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No numbers but a bit of digging on MiTBL reveals a fast growin business which MBO now have an option to but 55% of enlarged capital for £1m if all goes well. Held MBO last year but sold looking for quicker returns but glad I had my RNS alert set up.

Last weeks share price movement and the willingness for MMs to take such large chunks of stock means something is coming. With GRPH being so diverse, I can't put my finger on which is about to make an announcment. There are potentially large multi million pounds orders about to drop like they used to in 2015 when the SP was back up at. I also notice my 100k quickly changed hands. Someone is buying, not Darwin exiting.

I can sell 500,000 shares above bid without going NT MMs don't have cheap Darwin stock at their disposal. I'm going to let 100k go for something else I've got my eye on but still sitting on 600,000 with no intention of selling.

Nice opportunity to top up. Mcap now below cash with close to zero cash burn. Next deal announcment. Can't be far off.

Not all of Darwins profit will come from the CLN's, they also have warrants at 18.4375p Darwin has also been issued with detachable warrants to subscribe for 1,016,949 new Ordinary Shares in the Company ("Warrants") at an exercise price of 18.4375 pence per new Ordinary Share. The Warrants can be exercised over a five-year period from the date of this announcement. Further, Warrants equal to 25% of the additional Loan Notes amount will be issued at the point of issuance of the additional Loan Notes.

Darwin are known for flipping placing and loan note stock quickly to make a quick killing but the terms of these CLN's also allow Darwin to pick their moment to acquire their maximum holding just before a re-rate or shareprice lifting news. Converting but not selling when they see the best opportunity to get the stock at rock bottom and hold for the re-rate or news. A false market is typically created to allow flippers to quickly get out at a profit. Watching last weeks trades and L2 movement, I don't believe Darwin have disposed of their shares. I believe they maximized their conversion at the all time shareprice low at 4p and they or their clients are now holding. Looking at the last 12months RNS's, it doesnt look pretty for GRPH hence the all time low of 4p darwin managed to convert the loan to equity. But there are a few hints as to what may be in the very short term news, The lesser of 18.437p or 90% of shareprice min conversion rate may hint at Darwin expecting a very quick rise to 18p+ If they hold their 4p shares, and there is a re-rate to 18p, they have timed the conversion perfectly. I added on friday, missed the opportunity on Thursday to buy in the 5's

Nice little video from Goldman Sachs in Feb 2017 including why they see Graphene as a tech to invest in. http://www.goldmansachs.com/our-thinking/pages/advanced-materials-craig-sainsbury.html?mediaIndex=1&autoPlay=true&cid=sch-pd-google-advancedmaterials-searchad-201702--&mkwid=etJ6QC7m

Interesting update in last interims regarding water treatment and desalination for those who feel GRPHs technology isn't playing a part in last weeks announcment in the press. Water Treatment -- Within the Water Treatment offerings the Group is able to source, treat and distribute water in a cost effective manner. Current focus sectors are clean drinking water, desalination, processed & produced water, and sewage & waste water treatment -- The Group is focused on a niche range between US$50m to US$150m, where the Group's decentralized solutions are economically viable and cost competitive -- During the final quarter of 2016 and the 1st quarter of 2017, the Group has identified a pipeline of major projects in Asia, Middle East, and Africa that it will be tendering/participating in and via existing partnerships -- To enhance the Group's water offerings, the Group has entered into strategic alliances including one with Tecnoconsult a leading global engineering firm for the roll out of the Group's solutions. The Group continues to focus on establishing strong partnerships with reputable partners for long term benefit

Isn't the only outstanding Darwin warrants at 13p+?

Last week. A leak regarding Jeremy's next deal?

No placing. $5m injection of capital with Directors each putting up $1m each by way of 7% loan notes with not repayable for 4 years plus existing loan notes converted into $1m at 35.5p Looks a huge endorsement by the directors. Also The Company's investment in Intensity Therapeutics Inc., will be assigned to SalvaRx Limited.

Unusual volume regardless of RNS. Buyers out there for this stock and it wasn't for an 8.5% slice of this trial. SALV have a load of projects on the go with bigger shares and any of these may be about to make an announcement. I anticipate an MM raid first thing and a blue finish as buyer hoovers up. Not many sellers even after this RNS

PE of only 1.3 51m in the bank Profitable Dividend paying Safe established Chinese firm in trusted province. No debt Small float of around 20% Many shares held by directors and family Director options ranging from 25-50p CFO ex PWC Should re rate to a more realistic PE of 5 taking into account risk. Based on figures given in Nov this would put the SP over 60p Dividend well covered and set to increase again. Cash on 30th Sept 2016 was £51m equating to a further 45p per share. No reason based on earnings and cash why £1 per share shouldn't be a more realistic SP if you could rid the company of the reputation some Chinese firms have inflicted on others.

Even Haike has managed a more realistic PE of 5 after yesterday's rerate. AFG SP should be at least 4 times higher to bring PE into line for this cash rich, debt free, dividend paying PLC.

AFG paid a dividend of 1.4p for the financial year 2015. That was about a 10% yield at average prices over the last 6 or 9 months. They did cut the interim divi for 2016 from .7p to .2p, on the basis that they were making less money in 2016. It wasn't completely unreasonable, but it did send the wrong signals to investors. There was a lot of negative publicity about frauds in Chinese companies for Fujian province in 2015 - Naibu, Camkids etc. But AFG company is from Shandong province. It has a grade A CFO from PWC and then West China Cement. And I think those Chinese scandals are in the past now. But it explains the massive discount to value here and provides an opportunity. The free float is very small. Any buying and this is going to fly.

from AFG website Major Shareholders As at 5 July 2016, shareholders holding more than 3% of the share capital of Aquatic Foods Group Plc were: Oceanic Expert Holdings Limited* 51,000,000 45.0% Pioneer Sky Investments Limited 6,500,000 5.7% Righton Investments Limited 6,500,000 5.7% Midasi (Malta) Investment Limited 5,500,000 4.9% One Capital Group Investment (Malta) Limited** 4,800,000 4.2% Thomas Tan Hock Nieh 4,700,000 4.2% Lim Koon Keong 4.500,000 4.0% Eternal View Investments Limited 4,500,000 4.0% East Sincerity Capital China Co., Ltd 4,200,000 3.7% First Honour Ventures Limited 4,000,000 3.5% United Talent Investments Limited 3,800,000 3.4% * Oceanic Export Holdings Limited is a BVI company of which 100 per cent. of the issued share capital is directly owned by Li Xianzhi ** One Capital Group Investment (Malta) Limited is a Maltese company of which 100 per cent. of the issued share capital is directly owned by Dato Yap Son On, who is Mircle Yap Ching Chai’s father. Shares not in public hands In the terms of AIM Rules published July 2016 and insofar as it is aware, at 5 July 2016, 78.37% of the Company's AIM securities was not in public hands.

Check out the financials and last reading statement!! Just on my radar due to appearing in toplists

Don't worry indie, you didn't miss anything. you couldn't buy in qty on the orchestrated drop. They wanted stock and you could only sell.

Can sell 100k at full bid without going NT. Give it an hour to settle down then let's see whether we have any sellers left. Screaming buy up to 50p

phil196923 Jan '17 - 21:18 - 10174 of 10174 0 0 Edit Check out the chart for chart in Nov 2011 when an upbeat trading statement was released and announcement of a new CFO. The statement was a lot more vague than todays detailed release but the share price shot up from 12p to 50p on the day then over the next few weeks topped out at over 70p. Back in 2007 HAIK traded as high as £2 per share. Higher turnover but more debt and lower profitability than we have today. Perhaps 45-50p is a conservative estimate for the re-rate!!