Member Info for zebbo

SW77, agree. This has been a classic case of shoot first ask questions later

AI Infrastructure vs Data Owners "the Real AI Moat" I used LSEG/RELX as prime examples....

The market is currently fixated on AI infrastructure — chips, compute, cloud, data centres etc

Analogy being - AI infrastructure (think MAG 7) building the roads Vs RELX / LSEG etc who own the maps and highway code + speed cameras to enforce compliance on the roads for certain data types / industries etc

AI is now moving away from experimentation LLMs / GPT type bots etc, into enterprise and regulated environments eg gov agencies, multi nationals. Then the value shifts away from raw compute and toward trusted data ie provenance, auditability, legal defensibility, In law, finance, risk, and markets. AI hallucinations aren’t bugs — they’re big liabilities. Many LLMs may provide answers and hallucinations eg GPT. RELX/LSEG are providing answers and solutions you can 100% RELY on, built on proprietary data sets.

AI doesn’t replace these moats — it raises the cost of not using them resulting higher ARPU with a deeper workflow lock-in via contract purchases and renewals. Who is going to trust non verified 3rd party dat

In a nutshell

Infrastructure wins the sprint (MAG 7 and infra build out).

Data owners RELX/LSEG win the toll road (this has not hit home for many IMO)

This distinction is not currently priced in....why;-

1. people are focussed on the current build out

2. people dont understand AI and capability boundaries

3. people fear what they dont understand and see threats that dont exist = current sell off IMO

Bit of a ramble but hope it helps..

Appologies, I was behind the latest news flow....Option 1 it is then

I still think there will be no action taken, very little to be gained. Lets not forget it is a consultation only, not a must be Op1 or Op2

Thanks for the update LSE, but I can read....lol

Related shares also took a cold shower when the US markets opened ie REL & EXPN 5% each, must be a US "thing" going on re AI or trump. Waiting for news flow to catch up

They should add basic project details with the RNS for people not familiar

Drilling Highlights (2022–2023):

3m @ 16.77 g/t Au (including 1m @ 47.17 g/t Au) from just 5m depth.

1m @ 10.20 g/t Au from 33m.

Anomalies: Recent geochemical sampling identified three significant gold-in-soil anomalies over an 8km strike length, with some samples returning over 500ppb gold.

Tailings: There is also a focus on the "fines" or tailings from historical mining at Cherished Hope, which the company is looking to process for early cash flow

Nice RNS, sounds like this project could move forward at pace now

Has risen alot IMO.

As metals rise in price I expect other mnerals in other juristictions to get similar treatment. Goverments are seeing the value they now have in their own back yard. Why are we letting others take the lions share of the value

TrekM that is Nat gas US...... :-)

That said UK gas is up 38% over the last month and 11% over last week

With metals booming that our SP is still at very low levels. Putting buybacks to one side the SP would likely be around 12p

Lets hope SW starts to put POW in the spotlight once we have hoovered up more stock. He needs to do better in selling POW to the market, currently valued as a basket of dead end projects IMO

Grumpy mode.... :-0

More like c11% with 2.59 div, unless the divi is going to shoot up. Simple maths applied SP/div :-0

Will defo help with the sale / price / NAV

Structurally no problem here, this is a long term AI winner IMO and will be £40+ before its £20.

£20 puts relx on a 2026 PE of ~15. Not impossible but very unlikely - Good luck with £20

Quote - "Disposal progress includes sale of ON Energy at an 18.75% premium to NAV and exclusivity agreed on a further disposal expected around year-end"

Could be related to the Minestarters update tonight

Brilliant drill results,,,

Just like to add I think the £45M valuation is very conservative. Be interesting to see what projects they have signed up / interest shown by juniors listed and otherwise.

My believe is that Minestarters will list with POWs interests injected into Minestarters (reverse takeover)

GROC is not alone, there are still a number of quality explorers that are essenially derisked and funded but trade on rediculous valuations. Many will remain "cheap" until production as there is a lot of risk in pre production prep

Https://www.youtube.com/@minestarters25