Member Info for Orange33

Rns was good and validates the model- Just a few traders and likely final warrants clearing, just trust xinhai on this

Will rerate at some point still massively undervalued

DYOR

I think Alex mentioned billion mcap aspirations and being 10x undervalued vs peers a few weeks back as it stands, in the presentation, this could really be the next GGP/EEE - black swan companies in the LSE, just having heavyweights like endeavour and xinhai on board makes it a safe long term hold for me

Didn't Alex say we're 10x undervalue from ASX peer equivalent in the presentation?

Joke of an mcap really - should be £100m+ in that case

IMO

Incredible really.... now i dont doubt he can get it to £1bn, he already thinks we should be around £100m+

All IMO

The markets are hard to value otherwise no one would be here, GMET is an interesting example - how do you justify £170m mcap? there are always other factors at play that do not have to be monetary TODAY

like for like this is currently equivalent to GMET at 10p

or EEE at 2.5p

CEO's rarely deliver unfortunately, but Alex has given us several pieces of transformational news and with assays still due, so when he mentions £1bn mcap im slightly more confident than usual

Wow 30-40p by next year which is only £175m mcap

Which is not unreasonable considering eee hit near £500m mcap

All IMO

Need to add a 0 to that to be anywhere near fair value, he didn’t mention £1bn in the past for no reason

Hes already delivered on the 3p warrant extension in some style (and the only news we had in sight is still pending )

All IMO

Yup genuinely wouldnt be surprised to see a rapid move to north of 20-30p, its a safehouse for II's now

All IMO

17m mcap is quite absurd, when you consider the verkhuba JV alone is valued at 100m or so, this is free carry and free profits in a copper boom

add in the rest you should be looking at 200m as it stands (rulikha being twice the size, Alex's proven ability to execute, fully funded and a ftse 100 on board)

Insane opportunity, just needs a bit of time to rerate

All IMO

Spent all night doing several hours research, there appears to be a sensible set of long term investors here (not like your usual paid promoters), the CEO seems keen on going through the right channels

I suspect his hints of £1bn are no longer a pipe dream, quite incredible that he delivered on the warrant extension with several pieces of transformational news when the only news in sight were assays (which are still overdue mind you).

You now have a funded company with a top 10 miner as a holder, CEO as holder, flying copper and gold prices, extremely cheap and friendly jurisdiction, first mover advantage, JV in gold, free carry JV in verkhuba valuing it at 100m or so at this point and still hold other licenses and rulikha which is twice the size of verkhuba

Even at extreme conservative valuation this should be a £100m mcap share

Probably the most undervalued risk v reward share I’ve seen in 10 years

All IMO

Incredible run of news really, would not be surprised to see this at £300m + over the next few years a really nice LTH

I concur, feels weird saying this but IIs and funds will see this as an incredibly low risk but high long term return investment that will be the cornerstone of European lithium for decades to come, can see this heading towards several Billion + mcap when production starts

All IMO

Calling it now, its probably the most undervalued share in the entire market in terms of risk, by around 10 fold

IMO

Am I missing something here?

Government grant means the project goes ahead and npv was near 2bn? Should be well over £1

IMO

Seen this many many times before with arb coin etc, the gap always closes once the seller is flushed, fully expecting around 20% discount to usa price so around 30p as it stands

All IMO

Doesn’t get much bigger than a government name drop over the weekend and mention of 10% of worlds vanadium, should already be 40p with the funded deal

So could go even higher

All IMO

I'd be very careful here....you have no idea whats coming at open and there are hidden mechanics at play I

All IMO

I have a long term target here of around £500m mcap

All the right ingredients for it to happen

All IMO

Agreed this could hit £500m + over the couple of years or so

Some nice news this morning, hopefully bounce soon

Also can see a similar big move coming at EST too