Member Info for ihalliwell10

Add adblock to chrome, job done, haven't seen them for years.

Yeah I agree, everyone celebrating keeping these two in London, well I reckon KKR will be back to take both out, they planned to get both just one at a time, in 3 months it will be easier to pick them both up for a song.

Set a limit sell at 405 for today, lets see how it goes, very happy with these, slightly disturbed by the shorting though, as I thought these would get to £5 in short order.

I think the only news required, is that they have funding for a rig to prove this and have already mined 1 bit coin.

along with several interested parties funding a further trial.

10p on the day.

Straight to the bottom line as well eh

Investco looks like they have picked up 5% of these as well, shares are going to be in short order, I wonder if they will have a raise (they say you should when its going well) , pay down some debt with a raise at 120p would be really bullish!

One other thought, is there an example of this business that has been before, i.e. was glencore like this originally or one of the bigger companies that we could use an a example of steady growth, I'm super interested in history repeating itself and it would be cool to have an example of another company that has already trodden this path.

Management do seem very very good and they are heavily invested.

So to preserve the gains, set a stop loss at £1.00, or sell the original stake and allow the profits to ride ?

Thoughts.

I feel like some profit taking wold be wise, but then again , setting a stop loss enable to get into multiples of gains over the next few years, this would turn into a significant % of my investments if it say got to £3.

Debt reduction as good as an acquisition I reckon, plus great for the share price, I think the UK and EU might be about to go on a steady recovery so hopefully the UK gov backs this with some stimulus for property building and Sigma can push on nicely, be great to consolidate above 130p

I continued this chat , basically queried the response you provided , essentially if Germany recovers and sigma hit their targets this is set to grow

Crucially a Nov 2025 renewing of some debt on better terms is key and then the German (euro) economy growth , I note that vod says Germany is now growing again recently , so reading across I think that 120/130 is possible here but likely to follow the wider markets until news flows.

I'm setting a stop loss at 110. As I originally bought in at 27p.

Dyor

Which is a concern.

Setting a stop loss today, but I dont see any reason for these to fall.

Everplay Group Plc : Deutsche Bank raises target price to 425p from 330p

Just think these and Roblox are likely to be taken over soon enough, quality stocks with cash incoming and plenty to scope to grow. Plus EVPL are so cheap compare to the US versions of similar companies that it would be a no brainer to take them out at less than £5.

1. 3rd qr 2025

2. 4th qr 2025

3. 1st half 2026

4. 2nd half 2026

5. Never ?

Personally , and I hate to say it I think it's 4. And watered down FIDs at that , or just UK gov.

Same , aiming for 15.50 sale and buy back regime , 4/5 times a year currently

I think most will have an average buy price of well above 120p , but with divis , that's likely a break even if 105p , so loads of resistance around the £1/1.10 mark I reckon

But if Germany is growing again then this is likely worth north of 120p imho

Think you are right on this , fully priced in , it's robust position and hitting management milestones are good.

I wonder if they will be looking to do the next biggest acquisition at the $2B mark or if this is enough for them to now focus on debt repayment and dividends.

I bought his to hold and forget , but would like to see a 3 year plan for this to cement their great work.

Any thoughts on three year plans ?

I think the most recent acquisition is more about the main man joining from the purchased company, which might be the reason why the previous ceo departed quickly, now with that deal unlocked, I think EVPL are a sitting duck for being bought by one of the big boys , small multiples and nice margin / revenues , worse case this goes to the US within 6 months , or were into serious re rating towards £5.

Roblox in the US is flying as well, games companies I think are going well, hence my thought about M&A coming

Almost like I knew what was coming here, thing there is a fair bit more to come, DYOR, steady rise to £5 , based upon better numbers again this year and speculation about M&A

That's the date of the re rate either way for me , dyor