Member Info for Multiplier7

From a profit of $32m to ZERO.

Pasture have cut price target to 60p.

Could well go considerably lower. Many of their major customers owning money have gone bankrupt. Read the RNS.

DYOR

So today 23m buys vs 3m sells and no movement 🤣 got to make you laugh

Gold approaching ALL TIME HIGHS

GGP are in production. The minute hard numbers are delivered to the market for Telfer, GGP takes off. On the cusp of transformative news.

Patience will pay off big time.

Always DYOR

Nearly 10% in dividends now at this price, totally insane markets

Telfer has already started production, once the quarterly numbers start ramping up, 15 months LOM extended, there will be nothing stopping GGP, cash flows will start, massive profits coming through 📈, expecting double digits very soon. Just need to read through the latest presentation.

If the current mine plan at Telfer over the next 15 months gives GGP a profit of $450 - 500m, GGP paid $465m 🤔

So GGP just acquired further extension opportunities to Telfer, full mine, processing plant, infrastructure, machinery, equipment, know how from the Telfer workforce PLUS 70% of Haverion for practically NOTHING!

If Carlsberg did a mining deal! Sounds like GGP just pulled off one of the greatest deals going.

Not even including all the advantages of funding, speed, execution, knowledge transfet know how, risks. They just got given it all, I bet they cannot believe the opportunity that's landed to them. Expect the big institutions to load up BIG time here. The entire project is derisked by multitudes in an instant. Sounds insane.

Https://www.politico.eu/article/sign-impending-war-tense-world-bet-gold-bank/

With the purchase of this mine, and all the infrastructure now owned 100%, GGP is a totally different beast now.

Infrastructure is priceless. How much would it have cost to build a 20Mtpa infrastructure? And how long would it take? It's like GGP got it for nothing, instantly.

In the next 15 months with the current mine plan, total revenues should will be ~$1.1 Billion 🤯, and there is considerable scope for expansion. Strong cash flows have started much much earlier than anyone would have envisaged or dreamed of.

Its now a question of how big institutions can hoover up as many shares as they can before GGP starts 🚀, and they reap the dividends for years to come.

I will continue to buy at any weakness.

DYOR

Johnjo1 - said 2 weeks ago..

"UTMOST CONVICTION", "SHOULD BE £10", "50% UNDERVALUED", "I will be here in 3 years and witness the same price action that banks witnessed as rate were hiked" LMAO

Literally the Utmost conviction totally vanished in a few days, then talking about 3 years LOL!! Ignore all the FUD from the poster, flip flops day to day, always DYOR. Plenty of snakes on these boards, totally despise them. They went from the best company in the world, to the worst in a just a few weeks, must a be a record 🤣🤣 when traders sell why do they become so bitter!

Just read his/her posts from a few weeks back since they created the account......

.............................................

johnjo1

Posted in: VTY

Posts: 110

Price: 710.00

Strong Buy

UTMOST CONVICTION OF VISTRY IN 2025

9 Dec 2024 17:38

What a beautiful close that was.

Now imagine the price action when Vistry continues to deliver and grow towards their £800m medium term operating profit in 2025.

There is no reason why Vistry cannot pump to £10+ in 2025 as Vistry regain investor confidence.

Similar to how banks were the obvious beneficiary of rate hikes (see Natwest near-100% YTD gain) in 2023/2024, housebuilders will be the go-to trade in 2025 off the back of rate cuts.

Remember brits, unlike our US-counterparts, tie most of their wealth in their homes; as the BOE cuts rates, demand for housing will exceed the ATHs that we are already at.

Remember the only way housing inflation can remain low as the BOE cuts, is for the government to incentivise housebuilders to build more new homes. Inflation will not be in the interest of governments in 2025 else they risk another inflation crisis.

Now concerning the recent bid rumours of £10+, the only reason why mgmt haven't been entertaining such offer is because they believe their shares are worth much worth and consequently they have conviction in their long their growth trajectory.

What should be a fair multiple once they attain their £800m operating profit goal and once they return £1b+ to shareholders? A 10x multiple (£8b market cap)? 8x multiple (£6b market cap)?

We are over 50% undervalued.

I will be here in 3 years and witness the same price action that banks witnessed as rate were hiked.

Cheers to a beautiful 2025 and 2026.

See you on the other side

❤️

Business outperforming

Next year already significantly higher than 2024

Institutions are loading up

£25m share buyback yet to start

Dividends

Growth

Very Low capex

Big cash pile

Broker upgrades coming through

The wave up will be immense 🚀🚀

50% Broker Price Increase for OTB 🤑

https://x.com/baroninvestment/status/1866026147990929547

Agree, valued too low for too long, now the business is performing tremendously, share price can't catch up quick enough.

Institutions are rotating back into airlines, just look at the performance of United Airlines. Looks like big institutions started buying into airlines beginning of Aug. In that time BA has gone up 75%, United Airlines has gone up nearly 200% 🤯

A friend of mine has flown with BA 13 times in 2024, I said to him it's best to stay loyal 😂

Share buybacks have still not started 🧐

This could well be institutions loading simply catching up on the super strong business performance and outlook.

@Alistair31 - I was about to say the same thing. OTB is so wildly undervalued, it's going to rocket up.

Previously it's done £2 to £4 in just a few weeks, would not be suprised with a similar move.

Just have to read the last RNS.

Highly profitable

Directors purchases

£25m Share buy backs

Dividends

2025 Summer already significantly higher than 2024

Very low capital intensive business.

High growth

Can scale up massively.

In partnership with Ryanair.

Ticks every single box.

Previous high of 610p+.

OTB has never been in a better position, long long way to go.

Current valuation is a joke

Share buyback ain't even started here yet 🧐 no RNS, once it's starts OTB will 🚀

Within 12 months could be at previous highs, also could easily get another share buyback etc with how strong they are performing.

London valuations an absolute joke.

With nearly £100m in cash, EV is £170m here, and they are absolutely shredding every metric.

Not suprised a sharebuyback of nearly 10% of their shares. LSE/London is just dead.

OTB should go up like a 🚀🚀 towards previous highs.

And they have already said summer 25 is significantly ahead of summer 24 🤯

Where dis you get that from??

Position of previous notification in the RNS is Zero 🤔

Anyway this is only heading one 📈

And there is the buyer, institutions are now quickly building a position...

With only 16m shares in issue, performance and profitability only going one way 📈, BOOM will BOOM soon 🚀, as there simply isn't the shares in circulation.

Anyone and everyone nowadays is only talking about podcasts, it's the new medium of information, news and entertainment. With practically everyone with a smart phone nowadays, podcast market is just massive. And BOOM can scale up massively without unlike most other businesses requiring next to no capital expenditure.

BOOM will be flying soon, just been suppressed for way too long.

DYOR

FTSE eligibility and qualification

FTSE Russell meets on a quarterly basis to review the constituents of the FTSE UK Index Series, incorporating the FTSE 100, FTSE 250 and FTSE SmallCap indices. It is anticipated that, subject to the Transfer becoming effective and other conditions being met, the Company will be eligible to be considered for inclusion into the FTSE UK Index Series. The Company expects to be eligible for acceptance into the FTSE UK Index Series in March 2025. The March FTSE UK Index new issue cut-off date is 4 March 2025, with the effective date for the rebalance on 24 March 2025.