Member Info for PlantPower

Material chunk churned from seller - seller giving everyone a lovely artificially low entry or top-up point.

Once this sellers is done it will move quick.

Fill your boots whilst you can - steal at 5p.

Could be share of '24.

#ACRM - £6m mcap with 2.9m rev and £5.7m pipeline.

Explosive growth to come - akin to Ondo rise 👍

121m shares and 60% in tight hands 🙌

Have seen what shares with similar share register dynamics have done before…

Sharp and vicious breakouts 👌🤝

#ACRM - Well worth a listen 🎧 54 mins in.

Summary from Charles:

▶️ Scale relatively cheaper

▶️ Public sector contracts - govt / public health / defence etc

▶️ Will continue to get more public sector contracts (1 sept uses then another one will) + no US partner contracts yet (expect 🔜)

▶️ Major move over next 12 mths

▶️ 3.5 to 5m recurring rev in 12 mths

▶️ Aim by Angus to hit 60p sp and get gobbled up by big software house (1-3yrs)

▶️ 96% renewals at higher price

▶️ Mcap very low for contracts it has and opportunity - wildly undervalued

▶️ 2m recurring rev with 80% profit margins

▶️ Lots of green flags / no red flags; critical for small caps

▶️ Need to reach economies of scale and then will become extremely profitable quickly

▶️ Smaller contracts likely to become bigger over time; smaller scale contracts to test software

▶️Good to scale up slowly initially to ensure no major snags hit early.

▶️ Under NDA’s with clients - if known, market would take note (eg MOD mentioned prior in here)

https://audioboom.com/posts/8406202-sunday-roast-featuring-charles-archer-long-term-ftse-aim-investor-and-freelance-financial-analys

Tremendous value for mid term perspective.

No debt - CLN’s/ warrants.

▶️ 2.4m sales

▶️ 4m contract pipeline

▶️ Renewal rate 96%

▶️ Renewal value 124%

▶️ Close to 60% share register held by BOD or TR1’s

▶️ RTO Deal price 6.5p

£6 mcap / 5.15p

Still early - 7/8p 1st target 🎯

Expect few more contract wins and maybe business update ahead of y/e.

Crikey - you 2 get a room ;0)

8m+ shares here - very confident, couldn't ask for a stronger position for a small cap company at this mcap..

Wonderful opportunity to accumulate down at these low prices - 5m mcap is a mere snip.

She moves quick.......that's why you always need to be relaxed with this share - can clawback 20% with ease in 1 session.

Reckon we must be close to 2m in the bank by Q1.

that's the beauty - cash will make people realise how undervalued this is considering continued Selva production alone, nevermind El Romeral.

We can be at 8-10p in a flash on the drop of 1 good news item.

54mins in for great nearly 10min chat on ACRM.

Well worth a listen 🎧

Very bullish after listening.

Great growth potential from here.

https://audioboom.com/posts/8406202-sunday-roast-featuring-charles-archer-long-term-ftse-aim-investor-and-freelance-financial-analys

Per TR1 holder message in TG:

Important things to remember

1. Owners & BOD’s have 50% of the share register

2. BOD’s happily let the historical warrants past the deadline date and expire

3. They raised funds for the RTO with no warrants

4. They have no interest in diluting their holdings

5. New revenues move this nearer to profitability

6. New contracts / renewals bring in cash and reduce the need for funding

7. SaaS multiple valuations are high

8. RTO was at 6.75p with minimal free float

9. Sales pipeline £4m +

10. MCap only £5m

I'm in.

......In someways mentality between 5-7p should be indifferent.

As that's the range - per charts.

E.g. shouldn't get too excited or underwhelmed whether at 5.5 or 6.5p.

Easier said then done - but ultimately it's all about breaking this range one or other.

I think %'s and likelihood are more in favor to the upside breakout by some margin.

Then we celebrate a change in sentiment.

The next ONDO style move with news.....

Bottom looks in.

No debt - CLN’s/ warrants.

Agreed, low 4's is tremendous value for mid term perspective.

No debt - CLN’s/ warrants.

▶️ 2.4m sales

▶️ 4m contract pipeline

▶️ Renewal rate 96%

▶️ Renewal value 124%

▶️ Close to 60% share register held by BOD or TR1’s

▶️ RTO Deal price 6.5p

£5 mcap / 4.2p

Still early - 7/8p 1st target 🎯

Expect few more contract wins and maybe business update ahead of y/e.

Agree - it's in an uptrend from double bottom in Aug and then Sept.

I can see 7p going quite easily soon - with that 8-10p trading range re-captured from Mar-Jul '23 period.

From there - not a big shock to see a spike out of range to tag 11p again.

Anyhow, base building nicely.

End of year and Q1 could be interesting times with fundamentals strong.

Cash cow has just begun, can easily see how PXEN is a takeover target going forwards.

....looking ace here folks.

Weekly / Daily / 4hrly all looking good for another go at 7p - once it's through, expect 8-10p range to be found quickly as there was little trading volume in 7-8p region on way down.

Diff angle view - additional drill will be only about 1.5mish, which we pay 37%.

So say circa 500k required from PXEN.

I'd say there's plenty of excess cash after another month or 2 of production to have surplus cash.

Question is then what is best to do with that cash - personally, I'd prefer to not buy a new asset and see Mark continue to develop 2 organic assets, whilst considering share buyback to underpin SP and help with any buyouts / takeover bids that may or may not materialise in the short to medium term.

PXEN are an investment company - maybe it's time to consider best strategy to support exit strategy.

Lovely news overnight - pretty much as expected:

➡️ Q3 production stats include 8 weeks out of 13 at full production, with 5 weeks at start being ramp-up.

➡️ TTF's avg price for Oct is 47 EUR vs 36 in Q3 production period.

➡️ Production scaled back slightly in Oct to allow testing to increase flow rate to 80k target.

➡️ 80k scm + 50 TTF's = £5.2m p.a. to PXEN*

That'll do whilst we await permits for additional wells - once they are in play, then the cash really does role in.

Easy hold here - 7p being hit as we speak, will be surpassed imminently.

*excludes Spanish assets

#PXEN

Worth remembering from Selva alone:

- @72k scm + 50 TTF's = £4.6m p.a.*

- @85k scm + 50 TTF's = £5.5m p.a.

- @100 scm + 50 TTF's = £6.5m p.a.

- @100k scm + 60 TTF's = £7.8m p.a.

*Current production

- ➡️Increased SCM

- ➡️New Permits Selva

- ➡️New Permits El Romeral

- ➡️Continued higher TTF's

Lots to look forward to.

Tasty.

Big buys in today - Peel Hunt seller nearly moved on.

100k share buy limits.

Lower low looks to be in.

Fundamentally and technically ready to move up and take another crack at 7p.

So the guy sold Warrego for a bundle is now Director of company which bought it out and looks likely (joining the dots) to be the driving force behind Tarba now........mmmm, intersting.