Member Info for mickymix

Of course and there'll be mm fun and games along the way but there's a big difference now because...

I don't know. What I do know is that, as we speak, there will be eagles a plenty exploring the potentials and crunching numbers with a view to swooping in before the feast gets gobbled up before them. Exciting times brothers.

Correct Sir, they don't.

Scales falling from eyes at along last. Smart money sitting up and taking notice. Share price should accelerate now by an order of magnitude towards a realistic valuation. Could we be witnessing history in the making with the biggest aim winner of all time? Think we have a chance? Think Bids could take that crown?

Agreed. When the realisation of the significance dawns, the upwards eruption will be by an order of magnitude which will leave people reeling.

Can you see shareholders turning down a significantly higher offer? I can't. Plenty of time for another player to outbid Opentext. I'm in agreement with Mark Bell, genuinely expecting at least 2 other parties to make offers comfortably over £6. Could reach £10 and would still be a bargain in the right hands.

Concur with that Sir. Comfortably over £6, heading towards the £10 mark, depending on who wants it and how much it's worth to them. I see the Opentext offer as an opening gambit.

Too many big players out there who dwarf Opentext to let them steal MCRO for a relative pittance compared to real value. 5B is small potatoes to them when the extractable value is multiple times that. I suspect there will be calculations a plenty going on as we discuss. Insane to sell out now when much more could be coming to the table.

OR IF HIGHER BID COMES IN...AMZ, MSFT, IBM, SAP, BMC, AVGO, NOW and on and on. Plenty of players that could extract many times more value than the current offer price reflects. It's happened before.

Could there be the strong possibility of a bidding war about to commence? Might Amazon be a prime candidate given their involvement? Makes sense and I think many of us know we're being robbed by this offer. How sweet it would be to see Amz or another player swoop in with an offer that more fully reflects the real value of MCRO, like say £10 or above.

"We've confirmed that Amitsoq hosts a graphite resource that has one of the highest average grades globally, which can be upgraded to a more than 99.95% pure graphite product, making it extremely desirable to EV lithium-ion battery producers - the drivers of a large proportion of soaring market demand. Our focus is now on building the resource tonnage to maximise the commercial value of the Project.

He needs graphite. We've got amongst the world's best and more than enough to keep him in production way, way into the future. He needs uninterrupted supply lines. GROC can give him that. And on top of all this, he'll be getting the graphite at cost, something the competition won't be, err, perhaps, unless it comes up on their radar and they beat him to it. And one more thing, a figure in the region of £100M-200M+ would barely be a blip fart in his wallet. Imagine, Tesla with it's own graphite mine. It's screaming out to be done.

Yes Robbie, to the moon indeed. Tighten up. Lift off imminent.

Precisely, they won't want it fully proved up which means it's likely to get snatched sooner rather than later. Imagine the saving with that much premium graphite to hand and how much is guaranteed continuity of supply worth when we have supply chain chaos going on everywhere. A prudent canny move for any car battery manufacturer, any battery manufacturer or any company where reliable large scale premium graphite supply is crucial to smooth production flow. If there aren't beady eyes on Alba already there soon will be, along with big, fat itchy wallets. The current market cap is a sliver of a fraction of the value of the resources so any bid is likely to be multiples of the current cap just to seal/steal the deal.

Just sayin', because stranger things do happen. Would be chump change for him and a huge lift for us.

And with the premium graphite and oil, that's enough said. Anyone who doesn't realise Alba and it's shareholders are sat on a natural premium resource bonanza by now is sleeping with both eyes closed. The real fun starts when they begin to wake up.

Stakes aren't always built purely for investment purposes. Sometimes there are other games in play. Why pay ££'s when it's riding high when it can be picked up for pennies on the pound before the real lift off?

And when it does re-rate hugely, there will be many on the fence asking themselves...how did I miss out on this, the signs were so glaringly obvious. It's coming and when it does it will be fast and furious.

Many moons back, I was in a similar share. Totally forgot about the holding until one day, after a few years, I remembered. Wow, from an initial investment of just a few thousand, everything suddenly changed. Alba bears all the hallmarks of a similar situation, excepting its way more along the way so we're hopefully not looking at as long a timeframe for a rerate in the multiples. Just with what we're seeing presently, there's more than a case for this to be over £1.00 and as for the future, once things start pumping, then 10x onwards.

Couldn't agree more. A massive rerate and then some.