Member Info for 28jaczar01

Interesting that his investments are focused on this green energy space, with a 4% holding also in ticker: TMOR who had their IPO recently in March 22 (refer to their green energy strategy summarised in first day of dealings RNS):

https://www.marketscreener.com/business-leaders/John-Celaschi-0N3SB3-E/biography/

https://www.lse.co.uk/rns/TMOR/first-day-of-dealings-ksvo8psg7tcb0np.html

Just 1% ? The TR-1 seems to show a new circa 14% holding and previously having no holding.

Premier Miton are well known for taking smart positions in undervalued small cap Companies and they typically invest on the basis of it being as a long term holding. Certainly good timing by them to get in just ahead of getting the 4% dividend.

Bodes well.

Interesting observation from the TR-1 today that the Director who has upped his holding by 20 million shares is based in Dubai, UAE……Business hub of the Middle East…….sun shines there all day, every day pretty much …..would seem a very good place to be located for giving regional management support towards solar power related sales…….just saying.

News this morning:

https://www.lse.co.uk/rns/EDL/board-changes-3p0rrxn1zgkksu3.html

@horseposture……..as per the RNS, BOD has participated for around 20% of the offering shares. That is significantly more participation than compared to most other AIM Company placings. I for one am taking that good level of investment as being a positive.

I am also taking positives from the current high cost and geopolitical tensions associated with hydrocarbons which tend to act as a strong catalyst towards increasing the level of renewables investment and the recent positive regulatory related news for the sector that should further promote for increasing the Solar Energy uptake (refer links below).

https://www.reuters.com/world/us/exclusive-biden-use-executive-action-spark-stalled-solar-projects-amid-tariff-2022-06-06/

https://www.euronews.com/green/2022/05/11/solar-panels-could-be-on-all-europe-s-public-buildings-by-2025-in-phase-out-of-russian-fos

MrA…..these days 2 million USD is nearly the same as 2 million GBP……

Seems a smart move that Avacta have these partnership deals established in USD currency.

Next he may hit them suffering shorts with a cheeky intraday RNS…..he has past form on that front.

Nice………like London buses :-)

@chaebol…..you mention about PW comment on the exahash online at around 7.45……

What I heard him say is “….we cannot control the price of Bitcoin but what we can control is how many machines we install and how much we are able to keep our hashrate online…..”

That to me has a different meaning to what you are implying. I take it to simply mean that Argo is in control of their online hashrate.

Listened in to the session this afternoon. Understandably the content was mostly generalised as they cannot say anything specifically material to the market that is not already released via RNS. They advised that details will come in the June operational update and upcoming end of Q2 interims.

There were a couple of snippets of info that I found interesting:-

1) They mentioned recently hiring someone from the financial markets (derivatives background). It’s a wee bit after the horse has bolted but Argo seems to be learning a lesson and recognising that going forwards they need to get smarter on the financial side of understanding the markets, trading, etc to optimise their financial strategies and this recent recruitment should help support them in this undertaking.

2) They vaguely mentioned about “hedging” and said that they would be saying more about this in upcoming news releases. This aspect sounds an interesting and intriguing development, as in the commodities sector you often get miners entering into hedging agreements for a period of time that protects them from downside price risk (albeit also limiting the upside reward). Will be interesting to see what a crypto version of hedging turns out to look like and who are the customers…..

RNS from ABDX issued mid morning regarding settlement agreement reached with the DHS.

It’s important for DVRG that our testing services partner ABDX has successfully resolved this litigation and consequently they shall be having improved working capital, which could be used for the benefit of our partnership going forward.

https://www.lse.co.uk/rns/ABDX/settlement-agreement-signed-with-the-dhsc-3f5qnup6a54002i.html

Posted on his Twitter account this afternoon…..Where he treads many followers likely copy.

https://twitter.com/baroninvestment/status/1541430669347274759

Nope….the smart ones saw this news on Friday via the Bradclad website and got in ahead of this morning’s RNS.

https://www.bradclad.com/2022/06/24/press-release-june-2022/

Video where Credit Suisse European Sovereign Debt Exposure is discussed from 7 mins 25 secs:

https://www.youtube.com/watch?v=luwXA9W1PvI

and an interesting Twitter post regarding the rising credit default swaps for Credit Suisse:

https://twitter.com/WallStreetSilv/status/1540217000495964160

and another interesting Twitter post regarding the silver link to Credit Suisse:

https://twitter.com/albertherne/status/1540531653583507457

If these are dots to be joined then wondering what could be coming down the line for Credit Suisse and Silver……..

“5000 employees can each introduce capital of 10000 USD” This is fairytale stuff.

90+% of their employees are blue collar workers from the South Asian region earning peanuts living in bleak labor camps on the outskirts of Dubai/Sharjah. Their wages get sent back home to keep their large families with a roof over their heads and kids to get some level of education.

There ain’t going to be any buy-out by the employees….

PDL doesn’t polish their mined diamonds, but they do have a very nice deal in place with stargems whereby they retain a 50% interest in the profit uplift from the sale of exceptional diamonds once polished and sold on to customers. All adds nicely to their bottom line.

Everything is up today…..really ? plenty of commodity stocks with bigger drops than PDL today.

Explanation…..You took my advice and sold at the bell…..well done for taking action rather than just moaning on here every day.

@itsaponzi……..interesting name………interesting posting style.

In LSE BB hibernation for circa 15 months since March 2021 (around same time as the PDL restructuring was completed…..any coincidence?).

Reappears by joining the PDL posting board around 3 weeks ago.

Initially with a few short bland messages including claiming to have bought into PDL at 80p. (Btw: a smart investor would have taken some profit off the table at say +50% after the fast run-up in SP before the inevitable partial retrace as per Fib levels).

As the days have passed by the messages are becoming progressively more like rants with mostly negativity. Again a smart investor would recognise the recent broad market negative sentiment, particularly for commodity based stocks and accept that PDL is simply following this overall near term sell-off trend and does not warrant particular posting of negativity compared to sector peers.

Then today we get the subtle mention of our recently departed friend Mr Carats…..who long outstayed his welcome after promising he would stop posting when the SP hit his sell price (somewhere in the 80s if I recall correctly) but failed to honour his word as the SP continued to climb to around x 1.5 his exit price within a short period. He kept on embarrassingly posting here much to the delight of the PDL BB community…….Such sour grapes he had.

But he did eventually recently depart…….Hmmmmm……So you know what I am left wondering……..clue: revolving door.

Anyway at the current SP there is still a circa 10% profit to be had if you sell now @itsaponzi….its not to be sniffed at and would put you out of your misery…….and the rest of us too.

Try to enjoy your weekend.

The halt code used on Nasdaq is T1.

http://www.nasdaqtrader.com/trader.aspx?id=tradehalts#

This is defined as “trading is halted pending the release of material news”

https://nasdaqtrader.com/Trader.aspx?id=tradehaltcodes

So this is not going to be like the recent weird EUA suspension where no material news release occurred. Something “material” is coming here….

Interesting……..RP has set out his stall here by announcing these visual results of the initial drilling at Halo, ahead of getting the formal assay results. This has taken just over two weeks from the commencement of Halo drilling back on 7th June.

For Red Setter, which most see as the key asset due to its location, it has already been 1 week since drilling commenced on 17th June and so we should expect a similar RNS announcing visual results of the initial drilling within the next two weeks.

Exciting times….

I would class the loan they made just 3 months ago to Deepverge (ticker: DVRG) a Company with lots of cutting edge tech and growth potential as being decent (notwithstanding that DVRG has a seller (Helium) at moment that is depressing their SP, but that should not last long).