Member Info for Thunder2040

Sorry, what? The SP is not a valuation? I think you have also lost touch with reality too with that comment. I also would not worry about my reason for investing, I have not lost sight of what I am doing thankfully.

Advocating a breakup in the near term at a significant premium is called realising value and I see plenty here to be realised with a change of approach, granted if you invested before it got this slow the agenda may be different. At 80 years old Sir Martin is no spring chicken, and there are also 92% of other shareholders interests to think about.

I feel the fact that the merger talks were not rebuffed shows that S4 is in play now, as previous proposed transactions were dismissed completely, the valuation as I see it is now too low to prevent a breakup, sale or combination.

Happy to disagree on this, I do see something on the horizon other than S4 trading it's way out or going bust.

I honestly believe it's time to sell up here now for Martin Sorrell. The valuation of S4 is totally detached from reality, how is announcing that revenue might drop low single digits, ebitda remain flat and debt be reduced circa £40m, cause a share price to lose 50% in a matter of months? Its not distressed, is generating cash - but it trades like it's broken. The sooner something is done about it the better IMO

It's quite funny this now, how cheap do you think this can actually get - its staggeringly undervalued - gets taken out at x2 or x3 current price is Sir Martin swallows his pride and just lets go - for the long suffering shareholders it's about time IMO

Https://oilprice.com/Latest-Energy-News/World-News/South-African-Court-Blocks-TotalEnergies-Oil-Project.html

Is this meaning all Total blocks or a specific one? Yet another potential delay would be disappointing if it did relate to 3b/4b

How is buying an FX trading/broking company relevant to the other loan product in development by Fiinu, it just makes me feel like this is a desperate aim company now rather than one that actually has something revolutionary. What cross over do these businesses have, and why was this even needed?

I'm not sure how much the SP would move on any flow RNS anyway, surely the big catalyst is Vietnam, when is that likely to be signed off - as with all these small cap oil and gas players, progress is glacial at times

At the time of the post disposal confirmation announcement rally, I did think to myself, what basis is this rallying on, given the consideration receivable was already known to the market. I saw a few institutions taking positions and assumed potentially Cosmans may have made a move. To now see this level of shorting is very alarming, like that is a serious pile on into the rise. The £500m hybrid debt lurking in equity is a millstone around Mobico's neck. For me the only way they get out of this is to win some new contracts and sort out German rail, but complete radio silence on trying to take new bus business in middle east or scandi these days...

If oil flows on this well and it proves up the play where do people see the SP heading, back to 60/70s? I feel like the company has a high degree of confidence in this well given the CEO has gone out there in person, you wouldn't do that with a duster surely.

The Taiwanese stock market is approaching all time highs driven by semiconductor companies, IPO market also strong:

https://english.cw.com.tw/article/article.action?id=4199

The IQE Taiwan subsidiary's revenue accounts for most of IQE wireless sales, if we take Mark Cubitt's comments from last investor call. FY24 wireless sector sales were £67m.

Noting Peel Hunts comments:

https://www.proactiveinvestors.co.uk/companies/news/1060846/iqe-fundraise-to-de-risk-ahead-of-taiwan-ipo-praised-by-analysts-1060846.html

They peg the valuation at somewhere between £160m -£192m.

I am fairly confident a transaction can be done that unlocks the value, which would turbo charge IQE's balance sheet.. There are clearly jitters at the moment but surely the value will out.

The cash from a disposal could be put to use paying down the convertible and investing in Greensboro US in conjunction with Chips Act funding or the Trump equivalent:

https://semiconductor-today.com/news_items/2024/nov/iqe-051124.shtml

The AI/Defence/Power market is going to grow significantly, so there is a real opportunity, just requires faith at a time when many have thrown in the towel with IQE IMO

Surely if there is a major transaction in negotiation Directors are in a closed period as they are inside.

Are proposals the same as offers? Strikes me that things have run aground.. the communication is dire but if it can get closed the rewards short term are plentiful

When do people think a deal will be struck to dispose of the Taiwan subsidiary? I must say I thought it would have been done by now, surely must be imminent.

Mr Glass - full cash for what? They still can't fund development!? lol

Dumped is the phrase you are missing

Conrad RNS 19th May:

'Discussions continue with Empyrean Energy to resolve their outstanding cash call arrears to Duyung PSC.'

Good point Skippy, how much do they owe - this company really isn't what is it seems if you add in the net debt and CNOOC potential claim

To raise at less than the pre announcement funding price makes a mockery of what is being claimed here about transformational news - no two ways about it!

The price of the last fund raise in April 2025 was 0.09, now after the deal for the Mako Gas Field, the raise price is lower, at 0.08 - I think people really need to reassess the value of the latest announcement in light of this. A Conrad farm out may be the transformational event people are looking for but until then I think this deal was already in the pipeline and was just a rubberstamping of what was already expected in terms of gas sales for EME

I don't know, but Venezuelan heavy is sanctioned again with Trump. Also the drill targets talked of on past presentations talk about targeting different zones and I expect grades. The past discoveries were heavy but I think the block has more to offer...I am hopeful of a deal announcement as we all are

If I were Chevron I would be straight into buying up surrounding acreage to gain a further foothold in the area independent of Exxon. But who knows...

Https://www.reuters.com/business/energy/chevron-proceed-with-hess-takeover-after-winning-exxon-guyana-legal-battle-2025-07-18/

I wonder if this unlocks the Orinduik farm out now..very interesting