Member Info for JPP8788

My apologies, I've had a look back to the 16th and can confirm they are both buys!

Mnav now 1.8

Eth closing in on 3700

This is going to pop one day very soon

100% sells..

£100k worth of sells just printed from yesterday afternoon

Eth broken $3400

SOL doing well also.

Got a very good feeling about this.

Have a read of the historic chat pages from SWC - back at the beginning of May.

You may notice a few similarities being mentioned - MNAV calculations, HL users initially not being able to buy the stock, limited liquidity, comparisons to Metaplanet.

I particularly liked this quote - "There's a huge premium right now associated with getting in on this early. As the company quickly grows this premium will be insignificant related to the total value. Therefore really hard to predict when this bull run will stop.

I think you need to stop looking at this in straightforward valuation metrics. The value goes far beyond that."

I remember the old ARB (Argo Blockchain) days and this reminds me very much of that.

If we get a sniff of institutional interest here, we will then likely see placings at a premium, and acceleration beyond anything you could imagine.

Total value of all holdings in BTC, ETH & SOL is currently just a shade under £2.2m

That's before any staking revenues and other business ventures (AI acquisition)

Https://investors.smarterwebcompany.co.uk/investors/_img/pdf/swc-research/2025-07-16-P-BYD-Ratio.pdf

SWC has this morning released a research note detailing how the wide market should use Yield and MNAV to accurately value a crypto treasury company to better understand their true value

A short, but very important, read.

Give yourself ten minutes to understand the basics concept and then sit back and relax whilst the wider market soon realises just how undervalued VULT is.

Spent around an hour this morning looking into VULT and particularly around the similarities between that and SWC.

I must say... The similarities are stark - and not an opportunity I can pass on.

I'm in.

Blue day ahead.

Shares in Metals One PLC (AIM:MET1) fell by 24% following a large issue of new shares linked to exercised warrants, a drop that appears overdone given the company’s latest news.

The share price slide came after the company confirmed it had executed a binding agreement to acquire Mjolner Minerals, owner of the Lillefjellklumpen Project in Norway.

The €90,000 deal, which still needs regulatory sign-off, adds a promising licence area rich in platinum group metals, gold, nickel, and copper.

Despite the positive acquisition news, the equity issue seemed to niggle the market makers in charge of setting the Metal One price.

In all, just under 18 million new shares will be issued as a result of warrants being exercised. To the casual observer, the sharp decline seems disproportionate to the underlying business developments.

30% drop does look overdone...

Get in whilst you can!

Lol - couldn't make it up. Total amateurs.

"#SYN The 4 July RNS stated that the Selan deal represented a c. 6X multiple to the SYN market cap. This was an error. It should have read a c. 4X multiple. Apologies."

This is Syn - expect disappointment.

It's $14m dollars... So £10m quid.

And it's not for "only" 50%... It's for Synergias entire working interest in Cambay - i.e. they will hold nothing else afterwards.

Will be plenty of long term holders looking for an exit strategy here.

"Cash payment of US$ 6.5 million following GoI approval for the transfer of the 50% working interest"

We all know how long the GoI take to do absolutely ANYTHING so how long will that initial $500k last before another dilutive fundraise?

Looks to me like a bounce is on....

I also think the low to mid 10s could represent a fantastic buying opportunity if it happens