Member Info for beardozer

Only one of many hidden gems! The Market and Common Sense make strange bedfellows. Huge shame on GLEN for not unleashing the Zanaga tiger instead of the mummified cat it currently resembles. Can't help thinking the price of Iron Ore will continue to rocket while countries replace essential lost infrastructure before investing in new. The taps in North America will soon run dry while Germany is drowning. Gaia rules! And why wouldn't a planet attempt to protect itself?
With all guns blazing! Unsurprisingly, birth rates have plunged.

Apologies for calling you an idiot but how is it possible to engage with anyone who writes "I’d love this to be true, but it seems so unlikely that I haven’t bothered to check it in detail. " I don't think I'm clever but at least I can be bothered to do some research!

Surprised to see the SP closer to £4 than £7! Electric cars are a joke and the more punters buy them the more will wish they hadn't unless they can charge at home and never venture much further!

All minor miners on AIM are subject to Pump'n'Dumps. At the same time, it's never wrong to back the Fundamentals however long it takes to bank a decent profit! ATM ROCK appears to be very cheap despite announcing promising drilling results. The Market is very strange at the moment - BRD announced excellent results and punters sold into the pathetic rise. Hopefully, sooner or later, the Fundamentals will raise the SP but AIM is basically a casino. Place your bets!

Was it a Buy or a Sell? I suspect a Buy but WTFDIK?

Surely you're not suggesting "for every seller there's a buyer"? Ha! Ha! Ha! I'm more concerned with the rising price of Oil and how undervalued LBE is if they find any!

Now only my 9th largest investment out of 12 but still 5% of my PF. I'm here until KP2 succeeds or fails. Downside is 100% while upside is 1000% +

"the market will generally be efficient enough to factor-in whatever valuation number seems most realistic, particularly *if* it’s for a big holding." The Market often gets it very wrong! Or else why would takeover offers be at multiples of what the Market values the company? Maybe the day after the Oxford Nanopore IPO the SUPP SP will rocket 550%?

Any thoughts on the Zanaga Project? It could have a significant impact if GLEN get around to maximising shareholder value.

This week I Bed & ISA'd my holding in TWD and banked a 25% loss which will offset profits in my trading account. The SP has since fallen another 7% but am I worried? Yes! At the same time I'm hoping it's a 6-bagger within 3 years - maybe sooner if their technology is a takeover target.

Is that it for another 6 months? Obviously undervalued and I'm awaiting the takeover offer.

Place your bets! ZIOC will either succeed or fail. It was ever thus. Sadly I've also been losing money elsewhere! Amazed the SUPP SP hasn't rocketed but when you're up against the likes of ProphitOfDoom is it any wonder? Meanwhile, an excellent RNS from BRD led to # 5 Top Riser but not for long! Can't wait to escape this madness! £1 per ZIOC share would give me £270k to play with. It's a start!

After such an excellent RNS I'm surprised it's only up 6.74% - surely 67.4% would be more appropriate!

Apologies if I'm the one who's confused but I think you meant IPO not SUPP.
If I remember correctly, according to my research (which I have temporarily mislaid), SUPP owns 21% of Oxford Nanopore and they value the holding at 25% of their portfolio. Meanwhile, IPO owns 15% of Oxford Nanopore and, according to their valuation, it's currently 27.7% of IPO's Market. Cap. However, if you apply IPO's valuation of Oxford Nanopore to SUPP's holding it works out at 168% of SUPP's current Mkt. Cap. Good luck!

You're right to be cautious but you are also confused. IPO clearly state: "Our valuation of Oxford Nanopore at 31 December 2020 reflects several factors including the company’s strong performance in 2020,
which is described above, and evidence of strong investor interest in the company. In terms of financing, we considered recent investment offers received by the company, and the potential impact and timing of an IPO. As a result, we have concluded on a fair value of £340.3m for the Group’s 15.0% undiluted shareholding, an increase of 29% during the year, resulting in an unrealised fair value gain of £76.5m." As for the future valuation of Oxford Nanopore I note that WISE is valued at £8.8bn so miracles can happen!

Suddenly more sells than buys! £5 by Xmas?

" I would not have bought in simply on the hope of being bought out. " Really? What else were you expecting?
As for Phildon, I agree with "let's think positive £2 a share by end of the year" and why not? ZIOC has always been a binary bet which some investors appear to have overlooked. As I've said before on numerous occasions, bung £1k into ZIOC and you might lose it or you might end up banking a 2000% profit.

Or are they Buys? I reduced my holding this week by 38% and banked a 12% loss. Binary bets are OK but the Opportunity Cost can soon mount up.

That was the title I was planning before reading extrader's input. Can't help thinking it's all rubbish and I should exit and bank a 28% loss. But how sick am I going to feel when the takeover offer suddenly appears? Only this week I dumped a share on Tuesday which was # 8 Top Riser on Friday. What would Jean-Paul Sartre think?

Where were you when it was 1.3p? I'm in the same boat after belatedly discovering TGA after it was off my radar and looks like a no-brainer (extreme caution required) not to mention BRD (just like PXEN future revenues will dwarf Mkt. Cap.). Another no-brainer is SUPP but nobody agrees with me. DYOR. If they own 21% of Oxford Nanopore...