Member Info for Jimmy_Stocks

Good info. Thanks @DrantleyGicks

@katstrangler 'Not sure what point you're making? that US stocks are valued higher than UK? well, duuur!' After reading the recent history of this board when I invested, not surprised to see comments like this from you. Keep on keeping in your lane 👍😂

And just to add to that, MKA's rebound from that lowball placing of 33p..... it is up 20% since April 1st. USAR is up 25% in the same timeframe. UUUU up 17%. Just another day at the office for the US fatcats.

Speaking from somebody who entered at 35 and exited in the early 40s....this personally was due to the macro environment. The Strait is still closed and the QQQ is at all time high, which tells you everything about the 'realness' of markets. Energy infrastructure sites have been dropping like flies globally and the markets are pumping. Reminds me of what happens in a Tsunami when the tide goes right out first...

Aside from that, it seems obvious MKA will get brought out by a US company. The only questions are when and how much. They are further ahead than USAR, yet USAR has been pumped up to 20 TIMES the valuation of MKA. A no brainer for USAR to use that position of strength to buy a company like MKA. The HyProMag USA listing is a great move as it jumps on that US premium train, whick will obviously help close the gap alittle on the disconnect between the fundamentals of the two business'.

If I were mka, I would be chasing hard for a DoD award and US customer to go with this IPO, a US relevant senior appointment and in the background be fast tracking US listing for any other segments of the business. The gravy train is US govt backing. Everything else pales insignificance.

It is a really great opportunity, for sure. I'd not invested in UK stocks for more than a couple of years now, but this company has lifted me out of my UK hibernation.

Appreciate your thoughts esduk. I agree with your analysis in the main. Just playing devils advocate. I guess the risk of Iran being disrupted for longer is a recession and then liquidity event that affects the whole market. But hopefully that doesn't happen!

*deramp

And just to be clear - not reramping in any way, I am fully invested as of last week at this ridiculous valuation / opportunity that was offered.

If we get a prolonged energy crisis, how does this affect MKA? Both the business operations / planned growth and the share price?

People have questioned why REEs are down this year, with a war going on, but REEs are energy intensive. Yes REEs will be a priority over the coming years, but in an energy crisis, this bucket of stocks will head downwards in the short term, as we have seen. I am aware of MKA's patents, just wondering how ppl think it might behave over the next 1-3 months, if fuel shortages start to hit?

Another musing just to throw out there....it must be very nice for the likes of USAR to get an inflated MCAP / govt backing to then use that inflated valuation to go round cherry picking REE assets around the world. Interesting that the US govt has backed a basket of REE stocks....very savvy.

Why doesn't the UK govt seriously back and pump their own rare earth stocks in a similar fashion? More rhetorical...wouldn't expect the UK govt to help itself in any shape or form...

I think the word 'delay' has been in every single trading update this company has released.

Raise will be brutal. Would it be better to sell off the IP and let somebody else have a go at marketing it? They have tried for years and it hasn't worked, for whatever reason. Losses every year, revenues down....and the biggest indicator of all - customers reducing spend and contract sizes. Maybe, just maybe, a classroom full of kids sitting with VR headsets on, isn't what schools, learners and educators want. Thank goodness.

If you read back through previous years, there have been delays in every single results release. Not a good look and par for the course now with this company. There was talk that mgmt were reducing their salaries. Any visibility on whether that happened?

Tell that to the tute who invested £4m in SWC yesterday at £4.95.

And the below just means Coin has some catching up to do!

They are also raising money at ever increasing valuations, which is providing a floor for the SP.

SWC just raised again today at a near £5 valuation. Something is happening with these companies and it isn't a pump and dump, otherwise they would not be able to raise money at ever increasing valuations.

I do wonder though, with some of the lesser names that have announced BTC treasury strategies, how long it is going to be before they can actually buy BTC, having to jump through all the regulatory hoops that COIN and SWC have spent the last 6 months+ jumping through.

You cant' hold BTC in an ISA. BTC is also very annoying to buy. Then you have the custodial issues.

Did you not see MSTR story? These companies are mini MSTR's that have finally been let loose by UK regulations. Still early.

You are looking at this through tunnel vision though.

Stock market is forward looking.

What is the perceived value of BTC in 3 years time? 5 years? 10? Fiat debasement is accelerating. That is driving BTC price. And these companies ability to raise money and exchange fiat, which is going backwards in valuation, for BTC which is ever increasing vs £ $ every currency.

Look at SMLR, it has got stuck in the mud because that ability to raise money has hit a road block. No matter they already HODL a big chunk, growth has gone (for now) so market has punished the stock price. Growth is the key with these treasury companies. Surprised I have to point that out.

Valuing BTC at current price is missing the wood from the trees. Look at it's performance this past 10 years? 10 years of massive growth and suddenly that is going to plateau? All while true inflation and M2 continues up?

If you are sore now about these valuations, you are going to be even sorer when BTC heads to 120 and then 150 (and hopefully higher) in the coming weeks/months.

Might be wishful thinking as I've only just jumped into COIN, but this and SWC look like they are going to keep running to me, at least for the next couple of months. Raising at higher and higher valuations is providing a floor, so I don't see any pullbacks beyond where they are raising, which if pullbacks do happen, will get aggressively brought into.

Some big US accounts jumped on COIN today and it feels like that is heading to £1b+ following the unbelievable performance of SWC. Kicking myself missing that one.

The yanks can't get enough of the UK mini MSTR's. BTC is going higher this next 3 months, all the ingredients for this mania to continue alittle longer yet. Who knows, maybe even the miners might even get a pump when it's all settled down in BTC treasury land.

Also think, without an OTC ticker, seems the pump will only run so far. Sensible approach seems to be make silly daily gains on lesser names and plough profits into these two established names. I brought some VULT lottery tickets y'day, hoping to get a big spike there next week to do just that.

Agree on the aggressive buying. Need to get the flywheel in motion. Hope they don't try to get too clever or cute. BTC is consolidating now before another move up, so it is an ideal time to load up now before it hits 120s.

That said, with all indicators pointing to BTC having a good quarter ahead for it. So long as COIN keep the ball rolling, should do nicely here.

Will the big unveil be when the first institutional raise happens? Surely once that path is confirmed, hopefully at higher prices than we are now, COIN will surely follow SWC to a £500m-£1b valuation?

Is COIN going to keep following SWC path to the £2-3 is the question. Crazy price action but I think BTC is going to rip any week now to 120s, so the likes of COIN SWC could keep going off the back of any BTC price mania. Wish I'd take a plunge when you first tipped it CLSK!

CLAI looks interesting aswell, with the Director buys. They were 3rd to announce a BTC strategy I believe, behind SWC and COIN but haven't acted yet. Although they own £500k of SOL and I think this might be a better direction to go in. Follow DFDV and other sol plays, give the UK a SOL option would be received well by the markets.

No doubt these treasury Co's were the play for this cycle. Miners are 2 steps forward, 3 steps back currently.

Yes treasury companies having their moment it seems.

I mentioned here couple of days ago that $SMLR were worth a look. Daily volume has been 4-5x every day since Friday and something seems to be cooking there. 12th on the worldwide HODL table, just behind Metaplanet.

They are established in their treasury strategy (nearly 1 year in I think). $500m MCAP and Bitcoin holdings approx. $430m. Depressed price compared with other treasury plays and feels early compared with how far the others have moved so far. They are tapping the ATM to buy more btc, but it feels like a coiled spring - due to announce another bitcoin purchase any day now.

Just checked and it is moving big pre market though. Should be another massive volume day.

Custody of BTC is a big factor.

Buying crypto is fiddly and a pain in the backside. Then if you want to play safe, you should take your crypto from an exchange and put in cold storage. There you have to store the device somewhere safe and make sure you don't lose your memorable phrase, otherwise your funds are lost forever. Although there was a cold storage bust recently I believe, with a product failing? You get the picture...pain in the backside...

People just want to buy like they do a stock, and have it sit in their account, ideally insulated in an ISA. Let somebody else worry about the custody and having to deal with the KYC process of buying crypto - jumping through 12 hoops to even open an account. A disgrace that UK customers can't buy IBIT but a reason why MSTR has been so popular.

That's not me advocating a buy here btw for SWC. Already moved 1500% so that is opportunity missed for me. Congrats on those who caught it in the single digits. I am playing $SMLR as looks much better from these levels and volume is up big this past 4 trading days.

Yes something definitely not right. Didn't realise, the cash position of $300m is on top of $350m HODL! In addition to the $352m sale proceeds. So $1b liquidity for $450m mcap. Big story for me though is Bitmain links and what happens there. Won't be one I'll be marrying though! Hopefully a big move and onto the next one.

I skipped past Coinsillium. Didn't know James Van Straten was involved. Will have a proper look, cheers.

Looking at SMLR aswell. Daily volume up 4-5x last 2 days, smells like something is brewing there.

Not impressed with SWC. Tested liquidity throughout the day and couldn't get a quote to sell for much of the afternoon after 2pm, even for piddly amounts. Not been in UK stocks for awhile...I remember why now...