Member Info for Sharequests

Excellent news for him to step aside. Highly likely this was a "leave now or be forced out" by Canmax, while they put their own person in place to manage the project in line with GC expectations too. If he had been forced out by vote, it would have ended up with him losing his share options and more, this way by leaving himself he has maintained his shares and interest in the "hopeful" sale

Get it up and working, prove concept and sell to the highest bidder outright!!!

Realistically, would it even be significantly beneficial for a RTO with the debts and current price? How much can it jump from current prices on an RTO from 2.5p? I have never had shares in a company that was being taken over previously, just had a few of these for several years and had pretty much forgotten them.... No point selling as theyre minimal value just now.

I think it’s positive for them to do this now tbh. It demonstrates they’re confident this was the best time to get best value, meaning those in the know believe this will be significantly higher over the next few months. Get them out the way and start drilling!

Omg silverlight you need a hobby mate. Calm down and wait for news.

Very surprised at this level of over reaction! We have just confirmed we’re funded and own part of a multibillion pound company! Never understand the market 🙄

I wouldn’t be concerned over a small drop. Most of the market is down today, on my watchlist msmn is pretty much the only one up.

Can anyone summarise the interview, as I cant open those types of links on work computers!

Let’s just go all out and claim 50p by next week! Retirements all round! 😂

Has to be a deal. No way this is just a few small guys going through, clearly rumour has become known of either full buy out or similar. 0.5p-1p would be nice

As mentioned previously, the copyright states it is 2025 relicensed so it’s kept fresh. Also the play on easy send and being owned by GSTechnologies on the about us page all looks really good.

Had a brief play on it and it seems really simple and efficient. If this is the result of the raise that has purchased and adopted their tech, once announced along with the Bake full roll out and the Semnet NASDAQ launch, it is essentially a new company overall with major assets in use. The fees charged from the two platforms, along with the capital from share sales in Semnet should all be announced as part of the July RNS for annual accounts, which imho will start the journey beyond £1 pretty quickly. Would be ideal to see it pass this by end of August, then major bank interest in the overall infrastructure?

No one else interested in this?

Yana is a Russian bot unfortunately guys! They're everywhere just now trying to push momentum for Peace due to Russias impending economic implosion. Hence why Yana wont reply to any of you, simply posting the same message over and over in weirdly correct English.

Surely if this rumour was valid the buying would be a bit more intense? Is this purely based on the uptake numbers you posted below? Or somewhere else?

To estimate a fair value for GSTechnologies Ltd (GST) after acquiring Bake and considering the upcoming Semnet IPO, we need to break it down into a few key components:

1. Bake Acquisition Impact

• Bake had $80M in digital assets and 100,000 funded accounts.

• The acquisition expands GST’s GS20 Exchange with 50,000 new active crypto users.

• Assuming Bake generates revenue from staking, swaps, and fiat-to-crypto services, a conservative revenue estimate could be in the range of $10M–$30M annually, depending on user activity and fees.

• Profit margins in crypto exchanges can vary widely, but even a 15-30% net margin would imply a profit addition of $1.5M–$9M.

2. Semnet IPO Impact

• Valued at $54M, with GST owning 67% (~$36M stake).

• If the IPO goes well, the valuation could rise, boosting GST’s overall worth.

• If we assume a 1.5x–2x IPO valuation jump post-listing (not uncommon for tech IPOs), GST’s stake could be worth $54M–$72M.

3. GST’s Market Cap Estimate

• Before these developments, GST’s market cap was around £30M–£35M ($38M–$44M).

• Adding Bake’s potential revenue impact and a higher Semnet valuation, a post-acquisition and IPO-adjusted valuation could be:

• Base case: $80M–$100M

• Bullish case: $120M+ (if Bake integration and Semnet IPO exceed expectations)

4. Fair Share Price Estimate

• GST’s last share price was around £0.01–£0.015 (1–1.5p).

• If the market cap doubles to $80M–$100M, the fair price could rise to £0.02–£0.03 (2–3p).

• If both Bake and Semnet perform exceptionally well, a £0.04+ (4p+) price isn’t unrealistic in a bullish scenario.

Conclusion

A fair value range for GST post-acquisition and pre-Semnet IPO could be around £0.02–£0.03 per share, with upside potential towards £0.04+ if both Bake and Semnet deliver strong results. However, execution risks and market conditions could affect this.

All imho dyor

Estimating the exact share price movement of Sunda Energy (formerly Baron Oil) upon confirmation of drilling commencement is speculative, but we can make a reasonable projection based on past market behaviour, similar oil and gas exploration companies, and investor sentiment.

Factors Influencing the Share Price Movement

1. Market Expectations & Speculation

• Small-cap oil and gas stocks often see significant pre-drill rallies as speculative investors buy in anticipation of a positive outcome.

• If drilling is confirmed on schedule (Q2 2025 for Chuditch-2), the share price could surge weeks or months before actual drilling begins.

2. Comparisons to Similar Companies

• 88 Energy (88E) saw a 200–400% rise in share price leading up to its Icewine drilling campaign.

• Pantheon Resources (PANR) experienced a 150–300% increase before key drilling updates.

3. Current Market Capitalisation vs Potential Upside

• Sunda Energy is a small-cap company, meaning a strong pre-drill rally (50–200%) is possible depending on news flow and investor sentiment.

• The company’s valuation hinges on the estimated 1.1 TCF of gas in Chuditch, meaning confirmation of drilling could drive a substantial price re-rating.

Estimated Share Price Movement

• Current Share Price (Estimate as of Jan 2025): ~0.06–0.08p per share (based on recent trading range).

• Pre-Drill Hype (Speculative Run-Up): 0.12–0.16p (50–100% rise).

• Drilling Confirmation (Q2 2025): 0.18–0.25p (100–200% rise).

• Success Case (Discovery Announced): 0.50p+ (500%+ rise, depending on resource upgrade).

• Failure Case (Dry Well or Issues): Drop back to 0.03–0.05p (50%+ decline).

Conclusion

• Short-term traders will likely buy into Sunda Energy leading up to the drill announcement, potentially doubling the share price.

• If drilling starts successfully, a 100–200% increase from current levels is realistic.

• Long-term gains (500%+) depend on a successful gas discovery and farm-in deals for development.

• A failure scenario could see the price decline sharply, meaning risk management is key.

Playing with some AI for valuations and timelines is great fun. Got this result below-

Estimating the potential impact of the Chuditch-2 drilling commencement on Sunda Energy’s share price involves analyzing the company’s current financial standing, the projected value of the Chuditch gas field, and market reactions to similar events.

Current Financial Overview

• Market Capitalization: Approximately £17.22 million.

• Shares Outstanding: Approximately 25.51 billion shares.

• Current Share Price: Around 0.0675 pence per share. 

Chuditch Gas Field Valuation

The Chuditch gas field, located offshore Timor-Leste, has an estimated contingent resource of 1.2 trillion cubic feet (Tcf) of sales gas. 

To estimate the potential value of this resource:

1. Gas Price Assumption: Assuming a conservative market price of $5 per million British thermal units (MMBtu).

2. Conversion Factor: 1 Tcf of natural gas is approximately equal to 1,000,000,000 MMBtu.

3. Gross Resource Value: 1.2 Tcf × 1,000,000,000 MMBtu/Tcf × $5/MMBtu = $6 billion.

4. Net to Sunda Energy: With a 60% interest in the project, Sunda Energy’s share would be:

• $6 billion × 0.60 = $3.6 billion.

5. Risk Adjustment: Applying a 50% chance of geological success and a 50% chance of commercial success:

• $3.6 billion × 0.50 × 0.50 = $900 million.

6. Net Present Value (NPV): Considering development costs, time to production, and discount rates, a conservative NPV might be around 10% of the risked value:

• $900 million × 0.10 = $90 million.

7. Per Share Valuation: Dividing by the number of shares:

• $90 million / 25.51 billion shares ≈ $0.0035 per share.

• Converting to pence (assuming an exchange rate of 1 USD = 0.75 GBP):

• $0.0035 × 0.75 = £0.002625 per share, or approximately 0.2625 pence per share.

Potential Share Price Impact

Upon confirmation of drilling commencement, market sentiment could drive the share price toward this risked NPV per share. Given the current share price of approximately 0.0675 pence, this represents a potential increase to around 0.2625 pence per share, reflecting a possible ~289% rise.

Note: This valuation is highly sensitive to assumptions about gas prices, recovery rates, development costs, and geopolitical factors. Actual market reactions can be influenced by broader market conditions, investor sentiment, and unforeseen events. Investors should conduct thorough due diligence and consider the inherent risks in oil and gas exploration investments.

Posted already but someone got the thread deleted!

I see this as quite positive for movement. They’ve confirmed still on track to drill Q2 this year and by commencing an env survey, one could assume that financing is essentially in the bag, subject to some drill negotiating or similar?

I personally would like the possibility of a farm out of chuditch to a big player who takes it on and pays us a chunk up front with ongoing fees of say 20%.

Then use the chunk of cash to develop these new options elsewhere ourselves without debt.

A lot of 500,000 share buys going through today.

Really good research iikibr thank you. I don’t post much here as I only put in a grand but I am reading.