Member Info for LOTM-13

Here's a real interesting thought!

What if SURE Ventures bought in 10% of its shares yesterday at 21p - ie the 800,000 trade and Shard Capital past on the rest of the sale parcel to its clients.

SURE Ventures NAV jumps dramatically as a result.

Last figure was £1.75p per share, so that's £1.4M of NAV bought at a cost of just £168K.

That then adds over £1.2M to the NAV of the remaining 7.2M shares in issue!

LOTM

I found the other holders name in an old report

As at 31 March 2024, Pires Investments plc had holds 1,500,000 ordinary shares in the Company, representing 21.27 % of the Company's ordinary shares in issue at 31 March 2024.

LOTM

No,

I hopefully got them yesterday at 21p via Shard Capital

LOTM

I think only 2 companies could have had that much stock, MFAI & another similar type of company I forget its name.

The 20.5p is the sale I'm guessing the 21p is the buy that I was hopefully a very tiny part of yesterday, where I doubled my holding.

If its not the other company but MFAI that was the seller than all I can say is "wow"

Hopefully SURE Ventures has bought some of its own stock bacat that really crazy price.

LOTM

Tern seem to be getting royally screwd on the SVV2 fund .....

I wonder who is getting Tern old holding free of charge, I recon SURE Ventures will have got it!

I guess we will find out with the next quarterly update.

LOTM

So yes a 33% loss on 1.7M SURE Ventures shares if memory serves me correctly, is going to knock MFAI's price a lot.

LOTM

If SURE were smart they would be using there cash balance & borrowing abilty to buy in there own shares right now, it would significantly boost there NAV figure going forward.

LOTM

I don't hold any MFAI, but have increased my SURE Ventures holding & if I had ay more free cash would have bought a lot more.

TERN looks the obvious distressed seller for SURE Ventures, but I don't see any connection between them & MFAI.

However given the amount of SURE shares that MFAI holds the drop in its share price definately affects MFAI's valuation given it owns so much of SURE Ventures.

LOTM

I'm told there is a distressed seller of SURE Ventures out there, could well be the same person or insto who is selling MFAI as well.

LOTM

Bamb,

Have you got a link to this video please ?

Thanks

------------------

Sorry running out the door & won't be around until evening & will try & reply to others then.

LOTM

Hi Divvyup,

Where does it say this MoU is non-binding ?

The one HUI signed on 6th Jan had a non binding framework in it.

As far as I can see this one is binding.

LOTM

Hi Dustyslay,

They shouldn't need a placing, they should have recovered the £1M plus they lent OO by now & the £600K placing money from November.

HUI is meant to be capital light going forward.

HW might operate the way you explained at other companies of his, but here he is a very small shareholder & AB is surely savvy enough to know that multiple placings are not the way to go.

If they want the share price up they need to do a much better job of promoting the company with investors & get them to buy-up the shares already in issue.

We're still waiting to see the name of the strategic institutional investor from November !! or were they just in it for a quick buck & not a long term holder at all given there has been no TR1 from them & HUI don't list them on the company website of those owning 5% or more of the company.

LOTM

Share price is a total joke.

The price is now lower than before any of the MOU news surfaced.

Where is all the stock coming from & why are investors totally ignoring HUI ?

LOTM

Hi Leeawill27,

I was checking the company Linkedin page from 3pm onwards & no new posts have appeared since then, the last update was 5 days ago.

Maybe one of the individual Linkedin pages was updated with something ? I wouldn't know as I don't have a Linkedin account.

Whatever triggered it caused the biggest volume we've seen in a while & I still think there is a delayed sell trade to appear ( most likely tomorrow) for something like 1.5 to 2M in size.

Before the buying spree happened I was honestly expecting the share price to drop at any moment, the fact it didn't & the price they were willing to sell shares at to buyers suggests the big sell order was priced at 3.00p, we shall see.....

Could be a very interesting Wednesday morning ....

GLA

LOTM

HUI ..... big seller looks to be finished & a load of buys suddenly & no stock around as it has a small free float..... worth a look

LOTM

Wow ....

None of the recent RNS's have caused this much volume ..... clearly some people are in the know .... maybe the telegram group ?

Anyway let the games begin & get those rockets fired up ....

GLA

LOTM

Hello ...

What's going on now then ?

IFAT day 2 probably complete in KSA & suddenly lots of decent sized trades going through ....

Clearly there is a large sell order at 3.00p that is being worked, who knows what will happen once its cleared ....

Another RNS can't be far away ....

GLA

LOTM

More coverage ....

https://fuelcellsworks.com/2026/01/21/energy-innovation/hydrogen-utopia-targets-saudi-market-with-waste-to-hydrogen-saf-and-diesel-ambitions

GLA

LOTM

Latest Linkedin post

"Big news from $HUI today! ✈️🌍

We are taking the game to the international league. Using InEnTec Inc.'s Plasma Enhanced Melter (PEM) technology, HUI is targeting the global SAF shortage by converting non-recyclable mixed plastics, tyres and hazardous waste like PFAs into carbon-free aviation fuel - with a major focus on Saudi Arabia (KSA), orchestrated by our VP (MENA) Iman Ramani, MSc.

The Scale:

🔹600,000 barrels/year potential capacity per facility.

🔹 Target Internal Rate of Return (IRR) in the high teens.

🔹 40%+ projected Compound Annual Growth Rate (CAGR) in the MENA SAF market.

As CEO Aleksandra Binkowska says: "For the first time, we will be able to say something extraordinary: fly - and you are helping to save the planet."

Read the full RNS on London Stock Exchange here:

https://lnkd.in/epT2Uq34

GLA

LOTM

Company website has been updated with a new section added to it.

https://www.hydrogenutopia.eu/the-saf-opportunity

GLA

LOTM