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I discussed the big sp fall here yesterday and today with a very knowledgeable investor I know. He commented: "It might be profit taking by the more careful investors."

Disappointing sp action at present.

Odd.

Hope it reverses well soon.

And presumably funds are buying in on a big scale... this seems to be such a good opportunity.

I for one topped up my MV shares yesterday and added some more this morning - ahead of the half yearly update - but also because I think this share is undervalued at this point.

Thanks. That's helpful to know.

I have been re-reading this positive article from 21st August.

https://www.proactiveinvestors.co.uk/companies/news/1054538/molten-ventures-gets-95m-revolut-valuation-boost-to-challenge-large-nav-discount-1054538.html

I cannot understand why the MV sp is not higher by now...

Https://www.voxmarkets.co.uk/articles/molten-ventures-acquires-majority-secondary-position-in-connect-ventures-first-fund-36acf05/

Https://www.tipranks.com/news/company-announcements/blackrock-ups-stake-in-molten-ventures-beyond-10

From that Report:

"Molten seized exit opportunities arising from the gradually stabilising European VC environment. Coupled with Molten’s new credit facility and holding-level cash and equivalents, this provides it with a good balance sheet position for further investments. Molten’s shares now trade at a discount of c 38% to the end-FY24 NAV of 662p per share."

Edison Research report - as an article...

https://uk.investing.com/analysis/molten-ventures-crystallising-portfolio-values-200613903

It sounds encouraging overall.

In fact £5.2 million value of shares bought today...

... and big buys of MV shares today - over £3 million... presumably funds buying.

The sp has reached its 52-week high again - exactly!

Good to see.

Yet share price still remains under-valued IMO.

How interesting! Thanks, Alas_Smith..

In recent days (though not every day) someone is buying £436.80k's-worth of shares at 16.35, I notice...

Https://www.investing.com/news/company-news/berenberg-highlights-molten-ventures-stock-potential-with-nav-gains-and-strategic-exits-93CH-3584781

... but wouldn't it be in their interest to ne able to start selling at a (possibly much) higher price?!

Sp is now at 52-week high - having briefly surpassed it at 430.

Maybe - and hopefully - things have changed now, and the sp is on a new trajectory. (There's been a fair amount of good news recently.)

"We are a chat."

Absolutely.

I just sold some US shares and have significantly increased my MV holding now.

Looking forward now (in a good way)...

Well I see your point.

But as a fairly regular poster on here I occasionally like to hear top-up news from other regulars here - however many shares they have just bought. (It can be an indication of sentiment about - and confidence - in the stock).

In fact I just bought a few more - so now have (overall) virtually that figure of 10,000 shares that you mention!