Member Info for TheBasher

This is always going to be volatile until it moves to monetisation. I asked ChatGPT to summarise.

Here’s what I found on **capAI plc (LON: CPAI)** — a small-cap AI company on the London Stock Exchange — to help you consider timing strategies:

---

## Company Snapshot & Recent Developments

* Formerly **Dukemount Capital plc**, the company rebranded to **capAI plc** in early 2025 as it shifted from real estate toward the AI sector ([Research Tree][1], [MarketScreener][2]).

* In **April 2025**, capAI unveiled a renewed AI-focused strategy centered on “Identify, Incubate, Invent” and a proposed partnership with AI venture firm **R42**, sparking a **29% share price jump** ([Proactive Investors][3]).

* The company subsequently executed a **warrant exercise via a stock loan agreement** with Executive Chairman Richard Edwards, resulting in the issuance of **400 million new shares** in June 2025 to maintain market stability ([Investing.com Philippines][4], [Stockopedia][5], [Vox Markets][6]).

* Market cap hovers around **£16–18 million** with share price range from **0.02 GBP to 0.94 GBP** in the past 52 weeks ([CNBC][7], [StockAnalysis][8]).

* Recent RNS updates describe active moves in areas like **capMedia US launch**, **Author42 platform licensing**, and **international expansion efforts** ([Proactive Investors][9]).

---

## Suggested Timing Strategies

### 1. **Before Major Catalysts**

If you believe capAI’s AI strategy and partnerships will drive value, consider a phased entry now to catch any upside ahead of earnings or product rollouts.

### 2. **After Dilution Absorbed**

Following the 400M-share issuance, wait for the market to digest the overhang. A rebound in share price from current levels may signal a better entry point.

### 3. **Post-Milestone Confirmation**

Set alerts for RNS announcements—like successful US expansion or product adoption news—and enter after confirmation of execution.

***Summary Recommendation***

CapAI remains speculative and small-cap by nature—with high volatility and risk due to its ongoing transition into AI. If you're bullish on its strategy, layering into the position now provides exposure ahead of potential catalysts. However, waiting for share price stabilization post-dilution or after tangible milestones may be safer for risk-averse investors.

What’s this about?? :-)

Date Time Trade Prc Volume Buy/Sell Bid Ask Value

05-Aug-25 08:48:31 0.601 4,300,000 Unknown* 0.42 0.47 25.84k O

05-Aug-25 09:15:16 0.60 14,524,781 Unknown* 0.42 0.47 87.15k O

Some Chinese mining and resource companies have a reputation for aggressive tactics in overseas joint ventures, particularly when supply chains or export timing are at stake. But whether Hainan has a strategic or legal path to “squeeze out” Kodal depends on the following factors:

1️⃣ Current KMUK Structure

Hainan Mining owns 51% of KMUK; Kodal owns 49%.

The Joint Venture Agreement (JVA) signed in 2023 defines:

Board composition and voting rights.

Funding obligations.

Off‑take rights for lithium concentrate.

Unless Kodal breaches the JVA (e.g., failure to meet funding obligations), Hainan cannot simply take over without triggering a legal dispute.

2️⃣ Potential Leverage Points for Hainan

Chinese partners often exploit operational or financial leverage rather than a formal hostile takeover:

Funding Pressure

If Kodal requires additional capital injections for Bougouni or KMUK, Hainan could offer loans or equity funding under conditions that dilute Kodal.

Operational Bottlenecks

Controlling supply chains—such as explosives, contractors, or logistics—could allow Hainan to pressure local operations.

Your shared slide shows operations suspended due to an explosives shortage—if Hainan indirectly controls procurement, this could create dependency.

Regulatory & Government Engagement

Chinese state-backed miners often maintain strong relationships with host governments.

If Hainan presents itself as the “stabilizing partner” to Malian authorities, Kodal could lose local influence.

Market Timing

With lithium prices fluctuating, Hainan benefits from holding or delaying exports if it aligns with Chinese battery industry needs.

3️⃣ Why They Might Want to Squeeze Kodal

Full control of Bougouni lithium concentrate for Chinese supply chains.

Avoid sharing profits with Kodal’s shareholders.

Faster operational decision-making without needing UK approvals.

Strategic alignment with other Chinese lithium investments in Africa.

4️⃣ Signs to Watch for a Real Takeover Attempt

Hainan proposing new capital injections with conditions unfavorable to Kodal.

Public disputes about operational decisions or export timing.

Pressure on board votes or moves to replace Kodal representatives.

Government lobbying in Mali to recognize Hainan as the primary operator.

So far, the $15 million tax dispute and possible site-level friction are soft signals, but there is no concrete evidence of an active hostile takeover attempt.

🍂 Does This Look Like a Tree Shake?

✅ Supporting Signals:

No adverse news or company developments explaining the drop—no earnings miss, regulatory issues, or negative updates surfaced today

The stock’s tiny market cap and low liquidity make it susceptible to sharp moves by market makers looking to shake out weak hands before accumulation

⚠️ Missing Confirmation:

Intraday volume spikes—a hallmark of tree shakes—can’t be confirmed due to limited public volume breakdowns.

Recovery or bounce patterns remain unverified; it's too early in the trading day to see short-term retracement above support levels.

✅ Preliminary Assessment

Given the sharp intraday drop without any apparent negative triggers, and the history of such moves in micro-cap stocks like CPAI, this decline is consistent with a market-maker‑driven “tree shake.” However, without visible volume anomalies or rebound activity, we cannot be definitive.

Summary of Analysis

Vague Statements: Often involve government "support," project "importance," future expectations, or positive outlooks without measurable details.

Factual Statements: Typically relate to site conditions, production figures, and specific meetings or regulatory actions.

### **1. Section: Government Support and Project Momentum**

**Vague Statements:**

* *"We've always found that we've had very strong support from both the regional level and the governor."*

* **Why vague:** "Strong support" is subjective and lacks measurable details.

* *"His team have always been very positive towards us and very proactive in their help."*

* **Why vague:** Terms like "positive" and "proactive" are not quantified or evidenced.

* *"This visit was just another step to emphasize the importance of the project..."*

* **Why vague:** "Importance" is subjective and undefined.

**Factual Statements:**

* *"This visit followed on from a couple of visits from the DNGM (Direction Nationale de la Géologie et des Mines)."*

* **Why factual:** Reference to a specific government body and prior visits is verifiable.

* *"We've shown and demonstrated the plant operating successfully."*

* **Why factual (conditional):** If the plant demonstration occurred as claimed, it is observable.

* *"42,000 tonnes of spodumene … we're running out of room to store."*

* **Why factual:** Provides a quantifiable figure and situation.

---

### **2. Section: Export Permit Timeline**

**Vague Statements:**

* *"Positive affirmation that we'll be receiving the license as soon as possible."*

* **Why vague:** "Positive affirmation" and "as soon as possible" are non-committal.

* *"A fast track process was in place."*

* **Why vague:** "Fast track" is undefined; no timeline or formal confirmation cited.

* *"We know we have the support from everyone involved in trying to get this complete."*

* **Why vague:** Generalized claim with no names, actions, or documents cited.

**Factual Statements:**

* *"Our team met again with the Minister of Mines in Bamako."*

* **Why factual:** A specific meeting event is concrete and verifiable.

* *"The Minister of Mines had actually met with the president..."*

* **Why factual (conditional):** If true, this is a specific event.

---

### *3. Section: Project Site Update and Wet Season Impact**

**Vague Statements:**

* *"Things are going well on site."*

* **Why vague:** No measurable criteria for "going well."

* *"We really would love just to be driving the material down to Port."*

* **Why vague:** Expresses desire, not actionable or measurable status.

**Factual Statements:**

* *"We've had quite a bit of heavy rain on site. Perhaps not as much as last year."*

* **Why factual (partially):** Rainfall is factual, but "quite a bit" is imprecise.

* *"We've had some inundation into the pit. We're busy pumping that out now."*

* **Why factual:** Clearly describes a physical condition and response.

Despite the personal attacks on posters who post openly available information which might challenge your agenda, and as you put it:

“ They would rather believe an ai interpretation of a slide that isn't legible to the human eye in a photo in a facebook post that doesn't mention any issue with the project at all, than RNS produced by the company and signed off by the NOMAD” the information was correct. As per the RNS today, stated by Bernard Ayling, CEO:

“Mining operations have also been impacted by delays in the delivery of explosives to the site, which was highlighted during the recent ministerial visit, and is expected to be remedied soon to minimise delays." In that statement there is fact (the delays caused by lack of explosives) and then speculation (expected to be remedied soon).

You have been rumbled. The truth will always come out.

And AI is obviously cleverer than you.

Please just filter Bobssocks and save us from this puerile chat.

If **capAI plc (CPAI)** reaches a **£1.6 billion market capitalization** (equivalent to US \$2 billion at \~£0.80/US\$1), here's how that compares to today's share price:

---

## 📌 Context: Today’s Share Price & Outstanding Shares

* As of **5 August 2025**, capAI is trading around **0.54–0.55 GBX** (i.e., pence, £0.0054–£0.0055) per share ([Investing.com][1], [London South East][2]).

* There are approximately **3.63 billion shares** outstanding ([Investing.com][1]).

* This reflects a current **market cap of about £19–20 million** ([Investing.com][1], [London South East][2]).

---

## 📈 Projected Share Price at £1.6 billion Market Cap

$$

\text{Implied share price} = \frac{£1,600\,\text{million}}{3.63\,\text{billion shares}} \approx £0.441 \text{ per share} = 44.1\,\text{p}

$$

---

## 🚀 Multiple Compared to Today’s Price

| Metric | Today’s Price | Future Price | Approx. Multiple |

| --------------- | ------------- | ------------ | ---------------- |

| Price per share | \~**0.55 p** | \~**44 p** | **\~80×** |

So, if capAI were to grow to a £1.6 billion valuation—with all else constant—that equates to **approximately an 80-times increase** in the share price from today’s 0.55 p to around 44 p.

---

## 🧠 Considerations & Assumptions

* This assumes **no change in share count** post-fundraises or share issuance.

* It assumes linear scaling of existing equity—does not factor dilution from future share issues tied to IP acquisitions or capital raises.

* Reflects only market cap growth; actual value unlock depends on **revenue, profitability, partnerships, acquisitions**, and investor sentiment.

---

## ✅ Summary

* **Current Trading**: \~0.55 GBX (pence), \~£19–20 m market cap.

* **At £1.6 billion valuation (\~US \$2 billion)**, shares would be worth \~44 p.

* That’s an **≈80-fold share price increase** over current levels, assuming shares outstanding stay constant.

🧠 What This Means for capAI (Author42 / Game42 / Movie42)

If capAI successfully builds and monetizes:

Author42 (AI-enabled publishing platform) → could align with early-stage media/AI players like ProRata or Synthesia depending on scale (e.g. $100m–$1b+)

Game42 (generative AI gaming platform) → could match or exceed the Inworld model (mid‑hundreds m to ~$1 b)

Movie42 (AI for book‑to‑film) → potentially akin to hybrid media-tech valuations ($200 m–$1 b)

Combined valuation of all three could realistically approach or exceed $1 b, edging into multi‑billion dollar territory as a cohesive integrated ecosystem—especially if revenue traction, partnerships or IP ownership materialize.

✅ Summary

Generative AI startups in media and gaming frequently secure valuations in the hundreds of millions to low billions, often before achieving significant revenue.

capAI’s targeted verticals—publishing (Author42), AI gaming (Game42), and film (Movie42)—are currently attracting investor and media attention with comparable models commanding strong valuations.

If capAI delivers MVPs, gains traction, secures partnerships or licensing deals, and optionally acquires IP, its combined platform could justifiably value at least $1 b, and conceivably $2–5 b if execution and monetization unfold robustly across all platforms.

Exactly that, @casper786. Im in a couple of other shares in exactly the same situation. Igonre the noise, and daily fluctuations until news lands, thats my strategy. Somet imes difficult, but as Warrrn Buffet says, sit on your hands, be prepared to (sometimes signifcant) paper losses until the company plays put as you think it will....

There are currently **no published analyst valuation forecasts or price targets** tied specifically to the success of Wishbone Gold’s (AIM: WSBN) 2025 Red Setter drilling campaign. Platforms like SimplyWall.st confirm that there is **no analyst coverage or forecast data** available for WSBN—so valuation scenarios must remain hypothetical unless and until new coverage appears. ([Simply Wall St][1])

---

### 🧠 Potential valuation scenarios

In the absence of analyst projections, a speculative model might involve:

1. **Discovery Upside**

If deepened drilling confirms a Telfer‐style deposit (multi‑million ounce gold + copper resource), equity valuations for *successful developers* in the Pilbara can range from **£50 M to hundreds of millions** depending on scale, grade, and economics.

2. **Comparable Benchmarking**

Frenches of junior explorers that made Havieron or Havieron‐scale discoveries (like Greatland/Newcrest) saw their market caps rise from low‑single digit millions to **hundreds of millions** or more in short order.

3. **Dilution and Cash Needs**

Wishbone Gold has raised modest equity (e.g. £1.75 M in early July 2025) and has no revenue or cash flow from operations. Any valuation jump depends on the absence of severe dilution from capital raises. ([Annual Reports][5])

---

### 📊 Summary Table

| **Outcome Scenario** | **Valuation Implication** |

| ------------------------------------------------------------------------------ | ----------------------------------------------------------------- |

| Confirmed large-scale Telfer-style discovery with high-grade gold & copper | Market cap could potentially rise to **£50 M–£200 M+** |

| Moderate-scale gold-only resource (\~0.5 Moz) or disseminated low-grade copper | Target market cap perhaps **£20 M–£50 M** |

| No significant mineralisation at depth or poor grade | Company likely remains at or below current **£10–15 million** cap |

---

### 🧭 What to watch for next

* **Drill assay results** revealing intercepts and defined resource potential

* **Independent resource estimate** (JORC‐compliant) status and size

* **Analyst initiation of coverage** following material results

* **Funding announcements**—especially if capital raises lead to shareholder dilution

I give up !

Ben Philpott

30 Jul 2025, 14:36 (6 days ago)

to me

Here’s a snapshot of Wishbone Gold’s prospects at **Red Setter**, their exploration project located just \~12–13 km southwest of Greatland Gold’s producing Telfer Gold Mine:

---

## 📍 What We Know So Far

### 🔍 Geological Potential

* **Expert Geophysics** identified a prominent "Dome‑like" structure at Red Setter via Mobile Magnetotellurics data collected in Sept 2024, showing strong structural similarities to Telfer’s host dome ([aquis.eu][1]).

* Strike‑length mineralisation has already been mapped over \~3 km, though up‑dip drilling near 200–300 m has encountered only low to moderate grades to date ([Vox Markets][2]).

### 🛠️ Exploration Status

* Wishbone is preparing to **deepen two previously drilled RC holes** using diamond tails, targeting the core of the Red Setter Dome at approximately **550 m depth** — well beyond earlier drill depths ([aquis.eu][1]).

* A major expansion of its exploration footprint was announced on **8 July 2025**: 12 new tenement applications now cover \~174 km², bringing their total holdings near Telfer to \~231 km² (\~400% increase) with some parcels

Excuse the duplication - for some reason I copy the entire text then it deletes half of it when I post... I'll try posting the secondhalf separately.

Ben Philpott

30 Jul 2025, 14:36 (6 days ago)

to me

Here’s a snapshot of Wishbone Gold’s prospects at **Red Setter**, their exploration project located just \~12–13 km southwest of Greatland Gold’s producing Telfer Gold Mine:

---

## 📍 What We Know So Far

### 🔍 Geological Potential

* **Expert Geophysics** identified a prominent "Dome‑like" structure at Red Setter via Mobile Magnetotellurics data collected in Sept 2024, showing strong structural similarities to Telfer’s host dome ([aquis.eu][1]).

* Strike‑length mineralisation has already been mapped over \~3 km, though up‑dip drilling near 200–300 m has encountered only low to moderate grades to date ([Vox Markets][2]).

### 🛠️ Exploration Status

* Wishbone is preparing to **deepen two previously drilled RC holes** using diamond tails, targeting the core of the Red Setter Dome at approximately **550 m depth** — well beyond earlier drill depths ([aquis.eu][1]).

* A major expansion of its exploration footprint was announced on **8 July 2025**: 12 new tenement applications now cover \~174 km², bringing their total holdings near Telfer to \~231 km² (\~400% increase) with some parcels

Here’s a snapshot of Wishbone Gold’s prospects at **Red Setter**, their exploration project located just \~12–13 km southwest of Greatland Gold’s producing Telfer Gold Mine:

---

## 📍 What We Know So Far

### 🔍 Geological Potential

* **Expert Geophysics** identified a prominent "Dome‑like" structure at Red Setter via Mobile Magnetotellurics data collected in Sept 2024, showing strong structural similarities to Telfer’s host dome ([aquis.eu][1]).

* Strike‑length mineralisation has already been mapped over \~3 km, though up‑dip drilling near 200–300 m has encountered only low to moderate grades to date ([Vox Markets][2]).

### 🛠️ Exploration Status

* Wishbone is preparing to **deepen two previously drilled RC holes** using diamond tails, targeting the core of the Red Setter Dome at approximately **550 m depth** — well beyond earlier drill depths ([aquis.eu][1]).

* A major expansion of its exploration footprint was announced on **8 July 2025**: 12 new tenement applications now cover \~174 km², bringing their total holdings near Telfer to \~231 km² (\~400% increase) with some parcels

@casper

I think we will see further, perhaps much larger, buys prior to a positive RNS if they do hit the motherlode. This is AIM after all. I will be keeping as close an eye on that as for an RNS, to gauge what has been discovered. Of course, a sudden increase in large sells would be a very negative indication, but as you say, no risk, no reward. I am invested here so fingers crossed.

NVIDIA since its early days of $0.45 in 2015 to $180 in 2025 (and just at the start of the AI boom) . That’s around a 35,000% increase. I’ll take just a fraction of that kind of growth in 10 years with CAPAI.

Even better if you take it from the very start at $0.04 it’s nearly a 500,000% rise.

@Dazzer

Either that’s a poor attempt at a subtle bash, or you are just being plain daft.

---

### Current exchange rate (August 2025 estimate):

* **1 USD ≈ 0.80 GBP** (approximate, since exchange rates fluctuate)

---

### Step 1: Convert market caps

| Scenario | Market Cap (USD) | Market Cap (GBP) |

| ---------------- | ---------------- | ------------------------- |

| Current (2025) | \$18,000,000 | £14,400,000 (18M × 0.8) |

| Best case (2026) | \$378,000,000 | £302,400,000 (378M × 0.8) |

---

### Step 2: Convert share prices

| Scenario | Share Price (USD) | Share Price (GBP) |

| ---------------- | ----------------- | --------------------- |

| Current (2025) | \$0.006 | £0.0048 (0.006 × 0.8) |

| Best case (2026) | \$0.126 | £0.1008 (0.126 × 0.8) |

---

### Summary in GBP:

| Scenario | Market Cap (GBP) | Share Price (GBP) | Share Price (pence) |

| ---------------- | ---------------- | ----------------- | ------------------- |

| Current (2025) | £14.4 million | £0.0048 | 0.48p |

| Best case (2026) | £302.4 million | £0.1008 | 10.08p |

---

So currently the WSBN share price is roughly **0.48p (pence)** and in the best case scenario could reach about **10p**.

---