Member Info for Hallowed

“All the spin outs are a poisoned chalice, all they seem do is distract or in the case of POLB, contribute to decimating the share price of ORPH. “
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It’s unbelievable how unconscious PIs are easily manipulated….it’s the spin outs that allowed ORPH to release value that would otherwise be unobtainable v just holding the interest in non-core assets on it’s Balance Sheet and hence provided trading opportunities even to PIs to make some money - now that door is shut for what would have been the most profitable spin off (i.e. 49% stake in IMUTEX).

I believe it’s beyond CF’s control to spin out the most valuable business and so PIs will never get the true worth of that 49% interest - currently SP is in a trading range as ORPH is fairly valued at 3X annual revenue.

So in the absence of T/O (at a typical premium) or higher annual revenues it is safe to say there are no catalysts left to increase the SP.

….once the deals are done.

This is a painful waiting period for all who can’t get out of the stock at these prices and the fact we’re in the dark about the ‘revised strategy’ we’re told will be released in April doesn’t help matters.

SYME haven’t released news for a longer period than has historically been the case but it doesn’t necessarily have to bad given all the background activities that we’re told are still ongoing.

They will start releasing news once deals are being closed (perhaps on multiple fronts) and not before.

Is it all part of the change in approach to ‘under-promise and over-deliver’? They’ll be judged on that once they give us updates.

Meanwhile, I do understand it’s not good for the state of typical PI psychology but unless you break your own cycle and learn the professional systematic approach to trading/investing, then it is what it is - a high risk play and could lose most of your capital becoming part of the 90:90:90 rule.

I see SYME being the exception to the rule. GLA!

My post was aimed @ Latino...

That fella has a better understanding of the workings of the Market than you my friend...you've been warned by a few who've been there, done that, got the T-shirt. It will take a long time to work through the placing shares after they're issued. The only one's that will make money are II's. CEG (formerly BPC) is basically a dead duck.

"News very soon I think on or before 31.01.22"
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Sadly, I say not...given past delays/historical reporting...I think we still wait for a few more not days but weeks i.e. some time in Feb. Should give them sufficient time to dot the i's and cross the t's on the necessary arrangements with SACE etc....annoying to say the least but such is the nature of this beast. GLA!

What we don't like... is having posts removed (my post of 10:33 removed - the thread was 'Morning all'.

Anyway SP will not move until we get proper news flow, so those who were ecstatic this morning thinking they were seeing a 19% increase in SP and posting 'leak' etc is laughable...showing they know you know what.

No loss till sell doesn't work...and if this isn't proof enough, fair enough.

£100m offer for the Ni project would have been OK back in 2015 with around 450m shares issued (equating to 22p+)....but years on PI diluted to 1.38b and now 7p if the deal gets done at that price but could easily not be done and SP goes back to sleep.

So assuming around 7p given the risk/reward and the length of time a few LTHs have been here for....it's pxss poor.

It is what it is (until more PIs learn the professional approach to trading/investing). GLA.

“Lex - you are not invested so why care.
Have a good day.”
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Lex doesn’t have to be invested….he makes valid points and his posts show the downside of SYME - and hence SP performance over last 15 months.

I agree with him on some points (loaning of shares by AZ for him to secure over EUR 60m bond issuance in his other company - why didn’t he do it via SYME if revenues were expected, more CLN’s diluting Pi’s etc) - there’s no getting around the fact that SYME have to show proper IM revenue generation and not keep postponing based on redefining arrangements with parties.

Otherwise SP and Mcap will languish.

10m buy nothing significant as overall volumes low and a few here hold far more than 10m shares.

My main issue is that we don't keep getting a recurrence of past events whereby long anticipation for news and when finally RNS released, the SP drops again to a lower range.

Need proper catalysts this time. Otherwise we're being played if they still can't get first IM by month end or secure larger funds (beyond the 'measly' £30m for TF) to fund a big chunk of net originations from last year.

GLA whatever your strategy.

“…but the reality is we need revenues to start growing this com”
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Agreed. 3 things need to be proven this year (otherwise SP will stay in range and the most ardent of followers will finally question why the SP is so low after so many years):

1. First IM revenues
2. Revenues and profits
3. Exponential growth in revenues

Only then can we talk about 1p (assuming no further dilutions) ….until then won’t be able to break even 0.5p IMO.

“could we see 6p again before close?“
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In absence of further news, can’t see it.

Next week certainly does look interesting (overdue news flow but also the technicals look good for 20MA to cross 50MA (even better confirmation 60MA)...really hope we get the long awaited start to a re-rate but the news has to be solid. GLA.

You have to laugh at these long lists being reproduced as if they are something new...typical PI's only see what they want to see - means SFA for SP and MCap.

Here's my list at this stage:

1. First IM numbers - NOT CONFIRMED (expected soon).

2. Show exponential growth in revenue numbers (by securing more actual funding for IM, like the one-off small £30m ($40m) secured for TF back in Aug 2021) - NOT CONFIRMED.

3. Promise no more dilutive finance or loaning of shares - NOT CONFIRMED.

4. Under-promise/over-deliver (by exceeding revenue expectations) - NOT CONFIRMED.

I don't need to know anymore except the SP action.

GLA.

“SP is extremely sensitive now and could easily hit 1p as Hallowed suggests“
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I never said that - on the contrary, it’ll be difficult to re-rate much beyond 0.5p-0.6p (forget 1p) this year unless they surprise the Market for a change by far exceeding total revenue expectations moving forward.

We all expect first IM soon but even then, whilst the SP can rise significantly from current depressed levels, still a far cry from the fantasy levels of 1p+.

No matter how good the background story, focus must also always be on actual revenue/profit numbers looking forward and the current SP and MCap to project this moving forward. After all SYME strategy has also been to keep SP depressed (using dilution, loaning shares for shorting).

As for TF this is mostly a strategic purchase with a small revenue stream and SYME must now deliver the big guns and prove they can grow exponentially (far more than the £250m-£330m of IM expected this year based on revenue guidance of £3.8m-£4.9m @ average 1.5% fee).

So current SP and MCap is vitally important contrary to what some regulars on here would have you believe.

GLA.

"...all £678,333.34 of the Convertible Loan Notes are to be converted into 594,664,101 Ordinary shares (the "Conversion Shares") at a conversion price of £0.0011407"
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I read that as 0.11p.

Mercator conversions lower yet @ 0.11p, almost 600m shares and so 0.11p here we come?

In the absence of a re-rate, subsequent SP conversions could be even lower.

At this rate of dilution (say 600m share pm for say remaining 9 mths to Oct 2022 assuming a full £7.7m) would equate to another 5b shares bringing us close to 42b!!

Breaking 1p (MCap = £420m) would not be realistic even at twice original revenue guidance i.e. say up £10m.

Historically every time there was a much anticipated RNS it was under-whelming for the market - deja vu again soon perhaps? Hope not, as had enough of their games.

Btw, thats minimum £11m per annum ...

"BIDS & Forbes are both pump & dumps "
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LOL...as for BIDs, that my friend is what a re-rate looks like (just compare the volumes there to here). Not surprised you write the above as a re-rate is something totally foreign to SYME. So it's not a pump and dump.

Bids has closed deals to secure minimum £11m revenues for this year and next and negotiating other deals cf to SYME £3.8m-£4.9m (we hope will be the minimum).

Yeah, I know, we're expecting first IM soon and we too will re-rate (we hope, assuming no more funny games).

"It'll all come good. Have managed to average down heavily and the longer this goes on the more opportunity to do so."
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GM, you're a ramper (just as bad as derampers)....at least Lex is pointing out valid things here and not spouting nonsenses as you've done in past re SP expecting multiple pence's SP god knows when...there could be a major bear market starting some time EOY and this will negatively impact our SP evolution.

You really need to take a step back and realise this will have difficulties getting over 0.5p never mind multiple pence's.

Let's see f we get those catalysts that everybody (rightly) expects of SYME and no more delaying tactics, new loaning shares (for shorting) and new dilutive financing deals - otherwise the only pence's we'll see will be the loose change in our pockets.

I am invested but let's wait for proper news i.e. funding and revenue generation news is absolutely key and nothing else if will lead SP to break 0.5p this year. GL.