Member Info for uxm484

Looking for a nice rise now. Great news.

This will only tank more and more absolute disaster.

Appears to be well funded over the next 12 months. This should rise nicely and more news to come.

Surely a nice doubler. Sometimes you get delayed rises.

AI view

This RNS is valuable because it shows early confirmation of a significant gold discovery, indicates upside potential, and demonstrates low-risk capital deployment through a funded JV. For investors in junior mining stocks, announcements like this are often market-moving, especially if upcoming assay results confirm and expand the findings.

This split is not unusual in orogenic/quartz-vein gold systems. It raises both opportunity (high-grade shoots can dramatically improve project economics) and risk (high variability, need more drilling). The company doing screen assays and more holes is the correct next step.

Well done.

This is why we must not panic. Should head back to 0.070. With further news we could be back to 0.10 again.

News only breaking out. The big boys are yet to arrive.

GL all.

Market cap is far too low. 300% today is my prediction.

LETS GO.

Added a few. Buyers coming in.

The market cap is far too low sellers will dry up now and we should get buyers coming in. Expecting a bounce to 0.070-0.080. Those that sold will likely be buying back around 0.050.

Surely a decent multibagger here.

This feels like a 500 million market cap company in the making.

Same here we could sleep and wake up millionaires or buy more lol

200 to 300 per cent likely first.

Mcap too low market will catch up huge buys on the way.

I will likely sell half at 15p and keep half forever. Does that sound like a plan???

This looks like a company that will keep growing forever. Unlike other AIM companies it is at the real big money stage.

This should be a key driver in bringing in numerous Institutional investors so I would think 1.50 target short term is realistic with an increase in confidence.

A decent buy at these prices in my opinion.

Given what’s in this RNS, a £32m market cap doesn’t look high at all — if anything, it looks undemanding for a company with:

1. Cash runway secured to H1 2027

They’ve just added $7m upfront + $4m potential milestones without dilution.

Plus Sequel is co-funding development work.

That means Arecor won’t need to raise equity for at least 18–24 months, a huge de-risker for investors in AIM biotechs.

2. Flagship AT278 opportunity

Target market estimated at $2.9bn in the US alone, before considering Europe and ROW.

If AT278 succeeds and captures even a small share (say 5–10%), that’s hundreds of millions in potential revenue.

Current £32m market cap is barely pricing in this upside — it reflects more of a preclinical biotech risk discount.

3. Partnership validation

Sequel is committing real cash ($1.3m) and technology (twiist™ AID system) — a vote of confidence.

Suggests the insulin pump market sees AT278 as a genuine differentiator.

4. Trade-offs

Arecor sold future royalties on AT220/292 to get upfront cash.

This limits optionality in those assets.

But it’s a smart move if AT278 is the value driver — it concentrates the bet.

Execution risk still lies ahead (Phase 2 → Phase 3 → regulatory).

📊 Valuation View

£32m looks modest vs. the size of the opportunity.

Many preclinical or early-clinical biotechs trade at £50–100m+ without partnerships, cash runway, or differentiated assets.

If Phase 2 goes ahead in 2026 with good data, the rerating potential is multiples of the current market cap.

✅ So: right now, £32m is not high — it’s arguably cheap, given the strengthened balance sheet, strategic partner validation, and high-value market focus.

Institutions lining up. Don't be surprised with HUGE demand for the product.

Great RNS.

From AI _ DYOR as always

Alright — let’s break this down into an estimate for how much Ascent Resources might actually net if they “win” against Slovenia.

⚠️ Important caveat: this is an illustrative estimate, not a guaranteed outcome. Arbitration tribunals can award very different amounts depending on how they assess damages.

Step 1: Claimed Damages

Ascent has said the claim is “in excess of €500 million”.

Let’s round this to €500m for simplicity.

Step 2: Realistic Award vs Claim

From past Energy Charter Treaty arbitration cases:

Companies often win 25%–50% of what they claim.

Example: Rockhopper v Italy claimed €275m → awarded €190m (~69%).

Others have been much lower (e.g., ~20–30%).

👉 Reasonable assumption: 30–50% recovery range.

That gives us €150m–€250m.

Step 3: Costs and Legal Fees

Arbitration + legal costs in ICSID/ECT cases are typically €10–30m (for multi-year proceedings).

Sometimes the losing state pays part of these, sometimes not.

👉 Deduct ~€20m as a rough average.

Step 4: Ownership Share

Ascent owns 75% of the Petišovci project (the other 25% is Geoenergo).

Arbitration filings suggest Ascent and its subsidiaries are the claimants, so they should directly benefit.

If tribunal links damages strictly to project ownership → Ascent’s share = ~75%.

👉 On €150m–€250m award, Ascent’s slice = €112m–€187m.

Step 5: Interest & Timing

Tribunals usually add pre- and post-award interest (LIBOR + margin, or EURIBOR + margin).

If claim goes back to ~2017, that could add 10–20%.

👉 Adds another €10m–€30m.

Estimated Net Payout Range

If they win and Slovenia complies:

Low case: ~€120m

Mid case: ~€160m

High case: ~€200m+

Key Takeaways

They will not just get the full €500m claim.

Realistic outcome is maybe 25–40% of that, netting ~€120m–€200m.

That’s still transformational for a company the size of Ascent (market cap < €50m recently).

Enforcement risk is low (Slovenia is an EU state), so collection should be possible.

But markets often price ahead of near-term inflection points (especially with FDA approval + Medicare reimbursement + Tempus deal in play).

That’s why RENX might trade closer to FY27/28 multiples once investors gain confidence in growth.