Member Info for Bazzaman

SP rising nicely today.
GLA

His e-mail address is donald.leggatt@lse.co.uk with a double t.

He made a similar comment on FIPP yesterday, seems to prefer MERC. Bit of a glass half empty view IMHO.
GLA

Simon is back from his study leave. Just posted.
https://www.investorschronicle.co.uk/ideas/2022/11/04/playing-semi-conductor-and-platinum-group-metal-themes/
He finishes with
'So, having recommended buying the shares at 93p in my 2022 Bargain Shares Portfolio, and banked dividends of 10.25p a share to date, the fundamentals strongly suggest potential for material share price upside. Buy.'
GLA

Thanks, I've just emailed him so see what he says.

Good idea, I'm on it.
BOL

The Disease in Motion platform was launched in April 2021 pushing the SP to 44p as expectations of the wearables companies falling over themselves to pay high regular subscriptions . This was how CF positioned it in the fanfare that followed the launch.
Fast forward 17 months to November 2022 and DIM has become just that, SP sits at mid 9p and CF has gone into hibernation - no mention of spin-offs, Mo running the show and CF looking at Oil companies.
POLB looks like promising and I'm in positive territory there but as Moniman always says still way short of the IPO price.
Lots of us were taken in by CF's promises and the excuses he now uses as the market not ready for another IPO is quite frankly poor.
Hoping that some light shines brightly on DIM but no evidence of that anywhere yet.
GLA

Good to see that Simon is back today from his study leave and has posted a buy recommendation after market close.
https://www.investorschronicle.co.uk/ideas/2022/11/03/britain-s-future-technology-winners/
GLA

https://www.youtube.com/watch?v=biM6XTLPBUM
GLA

I think the review was AH (Alex Hamer) who I'm not very keen on but frustrating that others may well follow without having a balanced view.
GLA

As I said I don't agree with their view but I'm happy with my subscription as I follow Simon Thompson and on this occasion it wasn't his comment.
Cheers

I don't agree with their view but here is the last summary paragraph.

But investors are largely buying into what Greatland will be able to find beyond Havieron, given the limited exposure to this project after the Newcrest farm-down. The positive is that further exploration will certainly be covered by Havieron cash flows, and the negative is that another big discovery might be the only trigger for a major uptick in the share price. Avoid.

Looks like UT at 8.65.

Hi Velo, like you I'm in for the long haul. Well done on your short term side-line trade. I still think Q1 results might come tomorrow to help mitigate the 8p ex-div, if not tomorrow then Friday.
BOL

I was wrong about Q1 results today, so maybe tomorrow to tie in with ex-div day which could be interesting.
GLA

I also think 2023 will be interesting for Guident as well.
https://www.youtube.com/watch?v=zrTRXgFxd9Y
Lots to be excited about.
GLA

I'm expecting Q1 results tomorrow which should see this move into 3 figures and then a drop on Thursday ex-div but not sure by how much.
IMHO DYOR GLA

It went down at 1.30pm due to the USA CPI numbers which spooked the market. SP held up well today on ex-div day.
GLA

They have a webinar scheduled for 8th November so news might be earlier than you think.
GLA

Nice update from 'box' markets (replace b with a v)
https://www.**********.co.uk/articles/microsalt-partners-with-presty-foods-as-it-enters-ready-meals-market-8d04bca
GLA