What's new

Buying shares?

VAL - this cancer trial update was positive, (but i'm always wary of crap companies who think their shareholders are sooo stupid and have to headline their announcement's rather desperately 'Positive announcement')

V high risk but this could so easily get snapped up because a £5m Mkt Cap just doesn't make sense for a cancer drug showing safety and efficacy

Dr Satu Vainikka, CEO of ValiRx, commented: "VAL201 has demonstrated disease stabilisation, with a lower dose than was predicted by our preclinical evaluations. We anticipate that by increasing the dosage we will show a high level of efficacy without compromising the safety and tolerability shown to date to meet the needs of those patients currently under-served by current therapies. ValiRx is entering a very exciting phase, which should result in the crystallisation of substantial value".

http://www.investegate.co.uk/valirx...-positive-val201-results/201701110700068311T/
 
ASA - fundamentals still fine. Needed a breather technically and people are finding a reason to sell. Should consolidate between these moving average lines before next move higher. Note how it found support and bounced off 200 day MA before

big.chart
 
I regard the 9p resistance as a relatively weaker one because it was a short term intraday spike so psychologically not a lot of volume will have been transacted there. Usually these resistance/support zones are where a lot of the traders have traded at that price so it has some sort of ingrained anchoring within the mind. That's my gut feel on it anyway.
 
Zed_mann said:
Hopefully the next resistance at 9P can be tested, they who nows
Click to expand...

Could get supercharged soon. Looks like conviction buying from people in the know. Once this trips a few switches I'd hope/expect to see 10p moves in a day. 10p would equate to a £20m increase in Market Cap. Perfectly possible because CPX can sign £1m p.a. licence deals just put that on a PE rating of 20x

ARM used to be valued at 50-100x PER
 
CPX is a leaky stock too, as previously mentioned, meaning large rises without news arent necessarily down to ramping.
 
Murata is a major factor in why CPX looks to be about to hit the bigtime. Leveraging all of that volume manufacturing expertise and sales marketing/distribution network is gold dust for such a small company.

A long relationship finally about to bear fruit
 
CPX long term chart is interesting, potential for quick moves between 10p and 20p ; 20p and 30p and 30p to 40p then potential for move from 40p to 100p given the gap down drops in 2007/8

The Company IPO'd sometime around 2006 as a ARM/CSR/WLF type play and has had over $100m invested to date

£1 per share now would equate to c.£200m which is not outlandish given the serious potential here

p.php
 
RRR

Manganese outlook 2017: a better year?

Looking ahead, 2017 looks to be an exciting year for the manganese sector.

For starters, Malaysia is poised to become a big play in terms of manganese ferroalloy production. According to the CRU Group, by the end of 2017, the Samalju Industrial Park will have the capacity for as much as 290,000 tons per year of silico-manganese and 260,000 tons per year of high-carbon ferromanganese.

In terms of price, Metal Bulletin notes that “manganese ore participants are cautiously optimistic that prices will hold at today’s levels in 2017,” which indeed appears to be the case.

On January 9, manganese prices dropped on on weak Chinese demand.

As per Metal Bulletin, manganese ore was roughly $7.79 per dmtu–which was down 13.5 percent week-on-week and its lowest level since October 2016. Benchmark manganese ore prices were roughly $6.76 per dmtu, a drop of 8.4 percent from the previous week.

Still–the outlook is hopeful despite the setback (which was expected in part due to the Chinese New Year). Metal Bulletin further notes that manganese alloy market participants believe the prices will hold, and “the extent of the ore price rally has yet to be priced in, meaning fresh material will carry even higher costs, resulting in further price rises.”

While the new year is still fresh, there is indeed plenty of time for manganese prices to rise–as they are expected–which should bring some comfort to investors

http://investingnews.com/daily/reso...g/manganese-outlook/?nameplate_category=Daily
 
VRS


timbo00313 Jan '17 - 19:00 - 1143 of 1143 0 0

Neill Ricketts will be presenting at the Shares Mag investor evening on Feb 9th at the Novatel (a minutes walk from Tower Hill tube).

https://www.sharesmagazine.co.uk/events/event/shares-investor-evening-london-090217

The Shares Mag events are free to attend, but you need to register in advance. There is generally plenty of time after the meeting to talk to the presenters (and other attendees) over drinks and light refreshments. The slide sets and video recordings of the presentations (including Q&As) are normally available at the Shares Mag web site a few days later.

Hopefully they will get a few more companies to attend (only Versarien and Sound Energy have signed up so far), but I intend go along anyway.
 
Greek Islander 13 Jan '17 - 15:48 - 154 of 156 2 0

One of my colleagues tells me Murata are one of the best run and most successful companies in Japan and working with them is a huge vote of confidence for Cap X. It revolutionises the Cap X story and hopefully means that the current sp will seem like a joke in a few years time. Very encouraging which is why I have topped up again today at 10p.
 
Pugg1ey15 Jan '17 - 10:10 - 3618 of 3620 0 0

The R&D efforts look to be finally paying off.
Murata is putting the 0.4mm into production next month. They are also releasing a battery this week, related to CPX(last year's RNS's)
Now we await truckstart and the related automotive deals. The RNS on the cheaper units were a hurry up, IMO, to the current front runner in the negotiations.
There is also the credit card application in progress.
The SP is starting to respond to all this.


Pugg1ey15 Jan '17 - 10:35 - 3619 of 3620 0 0

In terms of what we know from the cash position. Taking in account the loan repayment, CPX had net cash of A$2.5 million end of June 2016. Results to the end of this period showed a loss for the year of $1.2 million. Even going on these figures CPX is in a strong position financially to secure good license deals for the Shareholders moving forward. With the rapidly increasing Murata royalties (having doubled to around A$440K for the year end 2016), further product releases and AVX royalties coming online, I expect CPX to be close to breakeven by the next results and then starting to go profitable to the year end. This doesn't take into account all the other opportunities discussed in my other post.
GLA
 
Murata

<iframe src='http://players.brightcove.net/4741948346001/BkW8F4WfL_default/index.html?videoId=5272442248001' allowfullscreen frameborder=0></iframe>
 
CPX could be on the verge of major gap up here. The moves have been solid and on volume with limited pullbacks.

Wednesday could be very interesting. Murata are presenting at several conferences. This certainly looks like a product CPX could be involved with. Murata is the sort of Company which could breakthrough with Japanese Auto OEMs much more quickly and effectively than CPX on it's own.

http://www.murata.com/en-global/about/newsroom/news/event/japan/2017/0110

Power Train

We will introduce a variety of power supply modules helping to make drive devices more compact and efficient.
- Lithium-ion battery for engine starting

The booth will introduce thin, compact lithium-ion batteries with laminating technology first developed for ceramic capacitors. Thanks to Murata's unique electrode structure, these products offer industry-leading output in a small and thin form.

-----------------------------------

I'm still not 100% sure that it will include CPX. Given the excitement lack of confirmation might hit CPX short term but I think it's on a lot of radars now so when the big new contracts do eventually come through the base has been set for moves considerably higher.
 
s28 said:
RRR after big initial move 0.40 to 0.80 consolidating now at around 0.60. Still a bit more sideways working needed but then expect a wave 2 and wave 3 move higher.

big.chart
Click to expand...

RRR move looks like it may be starting

Management awarded themselves options some of which require a share price above 1.5p before they vest which gives an indication of where they think the share price might go. I have a sort of 2-3p target dependent on manganese price.
 
MARL exceptional drill results for a long time, today publish NPV after PEA

NPV $1.3bn vs Mkt Cap c.£100m ; Post Tax IRR 153% !!!

Really worthwhile case-study

http://www.investegate.co.uk/marian...ot-maden-high-grade-g---/20170117113529H1691/

Chief Executive Officer Glen Parsons today commented:

"The potential value is finally revealed from the high grade Au-Cu Hot Maden project with these PEA results from RPM. We have always believed Hot Maden to be a world class deposit and, with a potential post-tax NPV for the base case mining scenario of $1.37B and post-tax IRR of 153%, this is certainly proven correct. The high grade nature of this resource and relatively low capital (CAPEX) and operating (OPEX) costs should result in the delivery of considerable cashflow and a short payback period (around 2.1 years, including underground mine development) on initial investment.
 
s28 said:
RRR after big initial move 0.40 to 0.80 consolidating now at around 0.60. Still a bit more sideways working needed but then expect a wave 2 and wave 3 move higher.

big.chart
Click to expand...

great set up going into next week
 
s28 said:
VRS Versarien looks an interesting company, had given it a miss as previously seemed more hype than substance but it looks like the substance v hype ratio has switched favourably with stock at lows whilst collabs with decent partners

http://www.investegate.co.uk/versar...ed-battery-collaboration/201604200713457406V/

In the field of batteries, conventional battery electrode materials can be significantly improved when enhanced with graphene. The use of graphene can allow the production of batteries that are lighter, more durable and suitable for high capacity energy storage, as well as shortening charging times. In addition, the combined use of graphene enhanced batteries and graphene enhanced supercapacitors, which charge and discharge much faster than a battery, could yield substantial benefits in applications such as electric vehicles.

Neill Ricketts, CEO of Versairen plc commented, "We are delighted to be working on this project with WMG and we look forward to developing a technologically advanced lithium battery that will have numerous applications in real life. The expertise in this field cultivated at WMG, University of Warwick, is second to none and the opportunity to be working alongside them is very exciting for Versarien as we look to maintain our position as one of the leading international experts in graphene production and its applications. We anticipate that the MOU will enable us to collaborate on a number of projects with WMG."

big.chart
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suspect there has been seller in background here, technically looks like retrace is done
 
VRS / graphene related

Jonathan Neale, Chief Operating Officer, McLaren Technology Group, added:

“While Formula 1’s technical regulations prohibit the exploitation of some nano-materials for legitimate cost reasons, the development of materials, such as the graphene family of structures, provide an exciting and increasingly cost-effective solution to some of the sport’s most demanding challenges."

“McLaren, Richard Mille, and The University of Manchester’s National Graphene Institute are all learning and working together; we’re looking at a number of emerging technologies, including the 3D printing of carbon-fibre, nanotechnology and surface-coating technology.

“We think the properties of graphene are pretty mind-blowing: some of the mechanical properties of graphene-enhanced composites can be improved by double-digit percentages compared to regular carbon-fibre composites. In engineering, we often talk about improvements in terms of fractions of a per cent; to suddenly introduce improvements of this order is incredible, but it gives you a very clear perspective on just how much we’re discovering about the properties of graphene, and just how much it’s re-defining our existing understanding of materials science.”
 
CPX - short term traders disappointed by lack of Murata related news today

RRR - this could go seriously nutty soon. It's pretty bullish when a development/early stage miner announces a $50m+ dividend for shareholders.I reckon they are probably throwing off crazy amounts of cash right now. Manganese price went from about $1/DMTU to $9/DMTU. Extraordinary.
 
s28 said:
CPX - short term traders disappointed by lack of Murata related news today

RRR - this could go seriously nutty soon. It's pretty bullish when a development/early stage miner announces a $50m+ dividend for shareholders.I reckon they are probably throwing off crazy amounts of cash right now. Manganese price went from about $1/DMTU to $9/DMTU. Extraordinary.
Click to expand...

I assume Murata will update there website after the event (18th ti 20th), they have 40 releases planned they can't put them all on there in one day .
 
VRS - Acquisition and Trading Update

http://www.investegate.co.uk/versar...ition-and-trading-update/201701191321106373U/

Not a big deal only £170k to buy 85% of Cambridge Graphene. Brings in University of Cambridge as a shareholder. Meh.

Trading update is more of a downdate as some parts good other parts look to be a bit behind. Overall the good parts are doing fine and that's the driver. Bit like saying my car engine is great but the bodywork is a bit bashed up. Rather than way than the other way round. Should still get us from A to B.
 
I am getting a bit more keen on GUN. I've been a bit negative on oil stocks but they seem to be investing at the bottom of the cycle in some interesting overlooked Canadian plays (Zenith/Oyster etc) which may by luck or judgement survived the downturn and could have some exciting assets/newsflow going forward. I like the portfolio approach of GUN.

Nice set up as well, volume/interest picking up so a good spot.

big.chart



Actually that volume pickup suggests some real action to come.
 
RRR

looks like it could break out bigtime soon. Monday could be a catalyst as Jupiter Mines (in which it owns 1%) is having an investor meeting

The CEO of Red Rock Resources is flying out for it from the UK. Should be an interesting meeting, I can't imagine he's flying all the way out just for what's in the announcement regarding the buyback/distribution but could be wrong.
 
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RRR should rocket today. Market Cap £3m just one investment (admittedly their major one) now looks to be worth about £9m...

Red Rock Chairman Andrew Bell comments: "The distribution, by way of an equal access share buy-back, is being accepted by directors and we expect it to be accepted by the other significant shareholders. Our percentage shareholding will then remain unchanged. At the buy-back price our holding is valued at £8.83m, compared with the carrying value in our books of £1.5m. The expectation of a further increase in manganese sales, and the possibility of further distributions, sale of the asset or a relisting later in the year, mean that we expect value to continue to increase."

http://www.investegate.co.uk/red-ro...es-equal-access-buy-back/201701230700098138U/
 
s28 said:
RRR should rocket today. Market Cap £3m just one investment (admittedly their major one) now looks to be worth about £9m...

Red Rock Chairman Andrew Bell comments: "The distribution, by way of an equal access share buy-back, is being accepted by directors and we expect it to be accepted by the other significant shareholders. Our percentage shareholding will then remain unchanged. At the buy-back price our holding is valued at £8.83m, compared with the carrying value in our books of £1.5m. The expectation of a further increase in manganese sales, and the possibility of further distributions, sale of the asset or a relisting later in the year, mean that we expect value to continue to increase."

http://www.investegate.co.uk/red-ro...es-equal-access-buy-back/201701230700098138U/
Click to expand...

Spot on. You make a very interesting point here. Don't know what to make of it now. Why will the required run rate rocket btw?
 
s28 said:
I regard the 9p resistance as a relatively weaker one because it was a short term intraday spike so psychologically not a lot of volume will have been transacted there. Usually these resistance/support zones are where a lot of the traders have traded at that price so it has some sort of ingrained anchoring within the mind. That's my gut feel on it anyway.
Click to expand...

Same here. I'm getting the feeling we really think alike
 
aliasad1998 said:
Spot on. You make a very interesting point here. Don't know what to make of it now. Why will the required run rate rocket btw?
Click to expand...

I think £9m sets the base price for their Jupiter investment. I did the maths a few posts ago, I think Jupiter is making obscene money which is why they are happy to pay out a single dividend of $50m+ with loads more to come. Could be £20m+ to RRR
 
JDSDPS 23 Jan '17 - 10:09 - 10572 of 10573 0 0

When will the market get it?

If you look at the Jupiter presentation for the valuation of Tshipi(see below)

If you take the mid price that’s about $2500m so RRR 1.2% is $30m that’s a share price of over 5p for just the Jupiter shares.
So Jupiter are also reviewing restarting Mount Ida. That is worth a lot to RRR because of the .75% royalty and the balance that would be due from Anglo for the .75% already sold. That must be worth 15m+. All in all the Jupiter assets and royalty could be worth 7 to 8p a share.
Not sure when the market will revalue RRR but it will.

From the Jupiter meeting a valuation at the different exchange rates and sale price.
Tshipi – Valuation
US$m - 100%
Metal price - US$/dmtu
4.00 5.00 6.00 7.00
Exchange rate - ZAR/US$
12.00 1,085 1,804 2,540 3,277
13.00 1,286 2,060 2,843 3,625
14.00 1,488 2,316 3,145 3,974
15.00 1,698 2,573 3,448 4,323

Mount Ida & Mount Mason Iron Ore Projects - Update  The iron ore price has somewhat recovered from the lows recorded at the end of the 2015 year.

The favourable iron ore price and exchange rates means a review of these projects is warranted.  Iron ore exporters at Western Australian ports are running low on ore.  Mt Mason and Mt Ida can provide immediate production and long term resources. Source
 
RRR This is the Jupiter Mines presentation

http://www.jupitermines.com/images/jupiter---iengaitahj.pdf

Slides 13 and 14 demonstrate potential of Tshipi, but Jupiter also has Iron Ore potential (and RRR a royalty on production)

I don't think talk of $30m value for RRR is outlandish so the current price offers real upside potential. This may start seeping out into the tipsheets over coming days/weeks
 
s28 said:
ASA - fundamentals still fine. Needed a breather technically and people are finding a reason to sell. Should consolidate between these moving average lines before next move higher. Note how it found support and bounced off 200 day MA before

big.chart
Click to expand...

ASA chart looks to be getting towards a base. Think it needs to do more work consolidating and could also do with underlying commodities acting better. Gold still looks a bit anaemic below 200 day MA

Kitco%20Gold%201.gif
 
RRR don't understand the Trident like misfire today, expected rocket, anyway allows one to pick up more cheap stock

$1 per share equates to $27m to RRR

sydneybhai
486 posts.
Date:
24/01/17
Time:
09:11:30
Post #:
22094123
New
WhichWayUp said: ↑

This Q was raised at AGM and we all were convinced as to how positively Priyank responded to it.

They had quartile of few scenario valuations done at the price of manganese and us$ to zar and productions that they do and eventhough current price is around $6 the management has taken conservative approach and for valuation used bottom end at $4.50 and came to 0.40usd value which all SH agreed to including all majors holding 90% +

They also added any SH can check competitors values on asx such as s32 their production their opex their profits and their MC and most importantly mine life which ours is 60yrs now!

$1 my original estimate is easily reachable in 2017

Good luck all....

Oh forgot to mention that since start of mine they are always cash positive despite the commodities down ward trend and bear market for around 4yrs so they are highly confident of blue sky moving ahead.....

After AGM I had 1-1 with Priyank and he is very positive on this baby!
 
RRR

http://www.theaustralian.com.au/bus...n/news-story/0e0c1b7313858ef800eb94a59d05bf10

Donald Trump’s promise to invest $1 trillion in infrastructure in the US could help boost world commodity prices, particularly those involved in steelmaking such as iron ore and manganese, former BHP chief executive Brian Gilbertson says.

“If the things that Mr Trump says turn out to be true, there is going to be an enormous investment in infrastructure in the US,” he told The Australian in an interview yesterday in Sydney.

“All of that means more demand for steel, which means more demand for manganese.”

Mr Gilbertson, who was BHP chief executive for six months in 2003 before leaving after a disagreement with its then chairman Don Argus, said there had been a fundamental change in world commodity markets, particularly those involved in steelmaking, since prices hit lows in late 2015.

The South Africa-based mining executive, who chairs the Perth-based Jupiter Mines, said the company would appoint advisers soon to look at a potential relisting in the wake of the recovery of the world manganese price.

One of the company’s major assets is a 49.9 per cent stake in South Africa’s Tshipi manganese mine, which is now producing some 2.4 million tonnes a year.

Jupiter was delisted from the ASX in January 2014 after its shares were hit by the fall in commodity prices. Directors took the move to delist after its market capitalisation fell from $1 billion to under $200 million with its shares at 10c. The company made a pitch to shareholders in Sydney yesterday, outlining progress on the Tshipi mine in the Kalahari desert that is now exporting most of its production, and pointing to the recovery in the world price of manganese from a low of $US1.50 to current levels of $US6.92 per DMTU (dry metric tonne unit).

Mr Gilbertson said Jupiter had bought its stake in the deposit in 2010, when it was “not much more than a patch of barren veldt”. The open-cut mine, which is next to the Mamatwan *manganese mine owned by BHP spin-off South32, has been developed and is now exporting the bulk of its production.

Jupiter is making a capital return to shareholders of $73m in the form of a share buyback priced at 53c a share, more than five times the price the company was trading at when it delisted.

Mr Gilbertson said the commodity industry had gone into a bear market in the years after Jupiter bought into the mine in 2010.

“The share prices of the major global diversified companies tumbled, commodity prices declined for five years and it really was a difficult time,” he said.

“None of the commodity companies were excluded, including Jupiter, which was trying to build up its mines.”

But he said the bear market “appears to have come to an end” and “we now have a producing, *efficient mine in Tshipi”.

Mr Gilbertson said Jupiter was not counting on any impact from the Trump administration on commodity prices in its plans to consider a relisting on the ASX.

“At the end of 2015 something started to turn. Equity and commodity prices are up three to four times from that bottom,” he said.

“There has been a strong improvement in the fortunes of the equity and the commodity markets including the *prices of iron ore, coking coal and manganese.”

He said commodity prices had eased back a little recently but the price of manganese was still strong. “I hesitate to make forecasts on commodity prices, but I don’t see them going back to the levels we saw a year ago,” he said.

Mr Gilbertson said production costs at the Tshipi mine were coming in significantly lower than the company expected when it made its investment in 2010. At the time the company was working on production costs of between $US2.60 and $US2.80 per DMTU. But executives said at current production levels of more than 2 million tonnes a year the cost had come down to about $US1.80 per DMTU.

“Relisting of the company is not the only option,” he said.

“We will appoint advisers in the next few weeks to guide us through the process. If there is some consolidation of the Kalahari basin, which I think is quite possible, it could mean stronger prices for our shareholders over a substantial period.”

Mr Gilbertson’s private company Pallinghurst is a significant shareholder in Jupiter.
 
CPX - must say disappointed to see them dilute but to be fair they have done it on the back of good news and demonstrated they are executing so I do buy the reasoning

Commenting on the Subscription, Anthony Kongats, Chief Executive of CAP-XX said, "We are delighted with the support provided to the company at this exciting time for the development of our supercapacitor business, which will enable us to accelerate a number of development opportunities."

http://www.investegate.co.uk/cap-xx...n-to-raise--2-43-million/201701240700129301U/
 
I've seen The Wolf of Wall Street a couple of times and made quite a lot of money in gta 5 by investing so I'm kind of an expert when it comes to the stock market
 
GUN - own about 7% of ZEN

ZEN announced workovers of Azerbaijan fields current 300 bopd but historic 15,000 bopd

what you reckon oiler fans ? (still not feeling oilers myself)
 
VRS - I think the technical retrace is done,and it should start acting better going forward

sharesevents 24 Jan '17 - 12:44 - 1226 of 1226 0 0

Promotional post – FREE investor evening in London, February 9. VERSARIEN will be presenting among others. The SHARES/AJ BELL evening welcome you to take advantage of new investment opportunities. See and hear Neil Ricketts CEO present with VERSARIEN winning a significant £100,000 order recently to supply high quality material to an European commercial customer.

Register free today by following link

Https://goo.gl/Aciqvj
 
David Lenigas has been talking up Canadian listed MMS Macarthur Minerals which is an Australian iron ore and lithium play as well as Canadian lithium. they are proposing to list their Aussie assets on ASX and that is a bull market right now. Looks v.interesting for a C$10m company.

RE:Another Spike in Volume & Price

Hi vchesar, perhaps it's in response to iron ore prices surging 6% overnight....

"MMS has "shovel-ready" iron ore projects in the Yilgarn Region of Western Australia with over C$70 million raised and invested." Previous market cap of C$165 million based on iron ore projects alone.

ASX listing preparations are at "an advanced stage". And formal confirmation of IPO date news will soon "provide improved price realisation for those (lithium + iron) projects more consistent with its ASX listed peers.

And helps explain why global commodities operator, Tulshyan Group made their recent strategic investment.

Looking like a decent set-up

big.chart
 
s28 said:
VRS - starting to move

Graphene is going to be a huge growth sector and this Company which looks to have a lot of validation for it's positioning is only valued at c.£10m, claims to have made transformational acquisition and is due to hold an Investor Day in a few weeks. Looks like it's gearing up for a move.

big.chart


Versarien plc
("Versarien" or the "Company" or the "Group")

Investor Event

Versarien plc (AIM:VRS), the advanced materials group, is pleased to announce that it will be hosting a site visit to its newly acquired facility at AAC Cyroma in Banbury, Oxfordshire, for private investors on 9 of November 2016 between 9am and 11am.

Investors and shareholders should register their interest in attending this event at https://www.eventbrite.co.uk/e/versarien-investor-meeting-tickets-28652122269
Click to expand...

starting to look better again, would like to see it get above 200 day MA
 
GUN - the jewel in the crown seems to be ZEN but Brockham and Horse Hill exposure also interesting

RamCo was a pretty big and dodgy company back in the day if I recall correctly (nicknamed RampCo)

ZENGAS 25 Jan '17 - 22:02 - 260 of 263 2 0 (premium)

I added a few more hundred thousand here today given the small market cap and the upside potential on just the w/overs alone. This could be a substantial opportunity 2nd time around given further improvements in drilling techniques (when we do start to drill new wells). Ramco/Socar were estimating between 3 and 5 billion bls oil in place on the Muradkhanli field. If we eventually tap some other part or sweeter area then who knows what the possibilities on just that one field could be taking into account ZENs low m/cap and building cash from increasing w/overs considering Ramco got flows of up to 5,000 bopd.

As for Ramco 17 years ago - They seemed to have had either well problems or legal disputes every where they went - from Poland, Georgia, USA, Azerbaijan, Czech Republic.

They did farm into the same 3 fields on a 50-50 basis in Azerbaijan in 1998. They drilled an exploration prospect and i don't think they have the terms Zenith have now. They only drilled one well and a sidetrack and both were problematic but they hit oil flow in both of 5,000 bopd and 1,000 bopd particularly in the eocene. Later the Seven Heads gas field offshore Ireland eventually practically destroyed them. I think they were in too many places at once which was eating up their cash resulting in significant losses and they decided to cut back without giving the Azerbaijan prospects more attention. From what i see, they were interested in unlocking the 3 billion barrel potential prize rather than workovers. The oil price when they drilled in 2000 was about $24/b average and that has to be taken into account on their rehabilation terms.
 
TAN - big volumes and a long tail hammer reversal candle. I think it could pop big on any news. Already trades at a 50% discount to NAV and if it floated right now in the US given Trump reflation trade it could sell at 2x book i.e. potential for a 4 bag from here IMO
 
s28 said:
CPX

p.php
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CPX Excitement building


meijiman 27 Jan '17 - 14:10 - 10565 of 10566 0 0

I do think there is a US angle here -seems to go better in the afternoon. Maybe the company should go for a US listing?!


Skyracer 27 Jan '17 - 14:14 - 10566 of 10566 0 0

The graph in Simon Gordon's header on this thread shows the potential of CPX. When (not if) the RNS containing the transformational contract (of which there could be several this year) arrives we could see the share price climb BACK over £1 in due course.

p.php
 
Cpx reached year high 12p today ,that is some jump from 5p just a few months ago. Monday should be interesting I think with the share placement at 9p .

S28 do you think this placement will have a negative effect on the current sp not sure how to read this one.
I bought some at 10p so happy with the result so far .
 
CPX apparently the £2m placing went to one shareholder. Someone taking that big a position probably expects multiple of their original investment as a return and will be aware there won't be liquidity to allow them to flip. The way stock is acting the £2m was Management throwing them a bone to 'start them off' in building a bigger position. The stock looks well bid. If news comes through as I expect then definitely big returns on cards from here despite the 1p to 12p move of last few years.
 
s28 said:
CPX looking on brink of potential big breakout. People latching onto comment in AGM statement

"The Board looks forward to potentially providing additional updates on our automotive applications over the remainder of this quarter..."

big.chart
Click to expand...

CPX - most of the recent move has been to do with Murata rather than these 'imminent' Auto OEM deals
 
s28 said:
PREM - I think there is a lot of room for upside here with PREM. A Zulu Lithium listing was I thought going to be the big catalyst but initial drilling results haven't been too special (in fact borderline lying from the Company with their presentation of data). Will wait it out for the next lot. Chart could still be viewed as constructive for now but that supposed solid base at 0.30p could also give way at some point as it becomes 'heavy' on resistance.

big.chart


If it doesn't break out to upside soon I'd probably dump and wait for a better set up in 2017.
Click to expand...

Had high hopes for this chart set up previously. Drill results however have been poor. Lithium fad can only do so much of the heavy lifting. PREM has some good optionality but Management dire at delivering so far.

A lot of overhead resistance now so needs serious game changing news to get excited about story from here.
 
s28 said:
CPX Fundamentals have long justified a major up move, now Technicals may be aligning as well
. I think CPX should be valued at £50-100m given the investment to date and the future potential of existing royalties/licensing agreements. Even before other contracts and Auto market.

7p and 9p looks like the last resistance areas before a move to 20/30/40p I hope

big.chart
Click to expand...

The weekly chart always worth viewing to get long term smoothed perspective
 
VRS good little write up

Its interesting to note that if we go back to the early days of VRS on aim in April 2014 just 10 months after the initial listing. VRS had acquired Total Carbide and stated in the interim results on 3/12/13 “Integration of Versarien Technologies Limited ("VTL") and Total Carbide Limited ("TCL") ahead of schedule and both making excellent progress “.

VRS acquired 2-DTech and the share responded by rising to 35.5p valuing the company at about £37m that's over 2.5 times the current market cap of £15m. How on earth did that happen?

Well as luck would have it for shareholders purchasing at around the current price a number of things have conspired to hide the potential in VRS. The Thermal and Hard Wear Products side of the business have been hit with the collapse in the price of oil and the fact that the lead time to generate sales of copper foam has taken longer than expected. Although both still have the potential to perform in the coming months/years.

The main issue is that in a new developing disruptive industry 2-DTech have been missed by the many commentators despite the fact that VRS have a patented process to create (what I believe to be a superior quality) single layer graphene.

This has been highlighted in an article in Money Week on the wonder material graphene that did not mention VRS. There was also an article in the FT which didn't mention a £100k order that the company described thus. "We believe that this order is one of the first significant orders placed in the UK to supply high quality graphene. Versarien is quickly becoming the go to place for high quality GNPs globally, having successfully scaled the business from the lab to the production arena.
We expect the use of graphene to continue to gain further commercial traction and Versarien is very well placed to be at the forefront of delivering high quality graphene for multiple applications. We will continue to scale our production to meet demand as it occurs."
Sooner or later the market will wake up to the fact that not only does VRS have the above mentioned patent but also the huge number of collaborations made over the last 2 years.
Not to mention the statement from the latest acquisition.
Like the Company's existing subsidiary, 2-DTech, born out of the University of Manchester, Cambridge Graphene was born out of the University of Cambridge to commercialise the university's graphene expertise. The Universities of Manchester and Cambridge are the two centres of excellence for graphene in the UK. Following the acquisition of Cambridge Graphene, both universities will be shareholders in the Company, positioning Versarien at the epicenter of the commercial development of graphene both in the UK and globally. that the own 85% of both the Manchester and Cambridge.

The future is bright, the future is graphene. Enjoy the ride.
DYOR
 
SALV


JOEMILLION 30 Jan '17 - 09:37 - 63 of 63 0 0

Positive article in Money Week, round table interview with Jim, first patient dosed with results in 2 weeks. All looking very bright.
 
s28 said:
KEFI - looking dead for a while now. Ethiopia a mess and there's going to be a Death Cross. V poor technicals
PREM - looking better, double bottom in short term and MACD looks due to go positive soon
VAST - massive volume shows overhang clearing at artificially low level but technicals not too damaged
Click to expand...

Huge potential on fundamentals

PREM chart looks like lot of difficult overhead resistance to work through, VAST cleaner upside potential less overhead resistance
 
s28 said:
Some stocks I would keep on watch. Potentially interesting blue sky stories but have queered their pitch in short term with poor financing choices. Once overhangs clear could have capacity to move strongly higher.

PREM - Could spin out Zulu Lithium got Lenigas acting as 'consultant'
VAST - Could re--open nicely named 'Giant' Zimbabwean gold mine
KEFI - could start mining of gold in Ethiopia w

big.chart


big.chart


big.chart


I like VAST chart set up best but PREM has the coolest story as Lithium fad is hot with investors right now
Click to expand...

Charts
 
TAN

steveglobal4 31 Jan '17 - 00:48 - 2086 of 2086 0 0

The amazing thing is, when we were 100 percent owning snorkel and it was boom time before we were worth 800 million,
I would say 2016 was fairly similar to 2006 for myself in business so maybe snorkel is now worth a lot more than we realise, and I'm guessing adhern would run snorkel
Better than kell use too.

Maybe just maybe we could see an early Tanfield all over again,

How can we find out if snorkel is back to 2006 levels

Even if snorkel was only worth a quarter of what it was worth at the peak before recession than would be 200 million which 99 million to us is five times today's share price,

Is it possible we could get a bid for snorkel before adhern buying Tanfields 49 percent

Think about it.

Snorkel talk about how fast they are expanding globally on this news story, so are snorkel producing more product that we were in 2006

http://www.khl.com/magazines/access...appoints-director-of-manufacturing-operations
 
ABZA

Hardman Research: ThioBridge deal highlights undervaluation

ThioBridge deal highlights undervaluation: Abzena is an integrated group offering a broad range of services and technologies to improve the chances of discovering and developing effective biopharmaceutical drugs. With strong footprints in both the US and UK, the company provides a fee-for-service offering with the additional opportunity to embed its technology - 'Abzena Inside' - into commercial products, on which it will derive a long-term royalty stream. Abzena has signed a licensing deal with a US biopharmaceutical company for the use of its ThioBridge technology. This deal has a potential value exceeding $300m and has significantly boosted market confidence in the company.

Please click here for the full report:

http://hardmanandco.com/docs/defaul...thiobridge-deal-highlights-undervaluation.pdf
 
I've always been impressed by this never ending thread from the outside, but now that I open it I realize that it's primarily only [MENTION=107620]s28[/MENTION] keeping it rolling! :91:
 
I only joined a good few pages into it. It was originated and kept going originally by likes of Eagle_eye, Deadly_venom and jaspa888. There may be few contributors but it is still widely read by people who don't contribute. I often get offline requests to post about a stock on here.

Personally I find it useful to jot down my thoughts in an informal way as an aide memoire.
 
Last edited:
s28 said:
I only joined a good few pages into it. It was originated and kept going originally by likes of Eagle_eye, Deadly_venom and jaspa888. There may be few contributors but it is still widely read by people who don't contribute. I often get offline requests to post about a stock on here.

Personally I find it useful to jot down my thoughts in an informal way as an aide memoire.
Click to expand...

Fair enough.
 
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