Member Info for Adastra

The illiquidity of SIM will massively magnify the price rise when reality kicks in. Huge cash pile - great business growth - visible and predictable earnings stream - loads of probable contracts this year YET only 47 million shares in issue and a small MCap of £14m. Realistically we should be rising to £25-30m MCap this year with ease IMHO

Truly massive potential here IMHO - just listen to Prof Robert Dales keynote address in Dubai https://www.arria.com Gives an insight into the market and adaptability of the ArriaNLG machine to sort Big Data - xlnt!

Trading at Dan Balt, PBI and Baltic Top was at capacity [and probably still is?] according to the interims and excellent news from Dan Balt followed. http://www.investegate.co.uk/pan-european-termnls--pan-/rns/operational-update---dan-balt/201310080700069188P/ The resolution of our 50% share in Rosbunker - our 'investment' which also working flat-out and is currently valued at around £26m- has been promised before April this year. The timeframe on this has NOT changed as I asked that specific question at the last meeting. Any alteration of the timescale would necessitate an RNS. The clock is ticking and the hour is approaching when should get either: a cash settlement equal to our entire MCap; cashflow of around £2.6m per year on the bottom line or we buy-out the other 50% at an agreed price then sell it whole. Option 1 or 2 are the probable outcomes - either of which can be truly described as 'transformational' and the reason why Belphar jumped in with an offer of 22p a share 'blind'. Watch and wait - news is imminent.

As a result of the above, the Company expects to report revenue for the year ended 31 December 2013 of at least $7.9m (2012: $6.8m), slightly ahead of market expectations and representing growth of 16% over the previous year, and profits in line with market expectations, representing an increase of approximately 20% over the previous year. The Company's balance sheet remains strong, including over $8.0m in cash and cash deposits at 31 December 2013. Juicy contracts on the horizon as even notes.

Anytime soon. I am almost 100% certain it will be within next two weeks on so many grounds previously mentioned in my posts. I am surprised we haven't had a release already to be quite honest but I'm assuming theres lots of excellent news that needs correlating before release. With Rosbunker resolution so close you can smell it and trading still strong the potential upside is substantial IMHO. We'll worth the research if you are considering joining the crew here. We are eternal optimists whose aspirations are very close to being realised :))) onward and upward.

Absolute steal at this price - marked down 0.5p?!? DYOR and take a position on my previous comments. With only 34 million shares in issue, an MCap of only £13m and Nigel Wray on board as a 10% investor the IP and high barriers to entry are huge plus points here. It just isn't blipping on anyones radar yet - but it will. The stream of lukewarm news and disappointment in 2013 is about to get replaced by a string of positive events IMHO, most of which are allude to in the interims, Mike Byrne's appointment in November [ex William Hill guru] is showing an immediate effect - expect that to continue and increase as he gets a feel for the business.

Hit a 4 year low and the outlook is so much better looking forward. I expect the graph to bounce sharply upward in a replay of the early months of 2010. 2009 was a mirror year to 2013 and the shares rerated strongly in the following six months. On what grounds do I bas that fact? Check the last interims and pull out the positives: Following the recalibration of the marketing strategy and changes to retention campaigns, trading in October and November has improved with revenue growth in all areas. In November cost-per-acquisition of a cash player to our core B2C brands was a third of the equivalent cost in July, and provisional data indicates a close to break-even outcome at the EBITDA level for the month. Higher yields from existing players are also being achieved and higher conversion rates thanks to improved CRM and deposit options. A number of new initiatives and games are planned for the new year. Gaming margins have broadly stabilised since September when some big winners affected the bottom line. Gross win from B2C smartphone customers in November was higher than at any time in the previous six months. The growth of demand for our unique local games in the App Store has been fantastic. Approval times for new games by the regulator are now coming down, meaning we can speed up our release schedule for this important market in the coming months after the frustrations of 2013 which held us all back. News is imminent on the important November and December Christmas trading - it should reflect good growth.

Reckon you are spot on with regard to the lifting of our profile. The 22p bid out-of-the-blue with no due diligence shows us that the discount to NAV is reason enough to hold strongly here. We know that news is very close and, as you say, the money men will pile in at the first scent of it. It's a bit like chicken at the sales, once one blinks and jumps the gun on Rosbunker it will avalanche. Tic toc tic toc! Wouldn't want to be on the sidelines at present, much better in.

With so few shares in free circulation PAN will jump quite quickly on next positive RNS. Great for shareholders as the rerate is long overdue

As the share price is creeping up nicely into the coiled spring posture. Soooo much news in the pipeline and Rosbunker resolution quietly ticking away. Nice.

Only 106m shares so should bound up when the RNS stream arrives. patience - as always - is the clue to reward and my goodness its been needed here! BUT - the wait will be worthwhile given the prospects highlighted in previous news releases.

Someone just picked up 10k @ 20.58p - that will be seen as a steal in several weeks - nice timing!

IMHO we are about to rerate and take out 23p on the way up. Once we breach 23p then its all the way up to challenge the 30p peaks of 2011. We are a transformed animal with Rosbunker now an investment - secured, ring-fenced and highly-profitable. Resolution will propel us rapidly through 30p and into new territory where growth will progress on the back of increased trade through Dan Balt in particular. Await news hot-off-the-press very soon regarding current trading, asset value and Rosbunker. Certainly not a share to be out of at present given the prospective horizon of company changing events. All IMHO etc as a long-term holder and watcher.

The word failure is not an option anymore :))) this is THE year! Success is the only outcome.

The year that the patience paid off! Relax and listen to the best of live guitar bending http://youtu.be/vBadAVsdixk Brilliant....simply brilliant.....enjoy this and the year to come - all aboard - Adastra

Decided that the Sisyphus ndp was reflecting the PAN share price - rolling the stone up the hill etc. shame to let 2000 posts go but needs must! Adastra reflects where we are headed in 2014 - to the stars! The patient waiting game .................... Is over! Hehe!

Our MCap is now £12m which is crazy. With CPA reduced by 66% and player retention and yields improved plus EBITDA positive in November things seem to be rapidly turning around under Mike Byrnes steerage. Since the BoD are currently locked against dealing due to insider rules I expect very positive news update re December plus director buying within next 2 weeks.

Expect the share price to move progressively upward albeit a stepwise move. We know Rosbunker resolution is imminent and we have already had a rejected 22p a share bid (with no due digigence ie blind). I suspect we have been busy behind the scenes reinforcing our asset valuations which currently stand at 47p a share. Trading is at capacity so little else to add except Pantastics observation that Dan Balt 'capacity' must have increased with new pumps. I'd also add that capacity will also have improved due to deepened harbour access to allow 80000 dwt vessels up from 40000 dwt. Lots on the cards for a very active 3 months with a huge elephant in Rosbunker equal in value to the whole current share price. Are the MMs manipulating the price? You're be a complete fool if you didn't think that was the case. More to come and ATB to the PAN crew - Adastra

Sound posts and usual logic. 2014 is going to be the transformational year where all comes together and Rosbunker value is realised IMHO. Nice if you get in at this price so late in the game; as Pantastic so rightly says, some of us have been following and waiting for ages. Patience has been the single biggest attribute of being a PAN investor! 2014 is the year that the patience should be amply rewarded.

Todays blue start is surely an indication of the year to come. Everything is in place now for realisation of the true value and potential of Pan European. We can smell the sweet scent of an early Rosbunker resolution and a current NAV tipping over the 50p a share mark from 48p...........................popped the champagne yesterday in anticipation!!