Member Info for leew

Resource plays are great, timing them in their cycle is critical, as you either make a lot or get left holding the baby if timed wrong.

I am in a lot of resource plays but I have timed them well to date, after a few disasters years ago lol.

The off topic one mentioned is in the explorer phase, just make sure you’re not around when it enters the start trying to get it out the ground phase. Also if its strength is seem as being close to GGPs processing capability I would suggest that is also its weakness given the existing processing capacity that GGP will use, but I am sure people in that share will know more than me

Ian, your view on GST is up and down like a yoyo, if you have too much invested in a stock and it’s causing this amount of flip flopping sell a load to a point you treat it as an investment not an emotional roller coaster.

Massive, I think this is one PR aspect the BOD are missing out on.

A very simple strategy piece showing current market potential vs increased market potential once various licenses are captured.

They will have all to hand (or should have) and even a vague RNA showing potential market sizes would be great and would help people calculate potential future market cap based on an anticipated market capture %.

To date I am quite surprised the best info they could put out was to tell us the spent some of the BTC funding money about 10 weeks after the funding was announced.

I would be all over rebuilidng confidence but they have not gone down that route yet.

Why don’t you tell the company (via Tim) Wayne?

I had a reply it is currently unavailable due to liquidity, but nothing to do with bake as its asset specific from response I had.

Seems whoever has large qtys is currently not providing liquidity but I won’t speculate why.

Maybe GST is doing its usual and reacting after the news. Even a flat finish today in real terms is a considerable improvement on the finish yesterday give the UT that distorted it all last night

Agreed Lloyd and an answer should be easy to provide in my view. If you don’t hear anything by end of the week let me know and I will ask the same question

Lloyd, I drew a blank on finding the answer to that one as well, and you post has just answered my question yesterday on had you received a reply.

Fingers cross you get a reply

Did not realise you were hear as well lol, I only posted as I saw Billy was in. I only really post on you know where and silent on the rest as either trading or long term hopefuls, which is the category this fell

into

The ability to read a room and ability to create a business are not skills that are not automatically both mutually present in people.

It’s very obvious to the SP has not performed as many expected on 2025 so far (myself included) but let’s see what happens and let’s see if the BOD feel the need to help rebuild confidence or decide to just keep going with the existing strategy of news when its required.

I personally was happy with news when its required but the BTC placing, the current use of it, and the suspension has put me in a place where I believe the BOD need to operate in a more PR friendly way to rebuild confidence given it was suspended.

I have also communicated that accordingly but can only wait and see what they decide to do.

I have a holding in ROQ for a while, not huge but I like to have a small BIOtech in the portofolio as when they move they can really move with very small investments being worth a lot.

I selected ROQ for a number of reasons like mainly the potential pipe line of deals etc, the other factor was the limited number of shares and the very small market cap,

Let’s see what the next few sessions bring but also what the next few months bring as there could be an impressive move north.

Locked and loaded from my side :)

Billy, saw you are in ROQ as well, I have been in that for a little period of time so let’s hope the presentation tomorrow kick starts the RTO on that one 👍

Ripley, not really any change to yesterday in reality as yesterdays close and todays open was warped by a strange 0.75p UT. The actual difference between the days is negligible

Mouse, until you can explain why GST needs to make £100m profit to have a market cap of £115-£160m I really think your business opinion is not that valid.

Yes COAL seems to be unavailable to buy , I have asked the BAKE team so will comment more when the respond

@lloyd88, did you ever get a reply on the share ownership point you had? I did some looking around and came up with the same answer as you had so wondered if you had received and clarification?

I think sometimes people need perspective.

Today we have traded in total about £75-80k of shares and someone on here has admitted to 20% of that (Muldoon)

There are no big sellers or buyers currently, but it moves a lot as MM’s make a market (their job)

SP is not very good everyone can see that but you need to be careful how you interpret the moves.

The drop from start of year, is a lot to do with 2 poorly timed raises in my opinion, that zapped confidence, and then suspension due to no accounts, which really affected confidence and then the results were good but carried caveats to why they were not better. The data to confirm the ‘not better ‘will be in the interims, or show the wording was not correct. To date every RNA has been factual so don’t expect the financial reports to be any different.

I have asked the BOD via the right routes to suggest that they need to become more engaging as the confidence knocking events are not being countered with inevitable positives that must be happening.

Lets see where we are end of Sept, as that was my point in time for any affect on relisting / trading to be out of the way.

If there are big sellers the buys and sells are being very careful matched so that the share price remains “stable” so there is no rush out the door hence.

Supermouse so for clarity you believe the correct PE ratio for a company that makes £100m profit equates to a market cap of £115-160m.

If that’s you knowledge of PE ratio you really are right I don’t understand it.

Also a company in an early growth stage is based on many things and profit is rarely one of them so until you say something sensible I think we can safely say if you tell us it’s raining we would all need to open the window. and check. 👍