Member Info for Mikey279

Reckon he should flush by end of today, based on last TR 1 he sold around 10% of total volume...40m or so, since then we've hit 38m, so should be there v soon IMO

should really be around 70p or so after yesterdays increase.... we've already struck ffs

Whatever the issue is, a £billion has been wiped off the valuation already so more or less priced in.....the flipside is that if squeaky clean over the next few days, there's a 70%+ uplift and a few funds/sellers getting fired

If they do release the results clean as expected, it'll hands down be the dumbest market move of all time....£1bn write off mcap for a 'delay'

Quite ridiculous tbh... whatever the result, the market is pricing in a £1bn write down in value must be a huge write off in the accounts everyone can see then?

We only know there's a delay

So what happens when the results get released and its squeaky clean? 100% uplift?

Bit quiet here but... quite an absurd valuation at £68m mcap, $40m cash £1bn revenue business and NAV around £2.50 (correct me if wrong)

An II took 5% at £1 ish, polar reduced some and some octopus nominees reduced marginally

CFO finally got hired today with a massive task at hand, but with £1bn revs at break even, every cut or % gain is straight to the bottom line...some large prints too finally so hopefully the start of a reversal? Gotta be one of the cheapest 'bounce' plays in LSE.... 90% below year highs is incredible

All IMO

Well there was a 3% shareholder exiting...which explained the drop from January, but with the size of the find, macro conditions, gas prices and de-risking of the wider areas...this should be nearer £1....un-risked at £3 says it all

Throw in the debt financing, offtake agreement, increased demand for gas and not to mention the green stuff and AP holding 10% and breaking out of year highs.......it's got to be the most undervalue play in AIM

All IMO, but what an absolute gift, have a look at the A trades today - come on II show your face

You won't get anywhere near these levels once the report drops....it's the slow and silent ones that move best

50p unrisked 300p risked.... but we've already struck lol, massively undervalued

Well if you see the IG interview, there was an emphasis on the Oxford financing as DP said capital markets are poor currently.... to me that implies the SP is a bit of a ****show to be diluting at, wait until SO is flushed, let a years worth of RNS to sink in, and then reconsider... IMO

I've been using 10% of total volume, based on past few months and more importantly the most recent notification, he needed 30m ish to flush 3.3m, there won't be many PI sellers here so the drag is purely caused by SO/shorts

To be sure we need around 12m of volume....so end of week or early next, but 10% is quite conservative and could also happen any time if they kitchen sink it

All IMO

Well everyone knows SO is on verge of finishing and there's a ****load of shorts to close, under normal circumstances the news would've taken us up to £2+ IMO (see the movement on the Part A smaller study)

Let's see what FOMO does

£s please...

Yes anywhere from 70p-£1+ if it lands, but let’s get rid of the CLNs first, they’ve only done £700k of £4m?

Can’t see how it moves up pre result with another few mil of 8p CLNs to get through….maybe in the days before ? But obviously offers a gift of an entry in the next month

Put it this way… if SO didn’t sell 3m on rns day we’d be well over £1, he’s well under 2% now so just position yourself for the flip

I have zero doubt we should be in the £2-£3 range based on progress to date

Cash to Q4, directors at £1.10, brokers at £3.50

Be honest, with recent micro biome failures in the industry part B was not priced in at all

All IMO

Doesn’t matter their volumes are down to a few hundred k again, uk leads….

yeah 50's ain't budging....will take 6 figures in one go, probably waiting for SO to FO

Should be well into the £s under normal circumstances.... £3.50 broker target ffs

IMO

NT to buy ffs

interesting.... so mcap and valuation matches the accounts 6 months ago?

wonder what the uplift is now? plenty of upside im guessing?

looks like the 1m print is the last of the seller?

136m mcap for 18m PBIT is a ridiculous valuation....