Member Info for Owl85

Memyself - my average is 1.1p so not needing quite as many bags as yourself, but if it clears that I'm gone.

They're restricted to a certain % of the days trading volume as well, so can buy more on bigger volume days.

The market caps itself, tsco runs at a 3-4% profit margin, they can't really run it any leaner than that.

A lot of businesses would go under running at that for a sustained period.

Technically up today as it's well ahead of it's ex-div drop. Hopefully the beginning of another move forward.

Would be nice to see the mcap start to rival HEX, maybe that will come with a move to AIM. Theoretically it should surpass HEX given we're already producing, albeit in modest quantities.

Finally. Hope it stabilises here before making another push north.

Might explain the unexpectedly large CR a couple of weeks ago.

Proof will be in the pudding, but I hope this has been rushed through and to this scale to really turbocharge our expansion beyond what was initially planned given the current climate in the helium market. As I said last night, they've said and done all the right things so far so I trust that this is the case for now.

Got to say that the size of the raise, and the actioning of it while still on AQSE, rather than potentially at a higher SP for less dilution after moving to AIM has taken me aback a little.

That being said the leadership have done very little wrong so far with tangible results, far more so than many 'jam tomorrow' listings that unfortunately litter the minor markets, so I keep the faith with this for now, and still believe this is going to go on to multiples of the current SP, especially with the current challenges the He market faces. Maybe the reason for the early move with this, to bring more production online quicker than initially planned?

It's good to see the option on M3 being exercised, I never doubted this but it always nagged in the back of the mind whenever an RNS was released, with the statutory statement around M3.

The dividend carrot being dangled is interesting for a company that is still relatively early in its development.

Need to hear news of AIM admission next, and get some real volume turned to clear the shares from the fundraise quicker and start pushing the SP north again.

Agreed, it's a big raise but there certainly seems to be a lot more meat on the bones than the stock "raise and jam tomorrow" RNS you see issued many times over. The potential for dividends in 2027 is a very interesting proposition.

As I've said on another thread on here, the lack of mention of AIM is interesting, however I'm sure is a I'll being worked on, that will be the catalyst to drive the SP as that will generate the volume needed to churn the placing shares.

Think that the AIM move will be the key to generating the volume needed to turn the placing shares, then the SP should well and truly be on it's bike.

..it's (nearly) the end of the month. AIM admission RNS tomorrow or Friday, or another extension? The trading patterns suggest the latter, but I'd gladly take a surprise.

Just attempted a small top up and couldn't get what I wanted for the amount of money I wanted to put in, but of maths tells me the actual ask is above 0.86p. Not sure what it is exactly.

Absolutely. Sbry have stated that their main issue is GM sales through Argos which tsco has a lot less exposure to.

RNS out for buybacks, should hopefully put some positive pressure on the SP.

Seen that another of my holdings, MDH, is on that list as well. Foolish from IG, personally I use Barclays.

Very good spot Trek

They're normally pretty sharp with starting buybacks once announced, will definitely be no later than tomorrow.

Certainly seems to have lit a fire under things here.

I'll go with that. SP seems to be looking solid at this level now as well, no spikes or p+d activity.