Member Info for Parob

Thanks v much. I’ll do that.

Thanks, do we know how the Superdrug launch is going?

Keen to hear where the £250K per month has gone over the last 7 months, if you have any ideas that would be useful to know.

I held from launch, bought loads in the covid dip and sold in 2021. Lots of old holders will be familiar with my avatar. Mainly post on advfn but the SBTX bulletin board is a no go area for me.

If any genuine holders can help on my initial questions that would be useful.

Ex-holder here (did well by selling in the 2021 bull run). Looking again after the recent sharp drop.

From the 16/02/26 RNS:

£4.78m cash at 30 June 2025

£2.92m at 13 February 2026

That’s ~£1.9m gone in 7½ months — about £250k per month!

With £2.9m left and still loss-making, what’s the realistic runway? And where exactly has that £1.9m gone — operating burn, stock build, one-offs?

At this stage it still feels too risky to me even at this price, but interested to hear other’s views.

I don’t think the market’s currently appreciating how important the UK government support is for Redmoor.

SML secured £764k from the UK Shared Prosperity Fund, matched by the company for a fully funded £1.53m drill programme. Plus, Redmoor fits perfectly with the UK’s Critical Minerals Strategy — tin and tungsten are officially strategic metals.

This isn’t just a nice-to-have grant. It means dilution risk is reduced, adds serious credibility, and signals strong government support that could help with planning, permitting, and future offtake.

On top of that, they have a 3-year exclusivity deal with the Duchy of Cornwall. Cornwall’s mining-friendly, politically stable, and that access combined with government backing puts Redmoor in a very strong position.

Redmoor’s 2020 scoping study showed a $163m NPV, and the company is targeting an updated resource estimate early next year. Yet the market cap is only around £7m — and that’s not even considering the value of Leigh Creek or Cobre.

If drilling goes well and the MRE confirms more resources, a re-rate to £25m+ seems realistic — and that’s still conservative compared to peers.

Feels like this government support angle is being missed completely. It’s a major de-risking factor and not reflected in the current share price at all imo.

Good to see interest finally picking up in this stock now, especially now we’re so close to breaking the trading range.

Placing shares have been churned over the last 3 months so the sp can move more freely now.

Should be an interesting week ahead :)

More positive news and this really takes off imo.

Look what the research note says about cash runway. Based on just projected fee for service business they reckon mid 2026 but you can imagine what happens should a licensing deal land.

Https://x.com/patviera/status/1854911760236462306?s=46&t=_ybVnpe01AP_F1Pw0JqKTg

I’ve just noticed a 720,734 sale pop up from yesterday at 16.5p. Perhaps that was the last from the seller.

Volume is very high today and huge hammer/dragonfly doji on the chart so hopefully the bottom is in. Price today is more than a 25% discount to recent placing price of 24p when directors put in about £750K.

And now in the top spot!

https://store.steampowered.com/search/?filter=topsellers

Moved up to third place on Steam best sellers:

https://store.steampowered.com/search/?filter=topsellers

Made Tech Group plc, a leading provider of digital, data and technology services to the UK public sector, announces that Neil Elton, Chief Financial Officer of the Company, purchased 209,937 ordinary shares in the Company ("Ordinary Shares") at a price of 14.29 pence per Ordinary Share.

Following this purchase, Neil Elton's total beneficial interest in the Company is 209,937 Ordinary Shares representing approximately 0.14% of the Company's issued share capital.

Small-cap Movers: Frontier Developments’ rollercoaster week

https://tinyurl.com/4uu2x2pc

Among the junior markets’s smattering of small-cap video game developers, Frontier Developments PLC (AIM:FDEV) stands out as one of the oldest, having been founded in the early 90s before listing on AIM in 2013.

Wannabe theme park bosses may know Frontier as the former developer of the RollerCoaster Tycoon series, though small-cap investors may know it better as a stock that rallied more than 30% this week.

Frontier spiked to a year-to-date high after Shore Capital upgraded its stock recommendation from a hold to a buy.

This change of stance came on the back of promising developments within the company's game portfolio, notably the successful launch of Planet Zoo's console edition and the sale of publishing rights for RollerCoaster Tycoon 3 to Atari.

The company netted $7 million (£5.5 million) from the sale, comprising a mix of upfront and deferred cash, which should nicely bolster Frontier’s current-year earnings.

Yes that is a great find and the first Unilever product that I’m aware of. Tresemme is a big hair care brand with frequent TV ads etc.

Hopefully cleaning products next.

————————

Unilever to eliminate fossil fuels in cleaning products by 2030

(News from 02/09/2020)

London/Rotterdam - Unilever, a leading manufacturer of cleaning and laundry products, today announces it will source 100% of the carbon derived from fossil fuels in its cleaning and laundry product formulations with renewable or recycled carbon. This move is set to transform the sustainability of global cleaning and laundry brands including Omo (Persil), Sunlight, Cif and Domestos.

https://www.unilever.com/news/press-releases/2020/unilever-to-invest-1-billion-to-eliminate-fossil-fuels-in-cleaning-products-by-2030.html

Frontier's Planet Zoo is finally coming to PS5 and Xbox Series XS this March

Pulasthi Ariyasinghe

Jan 30, 2024 13:38 EST

https://www.neowin.net/amp/frontiers-planet-zoo-is-finally-coming-to-ps5-and-xbox-series-xs-this-march/

Psychologically difficult to buy when sentiment is on it’s knees but as a contrarian investor they can sometimes be the best times to buy.

Sentiment has not been helped by STT attracting holders from other stocks he trashes like HVO (which I also hold) who come here and trash TLY for revenge.

I know someone suggested a ceasefire the other day on this bb. It would be great if STT could take this advice.

Yeah there’s a buy for every sell today, all healthy as 10/20% traders leave and new investors buy in.

Any good news now like a decent contract win and the sp will get a real boost from this level.

Moniman

Lots of answers were provided in the interims presentation.

I suggest you listen to it from about 14 mins.

£2.9M came in from a NHS client just after the H1 reporting period ended plus they still have £2.5M they could utilise from the RCF should they need it.

Here’s a link to the presentation again in case you missed it.

https://youtu.be/uTWJEQ9git0?si=BY2xDKocCQLunXU1

I see STT1 constantly trashes HVO (a stock I hold too) so perhaps that’s why you are here, but don’t let that get in the way of making a profit from TLY.

Stonehage Fleming increased here after the interims came out and it looks like other institutions have been adding too looking at the trades but TR1s will tell us for sure.

Market cap is only £11M here so there’s plenty of room for it to grow imo.

…that there are so many derampers on TLY and I think one of the reasons is so many have a bone to pick with stt for trashing their other shares!

Perhaps worth listening to the latest presentation, here’s a little snippet in this this tweet. CEO stated they don’t have any plans to raise cash and believe they will be cash generative in H2.

Approx. £2.5M cash came in just after half year, this was also mentioned in the presso.

https://x.com/moilgas/status/1730497614007726526?s=46&t=_ybVnpe01AP_F1Pw0JqKTg

This was also in recent interims:

-- Group is well positioned to RETURN TO PROFITABILITY following rationalisation of contracts, careful management of increasing costs and reduced support costs.

As mentioned this is just a trade for me at the moment, but I will keep under review.

There have been some very chunky trades recently including a 750K block buy yesterday which could be institutions taking advantage of the low sp and market cap. Keeping an eye out for TR1s

Link to full presentation here:

https://youtu.be/uTWJEQ9git0?si=BY2xDKocCQLunXU1

TLY could benefit from a Labour government IMO.

Good to see the recovery gaining momentum today.