Member Info for Montmuzard

Don’t feed the trolls. This is all good consolidation now for a company that has a number of revenue-generating assets coming on stream, plenty more in the pipeline and a strategy for getting them to market. The market clearly thinks so and is starting to price those assets in properly. My near-term target is 8-10p. News could drop imminently on any number of elements of that strategy and we’ll be properly off to the races.

Nice consolidation at 4p. Very good base for next move IMO.

Bounced off 3.5 - a few buys in quick succession and now NT for even small amounts.

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The 1m buyer’s paper loss is down to about £6k now. Bet he’s glad he sat on his hands and I’m fairly sure he’s expecting to cash out with much more than £50k.

4.12-4.3 bid-ask. What a turnaround.

After the shenanigans yesterday and this morning, I think everyone will be happy with a new base around 4p. It’s pretty clear that this isn’t a one-day pump: demand isn’t going away and that implies a proper rerate is underway.

4p paid, blue, and a 1-code for the believers just before it.

Imagine if an RNS arrives saying that 1m was a director buy?

4p on the ask now. MMs seem totally dry again. Which is why their minions have been so desperately engaged on here.

Someone with similarly deep pockets seems to have plenty of confidence too:

09:19:15

3.65

570,000

Off-book

£20,805

Some people got robbed this morning.

A handful more buys now and we’ll be at 3.6 ask, basically the same point where people were super excited at 4.30pm on Monday. Nothing has changed materially. Other than we’re a bit closer to news on various fronts, not least confirmation of another 7MW project being transacted.

Buyers back in at 3.2. All good. Nothing goes up in a straight line. Higher lows and all that. I’m sure most people would have taken a 3.2 bid a week ago.

I’m quite confident in my research thanks. Looks like the MMs are struggling to release any shares down here so they’ve widened the spread to discourage buying. Mainly small automated trades on the sell side. Everyone that bought in recent days locked in for the next leg up it seems.

He hasn’t lost anything if he anticipates the share price going higher. Paper losses are irrelevant. That sort of money also makes you wonder whether it’s a “he” or rather than “it”. Could be witnessing the start of some institutions taking big positions now. My back of an envelope calculations indicate that even with just 20MW installed, post-borrowing costs and equity fractions, QDE should be receiving somewhere in the region of £1.5m a year in profit (not revenue). At 50MW that potentially more than doubles. Market cap should be closer to £20m already IMO and the big money knows it.

Interesting piece by Charles Archer:

https://thatstocksguy.substack.com/p/quantum-data-energy

“At a market cap of approximately £5 million, that revenue trajectory is striking. Infrastructure assets with stable, recurring revenues typically trade at multiples of revenue. Even allowing for the micro-cap discount, the gap between the current valuation and what the portfolio could plausibly generate is hard to ignore”.

Nobody chucks in £50k to a rising share without some inkling or confidence about what is materialising.

Wonder if it’s confirmation of the 7MW brownfield acquisition?

Why would anyone post obsessively on a sharedealing forum about a stock they’re not invested in? Such weird behaviour. Almost as if there’s an agenda. If I don’t believe in a stock, I sell out and forget about it. Move on. I wouldn’t spend hours and hours when there are more productive things to be doing bashing the people who remain in. Unless I had an agenda.

It feels like this board is infested with the gap-toothed wonders minions trying to hammer down the share price or stop the buying. ACF equity note from December envisages a 50p share price at 150MW with current levels of dilution and a conservative 25% revenue share. So, given the company is not too far away from 50MW, it’s pretty clear the share price should be way north of here: https://acfequityresearch.com/wp-content/uploads/2025/12/ACF-QDE-MAST.L-Update-Escaping-A-Capital-Constraint-16122025.pdf

At 9.15am the bid was 5.10 so there is no way a sell of that size would have gone through at a premium. It’s a buy. A big one.

Just listened to the Sunday roast episode. They have multiple routes to getting up to 300MW along with a strategy for gaining an ever-greater share of each asset. They’re already almost at 50MW as it is. So even with 35% of 50MW at £285k a pop you’re talking revenues of £5m a year. Basically little more than the current MCap. It doesn’t take much growth in installed capacity and QDE share of it to see those numbers grow significantly.