Member Info for lordloadsoflolly

JC - “We already have a market cap of 5 wells producing at $4m per annum”.

So the general consensus is we’ll have min. 4-5 wells, each generating $4m pre-tax, within the next 6 months or so.

Let’s very conservatively assume 4 wells and a post-tax profit from each of $3m. So that’s $12m = c£9m.

Giving a P/E of around 5, which seems pretty low to me. Particularly if you factor in all the additional wells likely to come on stream in relatively short order. Sure, there are operational & geological risks still. But these seem very fully priced in at the moment. At such a relatively early stage, you don’t generally secure the type of institutional investor Hex has, unless they already sense a pretty compelling risk:reward ratio.

I disagree. An £8k trade is nothing more than a PI taking a punt.

Confidence doesn’t enter into it, as there’s been nothing here to change the outlook for months. Except that Lanstead’s latest finance “deal” has been hugely detrimental to IMM’s cash balance so far. Like almost all the previous ones.

It’s possible the £8k buy will end up being hugely profitable. But no-one can be in the least bit confident about that. It’s an out & out gamble, given the total lack of positive newsflow since the early part of the year.

Jblake - I don’t short any shares.

I’m just pointing out the fairly obvious & fundamental shortcomings of your “TEK share price model”.

Aat - sorry, but an £8k buy on the bell is TOTALLY insignificant. Hardly likely to be an II.

Jblake - all looks great. But unless I'm very much mistaken your calculations overlook Tek's historical (& huge) NAV discount.

A discount which has been in place for ages now, because investors haven't seen evidence of TEK crystallising any shareholder value from any of its previous holdings post-IPO.

Pensioninvestor - Hex's SP is more heavily news-dependent than most. Their latest RNS said:

"Testing is expected to be completed by the end of the month, with results to be announced following receipt of helium assays".

So maybe not next week, but likely within two, there should be a significant SP reaction. Whether it's up or down short term depends almost entirely on the test results.

Martinu & LWHL - whilst I see the logic in a US listing if America's becoming an increasingly important market for Opti, the OTCQB exchange isn't really going to move the dial.

As you say, liquidity has never been a particular issue anyway - and we're not exactly talking a NASDAQ listing!

Those relatively minimal fees & the lack of any significant regulatory hurdles say it all really. Mickey Mouse exchange, bit like Aquis.

Nearest UK equivalent to OTCQB would be Aquis.And we all know how useless that’s been for PBTX.

It might marginally improve liquidity for Opti, but I’m not expecting any great shakes.

You pay peanuts, you get monkeys.

Span - it’s a free country - you’re perfectly within your rights to disagree with me!

I hope your prediction of an SP doubling (or more) on patent filing news proves correct.

But I’ve generally learnt it pays to be cautious with IMM.

Anyhow, first things first. We need to actually hear patents HAVE been filed before getting TOO excited.

Span - I really don’t think the SP would increase anything like that much simply on news a patent had been filed.

Stoater - afraid you’ve really only got yourself to blame if you invested in Opti based on TW’s advice.

I’m fairly sure he’s blown hot & cold with Opti over time anyway. So you’d never know where you stood if you followed his recommendations.

Hulltiger - entirely depends what "all is on track" actually means.

1) Could be that we finally get a deal of sorts this year. 2) Could be that some new patents are finally filed (hardly likely to make overnight millionaires of us). 3) Could just be that they can still pay for Tim's tans & Lisa's replies until the end of the year, albeit running on fumes by then.

Buried_treasure - Thanks for the "ignore at your peril" advice.

But I'm prepared to live dangerously. Particularly if listening to TW is the alternative.

Buried_treasure - who cares what TW says or does? Other than TW himself.

Brentw1 - more fool anyone who’s guided by a price prediction by some random BB poster. The same applies to brokers with their price targets. How many of those ever come true?!

I doubt these boards have much influence over the SP to be honest. Certainly not long term.

Direcons -could be other companies such as Numan, Herbalife, even JanePlan?

Makemoremoney (unlikely with IMM) - the "sharing" agreement - i.e. IMM gives, Lanstead takes - began in May and lasts 7 months.

There aren't any "constraints on price sensitive newsflow" that Lanstead can impose. That's for IMM to control.

Tim told us to anticipate - and I quote directly from his 13th Feb 2025 RNS - "further regular positive newsflow as the Company moves through 2025 ...The Directors have an expectation that this new Lanstead agreement will yield a net gain."

So far so bad. What Lanstead does have some control over is the short term share price if it decides to offload heavily.

Toli - slow & steady shares don’t “inch up day by day 15% one day 4% the next 10% the day after”.

Opti’s SP remains volatile, though it’s currently moving in the right direction at least.

I only hold SALT indirectly via my TEK shares.

Today's TU looks a mixed bag to me. Short term I suspect it's unlikely to boost the SP significantly, as it has basically downgraded this year's sales by 20% in return for higher jam tomorrow figures. I'm always wary of companies that do that.

On the plus side, it has gained a bit more traction with some of its existing partners. But it seems there aren't a whole lot of high volume new customers queuing up, other than them telling us "we continue to be in the final stages of consideration with a major fast-food company."

One final thing, the undershoot in 2025 sales v. previous guidance is being blamed on the "FDA's focus on the elimination of petroleum-based food colourings". It's meant to be plain white "table" SALT we're talking here. Why have they had to use any petroleum-based food colourings in the first place?

Nimrod - match boxes must have gone up massively in price then, given Opti’s overall revenue.

Whilst growth has been a lot slower than originally forecast, there are now some signs of progress which your characterisation doesn’t reflect.