Member Info for Mikey279

Jefferies at 164p BUY, not bad considering.

Looks well overdone, roughly a 5-10% haircut but 40% drop....? seems like priced in too considering the decline recently

All IMO

But it has the USA, end of story.

Still tearing it up 600m mcap now vs 13m here….when OTC opens wow

Looks to be following TUN SML and GMET

And around 10-50x undervalued in comparison

Plus a shortqueeze happening in full motion and a gap to £2 on charts

Wow

Several years ago a Cigarette packet benchmark was 1gw = 1bn mcap ?

There’s like 35 here and the few for the uk and the rest

Insane comeback

All IMO

Isn’t that like 35GW? That’s insane

You’ve yet to explain how the company can only be valued at £4m, 0 metrics and just name calling

4m to 6m is a better optic than 12m to 10m, don’t embarrass yourself

Revenue for Q1 2026 increased by 22% compared to Q1 2025, with performance ahead of internal expectations at 9% above budget.

Focus on YOY, not what it was 2 years or 10 years ago, that’s what growth trajectory means - demand

But it’s growing yoy and ebitda and cash flow positive

From there you can apply multiples

Back to school me thinks

So an ebitda and cash flow positive with 10m + revenue with £4m mcap is currently about right ?

Or when you see a nearest competitor being sold for 325m usd a few years back ?

Re rate in motion, could see all the way to £1+ here, which is still under £20m mcap

All IMO

Sometimes it just takes a bit of good news to turn the tide, see MBO, SML etc all did big moves from chronically undervalued situations

Should really be around 20-30m mcap if ebitda and cash flow positive

All IMO

Been watching this for years finally a turnaround, didn’t Oberon say a competitor sold for 325m or so

Must be at least 50-100x undervalue if the same trajectory is followed

All IMO

Looks like we've survived the MM webcast dip.... for the first time since IPO, strong set of results and way undervalued

All IMO