Member Info for Multiplier7

Hahaha 🤣

Just a 1p rise, and the fudsters are panicking, a barrage of late night posts .

What will happen to them once this REALLY STARTS moving!!

Chewedon - a brand new poster for only 2 weeks, with no holding lol, posting FUD on just the one share, well done, great 'job' you have. Jeez.

NPV = $1 Billion, Current Market Cap = £41m

If current market cap equalled NPV share price would be £1.43

For a project with an FS, pre construction, absolute lowest valuation should be 0.15-0.4x NPV:

So a share price of 22p-57p

Therefore should be 3-8x to get to a realistic valuation today.

Once construction is done, could be 0.7-1.5x:

Share price of 100p - 214p

THEN, I know Stage 2 ($4 Billion NPV) is a long way away. But now imagine the above figures x4 🤯

This is all based on current no of shares, obviously this will change as equity investors fund a small portion of the construction phase.

But this just shows the massive current undervaluation, and the huge potential in the years to come.

With the FS complete, China funding to come, backed by Vision Blue, and Main Listed, its a unique proposition, and massively derisked, and on the path to production.

A total disconnect to a realistic valuation, the gap will close, it's simply too cheap.

7.8p is just a total joke! Bargain basement. As I always say, plenty of speculative AIM mining companies, light years away from production, if ever, worth multiples of FAR.

DYOR

Markets are crazy, LSE is dead.

FAR did 8-9p to 43p in 2021.

Since then FS delivered, CBS added as a new product from the mine waste, China funding interest confirmed, and now Lees than Vision Blue initial 9p buy in 🤦‍♂️

This will nearly treble annual revenues!!! At todays prices Revenues will jump from $70m to over $200🤯

Totally changes the economics of the project. If the FS was good, think again, the economics here is mind blowing.

Without CBS, FAR should be multiples from here today. With CBS, its difficult to comprehend how high FAR should be.

A very small small select few have cottoned on to the critical info that CBS is not factored into the FS at all. There is 237k tonnes of CBS at $500 p/tonne PLUS a new CBS Product to be added on top.

Will continue waiting for the day when investors finally cotton on to the opportunity here 😂

All this is STAGE 1 ONLY, STAGE 2 IS TIMES 4.

Total NPV should be ~$4 BILLION.

Buys vs Sells today 8:1

A brilliant time to accumulate here as its going totally under the radar, and recent transformational news has not been reflected at all.

Looks like the shorts are climbing over each other to close up shop.

Wonder what they know?

Has to be some sort of M&A?

A recent update on Vision Blue website 😉

https://www.projectblue.com/blue/news-analysis/1365/ferro-alloy-resources-appoints-contractor-to-begin-construction-on-kazakhstan-vanadium-project

This is an extraordinary investment opportunity.

There are multiple AIM companies that are worth multiples of FAR on nothing, and leaders with next to no experience compared to Sir Mick.

Just shows FAR is totally under the radar.

Sir Mick/Trahar are serial value creators, have proven experience in mining for decades.

The valuation gap here will close. Patience.

As per the FS RNS on 13th Oct 2025...

"· Discussions ongoing with potential customers for a new type of CBS (announced on 27 June 2025) to be made from the mine waste, additional to the current CBS"

Currently the CBS is estimated to be 237k tonnes annually.

ADDITIONAL to this, there is a new CBS Product which could be added, discussions ongoing, which could further enhance the economics 🤯

Current FS - Vanadium Only

New Revenues - Vandium + CBS + New CBS Product.

And the CBS + New CBS Product is all coming from the mine waste!!

Just think for a second, FS is based on just revenues from Vanadium, stage 1 $75m, the CBS will add on a further revenue stream of $123m, taking total annual revenues to nearly $200m.

This will maasively change the economics of the project. Becomes a totally different prospect, most of the market has totally missed this.

✅️ CBS Product, not in FS. Totally changes the economics, which is already outstanding

✅️ FS Complete

✅️ Chinese interest in funding, and potential backing from Sinosure, china state backed company.

All 3 new recent items are MOJOR milestones, and none of this is currently reflected in the share price.

This was 15-16p last month WITHOUT these milestones achieved. Mm's just washing any impatient holders, and then off we go. Reminds me of GGP last year, stuck at 6-7p, before quickly moving to 15-18p. Much lower m/cap here, can go materially higher.

"Panmure Liberum’s endorsement, with its unchanged “BUY” recommendation and target price of 34p, reinforces confidence in the company’s long-term prospects"

This was from July. Assuming this 34p does not include the CBS, like the FS. Also this would definitely not cover the fact that funding and and construction will be provided by China, and at a material discount to the FS.

A revised share price target if done today, IMO I would think it would exceed 50p+.

Re-rate is a question of when and not if!

Last 2 RNS's, FS and China funding has not been factored in at all YET.

Sir Mick took Xtrata from £250m to £37b market cap company, that is 148x 🤯. If he does a 10th a that here would be happy.

He is currently the Chair of FAR and the largest shareholder in FAR, current market cap is £35m LOL

From ADVFN..

Sir Mick was personally present Friday, with Andrew Trehar, the son on Tony Trehar the former big boss of Anglo American, AngloGoldAshanti and De Beers for the Oppenheimer's....

Effectively investing in Vision Blue here..Sir Mick Davis and Andrew Tarahar will drive this to success. This is nothing for them compared to their previous experience as CEO's of Xtrata and Anglo American.

A reminder...

✅️ Feasibility Complete ~$1 BILLION NPV.

✅️ Funding is provisionally there with Chinese State Companies backing the project

✅️ Vision Blue options for construction funding at 25p and 78p

✅️ This is only stage 1, stage 2 is anticipated to be 4x bigger

✅️ Pathway to becoming one of the largest and lowest cost vanadium producers globally

✅️ New CBS material not captured in the FS. Material available at no additional mining cost.

✅️ Global vanadium consumption expected to 3x in next 5 years

✅️ Valasausqandiq - a huge cost advantage over other producers and projects

✅️ Existing infrastructure and transport links

✅️ 50% of shares held by just 4 shareholders

✅️ Largest holder is Vision Blue Resources, backed by Sir Mick Davis, titan in mining, former CEO of Xtrata and Andy Trahar former CEO of Anglo Merican.

✅️ Main listed on LSE, NOT AIM!

Stage 2 production for Vanadium and CBS, annual revenues could top $1 Billion 🤯

✅️ Cash net cost to current price - Over 90% Margin

Small tight freefloat, once the breaks are released FAR will very quickly re-rate, cannot stay this low.

Always DYOR

“It's not about timing the market, but about time in the market”

All about staying patient, I have no doubts big big rewards to come here, massively undervalued.

https://www.investegate.co.uk/announcement/rns/ferro-alloy-resources-limited-npv--far/project-finance-expression-of-interest/9210932

Annual revenue for stage 1 vanadium and CBS should be over $200m

With a super high margins, annual profits should be 2-3x todays market cap.

No wonder Vision Blue and Directors own over 50% of the company.

Annual dividends once operational will probably be more than todays market cap 🤯

@bigw77 - a quick fact check, GGP market cap is not £50b its only £2.5b.

Bot sure why people keep and comparing the 2. They have one of the largest processing facilities in Aus. They have more than 1/4 of market cap covered in cash. Zero Debt. Havieron a world class asset. And they have more than half rhe market cap covered in stockpiles.

I am in both, GGP has been my best investment ever. But to be frank, should never be compared or even talked in the same breath, the 2 companies are light years apart.

Yep one can only continue to load up down here, nothing but an opportunity.

Entire market is down with the latesr u turns in budgets.

By any chance anyone going?