Member Info for Valuerebel

https://polaris.brighterir.com/public/tomco/news/json_news/story/xq1zo7w

Site going to be built, grants, large Corporate backing, in the right growth sector for ongoing financial climate. Now this has derisked, major backers were happy to pile in at 40p plus so I don't see 50p being unrealistic. You got in at a good time . This is not a share that will go there tomorrow but over the next 1-2 years it should do very well.

thomas65 almost three years but I'm not sure what that has to do to my opinion on whether I like the SP prospects . I have been adding almost three million shares to my holding over the last few weeks. I also hold Jubilee and Galileo for full disclosure. CB has this reputation of burning through cash but I think these projects are starting to bear fruit and generate cash. Also I believe the backdrop to investing in Commodities is very strong now so small mining companies will have a good tailwind and many other larger firms will be looking at them in the future.

There are 557mm shares in circulation after this new purchase announced on 1st June. The free cashflow generation is enough to ensure there will not be multiple shares issues going forward (unless there are major add on purchases) . The cash flow itself in six months should rerate these to above 2p to start . I was thinking 20-30p longer term target. In the TW interview, CB did say he intended to bolt on some additional purchases. He also mentioned he was very bullish on copper prospects so this new deal makes sense. With the new green order seeming to make inroads into European policy and to some extent American policy, then copper will benefit. Just look at the pressure being put on Pension Funds and Asset Managers to remove polluting names from their registrar of assets. I bought 1.5mm yesterday and will keep buying dips.

Littlewing £5-6mm of free cashflow per year for seven years..I understand Manica is somewhat dependent on Jubilee getting their act together too. CB likes to keep buying other projects but if he lets XTR just generate cash, the valuation will allow him to build into a solid madcap company which can then do raises off a stronger base with more Institutional buyers in place. 5p is my conservative target . This could be a £400mm company.

XTR offers a cheap entry to a cash flow generating AIM share. Having sold Avacta and GGP, I am hunting around for the next decent upside plays and I agree with TW that Jubilee and XTR offer decent risk reward now the shares have been derisked. CB has been too quick in the past to taste from the discount bucket shop cup but in recent interviews he has seemed to recognise that that doesn't generate long time shareholder value. I believe a realistic target on this share is 5p over the next few years. What nobody talks much about are the post affects of Covid. Commodities like Copper, Zinc, Uranium, Silver , Palladium will sky rocket over the next few years because there is a lack of supply . Demand will be slack but it doesn't matter. It takes too long for new sources of supply to be found and mined so Commodities and Food will be in short supply. When bonds collapse under the weight of supply and Europe makes all Govvies perps because they can't pay, then equity commodity plays will do really well. This is just the start of the small cap equity bubble..this could go on for two to three years. Major equity markets are fully valued , but small mining stocks will be where the wealth is created.

Spellcheck..Nuvec even

I was involved in this placement and I'm keeping as part of a Covid fighting portfolio. The share price was 4p as recently as April 8th so I don't see that as a crazy price to raise £2mm in this environment. It spiked to 7p getting dragged along with other pharma names but without any huge volume . Now they have raised enough money to see this through, I see no reason why this can't bash through 10p and infinity and beyond . This was definitely oversubscribed. Never looks like a decent bet for success.

Managed to get 1.2mm before they backed off..Keep churning it please.

Just added 500k after the selloff at 2.56 (thank you MM's) . I will continue to buy dips having sold out of all my GGP . There are a few gold miners that are starting to light up and will do well for the next 2-3 years and I believe Katoro is one of them.

Lazygun. I'm one of those sticky hands and am buying more in the secondary today if we try and drift down. You won't see me on here again for a couple of years.

Torreaguas. What a load of crap. Avacta was there for everyone at sub 25p for a while. TP did a placement yes but it was a tough sell at the time. The company got lucky with their malaria strip product and now there is a potential link to a Covid test product. You could have bought the shares a while ago at 25p. Even two weeks ago they were trading at 32p before an RNS came out. I know because i bought some at 40p. Would you say the same about the placements TP did in CLUFF, BOIL, EAAS, MODERN WATER, PATHFINDER, SKIN, TOOPLE, TOWER RES? Did they have inside knowledge of how those companies would perform. This is AIM. Some you win, some you lose. No news is being held back on Tomco .Companies need funding and the economic backdrop is the worst in a hundred years. Hopefully we will do well as I own shares at the placing price a bit higher. But please write less garbage..

This has become my second biggest position overtaking GGP with this 40% move. It's in the right sector and they have plenty of upside. Over the last month lots of holders sold out with the market selloff so the path looks clean now.

I am pretty impressed with how GGP is holding up with the first 1500 point move down in the DOW. Long may it continue because it feels like we have another 3000 to go.

Any chance we can take this chat room back to posting relevant news ? Too many “5p at end of day” and “25p after buyout “ posts . This used to be a chat with some great contributors and they are getting hidden in the dross..Rant over. GLA.

DR777 what was the new hot share tip on HotStockRockets ?

Scott_Chegg . They traded at 2.8p last week in a panic. If main markets go much lower then investors sell what they can to raise margin . You have a short memory.

I don't post very often but thanks for all the updates on here. I've held a decent amount in this name for several years but ramped it up in December fortunately. It's really good that this share is swimming against the tide to bounce back to 4.5p . As a long term holder I have sold a few today and yesterday because I think main markets will test new lows over Quarter End maybe driven by Hedge Funds, REIT's and a panic over Virus in NYC . Hopefully this name will keep its' upward momentum and I'll end up buying them back higher . If not I will be there in case we start trading at 3p again. Either way I am a happy as I still hold a fair amount and once this mess is over we will get Commodity Inflation over the next few years and Gold should hit 2,500. GLA .

GGP 4.18 on the bid despite the 30% global market selloff. That is pretty impressive and shows that holders are sticky now. Fortunately I believe we saw the medium term low yesterday in markets and oil prices will fill the gap from their breakdown now so Indices will push painfully higher for the uber bears who are now comparing this to 2008/9. A bit more global warmth and we will see April defeat this flu bug. This should quickly recover back over 5p and warrants shouldn't be a factor unless sellers are really desperate for cash .

Dodge ..I agree . The SP is remarkably stable given we have just sold off again 1500 points on the DOW. Most other AIM stocks are getting slammed ands this is treading water. We will probably see a deeper test of say 5-6% of core markets indices but then we can take off as people forget about the flu and concentrate on Trump remaining President, Trade deals for UK and global stocks testing new highs again on a slingshot move. Gold will probably drift a bit but is heading much higher over a two year time period. All looks good for my ISA's loaded with GGP.