Member Info for Invester007

Ahaha of course not! I was just making a joke ... a quote from wolf of wall st. I defo need to buy more .. most of my money is tied up in GCM. praying that works out but been a LTI in HE1 for way over a year.

"The only problem you're gonna have is ... that you didn't buy more."

Having watched a very old video from 10 years ago .. it listed some names of individuals who were helping with the project. I googled one and found him. He is an irrigation engineer in Bangladesh and was pretty confident he could supply water and keep the area in a good condition. I have thus found his email and thought should I contact him and ask what the general consensus is in Bangladesh, and is he still working on the project.

Bit of a stretch I know but might be worth a try.

To add to what Bangla has said. We really do need to consider the actual powerful connections that a country like China has , they are a communist-run country after all! It will be their way or the highway in my eyes.

To add to the idea that they might mention it out of the blue .. so it doesn't create chaos is an interesting idea. Who's to say they can't control the press and the news outlets? Just a thought. They seem to be keeping their cards very close when they say that some projects will be developed.

- In an article about the upcoming visit to China:

Asked about probable documents to be signed, the Chinese leader said they expect agreements are going to be in many areas. "We do sign agreements and you know, we promise and we deliver," he added.

Https://finance.yahoo.com/quote/BLLYF/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJKPod6MY45cyqUDsfHcoWmi9TWewOTdnii6ygPn2wWflJDaBhp52na-3ydfLxv9TR3RmG76gJ3WVnUYUSmITtlUpHMA1KBZThH8wPgRZPovxpVAdMPTarjVzkqLntM7smqnnyeTW7ukSIaMbj3sP0PT--JZKlOBreopsL0tJj4p

Out of interest … what are others averages? … my average is 10p 🫣 … but still holding strong!

I will also mention that its intresting to look at the Ownership page. It says it cannot provide much info about insiders buying this stock ahahah

Accidentally clicked 'weak buy' apologies

This page is great for looking into specific details .. thought I would provide a link to anyone who wishes to explore the finer details within the company. https://simplywall.st/stocks/gb/energy/aim-gcm/gcm-resources-shares

(Although it won't show all the positive info we have discovered .. its insightful!)

GLA

For this I have used a very sophisticated ai programme that specialises in analysing global stocks .. including penny stocks.

I have asked it about valuations on successful extraction and it provided me with this answer ...

(Please be aware this is ai and still not 100% accurate .. however I believe it provides a very accurate insight!).

''Helium One Global Ltd (HE1) is a London-listed company that focuses on the exploration, development, and production of helium, a critical gas used in various industries. Here's an in-depth look at HE1 and the potential impact of successful helium extraction on its stock price.''

''Current Status of HE1

Market Overview: Helium One is primarily engaged in exploration activities in Tanzania, where it holds extensive licenses in the Rukwa, Babangida, and Eyasi basins.

Recent Developments: The company has been actively drilling and has reported promising helium gas shows in some of its wells.

Market Cap: Approximately $100 million, making it a small-cap company.

Recent Stock Price: As of today, the stock price of HE1 is around $0.062 per share .

The Importance of Helium -

Critical Applications: Helium is used in medical imaging, electronics, space exploration, and other high-tech applications.

Supply Constraints: The global supply of helium is limited, and production is concentrated in a few countries, leading to price volatility and high demand for new sources.

Potential Impact of Successful Extraction

Revenue Generation:

Successful extraction would enable Helium One to become a key supplier in a constrained market.

This would likely lead to significant revenue growth, transforming HE1 from a speculative explorer to a revenue-generating producer.

Stock Price Projections:

Current Market Sentiment: Investors currently price HE1 as a high-risk, high-reward play. The current price reflects uncertainty about the success of helium extraction.

Future Projections: If HE1 successfully starts commercial helium production, the stock could see a significant re-rating. Comparable small-cap resource companies with proven production capabilities often see their market capitalizations increase several-fold.

Valuation Multiples:

Production Valuation: Helium producers typically trade at higher multiples of earnings and cash flow. If HE1 achieves production, analysts might value it based on projected cash flows and reserves.

Potential Upside: Assuming successful production and considering the helium market's tight supply, HE1 could see its market cap rise to a range of $300 million to $500 million. This could translate to a stock price of $0.18 to $0.30 per share, assuming no significant dilution.''

Good luck all!!

I have found a specific ai ... a bit more in-depth than chatgpt that provides an insight into chart patterns as well as specific stocks that are listed globally.

I simply asked it to provide some info on GCM and what a potential price outcome would look like if Phulbari got the go-ahead approval.

This was its answer (bare in mind its quite long but very insightful just like the post Searcher provided) .....

Analyzing GCM Resources Plc (ticker: GCM) involves understanding its current financial status, project potential, and market sentiment, particularly regarding its coal project in Bangladesh. The stock is highly speculative and dependent on approval from the Bangladesh Government for its coal mining project at the Phulbari Coal and Power Project.

Here’s a detailed analysis and projection:

Current Overview

Current Price: £0.68 (as of the last trading day).

Shares Outstanding: 176.87 million shares.

Market Capitalization: £120.27 million.

Project Potential

GCM Resources is primarily focused on the development of a large coal and power project in Phulbari, Bangladesh. The project has significant potential due to:

Coal Reserves: Approximately 572 million tonnes of high-quality coal.

Power Generation: Potential to generate 6,000 MW of electricity.

Economic Impact: Significant positive impact on the local economy and energy infrastructure.

Approval Impact

The approval of the Phulbari project by the Bangladesh Government would be a major catalyst for GCM's share price. Here’s how it could affect the stock:

Project Valuation:

Estimated NPV (Net Present Value) for the project is approximately $1.4 billion.

Let's assume the project is valued at $1.4 billion upon approval.

Share Valuation:

Converting NPV to GBP: $1.4 billion ≈ £1.1 billion (using a conversion rate of 1 USD = 0.78 GBP).

Adding this to the current market cap (£120.27 million) gives a total potential market cap of around £1.22 billion.

Price Per Share Calculation:

Potential Market Cap: £1.22 billion.

Shares Outstanding: 176.87 million.

Expected Share Price = £1.22 billion / 176.87 million ≈ £6.90 per share.

Potential Scenarios

Best-Case Scenario:

Full approval and smooth project implementation could see the stock price potentially rising to around £6.90.

Moderate Scenario:

Partial approval or delays in implementation could see the stock trading between £3 to £5.

Risk Factors:

Regulatory hurdles, environmental concerns, or financing challenges could dampen prospects.

Key Considerations

Regulatory Approval: The primary determinant for the potential price rise.

Market Sentiment: Market response to approval news, investor confidence, and global coal market conditions.

Risk Management: Potential investors should consider the speculative nature and inherent risks.

Conclusion

If the Bangladesh Government approves GCM Resources' coal project, you could expect the share price to potentially reach around £6.90. Ho

Found this article .. I don’t know if it’s already been posted but it’s intresting to read the ‘future projects/projects’ section!

https://en.prothomalo.com/bangladesh/759pc6pux3

Ah that’s an interesting one cause it mentions some adani owned power plants have not been as productive … perhaps cause they won’t tolerate the outstanding bills they are owed.

However Power China and GCM will not be too concerned about that due to them being benefiting in other ways

Found an interesting article about tang and his involvement in GCM as well as his other financial involvements. Including his private equity/investment firm.

https://www.tatlerasia.com/people/michael-tang

We might be onto something here ... hmmm

Hmm thanks for looking into that! I mean that's quite interesting in itself ... they've obviously taken some steps to make sure the identity or where the site was registered remains quite broad/generic. Maybe I'm reading into it too much but that might equate to something .... as I've said before 'time will tell'.

I did think the phrasing 'final sign off' and 'highest level of government' was trying to insinuate something ... but at the end of the day I have no clue who owns or started that website. Lets hope its an insider ahahah ;)

I've been doing a bit of digging .. nothing quite like searcher does ahaah. However, here is what I have noticed .... on the official GCM website one of there sections states the following - 'We are a London-based resource exploration and development company. The Phulbari Coal and Power Project is poised for development once the Government of Bangladesh provides approval.' Although I might be stating the obvious the way in which they have phrased it points towards that its not an 'if' it gets approved its more like 'when'.

I also found this website which popped up this year .. probs doesn't mean too much and its not like there is any new info inside but just something I had not seen before. - https://www.phulbari.org/

And finally I've been trying to look into Power China on LinkedIn and it turns out they have a lot of people working for them in Bangladesh doing various jobs. Many of which are people from Bangladesh themselves. Worth checking out.

As always GLA!

Check out the about us page on their website! May back up the information about GCM they have provided.

If that valuation from 2011 was accurate .. would it not be right to think that our valuation now would be considerably higher due to a variety of reasons (coal prices being higher being one of them).

I know we've had to raise more cash and due to that there would be more shares in circulation ... however, compared to many other AIM stocks we have a lot less shares in circulation. This has been proven on a number of occasions when us or bigger buyers through asis have struggled to accumulate a decent amount of shares.

Not suggesting it would reach this price instantaneously but you would like to think it could reach those estimates in due course.

GLA!