Member Info for reapz234

EarlofAIM, I think you should have read the RNS (27th June 2024) to state that net interest in SVV1 is 18.9% NOT net interest in GetVisibility.

Stake in GetVisibility via SVV1 will be much lower than 18.9% due to being a part of a portfolio. Looking at RNS on 1st June 2021, total interest was 9.8%, and that was BEFORE dilution on RNS on 11th March 2022. How much more dilution will come along the way?

Please can you share where or in which RNS it states that MFAI has 19% interest in GetVisibility? As I'm unable to find this, other than the valuation is £2.43 million based on current funding round. 19% sounds too high, but happy to be proved wrong

Revenues growing quickly, currently over £10 per annum. And into profitability by end of year.

Currently valued at £9.3m, with £3.3m in bank and £1.3m stock. Implying enterprise value of only £4.7m. Looking far too cheap, should do multiples from here.

Well funded... see RNS 20th Dec 2023

See https://www.striptinning.com/investors/securities-information/. This was last updated in April, before GPIM took a further 3.35%

91% of shares in hands of BoD and TR1 holders. Going towards 100p today? Tiny M/C at the moment

Recent Share Trades for Strip Tinning (STG)

Date Time Trade Prc Volume Buy/Sell Value

29-May-24 15:53:56 46.307 400,000 Unknown* 185.23k O

29-May-24 15:48:57 46.03 100,000 Unknown* 46.03k O

29-May-24 15:48:50 46.03 400,000 Unknown* 184.12k O

Some big trades today, over 5% of the share capital. Should see a TR1 issued shortly?

Another contract win will likely push this much higher, however charts showing 58p+ by the end of next month based upon analysis earlier today (https://twitter.com/Share_Talk/status/1784904224599597159?t=yc76ATvlE7kTiupb1GEu4Q&s=19) Although this could be achieved much sooner based upon buying towards today's close.

Another 1% declared by an existing TR1 holder, so less than 12.5% sitting here with holders excluding BoD and TR1 holders

According to http://www.striptinning.com/investors/securities-information/, 86.7% of shares in hands of either Directors or investment firms (TR1's), although likely to be other large holdings (less than 3%). So leaves only max of 13.3% remaining. And after the sustained buying, can only see supply drying up and pushing the price closer to 100p

According to http://www.striptinning.com/investors/securities-information/, 86.7% of shares in hands of either Directors or investment firms (TR1's), although likely to be other large holdings (

According to http://www.striptinning.com/investors/securities-information/, 86.7% of shares in hands of either Directors or investment firms (TR1's), although likely to be other large holdings (

Gaining wider coverage... also Nicholas Slater has recently bought in and is openly stating this could 5 bag based upon it's fundamentals (he's often correct) - https://x.com/patviera/status/1784219776463589707

Martin Davis, Chief Executive Officer of Molten Ventures, commented:

“We are grateful to all our investors who supported us through the period, most notably with our fundraise and with the addition of the Forward Partners portfolio. With £123 million of cash resources across PLC, the managed EIS/VCT funds, as well as a £60 million undrawn debt facility and a stable and enhanced platform, we are in a strong position to deploy capital selectively to maximise returns for our investors in a stabilising but still challenging environment for high-growth companies. Our portfolio remains in good health, and we expect to see a step up in realisations in the current financial year, with a number of potential exit processes ongoing across our portfolio.”

Trading at $7.5 per share exactly 1 year ago, then bought out for 65$ per share. That's a 766% increase within a year, nice!

Can't see how Avacta won't go for at least this multiple from it's current price point.

Correction:

2023: +8.6%, +1.9%, 0% (total +10.6%)

2022: +7.8%, +29%, +12.4% (total +55.6%)

2021: +11.6%, 0%, +1.9% (total +13.7%)

2020: +12.2%, +4.3%, +80.2% (total +110.9%)

Start of the tax year has historically been positive for Avacta. In particular looking at data for the first 3 trading days:

2023: +8.6%, +1.9%, 0% (total +10.6%)

2022: +7.8%, +29%, +12.4% (total +62.3%)

2021: +11.6%, 0%, +1.9% (total +55.6%)

2020: +12.2%, +4.3%, +80.2% (total +110.9%)

Currently sitting at +2.8% so far today, so appears likely to see a continued rise over the coming days.

Https://www.youtube.com/watch?v=SByYCxVdm4I

30k now