Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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...TBH, I'm none the wiser really. Stock holding up ok though!!
late-reported fairly substantial sales.
Maybe the rise is down to the floating of Aquabounty which has seen its shares rocket ?
95 now hit. I absolutely share your view, and am wondering how to protect against a drop after the results next week (as so often happens) as whilst I am 100% that they will be OK, I also don't expect any earth shattering news on hyper-growth so the market usually goes cold. Was going to halve my position once I broke even, but pleased I sat still so far though.... Perhaps best to sit tight, but always easier to sell volume in a rising market - what you think ? Will you join the webinar on the results with Equity Development ? I will be on for sure, armed with my pointy Q's as always !
....this is a bit more like it - just hit 94p on Google finance. My only worry is that this is on no specific news, but hopefully, the market is getting wind of positive developments ahead of full year results......??
If you would like to hear management present results for the year ended 30 September 2016 on behalf of Benchmark Holdings we will be hosting a webinar on Thursday January 26th at 11.45am. Malcolm Pye, CEO, and Mark Plampin, Chief Financial Officer, will give a presentation lasting approximately 30 mins and there will then be an opportunity for Q&A. To join please register at: https://attendee.gotowebinar.com/register/3096291094584657410 If you would like to submit any questions for management ahead of the meeting please send them to ben.ferguson@equitydevelopment.co.uk Kind regards, The Equity Development Team
I was fortunate enough to buy some at 50p, and I sold them back at 75p. I am also just above breakeven on my current holding as well. Let's just hope we actually see some momentum from new products in 2017!!
Well it is coming up to Xmas and the last 3 years have all involved some excitement - but I doubt it this time, perhaps just a bit of confidence coming back in ? Really need this to hold now as am almost at break-even - and I need something positive to end the year.
...anything in the works I wonder???
Hey listen, if you don't line them, and they wear out, you keep losing important stuff like your keys and coins. Better safe than sorry....;-)
RNS this morning shows Ferd AS (the ones who stumped up for the last placing in Aug) took 1m of them - no news on who disposed or where the other mill went - MtB been lining his pockets I guess......
....in one trade. Huge portion of the free float that. Be interested to see what's happened there?
Fourfold as I see it, albeit a layman's perspective 1. Possible short term supply pressures in salmon availability and resultant price hike 2. Restocking implications - may benefit BMK 3. The fact that fish lice is a real issue that needs urgent addressing - BMK vaccine in pipeline 4. This is not the first time that large quantities of salmon stock have been lost to thermal treatment.
Definitely worth a read LO. You're right, free float is very small. Volume today of 180k is actually 3x average volume for the stock. Stock price is now back to my average in price for my entire holding - I did buy more at 50 p, (in fact got some in the high 40's). TBH though, I'd probably sell a few if we got near to 100p again without new positive news - I like the long term story but near term visibility on this stock is still very poor IMO.
Not read the article, but what I find interesting is the SP move in relation to volumes traded - over 521M shares in issue and just 188.7k traded today so far on the rising price. Suggests to me that the bulk remain in institutional or founders hands so any really good news could see a rapid rise back to former (and better) levels if PIs want "in" to a growth co. Still smarting at taking my 3rd tranche in the last placing at 86p, instead of hoovering up at 50p........
...but unsure exactly what it means for Benchmark? Is the inference that their vaccination approach approach is better than the approaches described in the article?
Can't see a post by Miss Womble - has it been deleted for some reason?
Thanks for the info Miss Womble - that could well explain the share price rise and agree that there could be more to come in the short term... hxxps://theferret.scot/fish-farm-firm-kills-175000-salmon-accident Good luck all :)
....but probably just froth! Still, up 50% from the bottom now!
Agree, and even within the scant text nothing talking up the company, rather a downbeat commentary. But, they are very different in person and the prospects remain the same - but we must be mega-patient I am afraid. If there is a chance to meet the team at results time we should go en-masse and give them a savaging !
Least. Informative. RNS. Ever.
Fantastic post LO- thank you for sharing that, very interesting indeed. Feels like we need to keep the faith a bit longer here...
IMOH it was a bit of a dry presentation, recapping the biz model, history etc. but all sounds on track including the INVE integration so that's all right then ! Malcolm Pye just back from China where he has been working on "huge opportunities", and the world seems awash with opportunity for the new, integrated product set. All great, but let's get it captured and monetised then.... Spanking new, super high-tech UK facilities now being commissioned which are "best in Europe if not the world" and several other "world-leading" claims made - I take this as pretty genuine as Malcy Pye is nothing if not a modest, professional and honest chap - so that's all really good then ! Long discussion on the product pipeline worth £750m (incl all stages pre-POC to Sales) which is never taken into account by any analyst / report and that BMK are still seen as "too complicated" to put value on. Only £32m of this pipeline is at the Sales Achieved end, which is what tends to drive valuations.They commit to working on this with analyst community. Hard Q's raised about share price performance which were not really answered well - "obviously we're all disappointed" and a bit of muted muttering about being "less complicated than Apple and look at their SP" and believing that this biz could/should be able to 10-fold in the future. If something magical comes out of the pipeline then I buy this story too - but it's all a big "if" isn't it. It is year-end today, and they hope to get out a statement in early Nov before full results in Jan 17. No indication of any other newsflow ahead of that so I guess it's sit and wait time again...... Overall I remain a believer, but do think they have a huge amount to do in terms of investor relations, to PIs and to analysts. But let's hope the numbers do the talking in the coming months. This is really very much one for a 10 year horizon in my view and if it is accepted that food chain issues will continue to grow then they seem to be one of, if not the best placed bio-tech units set to capitalise on that.
Hi mate, no, I can't make it. Very much loo forward to any feedback you have though!!
Anyone else headed there ? I will be and hoping to hear a bit more hard monetary fact and a bit less story. I get the story or I wouldn't be lumped on so hard, so want some business news now. Show me the money !