Member Info for RollingInIt

Myles McNulty

@MylesMcNulty
·
4m

A real step change for ?#MOS? today, with its largest contract to date. Annual run-rate for the nascent Streams platform up to £0.3m now, just in the UK.

My hope is that the new China partnership will put these numbers to shame in due course.

The below table shows just how highly rated SaaS businesses can be by the market. It is evident that ?#MOS? could command a valuation of at least 2-3x its current mkt cap, just on the current rev run-rate.

I hold purely for the new start-up side of the biz; but it's nevertheless pleasing to see that today's new partnership believes it can "generate significant potential additional revenue from the ?#MOS? legacy business."

Cash in hand will see the Co through to YE - and there's still ~£0.27m in warrant monies to come at 0.20p, and a further ~1.63m at 0.50p.

Some will probably have guessed but cashed in on Tuesday.

Nothing negative for the reason at all and I'm confident you'll all do brilliantly when it re-lists. I just have a hang up about not being able to access an asset, and I'm reminded of my Dad's hang up of not answering the door until he'd put a suit on, 'on principle', by the time he got there, they'd gone ! Similar type of 'principle' as mine. :o)

Had a quick read through and your post Base, as a response to Bobs, I'm still laughing.

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panamabob

RE: St patsWed 16:45

Happy Paddy's Day to you Clockface

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baserite

RE: St pats 16:50

Glad you managed to spell that one correctly Bob lol

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Brilliant !

Anyway, enjoy your re-list and Hoping, don't forget the analogy, 'a rusty gate keeps swinging'. :o)

'Stupid' is when your ego forces you to try to talk down or rubbish the very things you chose to spend your cash on, such as your own investments, just to appear 'to be right' to a bunch of completely anonymous strangers who really don't give a t.o.s.s. either way.

If the cap fits ....

“Our plans to launch the EpiSwitch® Covid-19 Severity Test (CST) based on this groundbreaking biomarker discovery work by the end of Q1 2021, are on track."

Depends how literal the words are taken. 'By the end of' suggests 'latest' end of March but could be before. 'Are on track' .... so, that's any day from now up to a max of nine trading days.

Pict

Not really.

18 Billion in PREM. Didn't stop it 8 bagging.

Thanks, you too.

'Yet'

Can't answer that one.

How do you know they won't increase it again ?

You can't answer that one either.

Two sides to every consideration.

So, 18%, £3 .1 Million, and plenty of skin in the game :o)

Fast

Just another observation.

That's exactly the type of post being printed at PREM a few weeks ago at the start of it's rerate and much more besides, with greater levels of dissatisfaction than anything you've raised and from hundreds of posters.

Past performance is not a guarantee of future performance, good or bad. External influences, such as demand for an underlying resources, have far greater influence than a few unhappy or happy posters.

Anyway, the price action will dictate the outcome, it doesn't matter what you or I write with individual opinions. There are over 2.2 million PI's, with £60 Billion to play with in Stocks and Shares ISA's alone.

Fair enough Daz

With £3.5 Million skin in the game, he's more aligned than most to want to get the agreement in place once the licence is granted.

Thanks Daz

The interest for me was more about the location and positioning of Suay Chin and the relationship with the relevant Chinese sectors, than it was about the % Holding.

Suay Chin is a Singapore-based company

that was formed to take advantage of its extensive contacts throughout the Chinese chemical industry and to operate as a trading company

for the supply of materials to the Chinese industry.

Following a subscription of shares in May 2017 and June 2018, Suay Chin holds 2,227,971,568 Kodal shares, equating to

29.02% of the total issued share capital of the Company.

Suay Chin is involved in all levels of the lithium market from supplying material to acid producers, supplying spodumene concentrate and lithium hydroxide to the Chinese lithium carbonate producers,

to the final end-user chemical and battery manufacturers.

The company gets strong support from Shandong Mingrui Chemical Co Ltd, which is a long-term material supplier to existing lithium carbonate producers in Shandong Province and has deep understanding about the Chinese lithium market.

Suay Chin arranged the metallurgical testing of Kodal’s spodumene rich pegmatite samples by existing lithium carbonate producers in China and is expected to continue to offer strong technical contribution to the development of the Project.

To add as observations, from the post from JL , KOD is undervalued at least 5 fold to comparative stocks and while some may not additionally wish the comparison to PREM, because KOD is far more advanced with it's licence and with additional assets, KOD is undervalued 4 fold even to PREM. Another similarity that today brings is the volume, which is already ten times the daily average, which is exactly what happened at PREM when the rerate began.

Paperhands

This post copied from A.d. .... explains it adequately.

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KODAL MINERALS

Yesterday, the share price was 0.10p/0.105p [Sell/Buy] and the market cap is around £10m give and take.

That is the lowest mkt cap for ANY London-listed lithium play awaiting mining licence.

Given that Firefinch is about to spin-out its Goulamina lithium project in Mali, near neighbour of Kodal*s Bouguoni, it is helpful as it would bring both lithium projects to a greater audience. Firefinch said the reason is to bring value to their shareholders and also that investors are looking at "pure lithium plays."

Havent looked into the accounts of Kodal to differentiate the exploration costs, Feasibility Study etc that has accumulated at the Bouguoni lithium project vs £10m mkt cap yesterday.

So, it would appear investors are interested in lithium plays and who missed out on the larger plays like Bacanora & European Metals whose mkt cap is OVER £100m [well over]?

So, appears to be of no surprise that the share price has risen today given lithium plays are now of interest to investors?

J.L 16 Mar 2021 [Tues]

ljbizzle

Institutions chop and change holdings for a whole host of reasons.

In the case of Hadron, on 3rd March, they agreed to fund MRMD, a Usa Cannabis stock to the tune of $46 Million, so maybe they just need to raise cash, but that would be a guess.

As is the guess it's Hadron shifting more stock, which is only in the 'guess' realm because they showed their hand that they'd sold some stock a week ago, but until it's in print, nobody can be certain.

2.2 BIllion now Bladder.

Think he must have posted on the wrong stock, Mannan.

I'm going to do a 'Houston'.

Much prefer your Header, Bigbear.

There will always be the GIGOTOS'ers, Brady.

Grass is greener on the other side.

:o)