Member Info for Bazzaman

https://www.proactiveinvestors.co.uk/companies/news/965948/greatland-gold-highlights-best-intercept-to-date-and-new-havieron-look-alike-targets-965948.html
GLA

After hours article by Simon at IC.
https://www.investorschronicle.co.uk/ideas/2021/11/10/heading-for-a-profitable-exit/
GLA

Presentation with SD scheduled for Thursday 11th at 6pm.
https://www.proactiveinvestors.co.uk/register/event_details/369
GLA

Poolbeg have events on 22/11 & 9/12, wouldn't be surprised if CF squeezed an ORPH one in as well.
So many green filters on here, keeps the reading down I guess.
GLA

Hi Tom, Good to hear from you. All well thanks, looking forward to some positive news. Hope all is well with you.
BOL

Watkin Jones (WJG) can trace its roots back to 1791, but its current business model is very of-the-moment: the property group sources and then forward-sells build-to-rent (BTR) and student accommodation developments to pension funds and institutional investors.

In theory, this is a mutually beneficial exchange. Buyers of the schemes are free from the costs and complications that come with planning approvals, project delivery and management, while Watkin Jones is relieved of the working capital burden and funding risks.

It has been a success in practice, too. Despite a less-than-benign operating environment, post-tax profits of £40.3m are forecast for the 12 months to September 2021, in line with 2019. That would translate into a 20 per cent return on equity, equal to the five-year average.

Investment partner appetite looks assured, although the order book growth rate depends on the pace of planning permissions. Chief executive Richard Simpson has petitioned the housing secretary to prioritise BTR as the “only way” to address the UK’s rental market imbalance; either way, a forward PE multiple of 13 is undemanding. Buy.

Not my view but IC's.

Imagine you own the rights to a hefty gold deposit. Good for you! But mines are expensive, even if you have a few million ounces of gold to borrow against and enough investor interest to raise money on the markets. Processing plants alone can run into the hundreds of millions of dollars, if you want scale.

Greatland Gold (GGL), which found the Havieron gold deposit in Western Australia in 2018, has found a solution to this problem: make sure your land is near a mine that has almost run out of gold. Greatland has turned this one asset into one of the largest market valuations on Aim. More specifically, it has provided Newcrest Mining (Aus:NCM) with a new source of ore for its Telfer plant, 45km away.

This arrangement means Newcrest has paid for exploration and development at the site and now owns 70 per cent of the asset, with the right to buy another 5 per cent of the project at market price in the 12 months from December. Greatland’s $73m (£53m) share of the mine development should be paid off three years after production is reached. That said, we would rather buy a gold company with greater long-term control of its asset base. Hold.
GLA

Sorry, didn't see already posted.

Nov 4, 2021 17:06:43 16.70p 52,500 £8,767.50
Nov 4, 2021 16:51:31 16.76p 1,186,796 £198,907.01
Nov 4, 2021 16:51:31 16.76p 1,186,796 £198,907.01
Nov 4, 2021 16:51:22 16.76p 313,204 £52,492.99
Nov 4, 2021 16:51:22 16.76p 313,204 £52,492.99
Nov 4, 2021 16:51:10 16.76p 313,204 £52,492.99
Nov 4, 2021 16:51:10 16.76p 313,204 £52,492.99
Nov 4, 2021 16:51:11 16.76p 1,186,796 £198,907.01
Nov 4, 2021 16:51:11 16.76p 1,186,796 £198,907.01
Nov 4, 2021 16:42:06 16.81p 1,370,000 £230,251.93

Interesting - GLA

This chat board is becoming a green swamp with all the filters, that's the pipe added to earring aid and Jimbo.
GLA LTH's keep the faith as only 7 weeks to Xmas and CF promises we will all be pleasantly surprised by then.

Yes all good news, SP responding positively.
GLA

Eskers copied tweet following last night presentation.
https://twitter.com/Eskers1/status/1456169348591243265
Looks like DIM has moved into 2022
GLA

Presentation from last night on their website.
https://www.poolbegpharma.com/investors/events-presentations/
GLA

Yesterday's presentation can be viewed on their website.
https://www.openorphan.com/investors/reports-and-presentations/year/2021
GLA

Down 12.5% on open to 30p, poor show with no notice of placing. However, expect it to rebound over the coming days.
GLA

Nice finish, ex-div on Thursday might see this go above 400p tomorrow.
GLA

Following market close Simon from IC recommends a buy.
https://www.investorschronicle.co.uk/ideas/2021/11/01/bargain-shares-on-the-property-beat/
GLA

Elrico did an audio recording of 2 hours for the previous session with SBTX, so hopefully that trend will continue for this one on Wednesday.
GLA

149p takeover price, cheap but would have taken much longer to get there without it. GLA

Next event scheduled for Wednesday 3rd November.
https://www.openorphan.com/investors/key-dates-calender
GLA