Member Info for tbcx

This is gold mine company, can't really be compared to GST. GST raise at a discount, eg twice this year alone, but only used small portion of that to buy btc. There are uncertainties about the subsidiary businesses and they are undertaking action against former owners of one of them, all a bit messy. GST also had to suspend their shares for late filing of accounts. Even with all that their market cap is still 70% more than BMV.

This is 2reincarnated's second account. Claimed IMM would halve before it did 1500%. Excellent inverse indicator.

Not seeing much if any downside from this level given mcap a whisker away from NAV. From here it should revert to a classical leveraged play on btc.

Sense that Yellow has been underestimated by the market. It had a seed round led by co-founder of Ripple Chris Larsen - he's worth billions https://en.wikipedia.org/wiki/Chris_Larsen

This has a long way to go to reach fair value, hugely underestimated by the market.

50% stake was announced on 4th September. Have people really not read the RNSs here?

He can now call a vote to take it private any time.

Careful not to get spiked here.

Confirmed gold site far bigger than expected, results close to surface, located in USA - does not get much better than this really.

Lampedusa - you've got two things wrong in one sentence there. The plc costs will not be anywhere close to doubling plus they still have a few million banked from last raises that they didn't use towards btc. No chance they'd be reckless to use up all cash on buying btc without setting aside admin costs.

Interims due before end of month including outlook will give a clear picture on where finances stand, until they're published no point inventing things in meantime.

Anyone who bought a few months ago and held got destroyed, no question.

A different prospect now, closely aligning with NAV removes much more downside.

A btc pump like one potentially beginning now on back of US news could see sentiment change here quite quickly.

Only really have to look at RENX yesterday and the sector read across that applies here to see where this could go

Can see this bouncing nicely now big seller out, still has a very long way to go to reach fair value here.

Agree this was way oversold, the company has all the right ingredients and unique IP to become a significant player and one of the big UK biotech success stories.

Knowing we have a GGP geologist on board thanks to being pointed on here, was looking at what other GGP geologists have gone on to achieve at other companies.

Callum Baxter is one example I came across. He recently partnered with GEO for its gold exploration in Australia, and its share price has trebled in last 6 months! These guys can have their pick of jobs and don't just chose anything.

Key takeaway for me is former GGP geologists definitely have form for delivering consistently.

Yeah that guy definitely stuck in the past, market for gold assets has completely changed, we are at the stage now where this is about the only sub £10m name left that hasn't at least doubled this year. With these assets and all the cash company has recently banked, delighted to be in at this level.

Current climate could not be more favourable to the company. Even just this week government announced mega mini reactor deal, with a decade long commitment valued in the billions. Best part is the genuine diversification with equally growing military side getting a real boost but growing threat level globally.

Budget allocations for this type of kit can be huge, and with unique IP they have real pricing power. It then becomes a virtuous cycle as the more they establish themselves as the go to name for top tier customers like MoD, that becomes a stamp of approval for other customers. For me this will be a firm long term hold.

The company should update their investor relations page to reflect major shareholders accurately. Anyone know what they are waiting for?

This does not pass the sniff test. Timescales totally unrealistic - no chance they get 1GW let alone in time stated. Talking valuations in billions, misleading, should never have been signed off. Why are they referring to Microstrategy who do not own data centres - they are a software company with bitcoin holdings. Last RNS about fake articles extremely odd. The list goes on.

More red flags than a CCP parade.

Best opportunities are moments like this when quiet before the herd arrives and realises what we have here.

Then you consider the gold is located Nevada, home to the likes of Barrick and Newmont.

With gold at ATH, taking into account the company's gold assets alone, can't believe how low the mcap is here.

These results are a key moment for the company and a genuine gamechanger. Has the right ingredients to be a giant in the making.