Member Info for Sp28

Totally agree.

Several months ago 100k shares would have cost over £20k, you can now buy em for £3k!

Asset is still there, and funding environment since Trump has gone up several notches. Its a totally different world now for US assets.

If they can get funding sorted back to 20p+ easy, IMO they will.

Whoever was going to sell, have done so, the rest will sit on hands, because the rewards from here could be extraordinary.

DYOR

Its valued at just £5m now LOL Which is totally insane, bought the ball Mills for a few million last year. So the entire Phoenix catalogue of projects is currently valued at close to £0.

Last year was trading at 27p, 1 rns that funding is on its way, or a whiff of funding and it will be back over 10p in a flash, probably multibag several times over.

With the tarrifs in place, and copper tarrifs coming, they cannot ask for a better macro environment. The asser is only becoming more valuable by the day. Big US investors will be looking closer to home now.

There are risks, but which miner doesn't. At such a low valuation, risk vs reward now is stupendous.

DYOR

Https://www.ft.com/content/fe1077c0-cb45-4dbc-96a6-f6c2af906787

Https://www.cityam.com/yougov-shares-jump-after-revenue-and-profit-growth-revealed/

Back to previous highs over time, that's if it's not taken over.

Still fully expecting a takeover approach very soon, it's simply to cheap, brand is too strong, global brand.

Yesterday/Today murmourings, hardly any changes will be made with regards to AIM, would put Reeves on Truss' level, political suicide.

Could see an almighty AIM bounce starting next week, after all the fear for many months.

As always, the big wigs will make the big money, rotation. Just look at yougov yesterday, 5% of shares changed hands after hours.

https://www.ftadviser.com/investments/2024/10/23/business-property-relief-unlikely-to-be-removed-from-aim-shares/?page=2

https://ifamagazine.com/three-good-reasons-why-rachel-reeves-is-unlikely-to-cut-inheritance-tax-relief-on-aim-shares-aj-bells-khalaf-explains/

Let's look at some facts and fundamentals.

Yesterday:

Buys 441,137

Sells 257,005

Seems like a classic rope a dope in action. Similar pattern over many weeks, just as the close period started middle of Aug.

Revenue £330m, growth of 27% ✅️

Profit £46m ✅️ Next year should be £60m plus.

Profit Margin 14% ✅️ should see significant improvement next year.

EBITDA Margin 27% 🤯

Operating Cash generation 93% 🤯

Dividend 8.75p, growing every year for the last 10 years ✅️ 100% increase since 2019 ✅️

Cash on hand £70m on 31st July, should be more now, more towards £90m ✅️

EPS 40p ✅️

Only 117m shares in issue ✅️

More than 50% held by top 7 holders ✅️

Founder still holds over 8% ✅️

CEO is former Meta Vice President ✅️

Global footprint, with 4300+ clients worldwide ✅️

Number 1 most quoted market research source worldwide ⭐️

One of the world's largest research networks ⭐️

Acquisition of Yabble ✅️

Acquisition of CPS ✅️

Had one off Acquisition costs with CPS this year.

From a valuation of £1.4b to £460m in 7 months

As I have said before, I can see a takeover nailed on. Bookmark this post.

On FY25 forward PE could be just 7x if not less.

Way over done, like SJP, it will soon correct itself, starting next week, narrative and momentum will swing, everything changes. 2 month close period officially ends.

I always had my eye on yougov as it has a huge brand, you come across them multiple times everyday and massively profitable, however couldn't manage to pay 1000-1200p, but down here, total gift, adding everyday now.

Expecting atleast 700p by year end. If takeover lands, who knows. Only few more days left for manipulation, expect directors to start hoovering up from next Tuesday. With the way they have moved this down, I would not be surprised with a 100p plus daily move in the coming days.

In a closed period, it's like the CEO and BOD jump out of the driving seat, and the shorters jump in, they cant find any gears, the only gear they know is reverse, and take it for a little joy ride, well CEO back in the driving seat in a few days. Tick tock.

All the best to any genuine long term holders (if there are any left)

Fully expect a takeover here, leading global data analytics company at a MASSIVE discount .

Hardly any PI interest, mainly just held by original owners/BOD/institutions, they will decide.

PE/Competitors can grab a bargain. Already called it on CABP few weeks back.

Unfortuntately in a corrupt manipulated world, market makers and shorters work in tandem. As the share price was running away, this has been walked down and washed out many PI's and traders, with glg absorbing all the sells and closing their position asap.

Like a coiled spring now, should rocket straight back up over the coming weeks.

DYOR.

A Senior Financial commentator on LinkedIn, alluding that CABP will be sold. His 2 main points:

1. Helios have to sell

2. StoneX will have further room to improve the price.

There is a willing seller, carefully evaluating the offer for nearly 3 weeks, they will try to get the maximum, IMO 165p (12 month high) and it's sold. A bit of gamesmanship going on, see if anyone else joins the race.

Very interesting few weeks.

Blackrock is also the largest holder of Stonex Group 🙈

Looks like a deal will be done, at what price! Remember if some existing holders are rolling over into Stonex, there is a huge strategic fit, and Stonex is currently at near all time highs. If shares in exchange, it's a US listing without going through the whole process.

Sit on hands and wait, let's see the best offers, but one thing I'm certain it will be sold.

https://pwpartners.com/

PWP provides strategic, financial, and tactical advice in connection with executing complex mergers, acquisitions, company sales, and corporate divestitures, including carve-outs, joint ventures, and spin-offs, and relating to takeover preparedness and defense.

Opportunistic bids on many listed LSE companies.

I'm sure other prying eyes including private equity will now join the race, pretty much ticks every box with no debt and huge margins, cashflows and profits.

I know the RNS came at the end of the day, and most will not have picked it up, but totally broken Market, the fact that a bid of 145p is proposed and the sp closes at 123p 🤦‍♂️🤣

Https://www.google.com/amp/s/simplywall.st/stocks/gb/diversified-financials/lse-cabp/cab-payments-holdings-shares/news/3-uk-stocks-estimated-to-be-trading-at-a-discount-of-up-to-4/amp

Near enough 100% upside today, then the European/US/Global growth to kick in.

Very easily could do a RR rise over the next 12-18months.

Don't forget before the Naira debacle peice target issued 12 months ago was nearly £6.

Looks like some funds/institutions are hoovering everything up, they know where CABP is heading.

Market cap - £280m

Debt - £0

Cash - ~ £140m

So the enterprise value is around £140m, which for a highly profitable company is totally insane.

IMO we will see IPO price of 330p surpassed in thr next 12-18months, once the reset if done, and EU and US license kicks in.

DYOR

Someone is quitely accumulating. Don't blame them.

Profitable, no debt, high margins, more than half market cap covered in cash, new Territories, new licenses.

CABP will take off soon enough.

Expecting a doubling atleast in the coming months.

With strong cash flow and no debt, wonder when we can start expecting some dividends coming our way.

From Investor Relations on Telegram:

They haven't paid the last 2 drawdowns.

'If they do, or cannot provide further funding, we would need to find alternative funding'

'If NIU do not fulfill their obligations then the company will consider all options'

DYOR

FYI - NIU have refused to pay the last 2 installments, including the $5m from July!

Always DYOR

Just shows the opportunity which exists here, not for long, I am sure.

1. Strategic Location - Idaho, USA, one of the most mining friendly jurisdictions in the world

2. Fully funded project , no more share dilution

3. Experienced Management

4. Proven reserves of Copper, Gold, Silver

5. Expansion potential is seismic - Only less than 1% explored to date!

6. Top ESG credentials

7. PFS for starter mine delivered

8. Commodities Supercycle

9. Low free float, and a very low share count of circa 220m shares

10. M&A. BOD not speaking, working on something big which could happen anytime. Imagine, if it's already a producing mine, and dividends can start immediately, mind blowing! PXC would approach £1+ in an instant with such a low share count.

11. Interims due literally anyday now, tomorrow/thursday.

12. Communications blackout, directed by the relevant authorities. Will have to reopen at some point.

13. Previously indicated, eventually move away from AIM.

Today, PXC is valued less than what it was valued 4 years ago, when the company has moved forward in every single way imaginable.

IMHO/ DYOR

Interims next week, most likely Thursday

2 ways it could play out, both ways means that 🚀

1. They categorically mention they are engaged in negotiations, maybe share suspended!

2. Again after Interims they stay shtum, which speaks a million words.

ATB. DYOR