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DDD interesting today ?

Never rated their tech but entering into patent litigation against LG shows it is now S*** or bust time

big.chart
 
DDD news has not gained much traction yet but from the discussion boards it appears the potential claim value could be of the order of $25m so pretty significant for a £4m company.
DDD earns about $2m a year from its 3D tech patents. That is a small amount but the Gross Margin is 99%
If they could sort out their overheads or fully exploit patents properly it could become a very valuable business although this legal route does seem to be a final roll of the dice because obviously the company doesn't seem commercially viable otherwise given the history of losses and the petering out of the 3D revolution.

some interesting but niche applications for their technology being implemented for 'green screening' during Skype calls and Gaming

<iframe width="560" height="315" src="https://www.youtube.com/embed/rR6c1NtwnK4" frameborder="0" allowfullscreen></iframe>

the gaming use is quite cool but again seems very niche

<iframe width="560" height="315" src="https://www.youtube.com/embed/jktv8hkpHb8" frameborder="0" allowfullscreen></iframe>
 
s28 said:
Not really any need for it but just nice for him to have a pot in his own name and from an investment discipline perspective its getting me to think anew as to what stocks should go in on a ten to twenty year view

Given it is in effect "free money" can afford to just punt it and let it ride and forget about it

Toying with ideas at the moment as to what to invest in

OXS
CPX
EVO
HCP
CCE

on the prospective list
Click to expand...

Ended up going for OXS and 3LEG in my sons ISA.

CPX already have heavy exposure so thought i'd go with some other stocks.

3LEG is a Jim Mellon cash shell vehicle where he recently invested at about the current price and I suspect he will use it to bring to market some of his biotech investments. He has written a book on biotech investment

http://www.amazon.co.uk/Cracking-Co...n-Transform/dp/1119963184/ref=asap_bc?ie=UTF8

Cracking the Code: Understand and Profit from the Biotech Revolution That Will Transform Our Lives and Generate Fortunes

Everything you need to know about the most important trend in the history of the world

Within most people′s lifetimes, the developments in the biotechnology sector will allow us to live increasingly long and healthy lives, as well as provide us with technological innovations that will transform the way we live. But these innovations offer more than just hope for a better life, but hope for better returns too. Financial returns of incredible magnitude await savvy investors and businesspeople who can see the massive changes on the horizon. This book details these fast–moving trends and innovations and offers extensive advice on how to profit from them in business and investing.
 
It was tipped by me a few weeks ago through my usual contact. Promised myself to look into it but didn't :(
 
s28 said:
Despite being slated constantly by Shareprophets they still turned up to present at UK Investor Show

<iframe width="640" height="360" src="https://www.youtube.com/embed/s5Vu_TTKr6k?feature=player_embedded" frameborder="0" allowfullscreen></iframe>
Click to expand...

these guys really aren't all that impressive, sometimes just listening to the hype on BB's is better than the reality !
 
AFPO

I like this guy, hope he succeeds, maybe a bit too promotional but looks a sea change for AFPO

<iframe width="560" height="315" src="https://www.youtube.com/embed/WivpKu2fvow" frameborder="0" allowfullscreen></iframe>
 
Have a watch of that AFPO vid Jaspa. Quite entertaining. If my maths are right he is talking about revenue potential of $200m a year at 5-15% margin with no problems with funding ! Crazy talk but could put a rocket under the share price if he shows even one-tenth delivery capability.

Looking forward to the new season ? Liking the look of our front three !
 
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Great watch s28, will definitely be watching sharper on that. My problem is that I'm stuck in either growth stocks where I'm loath to miss out (CPX, XTR, HURR) or massively undervalued stocks like XEL where I darent leave.

ALF is a great third striker. Not entirely happy with Ebenezer Morgan though - we're actually weaker than we were last season!
 
jaspa888 said:
Great watch s28, will definitely be watching sharper on that. My problem is that I'm stuck in either growth stocks where I'm loath to miss out (CPX, XTR, HURR) or massively undervalued stocks like XEL where I darent leave.

ALF is a great third striker. Not entirely happy with Ebenezer Morgan though - we're actually weaker than we were last season!
Click to expand...

I'm heavily in XTR and have decided to buy more CPX instead of TERN. Stick to what you know and all that.
 
jaspa888 said:
Great watch s28, will definitely be watching sharper on that. My problem is that I'm stuck in either growth stocks where I'm loath to miss out (CPX, XTR, HURR) or massively undervalued stocks like XEL where I darent leave.

ALF is a great third striker. Not entirely happy with Ebenezer Morgan though - we're actually weaker than we were last season!
Click to expand...

Yeah sometimes you just have to 'circle the wagons' on your core stocks.

I like to have a few small positions in things which could go crazy especially during illiquid times like August or end December when main players away from their desks and if news hits the MMs ring round the usual suspects to get some stock and find the decision makers are away and the juniors don't have the authority to make a call so stocks can get marked up huge.
 
Would not be chasing this AFPO right now, expect it to consolidate on the lower 50 day moving average first before medium term it goes for a full breakout above the 200 day moving average

s28 said:
a couple i am keeping an eye on at the moment

small market caps , recent placings at around these levels but crucially new management who may be able to act as catalyst for change in business fortunes or at least investor perception of the businesses

HNL - Hague and London used to be WSX Wessex Petroleum but new management who ran a successful oil and gas company previously. Mkt Cap about £1.5m and have about that in cash so no premium for assets or management.

AFPO - African Potash new guy in charge may do a kitchen sink exercise and bring in a better project going forward

big.chart


big.chart
Click to expand...
 
Definitely silly season at the moment 400% moves in a week from TERN and CAP
 
s28 said:
CPX break the moving average resistance on volume and this could go nutty

people realising a £5m cap is far too low for a company with so much potential

big.chart
Click to expand...

Looking good technically. Fundamentals have looked good for a while.

You can see with each wave stock is concentrating into fewer hands and it is just becoming more and more illiquid.
 
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s28 said:
SPGH - Superglass

Interesting chart set up ? Seems an ultra low market cap for the Revenue levels and the Plant,Property,Equipment etc ?

big.chart
Click to expand...

At first glance todays RNS reads like a profit warning but I think it is more of a 'injury picked up in training which can be run off ready for the weekend game' than a 'career threatening knee injury'. Was considering buying some just yesterday. Today may give opportunity to buy some cheaper if it gets marked down on a 6-12m view it looks ok I think.

http://www.investegate.co.uk/superglass-hldg-plc--spgh-/rns/trading-update/201508070700153839V/
 
s28 said:
Looking good technically. Fundamentals have looked good for a while.

You can see with each wave stock is concentrating into fewer hands and it is just becoming more and more illiquid.
Click to expand...

CPX Rising again today, Do you think any news would already be included in this rise
 
Depends what the news is.

They will release historic / meaningless financial results on 1 September.

They have pre-announced they will hold an Investor Day in November.

From my experience companies do not hold Investor Days unless they have a lot of good news to announce which they believe the market has not factored in. Otherwise what is the point. So I expect lots of good newsflow over the next 3-6 months.

People are talking about potential deals with likes of Apple in which case the stock could be worth well over 100p
 
Slog said:
this thread is a gold mine

having entered the professional world last summer and with too much money (for a 23 yr old) and some time (little but I can make it work) I am thinking of actually getting into the investing game

ofcourse will have to follow it more and give more time but I already waste a ton watching sports and tv shows so need to sacrifice

how would you suggest a beginner to go about?

would USD 500 be a decent amount to start with. ill just treat it as sunk cost anticipating worst case scenario

only other experience I have is playing a fantasy stock based game but ofcourse doing it with real money would be sth ona totally different planet
Click to expand...

its a learning curve, part of learning is admitting you are wrong and don't know it all
 
CPX confirmation in the Daily Mail linking CPX with a deal with Apple or Samsung.
 
Just rumours at this stage and actually very likely that this sort of press speculation could put off an Apple because they like to negotiate and work with suppliers on the quiet. However if this is a bust up between Samsung and Apple why not play them off against each other. Interesting times.
 
EVO quite a messy chart but the considerable level of consolidation and flatlining and lack of interest could prepare the way for any decent news to lead to a significant move just as AFPO was recently catalysed.

big.chart
 
Slog said:
ok thanks. got it!
Click to expand...

Usd 500 is not a great amount to be honest.

In this thread, we normally deal with high risk and high reward of the london junior market AIM, which attracts the scam artists from all over the world most notably from USA and the fraud capital of australia that is perth.

So first piece of advice is to not get sucked into what you read online. You will be surprised to find out how coordinated this positive publicity is from vested parties. The entire thing works on hype because most of these companies will never make any profit and are there to raise cash from the market and line the pockets of the BOD. This said, you can make good money if you can jump on board before the rampers start the hype and set yourself a realistic target and then stick to it.

Second piece of advice is not to over trade. It can be the quickest way of going bust. Let the stock come to you rather than chase it.

Third piece of advice is not to go all in even if its a sure thing.

Fourth is to close your position and accept the loss at the earliest, and not get emotionally attached to a stock.

And finally, if your ahead, dont forget to take some money out and enjoy life.
 
AFPO has really stonked higher. Issued stock to Directors today at 0.55p and its almost at 1.00. Incredible strength. Fair play to Mr Cleverly he has got the market believing his hype.
 
There has been a recent trend of oil and gas / mining plays to turn themselves into shells and go into the bio/pharma space. Was wondering if it might make more sense for say an existing failing bio/pharma/health stock to do that conversion and then it could utilise historic tax losses , something that wouldn't be possible for a sector shift shell ?

TLY springs to mind. It seems to be at historic lows. Mkt Cap is £0.8m. Current business not going anywhere fast. Run by serial medtech entrepreneur Mike Sinclair who turned his Carecapital into Advanced Oncotherapy and created a ten bagger. I'm keeping an eye on it though no position currently. Chart not fully bottomed I don't think.
 
AFPO was in effect a shell. New guy coming in knew the existing potash project was unfinanceable so he brought in a new blue sky project to get investors excited.

Hoping EVO or 3LEG will be next to try that trick.

3LEG just starting to tick a bit. Had a brief flurry a few weeks ago when billionaire biotech investor Jim Mellon took 29% @ 0.27p along with a friend. So for it to be 0.30 ish now seems cheap as little premium for the Management and transformation potential.

Note I've cheated in this chart using 50 and 100 day moving averages rather than my normal 50 and 200 day. I think its fair because the 200 day numbers would encapsulate 3LEG price prior to a major capital distribution as it sold off its previous assets and gave cash back to shareholders so the share price has not factored that in correctly.

big.chart
 
CEB have been watching this from 0.15 it climbed upwards, and looked as though it would have had a crack at 1p. The two directors selling is this a red flag or an opportunity to scoop up some cheap shares?

CPX this looks as though it will just go higher and higher.
 
http://www.shareprophets.com/views/14300/fastnet-doing-the-right-thing-even-if-it-is-red-face-time

As it happens I would expect others to follow his lead. Small E&Ps were overpromoted during the bull market. Right now we are in a bear market and may stay there for many years. We are in the stage of hangover after the party where the stench of vomit and feeling of self-loathing and disgust is everywhere. So staying in oil means – perhaps years – of shares trading at a discount to (dwindling) cash.

This is Darwinian capitalism. The world has changed for AIM Casino oil E&Ps. They must evolve and turn into new creatures or they will simply die a slow lingering death.

I am old enough to remember mining companies being loathed in 2000 and becoming dotcoms which then became loathed and so became mining companies again. That is evolutionary capitalism and the only way to preserve and enhance value if you do not have a business that is self-sustaining and generating cash in the bad times.

E&Ps are by definition not in that position. So others will follow Friel’s lead. The oil stocks hat remain in the casino will be the strongest, the fittest will survive. The rest must adapt or die.
 
3LEG ticking higher. Seems to be gaining interest of PI
EVO and CDC also on watch as potential shells although charts not as constructive as 3LEG
 
3LEG is interesting little study in psychology I guess. I don't have any of it myself just bought the little buy and forget for long term holding in the lads ISA but it's the one that is looking like it could be the most interesting shell around with all the talk about mining oil stocks converting to bio med tech shells and 3LEG backed by billionaire Jim Mellon.
 
AFPO has now gone up almost 400% in the space of about 10 trading days. Shows what can happen when you get a perfect storm of news, promotion, chart set up and momentum.
 
s28 said:
AFPO has now gone up almost 400% in the space of about 10 trading days. Shows what can happen when you get a perfect storm of news, promotion, chart set up and momentum.
Click to expand...

Surely it's overbought now? Due a fall sooner or later.
 
I had thought I had some AFPO in one of my accounts but seems not to be the case and I did expect it to come back a bit but the man dem has done a good job promoting the story so its gone. Happy though that my process is working in terms of following such stocks and identifying catalysts for re-rating events albeit the concomitant trading strategy implementation and execution went awry in this case.
 
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s28 said:
I had thought I had some AFPO in one of my accounts but seems not to be the case and I did expect it to come back a bit but the man dem has done a good job promoting the story so its gone. Happy though that my process is working in terms of following such stocks and identifying catalysts for re-rating events albeit the concomitant trading strategy implementation and execution went awry in this case.
Click to expand...

win some, lose some.
 
CPX the chat seems to be about potential big deal with Samsung or Apple. If that occurs then I would expect a share price of 50-100p in short order
 
10p just due to it being a psychological big round number level? But then gap up potential between 10 and 20p and 20p and 30p. Given the news potential I would not discount such 'extreme' moves.

The current 1p to 8p move has happened very quickly in the face of a long drawn out overhead resistance level. The 10-30p resistance levels are not as drawn out so gives more confidence in ability to gap through those levels.

p.php
 
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AVP Chris Akers announces holding over 3%

s28 has mentioned this shell on here numerous times.
 
Thanks s28 for giving us a snapshot of what the outlook holds from a technical perspective.

s28 said:
10p just due to it being a psychological big round number level? But then gap up potential between 10 and 20p and 20p and 30p. Given the news potential I would not discount such 'extreme' moves.

The current 1p to 8p move has happened very quickly in the face of a long drawn out overhead resistance level. The 10-30p resistance levels are not as drawn out so gives more confidence in ability to gap through those levels.

p.php
Click to expand...
 
CPX not showing any signs of slowing down. Has made a few attempts to breakout but to no avail. I personally feel this will breach 9/10p then blue skies!

This will move higher in the upcoming days. (Anticipating some big news). Huge potential!
 
Just put this little spreadsheet together on a few of the interesting looking shells right now

Copy_of_shell_sheet.jpg


CDC looks most interesting by dint of lowest absolute market cap and having a decent chunk of cash to keep the lights on whilst it sorts out a deal. Only proviso is they haven't actually formally said they will use the listing as a shell yet albeit having written down their Copper assets it seems a sensible next step.
 
s28 said:
Just put this little spreadsheet together on a few of the interesting looking shells right now

Copy_of_shell_sheet.jpg


CDC looks most interesting by dint of lowest absolute market cap and having a decent chunk of cash to keep the lights on whilst it sorts out a deal. Only proviso is they haven't actually formally said they will use the listing as a shell yet albeit having written down their Copper assets it seems a sensible next step.
Click to expand...

s28 - You sir are a consummate professional.
 
3LEG certainly seems to be attracting some attention at the moment. Would not chase this spike myself but worth watching because we are at key technical level so it could take on a life of its own if it gets momentum.

p.php
p.php
 
guys what are the views on this company

http://www.stockhouse.com/companies/bullboard/t.rgx/argex-titanium-inc

I work in the titanium trade and knows the ins and outs of this sector. Currrently European-American titanium producers are under huge pressure from China based tio2 suppliers as the chinese material is cheaper by atleast 25% most of the european producers margins have eroded due to cost competition. The said company is suppose to be a disruptive tech which should cut the cost of titanium production by almost 50%. The technology cold be a game changer for European/American tio manufacturers in their battle against chinese counterparts. Even in these tough times for tio2 the established market players have share vaule of close to $ 20 on average.Could be an interesting buy I feel.
 
jaspa888 said:
A pal has just bought a million CPX today (not on my recommendation!) on the back of a hot tip circulating between HNWIs.
Click to expand...

jaspa888 we need you to share/divulge more info like this bro. You tipped TERN at 4p didn't buy and soon after it rocketed.

s28 researched the hell out of it, even posted charts of AFPO looking frisky etc and later found out after it went up 400% that he didn't even own the stock.

Hats off to you both. No pumping or dumping. Just genuine research and heads up on quality stocks.
 
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Xoib said:
guys what are the views on this company

http://www.stockhouse.com/companies/bullboard/t.rgx/argex-titanium-inc

I work in the titanium trade and knows the ins and outs of this sector. Currrently European-American titanium producers are under huge pressure from China based tio2 suppliers as the chinese material is cheaper by atleast 25% most of the european producers margins have eroded due to cost competition. The said company is suppose to be a disruptive tech which should cut the cost of titanium production by almost 50%. The technology cold be a game changer for European/American tio manufacturers in their battle against chinese counterparts. Even in these tough times for tio2 the established market players have share vaule of close to $ 20 on average.Could be an interesting buy I feel.
Click to expand...

Will take a look in more detail when I have time. We have discussed other stocks in the TiO2 value chain here before albeit more focused at upstream end i.e. the commodity miners and explorers for TiO2 raw commodity Rutile / Mineral Sands such as SRX (Sierra Rutile) and SAV (Savannah Resources). Many of the downstream Industrial Chemical companies such as ICI/Dulux etc who produce paint using TiO2 will no doubt have massive investment in their current chemical processes so it might be a hard call in a downturn to switch to new processes when money is tight for maintenance capex let alone expansion capex. There would of course be risk in any new technical process whether it be implementation, technological, cost over-runs etc so adding further issues with investment.
 
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