Member Info for Theanalyzer

Mr Humble

Croda launched Zenakine at a key Global marketing conference, put it up on their website but you think it’s a blag?

SA was unwise to give dates if there was a risk he couldn’t provide numbers.

I take RNS as a positive because management had high expectations.

I wonder if he will say more when trading update arrives.

TwoGoodToDie

You are completely wrong.

Nuburu had going concern warning in year end accounts.

It wrote down inventory, fixed assets and right of use lease in 31 March 2025 results because lease dispute existed at that date and subsequent events were considered adjusting post balance sheet events.

Nuburu even state accounting issue relates to valuation of convertible loan notes and impacts profit and loss account and balance sheet and even which captions are affected.

You just can’t admit you are wrong. Probably why you keep pumping SYME stock.

Versarien have until opening of market tomorrow to get interims out or its suspended.

Might be last chance to get out.

TwoGoodToDie

Wrong again. The 10Q for 31 March 2025 hasn’t been restated yet.

The points you make like the lease default and write down of assets and inventory and going concern issues you make were all reflected in the existing current 10Q.

The year end accounts had a material uncertainty over going concern so that wasn’t a new issue.

The issue triggering the restatement is the convertible loan note accounting as clearly stated in 8k filing.

TwoGoodToDie

The caveat that 31 March 2025 accounts can no longer be relied upon has got nothing to do with subsequent events.

The Directors have determined that the accounting for convertible loans was incorrect in the 31 March 2025 accounts.

Yet another case where you have drawn the wrong conclusion either deliberately or because you don’t understand the point being made despite all your “research”.

At least you have now found the correct level of negative shareholders funds and debt of Nuburu.

Hughez87

You do spout a lot of inaccurate information.

Nuburu’s last filing indicates it’s insolvent with net liabilities at end of 31 March of $37 million although we are told that is no longer reliable by Nuburu.

Interims required either Monday or Tuesday before markets open or else Versarien shares are suspended.

Still no news on strategic investor or Total Carbide Sale

Interested to see how long cash runway is now, in year end accounts, it was Mid May obviously extended by placing but until when…?

Interims now get close to the wire it’s either

If you like Bitcoin why not buy the Greyscale Bitcoin ETF, or MSTR rather than SC which is valued at much higher multiples of Bitcoin current value?

Directors and shareholder backers can’t lose base on net asset value versus what they paid to get into SWC, the same isn’t true for shareholders who are paying way over net asset value.

People power

MSTR trades at around twice bitcoin price.

SWC trades at a much higher multiple even after recent price drops.

It’s simply overvalued.

Could it still go up, yes provided gullible people keep buying.

TwoGoodToDie

The 900 million authorised shares limit up 650 million on current limit requires approval at AGM on 9 July as I have already explained.

You do like to make up stuff both in supporting Supply and trying to counter valid arguments.

Until the SEC approve the Yorkville S1 Nuburu will remain strapped for cash.

Once S1 is approved Nuburu will issue shares to Yorkville who will quickly dump them.

I see TW was on the money with his latest article.

Meanwhile TwoGoodToDie tries to polish this turd of an RNS.

The fact that Nuburu can’t find $300,000 to meet its revised lending agreement shows you just how short of cash it is and why it is having to resort to ludicrously expensive and dilutive borrowing arrangements.

When S1 is approved it will be flogging the current 17.3 million shares to Yorkville for cash.

No RNS for cash payment from Nuburu yet

Has AZ controlled company failed to pay on time yet again?

TwoGoodToDie

No idea what you are on about.

The S1 you just mentioned was for 20 million shares

There is another S1 file for 47 million shares

Both file on SEC website under S1

I don’t expect company’s to report on progress on every contract but given Versarien’s Graphene revenues for whole of last year were just £384,000 a near £200,000 shortfall in graphene revenues for current period due to one contract is material and arguably requires disclosure.

Bitcoin treasury is a massive bubble.

Some of the current plays are valued at crazy multiples of current Bitcoin prices which doesn’t make any sense when you can buy Bitcoin yourself at no multiple or even MSTR a long term Bitcoin treasury play valued at just over 1.5 bit coin price which is a much more liquid share.

I don’t see Mindflair joining the Bitcoin Teasury bandwagon.

I do like Mindflair AI exposure which looks at lot more credible than say Pr10rity exposure.

Given the Humanity CIC contract events and Versarien’s lack of transparency about low levels of revenue actually achieved just £3,600 versus boast of £200,000 and failure to fess up that customer was in financial difficulty what investor will trust Board and invest, let alone at a premium.

Total Carbide still not sold.

TwoGoodToDie falls for DipNuke’s shorter squeeze ramp concerning a mere 1 million shares.

There are already two filed S1’s with SEC for over 67 million shares awaiting SEC approval.

The AGM is on 9 July requesting approvals for further share issues.

According to OTC Markets Nuburu now has 68.9 million shares in issue. It started 2025 with around 20 million in issue.

TwoGoodToDie

Why would the Golden Rule remove SEC restrictions around S3 shares issuances being restricted to 1/3 of public float?

More stuff you have just made up?