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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
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CPX has been acting very poorly in recent days. Hope it will find support at this level. Fully expect placing at some point (maybe soon) but it has been foreshadowed as being for growth capex so should ultimately be good news to get it out of the way and expand production into these potentially huge growth markets.
 
s28 said:
CPX has been acting very poorly in recent days. Hope it will find support at this level. Fully expect placing at some point (maybe soon) but it has been foreshadowed as being for growth capex so should ultimately be good news to get it out of the way and expand production into these potentially huge growth markets.
Click to expand...

For some it may be an opportunity to top-up (average down)
 
It's never easy to ascertain whether a company will do away with a placing or not. It all depends on the financial situation and what upcoming commitments they may have.

I've learned from s28 that when companies tend to get too promotional and get hyped on bulletin boards/twitter then often the company takes advantage and hit the placing button when a share price soars on hype and no real assets value etc.
 
3LEG - Suspended pending RTO

If this deal completes will become an exciting stock I think. Anything which has cancer fighting potential has scope for generating PI interest.

http://www.investegate.co.uk/3legs-...statement-re--suspension/201511040735024537E/


Proposed Acquisition and Suspension of Trading

3Legs announces that, in accordance with Rule 15 of the AIM Rules for Companies ("AIM Rules"), the Company's shares have been suspended from trading on AIM from 7.30 a.m. today as a result of the Company not having completed an acquisition which constitutes a reverse takeover under the AIM Rules, or otherwise implemented its investing policy within 12 months of becoming an investing company. The Company is actively working to implement its investing policy and the Board is pleased to provide the following update.

The Company has recently signed non-binding heads of terms in connection with the proposed acquisition of SalvaRx Limited ("SalvaRx"), a company in which 3Legs owns an 11.1 per cent. shareholding. On 30 September, the Company reported that it had subscribed £215,000 for new shares in SalvaRx in conjunction with a subscription for the same amount by Jim Mellon and Greg Bailey, both directors and substantial shareholders of 3Legs.

SalvaRx owns 60.5% of iOx Therapeutics Limited ("iOx"), a new company which is developing a series of compounds for cancer immunotherapy. As previously announced, iOx's technology is based on a discovery by Professor Vincenzo Cerundolo MD, PhD, the Director of the Human Immunology Unit at the Weatherall Institute of Molecular Medicine at Oxford University and supported by the Ludwig Institute for Cancer Research. Its compounds stimulate invariant natural killer T cells, and preclinical testing in several cancer models suggest the compounds can inhibit the growth of tumours.
 
3LEG

Jim Mellon suggesting Billion dollar US biotechs as comparable companies to the RTO he is bringing to market via 3LEG (current Mkt Cap £1.5m)

<blockquote class="twitter-tweet" lang="en"><p lang="lt" dir="ltr"><a href="https://twitter.com/Stockonomist">@Stockonomist</a> kite Juno</p>— jim mellon (@jimmhk) <a href="https://twitter.com/jimmhk/status/661864159072665600">November 4, 2015</a></blockquote>
<script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
 
Zed_mann said:
Jas888, I assume you will be happy with PLE, take over
Click to expand...

Im not happy at all. An all equity deal (no cash alternative) on HKSE. My only hope is that it smokes out bids from other pharma companies. PLE has a potential world class product, and it was always going to be taken out sooner rather than later.
 
jaspa888 said:
Im not happy at all. An all equity deal (no cash alternative) on HKSE. My only hope is that it smokes out bids from other pharma companies. PLE has a potential world class product, and it was always going to be taken out sooner rather than later.
Click to expand...
Jaspa how are you viewing the nitty gritty of this deal?

15 shares for ever ple share, that is a massive dilution for the hk company which has an mcap of £20 odd million. Once the dilution goes through, how can it justify the mcap for £120 million without the revenue. To my mind, the hk company is the best candidate for a short. No doubt someone behind the scenes will be doing that.
 
They're both Mellon companies and I'd have been outta here a long time ago if it hadn't been for his involvement.

PLE has a fantastic product and IP but progress to market has been frustratingly slow.
 
Riddler on twitter/LSE promoting CPX

<blockquote class="twitter-tweet" lang="en-gb"><p lang="en" dir="ltr"><a href="https://twitter.com/hashtag/CPX?src=hash">#CPX</a> - as predicted ; )..break 5.10p now</p>— riddler (@riddler_smitb) <a href="https://twitter.com/riddler_smitb/status/663699781911490560">November 9, 2015</a></blockquote>
<script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
 
s28 said:
Riddler on twitter/LSE promoting CPX

<blockquote class="twitter-tweet" lang="en-gb"><p lang="en" dir="ltr"><a href="https://twitter.com/hashtag/CPX?src=hash">#CPX</a> - as predicted ; )..break 5.10p now</p>— riddler (@riddler_smitb) <a href="https://twitter.com/riddler_smitb/status/663699781911490560">November 9, 2015</a></blockquote>
<script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
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Riddler does seem to have a big line of devoted followers. I doubt it's merely him promoting CPX that has seen a sudden change in trend and momentum.

The volume has been truly immense. There's something going on and not long now until we find out as investor day is this month.
 
CPX

Interesting RNS

CAP-XX Limited, a world leader in the design and manufacture of thin, flat supercapacitors and energy management systems, announces that the Company will make a series of presentations covering strategy and the market opportunity for analysts and investors.

Due to the high level of interest and enquiries from individual retail shareholders the presentations will be released on-line in video format in early December. Access details will be provided via the Company's website www.cap-xx.com in advance of release.

Quite unusual this. Normal for a Company to make a Presentation but the fact that they intent to make a 'series' of presentations covering strategy and market opportunity suggests a serious campaign of Investor education. Things should be very interesting over coming months.
 
s28 said:
Been a bit quiet on here...

Here is something worth a watch if you have half an hour spare a presentation delivered by Optibiotix (OPTI)

http://youtu.be/SvTsJ15pyGc?list=UUM_V6cU7x9K3NqjvN9OQATQ

<iframe width="560" height="315" src="//www.youtube.com/embed/SvTsJ15pyGc?list=UUM_V6cU7x9K3NqjvN9OQATQ" frameborder="0" allowfullscreen></iframe>

Can't say I understand the science but it looks interesting.
Click to expand...

p.php
 
Is it this week. Seen no information about it at all. There management of Information and news has been pathetic.
 
s28 said:
Is it this week. Seen no information about it at all. There management of Information and news has been pathetic.
Click to expand...

I agree s28 **** poor. They easily could have with the right newsflow/communication built some momentum.
 
Guys if interested please buy shares of the following 2 UK Equities:

1)Sophos Group PLC
2)HIKMA Pharmaceuticals

Will give good returns.
 
Sophos saw them on their first attempt to IPO back in late Noughties. Quality security software company but valuation looks pretty full.

HIKMA again quality generics pharma company and offers a nice growth EMEA story attractive for any large pharmas (many of them having gone ex-growth)

Probably worth considering for long term investors rather than traders.
 
Last edited:
s28 said:
Sophos saw them on their first attempt to IPO back in late Noughties. Quality security software company but valuation looks pretty full.

HIKMA again quality generics pharma company and offers a nice growth EMEA story attractive for any large pharmas (many of them having gone ex-growth)

Probably worth considering for long term investors rather than traders.
Click to expand...
Yes you are right. Those are for long term prospects, atleast 1 year.

What shares you suggest for short term trading? I guess Aviva PLC is worth a look.

Also how do you identify a hot stock? By doing qualitative analysis (balance sheet etc) or by technical trending (graphs and charts)?

Sent from my GT-I9505 using Tapatalk
 
Ideally both. The best hedge fund managers I've worked with tend to have used fundamental analysis to pick asset class/sector/stocks and then use technical analysis to time entry/exit/position size etc. It's usually fundamental analysis first and foremost. Occassionally they might see a negative technical pattern and then reassess their fundamental analysis.
 
I seriously think this is only suited to those who have a lot of capital already. They can afford to take a gamble (speculate) with 5 - 7% of their portfolio.

Especially s28 and jaspa they specialise in this field. I'm coming to terms with the fact after almost 10 years I am still a beginner and it's okay to allow myself to be a beginner. I'm no expert and have lost more money than I can afford to.

I won't be posting here or viewing anymore. I'll still continue to invest but it won't be following tips. I'll do my own research and God willing. The saying God helps those who help themselves is spot on. This is my last message. Good luck and bye bye 🙂
 
mining786 said:
I seriously think this is only suited to those who have a lot of capital already. They can afford to take a gamble (speculate) with 5 - 7% of their portfolio.

Especially s28 and jaspa they specialise in this field. I'm coming to terms with the fact after almost 10 years I am still a beginner and it's okay to allow myself to be a beginner. I'm no expert and have lost more money than I can afford to.

I won't be posting here or viewing anymore. I'll still continue to invest but it won't be following tips. I'll do my own research and God willing. The saying God helps those who help themselves is spot on. This is my last message. Good luck and bye bye 🙂
Click to expand...

Good Luck mate, been a pleasure share tips

S28 what your view on the above article
 
I don't tend to look top down and make market calls. I tend to look bottom up and make stock calls. IF you own good stocks they can trump bad markets.
 
Hi All

Been off AIM shares for a while due to huge loses.

Currently looking at FOGL, what are your thoughts?
 
CPX good news I think. They must know this is a good price to issue at and they wouldn't do this without knowing they have future good news and results to issue over 1-3 years
 
If you are an individual investor, you face tremendous odds in the capital markets today. Remember, to be proven right, you need to have information that is better than that of the average investor in the market. the average investor today is an institutional investor, who is investing full-time and takes no prisoners. Retail/Individual investors are cannon fodder for the institutional investors.

Here is how an individual investor can do well:
1. Invest in broader indices and make long-term investment decisions.
2. Invest in successful active funds who consistently do better than the markets.
3. Focus personal investing only on sectors and names very well known to the investor. The level of knowledge required is along the likes of having worked in the sector, having consumed a product very closely, etc.

Anyone here investing in the North American markets?
 
Series of Presentations out on Cap-XX.

General Investment Case

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

Internet of Things opportunities

<iframe width="560" height="315" src="https://www.youtube.com/embed/t9sOcKUEs-8" frameborder="0" allowfullscreen></iframe>
 
CPX

Automotive potential

<iframe width="560" height="315" src="https://www.youtube.com/embed/SYAilfsdqC8" frameborder="0" allowfullscreen></iframe>
 
CPX - What the views regarding the recent RNS.

With the company plans on selling products in 2017 - that seem too far for my liking..
 
CPX - too much slippage on delivery. No good promoting jam tomorrow if the jam you promised years before still isn't being produced. Current share price reflects people losing hope in that aspect of the story so can't argue with that. Still retain confidence in technology and IPR myself just seems this Management team not capable of delivering on it.
 
s28 said:
CPX - too much slippage on delivery. No good promoting jam tomorrow if the jam you promised years before still isn't being produced. Current share price reflects people losing hope in that aspect of the story so can't argue with that. Still retain confidence in technology and IPR myself just seems this Management team not capable of delivering on it.
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Thinking the management can't be that dumb, to have recently bought share at an higher price. Must have thought this would be good news to the market
 
Zed_mann said:
Thinking the management can't be that dumb, to have recently bought share at an higher price. Must have thought this would be good news to the market
Click to expand...

They didn't buy shares did they ? They got them as part of long term incentive package. When you work for this sort of Company you don't do it for short term share price performance you do it in expectation of long term reward. So yes good long term prospects but doesn't mean anything re short term delivery.
 
Zed_mann, thanks! I may reconsider and be back next year though. These markets are very unforgiving and any gains earlier in the year have been eroded. Look at CPX it was flirting with 8p now it looks as though it's going to be struggling to hold above the 3p level. Those who bought at 2p for the long-term and didn't derisk are not happy. TERN was mentioned on here by jaspa888 around 4p but he didn't buy? It is now 17/18p I think. Despite Tom Winnifrith trying to run it down on numerous occasions. I'll probably inject some more cash into my portfolio next year and see how things go but what was a bullish year with so many stocks rocketing has ended with painful losses and lessons that I could have done without.
 
There is no such thing as easy money, regardless of what the herd or wannabe traders/investors tell you. If you don't respect the market & take it seriously. It will unleash it's wrath upon you.
 
I went big with Glencore but ended up losing around of my investment. No regrets as I knew the risks but bought just too early.
 
Some very odd falls and rises going on at the moment. December usually is marked by a lack of liquidity as Institutions withdraw from active trading (most senior people take extended holidays leaving juniors in charge) and some indulge in window dressing in preparation for the New Year so getting out of losing positions at almost any price or raising cash levels. I suspect that may be ailing CPX with understandable disappointment with lack of substantive updates adding to the issues with lack of liquidity.

January tends to see a 'small cap effect' so I would be looking to pick up some stocks which maybe have fallen too much on liquidity grounds rather than fundamentals.

http://www.wsj.com/articles/SB850686578159609000

Screenshot_2015_12_24_at_12_55_27_PM.png
 
s28 said:
Some very odd falls and rises going on at the moment. December usually is marked by a lack of liquidity as Institutions withdraw from active trading (most senior people take extended holidays leaving juniors in charge) and some indulge in window dressing in preparation for the New Year so getting out of losing positions at almost any price or raising cash levels. I suspect that may be ailing CPX with understandable disappointment with lack of substantive updates adding to the issues with lack of liquidity.

January tends to see a 'small cap effect' so I would be looking to pick up some stocks which maybe have fallen too much on liquidity grounds rather than fundamentals.

http://www.wsj.com/articles/SB850686578159609000

Screenshot_2015_12_24_at_12_55_27_PM.png
Click to expand...

s28 nice article

thanks for sharing

looking forward to more posts from you in the new year. Hope you didn't lose too much on OXS and will make it back with other stock-picks.
 
Zed_mann said:
Good Chance CPX may bounce of current price in Jan-16
Click to expand...

It's a fantastic opportunity for the company to capitalise on the back of those presentations.

The management haven't been good with PR. The SP should have gone bonkers and probably would have if Anthony Kongat would have upped the ante a bit and broken the silence.

The thing to understand about CPX is the risk is big but so is the reward.
 
88E not sure what to think of it, it should be a low risk play because they get refunded 85% of drilling costs I think and so the upside is almost free although I don't expect them to find anything but the traders will get a few nips and tucks to trade I suspect. Any good licence area would surely have been snapped up by more established outfits and an unconventional find will require a lot of appraisal it is not just a drill-hit gusher type wildcat driller which is why the local Govt has to give the 85% drilling cost re-imbursement incentive.
 
Considering some new stocks for 2016. Looking for real turnaround stories which could become 'concept' stocks and not in beknighted sectors with too many PIs chasing them.

One such could be Aortech which is a Company which developed some good biotech tech previously but failed in commercialisation. Looking at new avenues now. At current price of 25p I make the Market Cap about £1.5m

p.php


http://www.investegate.co.uk/aortech-inter-plc--aor-/rns/interim-results/201511270733211818H/

Heart Valve

I set out a brief history and analysis of the Heart Valve project in the Annual Report and Accounts. Current commercial bioprosthetic and mechanical heart valves are compromised by either their durability or need for long term anticoagulation. Creating an analogue of the human valve out of polymer that has the benefits of current bioprosthetic and mechanical valves without the drawbacks has been recognised as the "Holy Grail" of heart valve technology for over 50 years.

There has been no real step change in surgical valve technology over the past 20 to 30 years, although evolutionary improvements have been made. There have been major developments in surgical techniques with the advent of catheter delivered valves (TAVI). By nature of the TAVI procedure, only bioprosthetic valves can be delivered this way and it is believed that the already limited durability of bioprosthetic valves may be further compromised by them being crushed into the narrow catheter. TAVI valves are currently only suitable for the much older patient who is unable to have open heart surgery.

Further independent review and initial consultation on the AorTech heart valve project has demonstrated that AorTech's Elast-Eon™ material is still the most appropriate polymer for making durable heart valves. The progress made in the AorTech heart valve project includes a valve design that has now completed proof of concept at clinical trials; a strong IP portfolio that comprises polymer patents; valve design and basis of manufacture; patents, significant know how and trade secrets regarding design history and manufacturing processes.

We have now identified a team of industry specialists covering the key areas of manufacturing, quality, regulatory, clinical marketing and business development expertise. The team has reviewed and bought into the potential for a polymer valve utilising AorTech's technology.

The market opportunities have been analysed for this disruptive technology as well as the surgical version of the valve being a replacement for current technology in the developed western markets. The ability to use inexpensive mass production techniques will produce a cost effective solution for developing countries where rheumatic heart disease is so prevalent and young patients require a relatively low cost valve that is both durable and avoids anticoagulation. In addition, in the area of TAVI, the valve leaflets can be incorporated into a TAVI stent and dry stored and pre-loaded in a smaller catheter, thus dramatically improving TAVI technology.

A non-binding Heads of Terms has been agreed whereby AorTech will transfer its Heart Valve technology into a new company established with the objective of replicating the testing work under regulatory conditions and which will then commercialise the valve in both surgical and TAVI uses.

The deal is contingent upon the new company raising sufficient funding in order to set up a manufacturing plant and take the heart valve through initial regulatory testing. AorTech will have a significant equity interest in the new company together with future royalty income. I will personally have a directorship in the new company and I am presently working with the team members identified to raise the necessary finance and establish a manufacturing facility. Discussions and meetings on the project have been positive to date and I would be hopeful that AorTech could make a formal announcement in due course. Should the transaction proceed, it will constitute a related party transaction under the AIM rules.


Conclusion

The business continues to make progress and our Manufacturing Licensee has a growing prospects list. We recently commissioned a detailed report from a world leading biomaterials expert to review the potential of AorTech's IP portfolio. The report is extremely positive in that the Elast-Eon™ family of materials continues to be the leading material for implantable medical devices. Your Board, in conjunction with the author of the report will be reviewing all of the recommendations contained therein. A range of opportunities have been identified which also includes the filing of additional patents to further strengthen AorTech's IP portfolio.

Your Board, despite the problems and issues which have arisen over the past two years, remain enthusiastic about the potential of Elast-Eon™, not just in the field of heart valves but also in other exciting medical device applications.



Bill Brown, Chairman

25 November 2015
 
Jim Mellon med/tech shells/incubators seem to be in vogue right now

LIFE (the ex CDC)

p.php
p.php
 
If it looks like Corbyn will become PM, dump all UK-held shares.
 
Really looking forward to Mellon's other shell 3LEG coming back

If this deal completes it will be a very interesting stock going forward

http://www.investegate.co.uk/3legs-...statement-re--suspension/201511040735024537E/

SalvaRx owns 60.5% of iOx Therapeutics Limited ("iOx"), a new company which is developing a series of compounds for cancer immunotherapy. As previously announced, iOx's technology is based on a discovery by Professor Vincenzo Cerundolo MD, PhD, the Director of the Human Immunology Unit at the Weatherall Institute of Molecular Medicine at Oxford University and supported by the Ludwig Institute for Cancer Research. Its compounds stimulate invariant natural killer T cells, and preclinical testing in several cancer models suggest the compounds can inhibit the growth of tumours.
 
Jaspa- authorities in Australia going after Peter Landau ex RRL CEO. Karma biting the scumbag in the backside.

To rest- quit whilst your ahead with Aussie companies especially the ones out of Perth. I have yet to see one that is not a scam of sorts, they will ultimately fleece you if you stay in long enough.
 
PL is a slippery one. I don't think anything will stick and he'll phoenix somewhere else.
 
PVCS due a run at some point

Cash should be at premium to current Mkt Cap and Net Asset Value substantially so

big.chart


Not going down in current turmoil could be seen a sign of good relative strength
 
Good summary from this chap on how he analyses stocks

Generally I have a quick look at the chart with 50 and 200 day SMAs – none of the incomprehensible guff Zak comes out with. That is enough to see the main trends and get a picture of whether I am looking at a potential recovery play or I am looking to buy into an ongoing success story. Then it is executive directors CVs. Then the hard slog through the last 2 year’s full annual reports – the RNS does not always give you everything. I always look at related party transactions, which are either the last or second to last note. Then it is the last 12 months RNSs. Then onto the company website to see how much they are spending on PR and what sort of PR – loads of Proactive Investor articles and the like are a definite turn off. Then it is a look at the BBs to get a flavour for what sort of lunacy is going on there and occasionally picking up on some useful things for the next stage, which is a lot of googling to see how much independent verification I can find for what has been said – the local newspapers often print what the local employees are saying or what real customers are saying and are untainted by PR. To write all that up would take a 40 page dossier and anyone who expects that is going to be mightily disappointed.

Of course it is far easier to pile in on some tip or other and then just denounce anybody negative as a shorter or deramper who is just trying to get in at a better price, but where is the fun in that?

- See more at: http://www.shareprophets.com/views/...ers-on-xtract-watchstone#sthash.z4xeSdU3.dpuf
 
^ One way to do it. Good for nano/micro-cap names. The second half of the paragraph is interesting - yet a bit vague. Think the article is only available to registered members?
 
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