanding. Confirmation on not diluting to obtain tsg.

If we are going to be a major player we cannot do it via internal cashflow. So what milestones are needed for bank financing. The indian connection for graphite all good. But it is a chinese market so why are we not looking for offtakes like bres in china. Europe and usa have critical mineral acts. Bres is getting free money from usa, what are we doing about this.

So hence need for wider publci forum.

The negative aspect is that it was highly selective. Ahort notice in london. People asking for a zoom were not granted and questions promised to be answered by last friday were not.

Selective updating people is not a fair playing field. Giving out informqtion that is useful for trading decisions while not telling others is against a fair market

This is what happens with selectively updating people. Organise a zoom and everyone is on same page.

This just creates more confusion

I have requested a 15 min zoom call. Instead they are doing 1hr sessions rather than 30min slot

I am very annoyed. Meeting people is great, but for gods sake spend 1hr doing it web based so your reach 100s of people.

The inefficency of the idea of individual meetings is astounding. I am now more angry than before they said they would have meetings. They have effectively decided to update a small subset of investors