Member Info for Balanced66

Nolupus

Think you mentioned you had IPO?

Similar scenario here has share in Exscientia which could be worth more than market cap if IPO. Thought you may be interested?

https://news.sky.com/story/fund-management-giant-blackrock-backs-100m-injection-into-uk-drug-developer-exscientia-12234979

We should use Oxford Nanopore as the benchmark:

"...some analysts believe could be worth as much as $23bn (£16bn)". This is compared to the lowly £1.7 billion in the last funding round.

https://www.telegraph.co.uk/technology/2021/02/28/britain-fights-land-oxford-nanopores-blockbuster-public-float/

Even going by the the more cautious £4.5b valuation mentioned in the article we have a multiple of the last funding valuation.

The way these things work imo is value very conservatively in the funding rounds and then the real value comes out in an IPO/sale after all these people want to get their stakes at funding below fair value.

And we have other potential disruptive companies in the pf.

That's the answer to jollyspeculator's question about what is special about Fipp, think he/she must have got their order filled a while ago.

I just picked up a few more after selling one of my other shares now nearer to 10% in both my accounts.

I hope I'm also holding some other rocket ships like others here. I also like the buy and hold strategy - looking for undervalued good quality companies and buying before the share becomes popular with investors. Hopefully we are at that stage with Uog.

I also bought cheap into some other shares - I'm still hoping to multibag on them over time but they have moved much higher than my buy in price.

One other one that I bought recently under 4p average is Afritin (ATM). It looks like a well run good quality company like uog and if it delivers in the next 5 years it will have multibagged. In It is exposed to the renewables minerals of tin and lithium that are going to be needed in future and is a producer with vast resources left to explore and untouched.

On a medium to long term basis it should deliver but being a miner they are more risky as we all know.

Okay thanks 1509.

Company may have a long term future as well. At this market cap it only needs a few million sales to justify the cap. Also with all the publicity millions of people know about them now and I would want to try their products out out of curiosity now as well.

Someone on Twitter was saying that they think the large holders have not stuck to the lock in agreement as large 100k sells were going through. Not sure they can break it like that if it's an agreement?

1509 have large sales been going through?

I'm holding the shares for my 2 sons. The older one wanted to hold on to them when I advised selling at 20pish yesterday. Suppose it's good learning for them at the start of their journey of stock market investing!

Expect fireworks tomorrow from cbx LSE thread: could be Amazon

https://www.reddit.com/r/CellularGoods/comments/lumjzs/sunday_night_ama_with_cellular_goods_core_team/

"Where will your products be on sale ? Any deals done with stores yet ?

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u/alexis_abraham avatar
alexis_abraham
Cellular Goods
1h
Seriously on point question - we are in discussion with two key retailers one that is dominant online and another with a large physical footprint, can't go in to more detail whilst we are in negotiation but really excited. We will support their efforts as well as simultaneously launching our own e-commerce site."

Hi 1509

I'll join this month but am usually more longer term in my timeframes.

Put me down for:

1.Diurnal
2.Obd
3.Uog

Thanks

Thanks HunSen. Not long to wait now.

I'd agree with that the share price is not factoring in any growth at all.

On my subscriber service it is showing a forecast 12 month pe of 2.8 which is silly. Forecasts are not always reliable as companies often don't meet them or they will exceed them.

Here I think, (and it really needs more input from the seasoned oily experts here than me who know more about the company than me), with oil prices predicted to remain strong or higher for the next 5 years and more production likely to come through for Uog from existing assets without recourse to increased and expensive debt, earnings forecasts are likely to be met if not exceeded.

I was looking at another company this morning, an explorer valued at almost the same market cap and no producing assets yet and no income forecast for the next couple of years.

Talking about the great investor Buffet this article came up in my news feed. He's having a tough time of late making a few mistakes on whole business purchases. Seems to have lost his flair somewhat of late.

https://amp-ft-com.cdn.ampproject.org/v/s/amp.ft.com/content/01f308ff-0a66-4c31-9653-a9c81d940b23?amp_js_v=a6&_gsa=1&usqp=mq331AQFKAGwASA%3D#aoh=16145143861038&csi=0&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Fwww.ft.com%2Fcontent%2F01f308ff-0a66-4c31-9653-a9c81d940b23

Interesting article. Apologies if already posted:

https://www.telegraph.co.uk/business/2021/02/17/peak-oil-demand-coming-first-brace-almighty-supply-crunch/

Barring the unexpected which you get with every single share this share is one of the closest to free money imo.

There are different approaches to timing. I prefer to buy as low as I can after having done my research.

Others will wait for clear breakouts looking at technicals so some would be buying from these levels going up. Some actually average up and swear by that approach and that statistically it is more successful than averaging down.

I only recently discovered it about a week and a half ago. Managed a top up in the pension account but waiting to do one in the ISA to increase to around 10% holding. But yes those who were aware of the fundamentals here should have got some more lower down my first lots are around 3.38 so happy with those purchases and still very good value imo.

Very difficult to buy anymore at the moment.

Hi Bojo

You always get great prices! Good to see you here. Some chunky buys going through today - what do you make of those? You might remember on Diurnal the Director doing a bed and ISA a short while before the share increase?

The future is all about switchover to renewables and new technologies. I would expect that IES would get some of that business. It would be strange if they don't as the push from all places now is to go green. Here is another article from a few hours ago:

https://www.google.com/amp/s/amp.theguardian.com/politics/2021/feb/24/be-muscular-and-drive-green-recovery-cameron-tells-johnson

Bed and ISA transaction the last time that happened in one of my shares the share price doubled soon after. Is the manager expecting big gains soon that he wants to keep tax free?

I had no problem getting a quote to sell just now although it is a smaller holding than one mentioned here.

Still holding company awaiting phase 3 and there should be news on the other fronts hopefully.

Hope you got your top up earlier!

I'm still learning about the oil sector and this is my first ever oil share but these look like brilliant results to me.

I'm not an oily expert but those look like brilliant results and more to come!