Member Info for Laura2022

Fantastic to see

Amd disprove the doubters of 2 weeks ago

Clearly these questions are too difficult

Why would someone hold "just under 3%" of FAB and PYC

only post positives on FAB but negatives/issues on PYC

Post more than double on PYC than FAB where he holds under 3% and risen 90% in 3 weeks

Never comment on the 10+ contracts on PYC or the trading ahead of expectations

So an increase of £49k for highest paid director but still los making

And yet you question PYC CEO on a modest £72k AND still.hold over 9mln shares in PYC?

Just a yes or no trout as you are so opaque its hard to keep up

For context

PS salary of £72k was in last results, before him JM did not take a pay rise in last 5yrs

For comparison

Highest paid FAB director (see final results) gone from £120k to £169k

Thoughts ?

Trout

So with this in mind , you presumably you are still happy to retain your large holding in PYC ( after adding more its about 9mln?)

Financial

The current cap is £20mln

Net assets as of Dec 2024 of £8.6mln

Cash after placing £3mln + £0.85mln from before

Plus £6mln from cash warrants and probably £4mln+ from the now completed pre paid warrants. This would mean MET1 currently has about £13mln cash as of August

Uranium assets.

In April President Trump ordered the speed up reactor testing, to allow the Departments of Energy and Defense to build nuclear reactors on federally owned land, overhaul the Nuclear Regulatory Commission and boost the United States' mining and enrichment of uranium.

Increased stake to 35% in USA , and now invested $1.35mln

15,000 acres in the Red Basin Uranium District of New Mexico, where historical U.S. Department of Energy assessments and recent radiometric surveys suggest there is potential for 40 million pounds of U₃O₈"

The mgmt of this previously sold a uranium assets for $2bln

Finland

- project economics are highly leveraged to the anticipated rising nickel price in a tier-1 jurisdiction with an NPV5 Upside Case of approximately US$333 million (as described in the 31 January 2025 announcement)

· project ideally located to supply to Europe's major EV car manufacturers

· applying for Strategic Project Status under the EU Critical Raw Materials Act which is expected to enable enhanced access to project financing among other advantages

The macd breakout due next day or so

Mirrors the one from June , breakout over 5.75/6p would confirm

Andy /OM etc

Morning

As of August 2025

The current cap is £20mln

Net assets as of Dec 2024 0f c£8.6mln

Cash after placing £3mln+ £0.85mln from before

Plus £6mln from cash warrants and probably £4mln+ from the now completed pre paid warrants

Undervalued

Madder

You, I assume , actually knew this when you were buying?

Filtered

mcadder

Posted in: MET1

Posts: 6,807

Price: 4.6795

No Opinion

RE: Last day of dilution today4 Aug 2025 16:07

Huge upside with this one at current levels ......

mcadder

Posted in: MET1

Posts: 6,807

Price: 5.24

No Opinion

RE: 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀31 Jul 2025 07:23

Can see a clear path back to 15 - 20p over the next week

This was at 28p just 3 weeks ago, so undervalued now.....

IR reply said updates on asset(s)

Expecting news on Finland or Norway battery metals

From.last June 7th initial contract

"This client sits at the forefront of AI-driven design and development of novel therapies across various therapeutic areas"

That would be great if so

According to Grok "UK-based biotech client at the forefront of AI-driven drug development.” The 3 it lists are Benevolent AI, Exscientia and Healx

Stockraise

As happened with SAE yesterday, sometimes it can be one big spark , sometimes smaller sparks

Comparisons(basic and nead to adjust for cash /losses for each ) in bio tech sphere

APTA £14mlnncap and £1.2mln full year revs( = x 12 annual rev)

FAB £12mln and £1.7mln full year ( x 8 )

PYC £1.4mln and £0.85mln full year ( x less than 2 )

Alot of catching up

"Of NATIONAL importance "

Can see this being fast tracked by Trump administration (security and energy policy)

Craig Moulton, Chairman of Metals One, commented:

 

"This investment in NovaCore's Red Basin project will deliver Metals One's first exposure to a high-impact uranium drilling campaign. We are gaining access to one of the most prospective yet underexplored uranium districts in the western U.S. with the potential to host future uranium deposits of national importance."

Drill schedule to be announced shortly

"15,000 acres in the Red Basin Uranium District of New Mexico, where historical U.S. Department of Energy assessments and recent radiometric surveys suggest there is potential for 40 million pounds of U₃O₈"

The mgmt of this previously sold a uranium assets for $2bln

As of August 2025

The current cap is £20mln

Net assets as of Dec 2024 0f c£8.6mln

Cash after placing £3mln+ £0.85mln from before

Plus £6mln from cash warrants and probably £4mln+ from the now completed pre paid warrants

Undervalued

at 31 December 2024, Metals One had net assets of £8,663,131 including cash and cash equivalents of £33,640. The cash position was bolstered in April 2025 following a retail offer and equity fundraise delivering net proceeds of £3.1 million. In April 2025, the Company issued cash warrants to the investors in the equity fundraise which are exercisable for a period of six months from the date of grant and, if exercised, would bring in up to £10 million in additional gross proceeds to the Company.

Clintek

I emailed them last week and fair play they have listened

Spinal tap

PYC is only £1.4mln, you'll see APTA and FAB have had recent positive momentum and being positively valued at x 12/15 annual revenues (of.course each company has its own dist9nguised features)

On a similar metric PYC would be £10mlm ( 4p+)

One would think PYC will be next ( see above expectations market cap )

And again they've listened, by clarifying

This means MORE than half of MET1 market cap is in cash now (placing + pre paid warrants and over 60% cash warrants)

Over 60% of the Cash Warrants have now been exercised generating additional gross proceeds from the Equity Fundraise announced on 31 January 2025 of approximately £6 million to support the Company's portfolio expansion.

Spank tap

Good morning ? Not only that but a phase 1.trial , which is very important and testimony to PYC expertise,

7th August : follow on contract with leader in A.i medicine. Phase 1 trial , £38k over 2 mths

16th July - new contract with partner Numab

14th July - Trading statement

ahead of expectations for FY25. When compared to the year ended 30 June 2024 (FY24), these unaudited numbers would represent an increase in Total Income of approximately 46%

10th July : integration of PYC platform into global personalosed medical provoder DoseMeRx

1st July - new contract

16th June x 2 biostatistics contracts (first ones from new division)

29th May RNSPhysiomics Awarded Contract Extension

9th May RNSContract Award with New UK Client

17th Apr Physiomics Awarded New Contract

16th Apr RNS-R Publication of Peer Reviewed Article

15th Apr new contract

17th Mar RNS Contract Award with new client