Member Info for mayfair21

Made a speculative punt on these shares back in June at 12p a share - today reports a 40% jump in revenue for 2025 higher than current market expectations and shares rise to the dizzy heights of 12p a share. Cant win them all. Still, see no reason not to hold based on the growth expectations.

Brought in back in July for 5.50p for reasons I outlined in previous threads - were not many on this message board back then. Still, well happy with the rise and will be holding. Tin is not a rare mineral it is a critical metal hard to source in a tightening market. It is an enabler without which there is no AI, Electric cars, Computers etc. This has not gone amiss with the Export-Import Bank of the United States with their consideration of up to US$120 million in financing. The U.S. is reliant on imported tin having no domestic tin mine production.

I took note of further headway at Tellerhäuser that gives... "confidence that our German portfolio could evolve into a strategically important supplier of critical raw materials for Europe at a time when supply security is an increasingly pressing issue".

This at a time when Beijing is accused by its European counterparts of weaponising rare earth exports, for which it has imposed a Kafkaesque licensing regime.

Dipped my toes into this one at 5.50p back in July primarily based on its Australian tin mining venture. The Gottesberg Project was a secondary thought but with the EU financial support for SAXORE Bergbau for exploring extraction techniques to access such critical minerals as Indium I'm beginning to see the wider picture of First Tin and it's global significance in the world of critical minerals.

21,000 new homes to be built in Sussex resolving a four-year pause on development following a landmark agreement between government, regulators and industry,

https://www.gov.uk/government/news/thousands-of-new-homes-get-the-go-ahead-in-north-sussex

I predicated £1.60 but ratted and sold out and took profit at the end of the day's spike. However, at this price its a no brainer so pleased to say I have brought back in - hopefully for more profit.

Jefferies raises Genuit price target to 521 (508) pence - 'buy'. Pretty obvious this stock was undervalued after the trading statement back in May.

I concur with Midaztuch - £1.60. Strong revenue growth, higher gross margins and efficiency gains underpinning a strong first-half trading performance coupled with Amazon, Google and Microsoft trusting Bango technology, whats not to like.

Access to 39 million users across the African Continent is big.

TW to benefit from Gov't cash injection to speed up building from the Gov't

https://www.somersetlive.co.uk/news/somerset-news/how-2000-new-homes-somerset-10477155

Whilst I am fortune enough to have made money out of this share that does not mean I am happy. I brought in for it's growth potential not a takeover premium. Commenting on the takeover Vijay Thakrar, chair of Treatt, said: “Treatt has many opportunities for growth ahead." Really! so my question is why are you undervaluing the company

The irony is you have to look back to the planning and infrastructure origins which lay with the 1945 Clement Attlee Labour government. The 1947 Town and Country Planning Act established our system of planning permission, as well as the modern system of needing consents to build on land. Now Labour are to turn Green Field Sites into Grey Field Sites to accelerate the delivery of thousands of new homes at the same time as reforming the judicial review procedures on planning (basically there will be no room for appeal). You may be in the camp of 'Save the Spider" but for me this is a change for the better - can't believe I just gave a thumbs up to 'Three Pad' Rayner.

According to Gov't UK website press release on 26 Aug 2025 the New Homes Accelerator to get spades in the ground more quickly by cutting through barriers to rapid development – has helped speed up the delivery of 36,000 new homes across England that were not building out as fast as they should have. There are already forward planning proposals for another 63,000.

Three on the first list of six accelerator projects is being undertaken Taylor Wimpey:

At Wisley Airfield in Guildford. - 2000+ homes

At Hampden Fields in Aylesbury. - 3000+ homes

At Orchard Grove, in Somerset. - 2000+ homes

Yesterday the price plummets on a solid update and today price rebounds with RBC raising Genuit to 'outperform' - go figure!

Goose01 - your right everything was factored in back in May. Looks more and more like a MM s 'Tree-Shake' -induce fear into the small investor to sell in order to fill large buy orders they already have.

What am I missing for this negative reaction on an upbeat report on market prospects? Maintains its 2025 outlook with revenue and profit growth across all its business units in challenging market conditions and the share price tanks. Hopefully, someone wiser than me can explain.

Winking Studios announce their half-year results on Wednesday, 13 August 2025 where they indicate they expect 20% revenue growth in H1. There was some scepticism about revenue growth following the company’s acquisition of Mineloader given their two pervious acquisitions of Point Creative and Pixelline lowered gross profit margins. This scepticism is now dispelled as the revenue growth is partly due to the healthy contribution of Shanghai Mineloader.

This is beginning to look like a no-brainer at these prices with House sales jumping by 13% month-on-month in June, according to HM Revenue & Customs

Rogue River my exact sentiments - when I piled in at a price of £1.11 I was ecstatic with a backlog of millions of homes that are missing from the housing market- how can the share price fail but to go up. Doh! O'well Tent City's it is then. Know of any good companies on the market that sell family size tents for the new up and coming UK social welfare tent camps..

Back on topic. Positive news that UK mortgage activity picked up in June, with net borrowing and approvals both rising, while remortgaging activity hit its highest level since October 2022, data from the Bank of England showed Tuesday. Net mortgage borrowing by individuals rose to GBP5.3 billion in June, up from GBP2.2 billion in May.