Member Info for Valuerebel

JerseyCrew. AISC originally forecast at $576 . Selling at say $1,775 for an initial 10,000 oz production target brings in £9m p.a vs current MCAP £18.5M. They have stated their intention is to build production quickly to 30,000 oz pa so £27m at that point. Medium term production target 100,000 oz pa so £90m pa at that point. I have initial target around 15p then 50p is not unreasonable given the financing is in place.

My two cents. There was a lot of buying early doors in this share and it ran up to 1.85p . Market makers colluded to push the price down to try and cover their shorts paying people like John to post on this forum . He mysteriously only just started posting on lse about a month ago yet seems to be an expert on everything and have a bearish opinion about the share. Perhaps the bucket shop Novum lent the Market Makers some shares or ditched a few shares to try and help them out . It seems unrealistic that anyone else would want to flip given the prospects on here. If you don't believe that these sort of practices occur then take a look at the price action in VLS from October 2018 for a year. They forced the price down to force sellers back out then the price rebounded from 1p to 16p as the real story unfolded. Regulators do nothing and they get away with it. As soon as GCAT moves to proper advisers it will help. Fortunately the unfolding story is so good here that the buying will continue and this SP will recover pretty quickly so load up. You will question why you didn't make this one of your biggest share holdings in a few years.

Jdcarling11.. 2.60 purchase ...you are up 10% so far but this was one legs...

Paying "way over the odds" at 2.55p for a share with a conservative broker target of 34p...There's some room there.

Yes Papillon Holdings on IG

Always wants the last word even if it is BS and filtered..

Anyone know what the short position is in this stock ..stock borrowings etc?

On this share i know that the underlying value is 15p plus and most of us are underwater with Ed failing to deliver promises on time. Apart from that I think it was jim Mellon who was an investor here and sold out at 12p plus. I wonder if he has considered getting in again at a cut price deal? I am happy to sit and hold. Until value gets unlocked with IPO's then it is tough to rerate this share plus the CBD market has been depressed. I still see the investment case for a growing CBD market, believe that SEED has some decent stakes in those projects and it is just a matter of time before we rerate. Hopefully the push to 5.2p has reduced the short term trader types and we can have a slightly longer term horizon now with less volatility.

Can we concentrate on the SEED show on this chat or take your spat off line?

I would be somewhat irritated if this was Ed buying in. Good to see it joining the AIM Xmas season though , not before it's time.

And a 20p target per share for Tamesis..ha ha . You must quite like the share then if you are forecasting 4* current SP. Deramper.

2022 you have zero forecast for Lithium revenue and no production increase from 2021.

Vox podcost on AFRITIN with CEO interviewed. Scaling up production. Booming commodity. 60 tonnes of concentrate a month , target of 150m tonnes. By product mineral is Lithium. £55m MCAP only. Internally they estimate resource is double what they have declared. Looking to expand their plant facilities by 70%. 1Q production next year. Net income is $1m per month . 37K by ton costs them 20k per ton. After expansion 17k/ton costs and increased production by 70%. Cash flows going to up to $1.6m per month. Early 2Q decision on the size of a Lithium extraction plant they will set up. Lithium production could outstrip Tin from a revenue basis. With Lithium on stream he is looking at $3m of cashflow per month total. My numbers for ATM : Revenue of $24m from Tin and say $10m from Liithium for full year 2022, £25.7m Profit (less small overheads and bank loan), 2023 $24m Tin and $15m Lithium , £29.5m Profit 2023. All for a MCAP of £55m. Doesn't make much sense to me..

Tim. Imagine if we accepted gas payment in BTC. This would really take off then. For all you Crypto haters out there, Crypto Miners are now keeping 98% of the new BTC mined because VC's are throwing money at them and they no longer need to sell mined BTC to pay for rigs, electricity, overheads. Visa and MasterCard are starting loyalty cards with BTC (as an alternative to air miles) and preliminary research suggests this will create decent demand . ZPHR taking BTC as a payment fee would just accelerate the charge to 50p.

There's always a bigger fish Setanta. The largest holder I know has 65m shares.

Tim thank you. A very good summary. I was in those two placements also and am happy to watch the appreciation however not at 25% of my portfolio. Mind you if i was to consider an AIM stock that I wanted to put 25% in then zephyr would be the choice..good luck.

Bouchos.. Copy Paste.

Setanta . Bottom line we all agree that the MCAP is undervalued . TP analyst has an 80p plus target on ZPHR but that is looking 5 years out into further production. In the middle of next year we should be at 15p, just there were 909,090,909 shares issued in the last 14 months (0.55p and 2p) and at certain levels some of these shares will keep dripping out as they get redistributed to new buyers. Each higher high brings out a few % of those placing shares but the floor is getting higher too. We were stuck in 5-7p range for a while and now it looks likely we will be in a 7-10p range next until the flow rates start hitting and Oil prices rebound. As the MCAP grows the liquidity in the shares will increase as Institutions get involved. The last 24 hours have seen some rebound in AIM sentiment as some names have started appreciating 10% or so. We need the usual Dec-April AIM buy season to kick in and a deal for EUA to really help the kickstart process as cash will then be redistributed to other shares from EUA.

Risky I find it very difficult to trade AIM shares with HL and Fidelity in any size. With X-0 and IG it is much easier and bigger trade clips can be done. I don't know about AJ Bell etc.

The market was up 15% yesterday for what reason other than someone knew this RNS was coming out..that stinks. Should be looked into. Why let the broker insiders get away with it FCA ?