Member Info for Schlum

The prospects of progress on Serica/Parkmead’s North Sea oil fields now looks more likely. Security of supply is becoming ever more important in today’s world.

This customer may not be the only oil patch company aware of the benefits of using Hardide coatings.

The potential here is rather large.

After many years of R and D, the future is looking rosy.

Confirmation of Germanium deposits is encouraging.

The question is what value do you put on the assets.

Surely now PXC must be a takeover target.

Discounted nav of approx £150m versus mkt cap of £7m. Is there any reason to prevent a takeover approach?

Clearly they have struggled to obtain funding, however the rise nd rise of metal prices must be making the asset mot and more valuable.

Bizarre SP performance for a company sitting on a mountain of copper, gold and silver.

Results out. Market reaction lukewarm.

Yet the company is well financed and prospects not unattractive.

With more outsourced capacity, the revenue numbers may ramp up significantly this year.

New products coming on stream in 2026.

Strong market opportunities for Metir this year.

RNS out. BARB project progressing. 100% owned. Gold price near all time high.

GUN mkt cap < £3m. Hmm!

To be fair you have been spot on.

People losing patience rapidly, in N4p and its management.

Hardide’s coatings are gaining recognition across multiple industries and sales are rising steeply. A p/e of 15 would not be out of place, and broker’s now forecast eps of 1.5p for the year to September 2026.

$500 a test in New York alone, may bring in a very significant revenue number.

There needs to be more Government support for breakthrough technology companies like Metir.

Very true! Mkt Cap may adjust over the next quarter.

Need to speed up the launch of their PFAS testing instrument. Time waits for no one.

British cities could do with installing this water testing kit.