Valirx – Onwards and Upwards9 Oct 2021 06:51
Look, look, I know I can come over as ultra Rampy at times and I will try and tone that down a bit BUT how can you not be uber positive about this company from here.
* Fantastic Management Team that actively supports Shareholder engagement
* Solid Vision and USP
* Legacy Projects with licences being Concluded
* New projects now being worked on for the next stages
* Enough cash to meet commitments and business plan
* Commitment to deliver
I get frustrated when I read comments from posters either trying to spread misinformation when the company has delivered frankly one of the best presentations in a long time that fully address all the points:
https://www.youtube.com/watch?v=nSG6PF_0JTw
I also get frustrated reading comments from “traders” rather than “investors” trying to gauge if they should invest at 36p or hope for 32p. In effect, what they are saying is; should I own a steak in this business at a market cap valuation of £23m or hope for £21m and the point I’m trying to make here is that it makes next to buggar all difference, this business is either going to work or it isn’t.
If the company are lying to us and don’t deliver this year frankly, they are toast, nobody will ever trust them again.
If on the other hand they deliver, and I firmly 100% believe they will, hence why I’m so dam bullish, then a valuation this low will be long gone. If Sareum (SAR) meanwhile can warrant a Market cap valuation of £ 227 i.e., more than ten times ours then I’m dam sure we can.
Mcap at 37p is still ONLY < £24m
Mcap at 55p = £35m
Mcap at £1 = £65m
Mcap at £2 = £130m
So not really much to think about as I see it. My call is taking a position, buy some shares get behind the company, lock your shares away and come back in January.
Now obviously DYOR and don’t risk what you can’t afford and all the usual disclaimers but, come on this is the AIM and frankly as Investment Risk/Reward ratios go, it doesn’t get much better than this hence why I’m in and adding to my position.
Good luck whatever your call
Pork’s