Member Info for Anudak

Very clever move by SD.

YTD price up some 48% with cobalt deliveries in 2025 expected to increase to between 335 and 390 tonnes from 210 (2024).

Https://www.riteaid.com/shop/eroxon-erectile-dysfunction-treatment-gel-4-single-use-tubes

It’s under a different category: “Sexual Enhancers” see link:

https://www.amazon.com/gp/bestsellers/hpc/3777681/ref=zg_b_bs_3777681_1

Why would Haleon sign an agreement to produce, market and sell Eroxon in the USA, make 2 payments of $4m each to Futura, invest a significant amount of money so far but carry out no formal marketing or advertising whatsoever. Odd isn’t it? Maybe they completely misjudged the demand and do not have sufficient stock in their supply chain to meet the extra sales that would follow from, currently, pursuing an aggressive advertising and marketing campaign. Perhaps there is a specific tactic they are pursuing and are planning to unleash a major campaign in November/December to coincide with the holiday season. Also, there may be something linked to Pfizer’s influence over Haleon. They still own 15% of Haleon and they are the producers of Viagra. Maybe they want Eroxon to fail! The possibilities are endless.

I am happy to stay invested.

Interesting closing price in US:

https://www.marketwatch.com/investing/stock/famdf?mod=mw_quote_switch

My apologies! Take 2:

https://www.morningstar.com/stocks/xlon/vlg/ownership

Https://www.morningstar.com/stocks/xlon/caml/ownership

Slater Investments Ltd are an existing shareholder.

It looks like the SP was taken down to meet an order. Having done so, the SP is now free to find its true value. Hence the rise.

Extract from an article in Investor Chronicle dated 24th August 2020 on Metal Tiger and its investments. The impression is that they sill hold the warrants.

“But the star performer has been Aim-traded Greatland Gold (GGP: 13p), a resource company that is developing the Havieron gold-copper discovery in the Paterson region of Western Australia under a farm-in agreement with a wholly owned subsidiary of Newcrest Mining (ASX: NCM). Shares in Greatland have surged 626 per cent this year, placing a value of £1.1m on Metal Tiger’s holding of 8.1m warrants which have an exercise price of 2.5p. The holding was in the books for £45,000 in the 2019 accounts.“

According to Morning Star, half year results are out tomorrow.

Does anybody know if they are going through with the dividend tomorow?

According to the RNS, Schroders plc increased their holding by nearly 6 million shares. Any ideas where these shares came from? I can not see this level of volume going through the market in recent weeks.

I think you will find the answer here:
https://www.sharesmagazine.co.uk/news/market/6666480/Result-of-placing-of-shares-in-Watkin-Jones-plc

This morning, Investors Chronicle, had JD as their growth tip for 2018.

The RNS from the company does not recommend the offer. "The Board has concluded that it is not able to recommend the Offer. The Board therefore recommends that shareholders reject the Offer. The Board will in due course be communicating with shareholders to set out its views in more detail." justdeezerts what is your source?

Sometimes I think private shareholders miss the obvious. I believe, QMC's motive in preparing the report is to frighten private shareholders into selling their shares and in turn help them and their associates close their short positions and maximise their profits at our expense. They rely on the "sheep effect" - get one to move and they will all follow. It is amazing how private shareholders are willing to accept statements made by an unknown institution, that admits it holds a short position, which conveniently resides in a foreign jurisdiction and uses anecdotal evidence to rubbish a British company. Usually, the driving force of any small company is its founder and managing director. What do you think Costis's motive has been for the last 18 years? To passionately develop a global software company and maximise shareholder value or design an elaborate scam/fraud. I believe Globo did the right thing to suspend trading. It is now imperative that they and their advisors respond correctly. As far as I see it, the common denominator is CASH. Demonstrate its irrefutable existence and private shareholders will begin to believe again and those holding a short position will be in trouble.

To me, BDO's statement says that they were not willing to rely on other auditor's opinions in formulating their overall group audit opinion. Globo felt the cost of allowing them to do so was too high. What is wrong with that? As far as I can ascertain, it appears that BDO never actually looked at Globo's accounting records. Moreover, is the report questioning Grant Thornton's ability to audit a company's accounting records? I have not read QMC's report which is apparently "private and confidential". Does anybody know who requested it or to whom it is addressed?

I find it very difficult to accept that Costis has spent 18 years of his life designing some kind of scam/fraud! Pause and think about this for a moment - 18 years - really? Are we to believe that their Auditors, Banks and Institutional Investors were fooled by Costis and that TW et al, who are unlikely to have private access to Globo's financial information, discovered a scum/fraud. Very hard to believe. This type of manipulation is designed to hurt private investors. Institutional investors carry out their own due diligence and buy and sell accordingly - I do not believe for a minute that, e.g. Forum, would base their decision making on this report. What would I do if I were Costis? Firstly, I will ask for trading in the shares to be suspended - that will ensure Enismore will not be able to close their position tomorrow by taking out private investor's stop losses. Secondly, I would invite a group of reputable financial reporters to my office and show them third party documentary evidence that verifies the bank balances etc..

I do not think it is fair to compare Quindell to Globo. Prior to selling their legal services division, Quindell were burning cash because of the nature of their accrued income. My understanding, is that the cost of their declared profit had a cash implication but their revenue didn't. Globo are claiming positive FCF and cash balances. Are we now to assume that these cash balances are an accounting exercise and that their "British" Auditors did not bother to verify such a "material" item on the Balance Sheet? I believe Forum's move has got Enismore worried. They need to close their expensive position fast and it appears that they might be using the services of TW to help them. Is TW a credible analyst or business person? He does not impress me.