Member Info for Bobbybullet

https://audioboom.com/posts/7835440-blencowe-resources-ceo-on-the-status-of-the-orom-cross-graphite-project

Interview on the 1st April; JORC “within one to two weeks”. So any day now till end of next week (being generous) till RNS lands. Relax, maybe top up a little if price softens from here. The future looks bright.

Results 14th April (see last RNS)
Hoping for some positive sentiment on progress.

Apologies. I didn’t have time to finesse my top up yesterday. Still not reported : - 400k @ 8.9 buy
Should have put it through in 100k tranches.

Likewise. Just increased my position considerably, been following the progress here for some time and we are now approaching an inflection point. Great asset to be in and all encouraging data from initial sampling, expecting JORC to be positive. GLA

Looks like John has released some cash from Gfinity and re-invested here. He still has a sizeable position in GFIN but obviously feels ZOE has better prospects, at least short term. Glad to say I’m in both and so far it’s been extremely profitable :)

Been watching this company since listing, took today’s weakness as a chance to jump in. Prospects look huge but could be a slow year before the results are in. Expecting to build a largish position over the next 12 months.

Agreed. Expecting positive momentum in the share price. Price target of 40p on forward EBITA of £60m multiple of 5. Further lake plans to enhance value further by year end. IMHO DYOR

Leave the Prof alone.
He posts interesting and informed comments. It’s more productive than some who just sneer but decline to offer an intellectual argument.

Investor presentation yesterday, financial results today! Anyone might think they were trying to create a bit of momentum leading up to the JORC publication....

Not sure what the market didn’t like about this update?

Improving revenue
Good pipeline of orders
Good cash position
Low customer churn
High levels of recurring revenue
New products

I must be missing something...........

Just as likely to be a fund raise on the horizon. Expansion plans will require additional working capital. Looks like an excellent company but I’m waiting for next funding cycle until I’ll consider investing.
Could be wrong, of course, in which case I’ll miss the chance but many more fish in the sea ;)

Ahhh. 74 Day letter. Interesting, so maybe another week to wait......

Evans :
SO4 - first production March 2021 current dip good entry.

Looking at the volume over the last 3 days, yesterday was the highest volume for the last 5 years, I smell some interest here. M&A activity maybe or some ii buying?
A potential turning point.

43.34p

Hi Prof,
I’ve always read your posts with interest and understand you have other investments. Would you mind sharing with us what they are?

Good profit. But I was expecting much more from this share over time.
With just over 17% of shares backing this bid could there be a counter bid?

Great deal announced with guaranteed earnings for next year. Not surprised the market liked it today. Undervalued with a lot more upside.

Heard Paul Hill on Vox give EQLS a passionately positive rating. Thought I’d give it the once over to see what I thought. Read through the last 3 years financial statements, news articles, RNS’s, read most of the posts on here, followed the links, listened to the interviews with BOD etc...

It would seem that the pivot into B2B and international payments (and the costs associated with this) and the overly ambition EPS forecasts poorly communicated to the market left EQLS at a point in its evolution where It had lost the faith of many in the market. The new business strategy should have started to create traction this year. COVID came along and has delayed the recovery but this looks well placed to push forward in the next 12 months. BOD look trustworthy with plenty of skin in the game. Double digit growth should eventually feed though to the valuation. I’m in....

The publication of the preliminary feasibility study is due by Q3 end. This should be a key milestone and value generative. I’m in:

11-Sep-20 09:39:06 5.375 167,445 Buy* 4.50 5.25 9,000 O

The research note by Align is well worth a read, although not unbiased, illustrates the potential value a positive PFS could unlock.