Member Info for stmaiq

AI's summary -

Train 1 assumptions - Capacity: 25,000 tpa

EBITDA (mid-cycle): £40–70m

Multiple (operating asset): 6–8×

Project EV: ~£300–500m

Net debt (post-build): ~£150–170m

👉 Equity value range: ~£130–330m

Corrected structure makes per-share upside meaningfully real

Glencore offtake materially improves dilution outcomes

Real upside is 2–4×, not fantasy — but execution still matters

I asked AI for some targets and projections -

"Base-case (3-5 years): I lean toward ~850–1,200p in 3 years, and ~900–1,500p in 5 years, assuming Aviva executes well on its “2026 + capital-light” strategy and realizes synergies from Direct Line."

Got mine on HL :)

Well i don't know whether to laugh or cry! Never seen Adam like that. More entertaining than the jungle at the moment.

Has anyone factored in the P/E ratio and the bearing on the share price, is there an industry average to use for comparison. It's not as simple as looking at the M cap is it? anyone any predictions on whether there's more room for optimism cos of this?

Some changed hands more than once - no such thing as a daft question

A couple of points - March RNS stated that the signed agreement was classed as a 'Very large contract: over USD 200 million'
Current Market cap is - 113m UK Pounds.
Secondly, a broker forecast this week reiterated a target of 75p, up almost treble the current SP.
Interested to see what spring brings, but not with bated breath.
GLA

hmm well, like the poster below topped up 1 minute before the RNS.
Still - been holding here since 2020, aint about to stop now.
FTSE 100 dividend paying stocks, over my spell investing have returned the best for me, so it's where it's at.
Hoping in 10 years time, i'll have my early retirement dusted.

wondering whether in ten years time i'll be kicking myself for not paying these prices and being greedy... #Divvie

time IN the market trumps
TIMING the market folks

UK expected to ban Russian oil - BBC News GLA

wow-wow-wee !

All fun and games for now, worth staying in to recoup .37p on every single one of the golden eggs I hold (all being well).
And starting to think, would a suspension REALLY be that bad for LTH? GLA

Zak had a look today
https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-friday-29th-october-2021-via-vox-markets/
https://www.share-ta lk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-friday-29th-october-2021-via-vox-markets/

https://audioboom.com/posts/7966804-traders-cafe-with-zak-mir-andrew-fryatt-ceo-jaywing

Also you can't view it, it's a podcast - hence you use your ears.
Last week when listening to the roast my PC blew up on me.
So will crank up the work laptop for tomorrows enthralling edition - once bitten...

Sold up having bagged and a bit and switched to a heavy dividend payer today. Thanks FC

What's the special?

er -how long have you got ! Top of the list is Zak's chart prediction today.

Just hold on!
So tempting to take the profit now to fund my holiday eating and drinking budget, but bowing out now surely misses out on the gold.