Member Info for leew

Seems a nice quick upturn in positive volume, but when a conservative estimate would be 2 for 1 offer on I am more surprised this is still at this level.

If they announced an RNS on the recent revenue estimate of GS20 alone it would do wonders let alone forgetting it’s under pinned by Semnet!!!!

Lloyd ongoing deal and completed are not the same thing.

Let’s hope they give and update / indication soon as would be nice to have an official note on the subject given the deadline has passed and would assume the answer has some materialistic value to the company so really we should have been told already.

Genuinely like I said either way the value of GST is clear and the markets are not valuing correctly in my opinion. If 1 or more of my stocks move alot this month I will increase Gst holding for sure

Need to be both stocks and crypto these days.

My tipple of choice is Nano (XNO) and its started to move alittle now, when I was looking a while back I wanted something that was fundamentally good and had a use so opted for that. Having been in the top 20 years ago and now lower thought why not, wanted to pick a crypto that had potential for significant rises or why bother. It broke its long down trend against BTC very recently so see what happens (nothing probably lol)

Anyway GST is the one and it’s got me very intrigued as to why no RNS on easysend yet so i am getting more interested lol.

Would love a huge rise but suspect we will step up over time and not go vertical but happy to be wrong

Yes tomorrow we will go mining

Must admit, I was not as sure on easysend happening as others were, which is fine.

What I am surprised about is the deadline has passed and no confirmation, which is odd to say the least. I was shocked to not hear anything yesterday and now so far not today. Still time will tell as always.

When you say priced in, you mean at a level the seller is happy to keep it at and the buys are balancing the sells at this level. In terms of Semnet and other pillars being priced in I disagree and even with discounts I would suggest we are undervalued but we are undervalued due to the seller currently but they are happy not to kill the SP. We seem to have someone exiting in a very orderly manner and a company growing in tandem. As long as GST continues to grow it could just mean some of our step ups to new trading ranges are not as dramatic early doors, but at some stage we will see a bigger step up.

Well hats off to SD, if someone told me we would have it all at this stage when I invested I would have laughed as being way too soon, but seems I would have been hugely wrong.

All done and dusted and GGP is a miner with a significant pot of revenue heading our way from day 1, and that means profit from day 1.

My guess would be the agreement this year is the heads of terms where all is technically agreed including all the financial aspects and then that signed agreement heads off it in legal land and gets formally drawn up in full, and ultimately signed about 4-8 weeks after the HoTs are signed.

HoTs can allow companies to start working together and actioning plans to maintain progress as well, but either way the confirmed financial agreement this year allows a simple valuation on that part of the business at this stage so will see a jump in trading range I would assume.

Lloyd, I would think there is an RNA ready as something is required on easysend front as a min so I kind of expect another one today or maybe tomorrow am first thing, but +/- a week makes no difference to my end game so happy to just wait and take each announcement as it comes

I think with the business model I am with massi on this one I think it will typically jump and move into new trading ranges depending on progress as the model does not need huge capex so if all works as planned it will be a stairway type share graph, because any capex should add value and not be for working capital or something to keep the current model running.

Enki, yes I know but the amount of progress on Semnet since the deal was agreed seems to me like she would want to see some upside of that progress rather than less shares as the outcome so I am hoping that 1.34p was the transaction level but a swift re-rate to a fair value within the SP.

There is certainly no reason to not be trading between 1.8p-2.5p with GST currently so fingers crossed this does give that effect. If not it’s still in buy more territory so win win.

Lloyd, that’s my only concern on immediate price action as this was never in doubt but let’s hope the value of Semnet within the SP was not being reflected as there was a price in mind for the transaction as I am sure seem some fairly swift profit on the transaction would be great for the people receiving them as a lot of additional progress has been made on Semnet since the transaction was originally agreed, so they will want to see some of that progress in the transaction I would assume.

Good start to the week, with the treasury shares being used so dilution is not a thing, although the qty was never an issue anyway. Still fundamentally they are being issued slightly higher than today based on the vwap etc so overall nothing wrong with that. Be interesting to see impact this has, because the Semnet potential listing valuation has this undervalued so wonder if this was a box cross before a more realistic market valuation was seen, or waiting for the trading update.

Let’s see what comes this week, some positive updates no doubt but let’s leave it to the RNA’s and see what they bring.

In here about a week ago we were saying 2 RNA’s next for sure and got nothing as expected so let’s just wait for the RNA’s and watch this grow

Read the figures in RNAs all the information is there. If you want to brandish ridiculous targets and then get someone to explain to you why it’s rubbish you are asking the wrong person.

I have never stated GGP won’t go up as I obviously think it will or would not have money in it. Anyway this is the GBP board so let’s leave it to that, for which I see some very good short term drivers and the JV details will help attribute a value to that portion of the business and then the Juno side can be estimated how people see fit

I believe too many variables currently for a good estimate of where SP for GBP could be short term and my input of them variables will be different to everyone until the terms of any JV are known so I wil keep my estimate to myself but its above todays close.

For clarity are you saying you think GGP should be 0.08p, because if you are no amount of explanation will ever even get us close to agreeing. My values are based on GGP being a producer and utilising figures from RNA’s that demonstrate what they believe they will process as they give some good figures for assumptions on revenue, and associated costs so working out a profit is not too difficult then use whatever PE you fancy but best idea of to use the gold miners on ASX as a good pointer and pick one that you feel matches GGP.

Sunkensailor, IMO GGP is a good partially re-risked investment, assuming the mine deal gets ratified and over the line early Dec as suggested. The upside is nowhere near as high as GBP, as this is at the start of this journey but that carries more risk although from these levels I feel the short term drivers for GBP all point to upwards movement so I see less immediate risk to my investment.

For clarity I am happy to be in both, but my assumption would be in the next 6 months I am likely to see higher gains in GBP, but I am happier to have more in GGP and ultimately the high risk/ high reward part of GBP will come as the exploration hots up at juno and the oil drilling.

Not sure how you come to your target price for GGP seems like not a lot of sense based on what they have and will be producing/selling

Yes 5p by 2025 is very conservative I would say, but the next 3-6 months of company announcements demonstrating the revenue rises that were described as significant will hopefully help us push on in SP due to publish figures

Enki, I don’t disagree on the RNA you mentioned so let’s see what comes. What does or does not come has won’t affect my investment.

Also as AIM has mentioned I am unintelligent, but hopefully I have accidentally stumbled into GST early in the year, have an average below 0.9p and holding long term.

Investing is getting like politics where only polarised views are allowed. It’s either perfect or poor.