Member Info for LSBM

A charting perspective for those who are interested: https://zakstraderscafe.com/weekend-bulletin-board-heroes-april-13/11340/

I'm surprised we didn't see much upward movement on SP, given the results and higher ore quality. The interview with Crux was positive, and it seems share buybacks, dividends, and M&A/ Alliances are on the table. Let's hope the market digests this more tomorrow.

Do we have a new licensor? Or is this the second-highest riser on LSE because of ISA top-ups by LTH or new investors coming in due to the Edison report underlining talks with potential partners? SP wasn't wrong when he said this would increase from here onwards. That is probably why he bought it just before the results.

I am excited to see the results reported on the 22nd, which, given the Berenberg analysis, are expected to be strong. I am also keen to learn more about the Walmart rollout.

Let's see whether this picks up after the investor meeting today.

Indeed and Segun says as much : https://www.share-talk.com/zak-mir-talks-to-segun-lawson-president-ceo-of-thor-explorations/

Results are not due until 2nd July; the 'tariff pause' is also up. Some sort of update would be helpful. This has been stagnating for too long.

Despite all these bull metrics, there is still resistance at 27. Let's hope we can bust past this.

The new exploration results from Serabi Gold's Palito Complex, Coringa Mine, and São Domingos targets are expected to positively impact the company's 2025 production targets in several ways:

Impact on production targets by increased resource base:

High-grade drilling results at Palito (Senna orebody) and Coringa (Galena and Jatobá orebodies) suggest strong potential for resource expansion. These findings align with Serabi's goal of delineating 1.5–2.0 million ounces of gold over the next few years.

São Domingos exploration revealed a high-grade orebody (potential 88.5 koz @ 13.83 g/t Au), which could provide additional production flexibility and boost output.

Enhanced Production Capacity:

The vertically oriented high-grade orebody at São Domingos offers operational advantages, potentially increasing the mass of gold produced per mining cycle.

Continued drilling at Palito and Coringa is expected to add ounces by extending known orebodies, supporting higher production rates throughout 2025.

Strategic Synergies:

São Domingos' proximity to existing facilities at São Chico reduces development costs and accelerates production timelines, further supporting Serabi's consolidated production guidance of 44,000–47,000 ounces for 2025, a 17–25% increase from 2024.

Financial Implications

The $9 million exploration program reflects strategic reinvestment in resource growth, which could drive higher revenues if new reserves are confirmed. Higher grades from recent discoveries may improve profitability by reducing costs per ounce produced. Risks remain tied to reserve confirmation and operational execution, but the results indicate strong upside potential.

Since the RNS on March 13th, the volumes traded on SAR daily have kicked up a notch. Today is a case in point: 2 million shares traded, the highest since the 13th. Something is going on behind the scenes, and some people know something. SP confidently mentioned that it would rise. I think someone was building a position today, and this spike got noticed by the pump and dump brigade, which added to its climb and then deflated. I'm excited to see what Monday brings us. Good luck all.

If I remember correctly, the BOD valued each compound 1801 and 1802 at 800m.

Another charting perspective https://zakstraderscafe.com/weekend-bulletin-board-heroes-march-30/11201/. TRLS starts at 10:05

Perhaps some institutional investment is changing hands, too. Isn't their earnings report out within a month?

It got a mention on Zaks Traders Cafe: https://zakstraderscafe.com/rns-hotlist-march-26-capital-metals-everplay-lifesafe-sovereign-metals-thor-explorations/11166/

Thor Explorations (THX) announced that its wholly owned operating subsidiary in Nigeria, Segilola Resources Operating Limited has received a copy of the report of the Inter-Ministerial Fact-Finding Committee on the dispute between SROL and the Osun State Government. THX said it “would like to take the opportunity to thank the Honourable Minister for Solid Minerals Development and the Inter-Ministerial Fact-Finding Committee for their efforts in resolving these matters.”

Comment: If there was any final quibble as to why the share price of THX should not be 30p plus, it was the SROL / Osun dispute. With this out of the way, and in the run up to the next quarterly production numbers next month, the brakes should well and truly be off the share price.

I think macroeconomics and tariffs have snowballed this SP into a downward trend. The director sell-offs have been interpreted as a signal for a negative result. However, a lot of upside hasn't been realised, which is where the valuations differ. Some obvious ones are the several new products in 2024, including Pico 2, Compute Module 5, and various accessories. RPI expects to realise the full benefit of these product launches in 2025.

The mention of partnerships with OEMs, such as the SECRO partnership, has not been fleshed out. The strategic partnership with SECO aims to expand Raspberry Pi's presence in the industrial IoT sector, such as energy management, smart building, healthcare, coffee and vending machines, industrial automation, transportation and logistics, smart retail, and factory automation. This collaboration will likely lead to increased adoption of Raspberry Pi products in various industrial applications. The partnership with SECO will result in new hardware solutions, such as a 10.1-inch Human-Machine Interface (HMI) based on Raspberry Pi's fifth-generation Compute Module (CM5). Expanding product offerings will help Raspberry Pi address broader industrial needs. SECO's Clea IoT software suite will be integrated into the Raspberry Pi OS, making it available on Raspberry Pi's product portfolio. This integration will enhance device management, data orchestration, and AI/ML capabilities, making Raspberry Pi products more attractive to industrial users. Incorporating Raspberry Pi Connect into SECO's software stack will enable remote access to Raspberry Pi devices via web browsers, simplifying management and interaction for industrial applications. The partnership model allows for collaboration on hardware development to offer tailored solutions for specific industrial client needs. This flexibility will likely attract more OEMs and industrial customers. The partnerships will explore opportunities in cutting-edge areas such as image recognition, edge AI, and future microcontroller applications. This focus on innovation will help Raspberry Pi stay competitive in rapidly evolving markets.

I believe the upcoming update will be positive. Let's hope that, as a newcomer to public listing, RPI provides details so that the market can realise its vision and see the roadmap of opportunities, particularly with various OEM partnership discussions ongoing.

Given that it is now proven with both AZ and Eisai, I'm wondering what sort of deal size can follow. The clinical applications are numerous.

This also means he knows revenue and SP will increase, so he wants to implement the incentive share plan to benefit from this and retain his core staff.

This got a mention today at Zaks Traders Cafe. A charting perspective on THX SP in case of interest starts 10:45 https://www.youtube.com/watch?v=v--WQbgRYjk

It is definitely on the move north again, and the fundamentals are strong; there is no reason why it can't resume its journey to its destination. The chart looks strong, and we will undoubtedly be above £3 soon.

I don't think it's an either-or situation. Angle's Parsotix helps customise treatment through detailed analysis capabilities, whereas Esobiotec has developed possible treatment options. Let's not get the two missed. Remember, diagnostics and drugs have slightly different routes to market.