Buying shares?

CPX announced a follow on order and encouraging feedback on both their big automotive products and small thinline capacitors

expect to hear more on both over coming weeks with some customer names and market size or revenue numbers attached
 
CPX announced a follow on order and encouraging feedback on both their big automotive products and small thinline capacitors

expect to hear more on both over coming weeks with some customer names and market size or revenue numbers attached

The market not reacting well to the RNS
 
#XTR looks as though overhang has cleared. Let's see if Jan Nelson is forthcoming with his word. According to his last interview news is imminent.
 
MNC on the move

The Count of Monte_Cristo 2 Jun'15 - 08:47 - 888 of 888 0 0

Closed up 50% on the ASX...news due this week in regards the revision to the resource estimate for LC.

Presentation from the recent AGM is on the company website

hTTp://www.metminco.com.au/IRM/Company/ShowPage.aspx/PDFs/1962-10000000/PresentationAGM

News also due end of June for the PEA for LC

Plus TD2 is drill ready, permits are in process, see recent presentation for info on this. Lets get that target drilled!

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Jan Nelson is doing a fantastic job. #XTR a work in progress.
Plenty more newsflow to come.
 
OXP today raised £20M at 10p but for long time languished at 1p just a couple of years back

20th September 2012, 13:22
Thread: Buying shares?
by s28 Replies
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Views
273,479
Scientists ! Is this good news ? Statins at...
Scientists !

Is this good news ? Statins at lower doses ?

OXP

Following a successful evaluation period, the Company has established the feasibility of the delivery system in working with...
7th February 2014, 07:40
Thread: Buying shares?
by s28 Replies
5,101
Views
273,479
OXP - this sounds like it could be massive...
OXP - this sounds like it could be massive (previously mentioned here at 1p ? now 4p)

http://www.investegate.co.uk/oxford...roval-for-clinical-study/201402070700075181Z/
 
Evil Diaries now available free to air here http://www.masterinvestormagazine.co.uk/category/evil-diaries/

I used to subscribe for £70 odd quid a year to T1ps.com for them previously. Good value at £70 p.a. Great to have it as a free resource. May not always be right but has interesting take on many situations and has real credibility and track record in particular with regard to shorts
 
Evil Diaries now available free to air here http://www.masterinvestormagazine.co.uk/category/evil-diaries/

I used to subscribe for £70 odd quid a year to T1ps.com for them previously. Good value at £70 p.a. Great to have it as a free resource. May not always be right but has interesting take on many situations and has real credibility and track record in particular with regard to shorts

He is very eloquent
 
MNC a great long term chart, just viewing it on chart basis you might hope that it is a bowl formation and might complete to the upside but there has been a hell of a lot of dilution at the lows so think it would be outlandish to expect that

However if the Copper price manages a rally at some point over the next year or so and gets above the psychologically important $3/lb level a lot of marginal copper plays could increase in value significantly

Metminco does have some news due within next few weeks according to people who attended recent AGM so might be due a run of PI interest now it is funded for the next few quarters

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50 seconds in Zak Mir talks about MNC

<iframe width="560" height="315" src="https://www.youtube.com/embed/qnQg5Okc1Kc" frameborder="0" allowfullscreen></iframe>
 
A pal has just bought a million CPX today (not on my recommendation!) on the back of a hot tip circulating between HNWIs.
 
A pal has just bought a million CPX today (not on my recommendation!) on the back of a hot tip circulating between HNWIs.

So your pal has just snapped up some cheap shares. Pumping just under £40k on the back of a hot tip into CPX.

These high networth individuals, birds of a feather flock together. There will be more hot money following no doubt. Awesome!
 
So your pal has just snapped up some cheap shares. Pumping just under £40k on the back of a hot tip into CPX.

These high networth individuals, birds of a feather flock together. There will be more hot money following no doubt. Awesome!

Net worth*
 
So your pal has just snapped up some cheap shares. Pumping just under £40k on the back of a hot tip into CPX.

These high networth individuals, birds of a feather flock together. There will be more hot money following no doubt. Awesome!

Or alternatively, you could see the CPX story spreading beyond just a few eccentric PIs. These HNWI - rich people dont get rich by making impulsive, poor financial decisions. Just saying.
 
It really is a no brainer looking at the potential, invested capital, comparitors etc only held back by Management failure on milestones impacting confidence

Could easily be valued at 10x current level on hope and hype alone
 
Or alternatively, you could see the CPX story spreading beyond just a few eccentric PIs. These HNWI - rich people dont get rich by making impulsive, poor financial decisions. Just saying.

You make a valid point.
 
Guys have a look at AMC they have obtained the licence for production of Nickle in Russia and the sp has started moving forward up over 130% in the last month.

I had a few of these when the price was 6p a few years back but sold out with a nice profit earlier.
Thinking of getting back into this again.
 
I knew I shouldn't have chased MNC on that spike. Hopefully just a bit of profit taking going on.
 
Market sentiment really seems to be improving markedly seeing PIs getting excited by stocks and potential and after huge basing patterns in many stocks the stale bulls will pretty much have sold so you have stock being held tightly by people who know and understand the story. Only way for new investors to get involved is via placings (no bad thing in a positive sentiment environment because if there is demand and placing is oversubscribed there should be rationing and thus still a positive aftermarket if newflow momentum maintained) or big spikes higher from Marketmakers.

MNC a case in point. Huge Rights Issue recently with warrant issue at 0.25p and it has still had a decent 100% move in short order with news still to come.
 
AMC has had a huge one year move and I would not think now is the right time to buy it with technical indicators suggesting it is short term overbought. The right time to buy was about six months back when the stock had broken out above the 50 and 200 day Moving Averages and had a Golden Cross. Then on that chart signal you could have got in at 5p rather than current 25p. Will take a look at the 'fundamentals' later when have more time.

big.chart


There are many other stocks with less hope priced in, not technically overbought and recently achieved or about to achieve a big technical signal such as a Golden Cross which offer 'fat pitches'.
 
AMC been on their website and can't find any immediate evidence of an NPV or Pre-Feasibility Study / Preliminary Economic Analysis / Scoping Study etc

that makes me think they have something to hide

The Company has a Market Cap of £100m and needs to raise $400m of Capex to get into production

There seems very little upside from here in my opinion

There is a two year old Edison Investment Research note on their website. Edison are paid for researchers so not an independent or valid opinion. Even their calculations only pointed to an NPV of $89m ! (page 8)

http://amurminerals.com/amc/wp-content/uploads/Amur-Outlook-Oct-2013.pdf

They then introduce some fudges whereby with some 'hope' value they claim a potential NPV of $1000m but this is based on completely outlandish assumptions which no funding Institution will accept.
 
Market sentiment really seems to be improving markedly seeing PIs getting excited by stocks and potential and after huge basing patterns in many stocks the stale bulls will pretty much have sold so you have stock being held tightly by people who know and understand the story. Only way for new investors to get involved is via placings (no bad thing in a positive sentiment environment because if there is demand and placing is oversubscribed there should be rationing and thus still a positive aftermarket if newflow momentum maintained) or big spikes higher from Marketmakers.

MNC a case in point. Huge Rights Issue recently with warrant issue at 0.25p and it has still had a decent 100% move in short order with news still to come.

Thanks S28
 
Xtr

Thanks S28

s28 do you anticipate any unwanted surprises coming shareholders way? Have you held XTR to strong scrutiny? or is this just a small position you hold and are keeping an eye on things as they progress? Would be nice to know your thoughts on this company. I'm actually planning my exit strategy once profit figures are announced.
 
XTR seems too far ahead of its fundamental value for now but we are in a new market where momentum can take stocks even further away from their fair value so I would prefer to play it cautiously both ways. i.e. not be totally in or out but have one foot out the door
 
AMC been on their website and can't find any immediate evidence of an NPV or Pre-Feasibility Study / Preliminary Economic Analysis / Scoping Study etc

that makes me think they have something to hide

The Company has a Market Cap of £100m and needs to raise $400m of Capex to get into production

There seems very little upside from here in my opinion

There is a two year old Edison Investment Research note on their website. Edison are paid for researchers so not an independent or valid opinion. Even their calculations only pointed to an NPV of $89m ! (page 8)

http://amurminerals.com/amc/wp-content/uploads/Amur-Outlook-Oct-2013.pdf

They then introduce some fudges whereby with some 'hope' value they claim a potential NPV of $1000m but this is based on completely outlandish assumptions which no funding Institution will accept.

I appreciate your feedback S28, I found the following interview of the CEO upon receiving the licence talking about JV or a possible TO.

https://www.youtube.com/watch?v=lJ1f3wuzqK4
 
AMC been on their website and can't find any immediate evidence of an NPV or Pre-Feasibility Study / Preliminary Economic Analysis / Scoping Study etc

that makes me think they have something to hide

The Company has a Market Cap of £100m and needs to raise $400m of Capex to get into production

There seems very little upside from here in my opinion

There is a two year old Edison Investment Research note on their website. Edison are paid for researchers so not an independent or valid opinion. Even their calculations only pointed to an NPV of $89m ! (page 8)

http://amurminerals.com/amc/wp-content/uploads/Amur-Outlook-Oct-2013.pdf

They then introduce some fudges whereby with some 'hope' value they claim a potential NPV of $1000m but this is based on completely outlandish assumptions which no funding Institution will accept.

I appreciate your feedback S28, I found the following interview of the CEO upon receiving the licence talking about JV or a possible TO.

https://www.youtube.com/watch?v=lJ1f3wuzqK4

https://www.youtube.com/watch?v=MaHrGsuucsM
 
XTR seems too far ahead of its fundamental value for now but we are in a new market where momentum can take stocks even further away from their fair value so I would prefer to play it cautiously both ways. i.e. not be totally in or out but have one foot out the door

Thanks s28, I also have mixed views about XTR. Will see how things play out.
 
Bunch of charts here on the Horse Hill posse (UKOG, SOLO, ALBA, EVO, STG, DOR etc)

http://www.pakpassion.net/ppforum/showthread.php?107390-Buying-shares/page59

All seem to be setting up well. However the initial gap ups today getting sold. Suspect some don't believe Lenigas nowadays or know there will be placings coming shortly. Some may be worth picking up post any placings or if they come back to support levels. My favourite of the lot remains EVO which trades at 0.20p and has had major placing at 0.4p and has NAV of around 0.4p

Would not rule out a placing at EVO at 0.20p in the near term but happy to hold a bit here and see how it develops

big.chart
 
Not sure if this is the right thread

but does anyone know what a fair PKR to AUD rate is atm?
 
CCE

CFO bought shares after results last week. A good sign when a CFO buys.

<iframe width="560" height="315" src="https://www.youtube.com/embed/uq13jv4ikJM" frameborder="0" allowfullscreen></iframe>
 
CCE

CFO bought shares after results last week. A good sign when a CFO buys.

<iframe width="560" height="315" src="https://www.youtube.com/embed/uq13jv4ikJM" frameborder="0" allowfullscreen></iframe>

The spread is off putting at this moment in time.
 
CPX

http://www.shareprophets.com/views/...show-cap-xx-premaitha-health-president-energy

Shares of Cap-XX were certainly one of the most spectacular movers on the LSE from the end of April to beginning of May, with a push by the stock which took it from around the 1p level to 6p plus in just a few sessions. Quite understandably there has been a pullback from the best level, with a consolidation which is now around the level of half the peak of last month. Indeed, the risk is that there maybe further probes towards the current area of the 50 day and 20 day moving averages at 2.71p.

But the belief is that while this notional support area remains intact one would be happy to give the shares the benefit of the doubt in terms of saying that the technical grass here is half full rather than half empty. In terms of any new like to the upside one would probably prefer to wait for at least an end of day close above the 20 day moving average currently at 3.4p before pressing the buy button. The likelihood is at that point it is worth shooting for a partial retest of 6p / 2015 resistance as this would appear to be very much on the cards over the following 4 to 6 weeks.

981.png
 
MNC

can't seem to get the chart for the UK trading line just the Australian line but shows in absence of news it has been trading within technical support and resistance boundaries

my hope would be the next news is significant enough to justify a breakout above that current resistance

big.chart
 
CCE - chart seems to be building nicely

Share price 1.4p. A few months ago there was idle chatter on BB's that they had 8p/share of cash. That may have depleted somewhat but they had a disposal recently to a major shareholder/partner suggesting that they retain faith in the business model and current management to deliver.

big.chart

Chart looking well set for a big move. They are going to be very active in coming weeks at some Conferences and so would expect supportive newsflow.
 
This simplified chart i think shows it better with the higher lows on each pullback demonstrating I think limited supply and thus a 'coiled spring' for bigger and faster move up maybe in the short term.

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Camco aiming to become a world leader with revolutionary energy storage system

June 10 2015, 8:03am

Camco is on the verge of something pretty significant, according to its broker finnCap, as it aims to become a world leader in large-scale liquid energy storage

Camco's technology can be used to store energy generated by wind turbines.
Camco Clean Energy (LON:CCE) is a business in transition – and unrecognisable from the company that effectively hit the buffers in 2012 when the carbon trading market ground to a halt.

It is on the verge of something pretty significant, according to its broker finnCap, as it aims to become a world leader in large-scale liquid energy storage.

Okay, it is a firm in the early commercial phase; but if the technology takes off then we’ll be hearing a lot more about Camco over the next 18 months.

And in American contract manufacturer Jabil Circuit, which manufactures the iPhone for Apple, it has a partner with enough financial muscle and scale to make some very lofty ambitions a reality.

Camco’s REDT technology can trace its evolution back to NASA in the 1970s. It uses an electrolyte of vanadium and sulphuric acid to hold an electric charge for weeks and sometimes months at a time.

While this liquid energy storage has been around for something like 40 years, Camco is one of only two companies to have developed it to a level where it is commercially viable. The other is Cellstrom, which is now owned by the German green energy specialist Gildermeister.

It can be deployed to garner energy from renewable sources such as wind or solar that can be fed into the grid as and when it is needed and not just when it is blowing a gale or during a heatwave.

It can also be used to replace back-up generators that might be used by hospitals or by the telecommunications industry.

In fact Camco and Jabil are targeting four separate markets – utilities, telecoms, diesel genset replacement and the renewables industry.

The idea is the technology will be cheaper than what’s already out there and in most instances this REDT is likely also a more efficient method of storing power.

At this point it must be pointed out there is more to Camco than energy storage – although the other two businesses won’t be long-term drivers of equity value.

Its African business, which used to advise on financing renewable energy projects, is now a fund manager that has won one mandate and expects to land more as the year progresses.

In the US it has a renewables arm, which doesn’t appear to be part of Camco’s long term focus.

In fact in recent deals it sold California carbon credits that will bring in up to US$3.9mln and will help with its short term cash needs.

And, based on its last market update, it is also looking at potentially selling its American biogas arm, which should bring in funds enough to see it through to break-even.

“It has to be stressed here the equity story is very definitely the battery,” Camco chief executive Scott McGregor told Proactive Investors.

So the focus is on REDT and the commercial trials taking place in 12 locations around the world.

The locations of two have already been revealed – they are 1.68-megawatt-hour facility next to a wind farm on the Isle of Gigha in Scotland and 240-kilowatts supplying an eco-hotel in South Africa.

Ten other smaller units will be unveiled as the year progresses. The idea is to show potential customers just how cost effective its product is, rather than simply asking them to take it on trust.

“Our view is we need to implement these systems and the demand will come,” said CEO McGregor.

“We have had plenty of interest from prospective customers. We want to focus on getting the initial 12 systems out there.”

The Jabil tie-up, which is a long term collaboration, is an interesting one in that it provides third party validation of the technology.

It also reveals the ambition of both sides as the US firm will be looking to mass produce units for sale around the world – so obviously believes REDT has legs.

“Interestingly, they found us,” said McGregor.

“Jabil had a team searching storage globally because they wanted to get into the market. They decided they wanted to go into flow batteries.

“After carrying out due diligence on number of companies they decided to go with us.”

Broker finnCap reckons Camco could be turning over £84mln (115mln euros) by 2018, which translates to operating profits £8.8mln (12mln euros) – and that it will break even the year before that.

Certainly this isn’t factored into the share price, which has marked time in the year to date and values the business at less than £15mln.

And this, for prospective investors at least, provides an opportunity.

In a recent note, finnCap analyst Raymond Greaves made this observation: “Camco is on the verge of turning itself into a pure-play on the commercial and utility-scale energy storage market – a market that is expected to grow exponentially at least to the end of the decade.

“Its REDT energy storage business has developed a game-changing product that has been production and cost-engineered by Jabil Circuit, one of the world’s largest sub-contract manufacturers."
 
Guys Amc shares have gone up another 70% over the last week and there seems to be some very late buys going on after the market.
I did buy back in last week as had sold a bit too soon and since then I have managed to recover big losses (for me) in a matter of days.

They have also released an Rns today to say they have the license in hand and payment will be transferd in a few days. The sp price was up 34p today .
 
Well done to you but it is in a complete bubble right now and it won't take much to ***** it. Very extended on all technical measures and vastly overvalued on fundamentals.
 
AGL

Good RNS out today. Think some have just become used to great sounding RNSes from AGL and wondering when we get some 'meat' in terms of either tangible revenue or visible endorsement from a large multinational partner. At some point that stock will just boom because the Market Cap is too low for what could be a major strategic weapon in the fight against Cancer.

http://www.investegate.co.uk/angle-plc--agl-/rns/barts-prostate-cancer-update/201506110700158379P/

Dr Yong-Jie Lu, Reader in Medical Oncology at Barts Cancer Institute, commented:
"This work has confirmed the ability of the Parsortix system to harvest clinically relevant mesenchymal cells and that these cells correlate with the patient PSA level, the current gold standard for assessing whether the patient's prostate cancer is progressing. We are looking forward to the next stage of the work investigating molecular biomarkers on the harvested cells and hope that this may help guide effective treatment for prostate cancer patients in the future."

ANGLE Founder and Chief Executive, Andrew Newland, commented:
"The prospect of deployment of our repeatable, non-invasive liquid biopsy in the treatment of prostate cancer patients in therapy selection and remission monitoring is exciting. These findings are encouraging and we look forward to further developments as soon as possible."
 
MNC seemed like a good update to me, but has gone down like a lead balloon. May need the Management to explain the news with some favourable press comment and hint at the potential for further near term newsflow.
 
MNC there is plenty of company specific newsflow to come in shape of updated project economics report and drill result. Expect Management to spin for all they are worth as they are in last chance saloon. Other thing I like about MNC is the geared exposure to copper price. At $2/lb copper it is worthless but at $3/lb worth potentially hundreds of millions
 
Gents, been reading this thread for a while and quite fascinating and most of the shares are on AIM. Any reason why you dont invest on FT100 or 250?

Is it because these are mature shares, with limited growth scope?
 
One can only assume there must be massive names in the mix as only someone guaranteeing volume would be granted exclusivity.

They mention :-
Wearable devices - already working with Nike who are known to be working with Apple

Smart Credit Cards - Visa or Mastercard?
 
One can only assume there must be massive names in the mix as only someone guaranteeing volume would be granted exclusivity.

They mention :-
Wearable devices - already working with Nike who are known to be working with Apple

Smart Credit Cards - Visa or Mastercard?

Excellent update on CPX
Long term hold for me.
 
Nish I have always been a small cap specialist. That sector of the market is usually the most innovative and delivers greatest risk reward potential. Elephants don't gallop.
 
Sometimes you have to allow yourself to dream.

A few years ago (i'm talking early 2000s) APPLE was valued at effectively ZERO ! It was a Small-Cap Company (in US Stock Market terms anything sub $10bn is small cap !) and no serious Analysts or Investors would look at it as a proper investment.

What those people missed was the potential APPLE had. Similarly in year 2000 people had hardly heard of GOOGLE.

big.chart
 
Sometimes you have to allow yourself to dream.

A few years ago (i'm talking early 2000s) APPLE was valued at effectively ZERO ! It was a Small-Cap Company (in US Stock Market terms anything sub $10bn is small cap !) and no serious Analysts or Investors would look at it as a proper investment.

What those people missed was the potential APPLE had. Similarly in year 2000 people had hardly heard of GOOGLE.

big.chart

The problem is they're not that easy to find.
 
Apply that to CPX today. Plenty of people will look back at CPX when it was a 100p a share stock and had Intel and Nokia as Investors/Partners and think the Company failed so the technology and Management must be failures. However maybe the Market just wasn't ready for their products at that time ? Maybe now is the time when they have more innovative potential customers who can take that technology and actually dream big with it or be compelled to do something because otherwise their competitors might.

Just thinking about Smart Credit Cards, why would you need a Supercapacitor on board ? Surely you can just put your Credit Card in a reader at the store when you want to purchase something ? Well just think about how useful it would be if you could pay for things by simply waving your card near a reader rather than sliding it or slotting it. NFC Near Field Communications will be a major growth market and one of the gating factors to that market taking off is how do you power the RF (radio frequency) communications between a Smart Credit Card and the Retailers Terminal ? Sending a short sharp pulse of data is the exact sort of activity a Supercapacitor can facilitate better than a battery.

http://www.cnet.com/how-to/smart-credit-cards-swyp-plastc-stratos-coin/

Smart credit cards are coming. Here's what you need to know

Smart cards want to replace your wallet full of debit and credit cards with one dynamic smart card. Here's what you need to know.
by Sharon Profis
@sharonprofis May 25, 2015 5:00 AM PDT
 
Another interesting aspect of the CPX announcement today is that it comes after they had their products presented for them by a Distributor ACTE at an Industry forum for Engineers yesterday, hosted at Williams F1 Headquarters. Now I doubt they would have had insight and feedback directly from that event yesterday evening to be able to put out a RNS statement this morning. So it leaves the possibility of more newsflow emanating from any of those potential customers/partners in coming weeks. There really does seem to be a major turning point in how CPX is engaging with customers/distributors/industry press/investors.

On the stock front and looking at the technicals note how the recent move from 1p to 6p came based on news and volume bouncing off a key Moving Average line. We seem to be setting the scene for a similar news and volume based multi-day move again it appears.

big.chart
 
Nish I have always been a small cap specialist. That sector of the market is usually the most innovative and delivers greatest risk reward potential. Elephants don't gallop.

Cheers S28 -fair enough, I guess my investing strategy is at the moment FTSE 100/250 in the UK and punting on other similar companies around the world. Never really looked at small cap- though something i am keen to do.


PS. Quite fascinating where you can pick up little nuggets of information and analysis from- most unlikely of places.
 
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Another interesting aspect of the CPX announcement today is that it comes after they had their products presented for them by a Distributor ACTE at an Industry forum for Engineers yesterday, hosted at Williams F1 Headquarters. Now I doubt they would have had insight and feedback directly from that event yesterday evening to be able to put out a RNS statement this morning. So it leaves the possibility of more newsflow emanating from any of those potential customers/partners in coming weeks. There really does seem to be a major turning point in how CPX is engaging with customers/distributors/industry press/investors.

On the stock front and looking at the technicals note how the recent move from 1p to 6p came based on news and volume bouncing off a key Moving Average line. We seem to be setting the scene for a similar news and volume based multi-day move again it appears.

big.chart

CPX definitely some panic selling that allowed people to buy cheap shares. This has been oversold and due a proper rerating imo

Thanks s28 for the stellar research
 
XTR some BIG buying going on.
News must be imminent Ops update. Not a huge fan but will see how things play out. AGM approaching too.
 
CPX have hinted for a long time at licensing deals / JVs etc so it is about time they delivered. Delivery with current interest, momentum and technical set up could still see a big move from here (5p)
 
CPX

Good finish technically would expect considerable follow through in coming days.

Ended at highs of the day, Ended at the same price as the closing high from the move a month or so ago (the intraday move to 6p+ where it looked like it might go to 10p before the Board issued an RNS to say they would place at a discount), We have had recent Golden Cross, Volume today has been immense about 25% of the shares in Issue traded, so more stock concentrated into stronger hands leaving less liquidity going forward. Will be surprised if we don't see 8-10p in coming days and if we get a major deal announcement I'd expect a strong move into the 10-20p range which would still only value the Company at £25-50m when Competitors are valued at c.$200m+
 
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