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Am still of the idea that we have bottomed and that some churn on the way up is only part of the process. Tempted to add again at these levels. Enough from me DYOR

RNS does read really well and it will be interesting to see for what purpose this 'shell' will be used DYOR

Added some just now to a decent position bought at 0.33. my view is that we could move towards 0.80p, we all know that AI is a hot sector and Alludium does seem pretty compelling if those big names are involved. Launch soon could be the re-rate trigger from such low mcap DYOR

Make money

Added more earlier this week. In my opinion the re-rate has only just started. Last raise was at 13p and in June we had a crazy peak at 65p. I don't think we will revisit that peak but can see this in the 10s first and 20s thereafter. We have already a decent amount of BTC in treasury and are mining at an impressive pace. Bitcoin is in fashion and undergoing an unprecedented transition and a Nasdaq listing is also possible. Some might not like our main shareholder but he is definitely smart and knows how to make for himself and those invested in his ventures. In addition the only large seller is now out which was a massive draw on the share price DYOR

Been buying over the last few days as I think with Bitcoin in vogue and in particular Valereum out after selling a very large amount of shares we have reached an oversold position and could easily move to double digits DYOR

Interesting special resolutions. Let's see if now post this GM and resolutions' approval they do another tender offer.

Exceptional results indeed, never seen anything like it. They must be over the moon. This should re rate once it opens over the pond as it did in Q1 2024 DYOR

Had a good look at these plays and clearly #VULT does look incredibly interesting as a ETH play and cheap vs the pure BTC, ETH and SOL holdings not even considering other parts of the business and imminent acquisition etc. Another one which seems to be also very interesting if they do indeed still hold what they stated in their last accounts is #PNIX DYOR

Morning JPP, note that the situation is even better ie as per latest RNS in August they hold 771.37 ETH

Rns explains recent pullback, if they finished selling a rerate is likely. The market always knows before PIs, so let’s see if it bounces or not yet.

IF they still hold the same assets as per latest accounts they would have assets worth around £41mio vs a mcap of around £26mio, in my mind at some point the market will wake up. Picked up some this morning and will top up again. Remember they could easily sell out some assets and distribute some funds as done before. Time will tell DYOR

Great interview and numbers https://youtu.be/Gr75xVA3gow

Have changed my mind on NTVO and although cheap from a MCAP perspective I have become more realistic and think that the fact that they will have to raise soon, as confirmed by themselves in the last raise, makes any upside very complex. We all know that raising in this market is difficult now and the revenue generated must be limited vis a vis running costs, plus the producing asset is on a 50/50 basis, so half of the revenues go to the business partner. Time will tell if they can deliver, but at this stage the chance of success in my mind is also 50/50. DYOR

Just released https://www.voxmarkets.co.uk/articles/nativo-resources-focussed-on-early-cashflow-from-peru-gold-projects-8c3606e/

Https://x.com/huddledgroup/status/1893032767857811878?s=46

Https://www.kavangoresources.com/about-us/directors-management

I bought some this afternoon at 8.5p, agree with others that it very undervalued. Thing purely because they have kept a low profile but would suspect a re-rate will happen soon. Time will tell

Agreed, very interesting analysis and can see clear upside from this level if they deliver as planned and if they can raise their profile.

Agree that with peace talks taking place it is likely that CAD will re-rate; based on cash alone and production it could at least double in price. Time will tell.