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Exactly

Listened again to Leslie’s presentation today and I don’t think that many have understood that in their corporate presentations they are stating was Leslie mentioned today ie if they are successful as hoped cash to ADV net of all costs is around $300mio at $50-55, therefore massive rerate possible in a few weeks on drill results.

Great interview, focus on the revenue growth as this translate into an ongoing rerate for TGR https://www.**********.co.uk/articles/traders-cafe-with-zak-mir-shishir-poddar-chairman-and-ceo-tirupati-graphite-de19a67/

Absolutely correct and that's why TGR will be a very different beast. The increase in upstream mining and downstream output is supporting an ongoing exceptional revenue increase due to the modular increase driven by demand of its products. The Poddars have been in graphite for generations being very careful with cost management and building machinery and technologies in house and growing markets for their products allowing one of the best in class profit margins. The graphene and speciality application part of the business is separate and will in time grow even faster. If you look at the TGR presentation and the expect revenue growth you will see the numbers are compelling. It's all about revenues and that will drive our price rerate over next year and beyond.

Doubt any institutions would sell here, but we all know that some investors might slice when a share goes up. I think it's rather the opposite, I'm in touch with some board members and mentioned that they need to spread the news around ADV and its strategy and potential further with existing and new investors and buying pressure will come as a result of that plus us getting closer to spud.

Agreed great interview and as Leslie mentioned another leg up expected before spud. Start of a very exciting period for ADV with Buffalo and next year with other deals. If all goes according to plan we should be well above 100mio mcap next year. If this sector fits your investment criteria accumulate and wait patiently.

Great RNS re imminent US dual listing. Gap closed and now this RNS. Remember Elon Musk mentioned batteries should be called nickel- graphite, the US will do doubt have a keen interest in TGR as one of the few listed full cycle graphite and graphene plays.

Glengarth, fully agree and in my books a top up opportunity if one has liquidity. When we report the financial performance next year and beyond the numbers will be exceptional and the shares will be much higher.

on target, agreed. In any case I take this as an opportunity to buy a few more.

Could be Lowboy. The call was only for a dozen or so large Optiva holders like myself to I guess confirm drill results are still expected before Xmas, that the board is very excited about Buffalo and have plans in place to make this into a mid cap in a few years via a limited number of exceptional deals and being able to only pick the best deals coming across their desks. I asked about the share price and they have pointed out how CVN has re-rated and how in some cases it takes a bit of time for a share to re-rate. The Head of Finance mentioned that even a Centrica which now churns out massive cash has taken a bit to get going, but they expect as usual the price to re-rate the closer we get to spud and results. Leslie thinks the wider market will soon work out the significant amount of cash coming our way with for example a price settling at $70. I was banging on the potential when we were at 2.4-2.6 post raise and it took a while to get to 3.4-3.6, we will soon been in an area more towards 4.5-5, it's just a natural progression with some top slicing. As I say nothing is 100% guaranteed but the potential as a small cap with our board and deals they are looking at is exceptional.

Exactly sain tropez. What the wider audience has not grasped yet is not only that Buffalo has the potential to be company making but that they are lining up another 2 exceptional deals for early next year and have a vision to make this, as the chairman once alluded, into a Diversified Gas and Oil, now DEC) ie a proper mid cap with a range of different exceptional assets. Time will tell but we have all the credentials, never a 100% certainty, for a massive mcap increase short term and medium term.

Hedge funds …. And ADV

Optiva, one of the corporate brokers to ADV, arranged an Investor call this PM for their clients which I attended. Our CEO Leslie, Chairman Mark and Head of Finance attended. I though that, although all the info is already public via other interviews or RNSs, you would like to get a high level feedback. First of all very excited by the November drill with results in 30 days or so ie before Xmas. On Buffalo they think the economics at these oil prices are phenomenal with production from the planned 3 wells around end 2023 or early 2024. Although nothing is guaranteed, the current oil price means an even higher probability of a commercial success from what is in the CPR. Field life 5-6 years but very high recovery factor in year one and two mean an enormous amount of cash early in case of success to be redeployed in other material deals and might also pay a small divi from 2024. They have two live deals at present (and another 4 looked at), one a similar to Buffalo and one with some production. Very cautious about the timing of any deal as the don't want to suspend around Buffalo which is for them very value accretive short term. They are working at max out most of the $125mio Buffalo capex to debt to have minimal equity dilution. They aim at closing at least another deal early next year with again debt tied into the production or a deal structure again to phase any capital requirements to drive maximum benefit to shareholders. The 20,000 bpod stated on the corporate presentation is only a statement of original intent, but their strategy is to build ADV more aggressively than that and become a significantly material company, although they want only to grow the core of the team to 10-12 staff and retain costs low. All in all many points made in various presentations and RNSs, but very excited to hear these points again from the board. They are very excited and so am I.

Yes on Twitter @Stefano_shares . I have my own strategy to research heavily only a handful of stocks at the time, also being in contact with the board. If I like them I often invest early, even pre-ipo, large amounts (close to TR1 levels) on only a few very small capitalised companies for x5-x10 returns over the medium term. You will see I only follow a few people and companies I invest into such as ADV. DYOR and be patient.

Good post ST. Spud in 4 weeks but this is just the start, I’ll continue accumulating as I’m here for 5-10x returns medium term. Enough from me and DYOR.

SGF same here. I think that in a few sessions we will break above this 3.70 area, it's inevitable as we get close to a drill which could net ADV 20,000 bopd, which in my books could drive our market cap towards 200mio. Remember that they are also looking at other exceptional transactions which in turn could drive the re-rate. Accumulate before the masses arrive and our mcap is around £35mio is my take, as we all know they will arrive during October and November.

Thanks for the chart explanation which is very interesting. In the meantime I got myself another 500,000 shares this afternoon, as I remain of the idea that we have a very high probability (no certainty) to re-rate significantly in case of Buffalo success.

As per latest presentation board and management aligned with 7% holding. https://www.advanceplc.com/media/1070/advance-corporate-presentation-june-2021.pdf

Topped up another 220,000 shs in 2 trades at 3.47, continue, as done since the new board arrived, to think that we are only at the beginning of a journey to mid cap. Was thinking this when brent was at $50 and even more convinced now due to rising oil price and being only 4-5 weeks away from spud. DYOR

I bet many who are on the side lines have their finger on the buy button. As mentioned many times buy early and be patient as ADV has only started its journey to mid cap.