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Member Info for redknight1


Member Since: Tue, 2nd Mar 2010

Number of Share Chat Posts (all time): 606
Number of Share Chat Posts (last 30 days): 8

Last Posted: Wed 16:43


Post Distribution over the last 30 days




12 Feb '14


I think I'm being very fair on DB and COMS in my comments, which have been largely positive, but MML's gross margin for example would increase by 100% if gold returned to its highs and the effect on its share price would be exponential

I have read every single RNS that DB has issued (which is about 100 times more than AB at PINN....)

COMS contract wins are extraordinary but valued at c£100m they had first half revenues of £2.5 million and, based on DB's comments on the interims could reasonably be expected to hit £78 million for the full year, but till no profit

And I expect that the Redstone acquisition could be a game-changer but the integration of the other part of the Redstone business (RM) was what started the rot at PINN.

Managing scale changes in business and the integration of disproportionate acquisitions are the biggest challenge for successful growing companies

£78 million revenues would value COMS at 13 times REVENUES at the current price

I genuinely wish you all the very best and many of you have done incredibly well but for the reasons stated I'm out (and prepared to be wrong)

COMS sp could well continue to grow but all I'm saying is that for me I think my goldies and silvers will grow faster going forward.

Genuinely well done all of you!
12 Feb '14


Its certainly been exciting watching Dave Breith taking COMS to the stars, but if they make a significant acquiaistion I would expect some profit taking

Meanwhile, its really exciting watching the live gold and silver prices right now; silver trying to bust out of its trading range above 20.40 and gold banging on the psychological ceiling of $1300
12 Feb '14


It's like i said but AIM is so corrupt that shares are being marked down on bad and good news; MMs lurrrvvveee triggering stop losses.....

CNR is one for the long term IMHO, as is HOC. So is COMS but with no earnings not one for an ISA at present. I shall certainly look at buying again on any setback

Oh and I'm often wrong!
12 Feb '14


And its all about timing; shares tend to fall after results announcements (buy on rumour, sell on fact); I bought MARL after their placing at about 1p and sold half at 9p plus; it's never wrong to take a profit and COMS has come up 1273% in less than a year....
12 Feb '14


Understood.

However, I only buy producing or near term funded producing companies. FRES yields 5.5% at the price I paid; MML produces gold at under $600 an ounce (seen the price lately....?)

And where does it say that COMS is profitable? EBITDA is not profit and I remember AB banging on about EBITDA for PINN now look at them...


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