Member Info for HereKittyKitty

Post said "Well done MM 11p" etc
I said "Lets be honest, @11.00 the Market Cap is £55M but they have not produced or sold any reduce yet so it is well priced for no proven revenue"

I wasn't stating it to ramp or de ramp - if you read what I responded to in context I was stating the price dropped & was appropriate for the market cap as product wont be out until the autumn - there was nothing in y comment that said 11p want worth it at all

Got in 10.99 earlier - will average down if any more drops but price is fair for now

Sure will make growing them at home easier lol

Children children you're right I know nothing GL investment gods
Ill stick with my 50 years investing experience

actually I have a lot of experience in that area

** product

Lets be honest, @11.00 the Market Cap is £55M but they have not produced or sold any reduce yet so it is well priced for no proven revenue

Luckybob23 spot on

CBX vs KNB vs MXC ?

CBX m/c £58m
KNB m/c £79m
MCX m/c £87m

Agree I’ve got an active watchlist of 25+ shares with target entry points so watching/participating on the board is all about judging the right entry point

Quite clear on video https://www.p r o oactiveinvestors.co.uk/companies/news/942435/cellular-goods--delighted-uk-has-embraced-cannabinoids-and-listing--as-company-makes-ipo-debut-942435.html

Autumn production & release

The next major jumps will be autumn on product release so can’t see what else will make it go up until products released & sales happening

There will have to be an RNS either way but it can take a day or two

03-Mar-21 17:46:53 336.70 515,487 Sell* 2m O
03-Mar-21 17:46:37 336.70 1,135,878 Sell* 4m O

He did state on the last update that there is visible gold but they need to drain the mine which they are getting the ok for ... that’s when it gets exciting

I’ve made that mistake accidentally selling a few times lol

I’m getting offered higher than bid at the moment bid 28.00 offered 28.52 so somebody wants some shares

UBS RAISES TUI PRICE TARGET TO 170 (68) PENCE - 'SELL'

Not sure if they mistyped something as seems an odd rating today

A reminder from last 31 March Annual Trading Results

“ we have identified and then moved to secure majority stakes in a range of undervalued assets with real production potential, has been the right one to pursue. With the current turmoil in the investment markets, our strategy may take a little longer to execute, however we remain confident that it will ultimately bear fruit for Alba and its shareholders.”

We now know more about these significant assets so come this March 31 annual update we could see a re rate of the Market valuation

Patience will really reward on a multiplier here IMHO - why?

> @ 0.30 the Market Cap is £19m

> Alba have £8.87m assets / £8.38m Net assets

> Projects / Interest

Mining Projects

- Amitsoq (graphite) Greenland 90% - CONFIRMED high grade
- Clogau (gold) Wales 90% - news still coming out here - DRAINING soon
- Gwynfynydd (gold) Wales 100%
- Inglefield (copper, cobalt, gold) Greenland 100%
- Limerick (zinc-lead) Ireland 100%
- Melville Bay (iron ore) Greenland 51%
- TBS (ilmenite) Greenland 100%

Oil & Gas Investments
- Brockham (oil) England 5%
- Horse Hill (oil) England 11.765%

- IF they achieve a Market Cap of £100m from the active projects that is 526% from here let alone where it should go

The Market size & demand for high grade graphite for Lithium ION batteries in cars is huge

“ 36.7 billion in 2019 and is projected to hit USD 129.3 billion by 2027, at a CAGR of 18% from 2020 to 2027.27 Nov 2020”

And they also have the biggest known gold mine here in the U.K.

...... and they are valued @ £19m - hmmmm let me think if I’m happy to leave my money here for a few years - absolutely

So the question is - With the above Fundamentals in Net Assets & Projects, which way do you think the SP will go?

We have seen 0.50s already on the release of positive news in the above stated projects. Other mining stocks like EUA, GGC & UFO have had similar movements.

You decide.

Greenland ....

Europe’s Rare Earth Dependency Dilemma

https://oilprice-com.cdn.ampproject.org/v/s/oilprice.com/Energy/Energy-General/Europes-Rare-Earth-Dependency-Dilemma.amp.html?amp_js_v=a6&_gsa=1&usqp=mq331AQFKAGwASA%3D#aoh=16141084998328&csi=0&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Foilprice.com%2FEnergy%2FEnergy-General%2FEuropes-Rare-Earth-Dependency-Dilemma.html