Member Info for grouchomarx

Based on SURE’s RNS from today I calculate MFAI’s nav at 1.69p per share based on SURE’s shareprice of 42.5p and at 2.07p if the holding in SURE would be valued at their nav.

Taking a share price of 0.5p into account MFAI’s is doing a discount of 70-76%.

Unfortunately I could not join the webinar. Thanks for the updates! Does anyone know if it has been recorded and can be watched somewhere? Thank you!

I’m not expecting any real news but just an update regarding their portfolio. Some of the investments must be doing really well. The webinar could be a prelude to positive newsflows. Maybe hints will be given concerning talks about exits.

Added a little more today. Counting on positive developments disclosed in the webinar.

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Kentan, it’s my personal opinion that the share price suffers from the uncertainties regarding Infinite Reality. A large part of the NAV is based on the value of IR. Investors just don’t like that. On the other hand there are holdings in the portfolio that exceeds the book value probably by multiples but there is no way of knowing the amount they’re holding. It’s impossible to get to an educated guess.

Another point investors don’t like.

MFAI should do much better and be more transparent.

Frankly, I’m just counting on some holdings doing very, very well. For one taking the time to take a better look at the holdings and their newsflow it’s obvious there value should exceed book values.

Invested here, based mostly on gut feeling. Lol.

BOL all.

Thinking of investing in Mindflair or wanting to get a better picture of what companies they’re invested in? I can strongly recommend watching this webinar. https://youtu.be/6Rl9fPEMeAc?is=gbopum0TGsWTR8U7 Some amazing companies in their portfolio imo.

Bid improved

I’m using a very cheap broker. Can only buy at full ask.

I’m willing to add, but no way I’m going to pay 0.5p. Still a motivated seller active. Must be working with other people’s money , because who would sell at 0.35-0.37p ?

I hope so. What worries me a little though is that it looks like someone is still offloading. But 0.45/0.5p is a great price imo to start or increase a position.

Added. Again. What else can one do if the newsflow is nothing but positive? :)

Alas, looks like they invested at 0.35p.

10/6/25 company and investments update: ctai not mentioned.

29/9/25 interim report 2025: during half year a direct investment in ctai.

Hence mfai invested between 10/6 en 30/6/25

RNS Ctai 26/6/25: placing at 0.35p.

I liked the 0.15p a lot better. :(

I feel one of the reasons performs so badly (increasing gap nav and share price) is because their reporting makes it impossible to follow their investments in actual numbers).

I think MFAI -anticipated in the CTAI placing at 0.15p.

Added.

It is, you’re right. The money is not to be made with XF3. It’ll buy more time and will prove the tech is valid.

Don’t think we’re going to get any estimates. What do we think about the number of people willing to buy an external filter, installing and maintaining it? Extra (electrical) costs too. You’ve got to be very motivated to ‘safe the planet’. A lot of people preach, but don’t practice. I would say 1-2% will be the market. But, it’s a start…

GL too! All we need is one exit for this to rerate. I’m counting on that and/or very positive Vizgard news. Given the geopolitical tensions Vizgard might surprise us…..

I just keep adding. MFAI wasn’t the party that sold SURE.