Member Info for technoInvest

Just dropping in so I can wish everyone a Happy Christmas.

Been quite a year for anyone who has invested in MOS and I am looking forward to 2025.

My main resolution for 2025 will be to continue to ignore the trolls and look for companies that are unloved with potential.

No doubt AIM is tough but I would urge people to keep in mind the comments from the trolls when the company was at it's lows and compare that to the share price now!

Enjoy your celebrations: whatever they are and wherever you are.

POW is surely a contender for the 1 in 3! Not sure how I would feel with a takeover unless it was at a high multiple. Even just the value of the GMET shares equates to roughly the POW market cap!

https://www.thisismoney.co.uk/money/markets/article-14211559/UK-faces-swarm-takeover-bids-new-year-One-three-AIM-stocks-risk-says-Investment-bank-Peel-Hunt.html

Very good interview.

There are many parts to the POW portfolio so any investor can almost take their pick which parts interest them the most (for me it is Uranium, Arabia, GMET in terms of near term activity), then get the other bits for free at the current share price.

However the stand out bit in the video for me is the section about FDR which was above my expectations. He says he will update us within days and weeks on that and hints that perhaps GGP may have some involvement. I was expecting news on that in months, rather than sooner, so that is very interesting.

Maybe in a few weeks I will be saying there are 4 (Uranium, Arabia, GMET, FDR) rather than 3 (Uranium, Arabia, GMET) parts of the portfolio that I am excited about.

POW market cap tonight = £16.3m

GMET market cap tonight = £34m (POW 45% = £15.3m)

Are #Uranium, Arabia, Molopo, etc worth just £1m?

I added today and I think once our seller / sellers are done we should get to a more sensible price.

IMO as always!

Nice to see another RNS out today on the Uranium projects.

I am looking forward to following the Uranium projects within POW as we move into 2025.

It is worth keeping in mind that Uranium is just one aspect in the POW portfolio but I am convinced that the market will wake up to POW - at some point.

I still can't quite believe that more investors are not seeing the potential at this price but they will in time.

Good Uranium RNS today. Tow key points for me:

1) Suggests drilling start Q1 2025

2) Suggests that it is the second highest exploration budget being deployed in the region (we have talked about how significant that budget is recently)

Very happy to be building a position in this company.

Good luck all.

In simple terms the deal is:

New company set up

POW put in the licences

ACAM put in £10m

ACAM own 70% of the new company and POW 30%

My belief is that POW then effectively do the work

One of the best deals I have seen with juniors by a long way.

Put it another way if a junior explorer raised £1m people would be getting excited, however out of that PLC costs would be taken (normally). This is a very different situation as with that sized budget you can do "proper" exploration.

I am pretty sure that POW are doing all the work in the JV (which is actually good as then the cost of those staff would be funded by the JV, slightly reducing the cost of those staff to POW).

It is not like some JVs you see where small explorer X signs with large mining company Y who then does very little for the period of the deal.

Quite the opposite from how I have researched it in that POW are in the driving seat to push this forward.

Good morning PP.

In reference to your comment "Pow have some great deals going on but, nothing is certain." a big thing for me with POW is that in my opinion the market has missed one of the already done deals! That is the Uranium JV.

So some things are more "certain" than your post reads to me.

I have seen a few comments about it but nothing much on the fact that £10 million to spend on exploration is off the chart for a small company.

In terms of "nothing is certain" if things to become "certain" on say Arabia or one of the other possible new strings then combine Uranium with GMET (the more certain). Certainty in terms of deal structure, not exploration success.

And then back to "certainty" after deals we then have the exploration "luck" so as things progress that is when things really get interesting.

Simple terms is that the current value of the sum of some of the parts makes this a no brainer.

Investors need, in my opinion, to value POW on the parts with the financing deals plus progress on exploration to date and then the parts as exploration unfolds across these parts.

I can see why you would say that but it's not how I see it.

I think a big thing with AIM investors is that they only want to invest when its in play.

In play could mean when volume is going through a stock as let's face it many AIM investors are really short term traders.

In play could also mean when there is a high probability of significant news dropping - I have seen it so many times that people try and time buying as they don't really want to hold any longer than they have to as then they can "play the other tables" when they wait.

In my opinion there are very few serious companies that offer significant returns and I think that POW is one of these.

So I am simply positioning myself as I believe that the stock will be much higher in the not too distant future.

Catalysts for this are many but my main focus is the uranium as I don't think I have ever seen a deal that good for a company of POWs size.

The market has totally missed it in my opinion.

I really like the other interests (GMET and Arabia you mention but there are other decent ones).

Good luck!

PowerfulPete.

You are right in some of what you say.

AIM invetsors, including myself sometimes, often buy at the wrong time and I am not surprised that few are buying at the moment.

I am building a position.

AIM investors are also not that well researched often.

I am amazed that people have not seen the incredible value of the Uranium deal.

I don't know of a single other small company with £10 million cash for exploration and of course POW have many other strings to the bow.

Appreciate that they "only" own 30% of this Uranium JV.

I think POW will trade at a multiple of the current price at some point soon and then we will get the other classic AIM comment of "why did I not load up when the price was lower".

Probably a controversial comment but thinking longer term does it really matter who the president of the worlds best economy is?

When Biden was in charge environmental disasters got worse.

Same under Trump before him.

Same under every other president before that.

ITM has world class tech for mega sized projects.

They have a cash position that is disproportionate to the market cap.

Patience is all that is needed unless you believe that the world is going to back track on the "green stuff".

And when you wait it moves around a fair bit with good liquidity so you can trade it as much as you wish.

Good morning all.

I have been building a position in POW over the last few weeks. I have followed the company since their ABM days and have held it previously over the years.

Whilst the share price is pretty poor at the moment I have started buying the stock as I think it offers the best set of mineral assets by far on AIM at the moment, for the price.

I would suggest that on the Uranium JV alone it's probably worth the market cap but when you add in the GMET holding it's a no brainer. Plus they have numerous other aspects (Arabia, Molopo, GSA, etc).

On the Uranium JV they have 30% of a company with £10 million in cash to explore and that sort of budget is just not seen on AIM. Even a budget of £1 million gets investors excited but in my opinion with early exploration is rarely enough to make serious progress. I see plenty of small exploration companies raising significantly lower amounts of money and find it comical.

I will continue to add next week as I think it is a very rare opportunity but I did see the print for just over £50K at the close last night so at least one other person seems to see this how I currently see it.

Good luck everyone.

Morning all.

I used to hold a large amount of ITM many years ago and have recently started buying back in. Some for a long term investment and some for trading as its at a very attractive price IMO.

Today they have some coverage in the Daily Mail Stock Watch, part of the daily market report:

https://www.thisismoney.co.uk/money/markets/article-14060621/MARKET-REPORT-Builder-Vistry-plunges-cost-issues-hit-profits.html

It will be HLs.

As I understand it the broker applies for the stock they want (based on their pooled clients) then they get an allocation.

Then they share it up as they wish.

I thought it was a good (fair) way of doing it and its very similar to how they do most the IPOs when they get scaled back.

HL just posted the allocation policy:

The company has implemented an allocations policy whereby applicants received a full allocation up to £250. The remaining application was allocated at a rate of approximately 56.794% rounded to the nearest share.

HL have not said the allocation policy yet.

So we do not know yet if they allocated different quantities based on the size people put in for.

I put in more than I really wanted to hold for the next few months as I expected a scale back, however of course I would have been happy with full entitlement as it's a good company IMO.

I may hold longer but I hold very few investments longer term these days (long term being 1 year plus)

As to what I put in for I would prefer not to say but it was a reasonable amount so as things currently stand I am pleased.

I am with HL (Hargreaves Lansdown).

I have seen my allocation in my various accounts.

I got about 60% of what I requested.

You can buy APN in a fund and share account with HL from today but you can only sell it in other accounts (ISA, SIPP, etc) until conditional trading ends.

That really is an incredible appointment for a small (but growing) company.

Did not expect that and he also has a decent chunk of the company.

Should be yet another positive day on the good ship MOS.

I took your trading comment as actively trading it. People who bought short or long term then sold all / some is just as it is a market. That happens with every stock so also a silly comment. You must be running out of things to say to try and knock’ the company now LOL.