The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
WOW......Missed by investors amd now under the radar,,,,time to buy before this stock is re rated.......well undervalued....we have a world class gold mine here folks DO SOME RESEARCH AND YOU WILL BE AMAZED
Some will buy to average their loss, this will increase the share price Monday.....any comments on this suggestion
Two companies have large stakes in Uranium Resources being Geigor Counter and Estes Limited, Their stakes have been taken for very good reasons no doubt they are privy to some information that we are not likely to find out about just yet but today has proved that the volumes of buys and general volumes traded that something is going on in the background......next week should be interesting as we may get some news
The secret is out Elektron EKT is another growth story and its only just started to happen, directors have been buying and they realise that their company is totally undervalued just like Renolds RNO and Specialist Energy SEGR Elektron tipped by Investors Chronicle and Specialist Energy tipped in this weeks Money week......although I think Renolds has yet to double in price to put the company where it should be and possibly the other companies mentioned. 2011 is the year of the small companies offering huge potential in an economy now beginning to bounce
The secret is out Elektron EKT is another growth story and its only just started to happen, directors have been buying and they realise that their company is totally undervalued just like Renolds RNO and Specialist Energy SEGR Elektron tipped by Investors Chronicle and Specialist Energy tipped in this weeks Money week......although I think Renolds has yet to double in price to put the company where it should be and possibly the other companies mentioned. 2011 is the year of the small companies offering huge potential in an economy now beginning to bounce
The secret is out Elektron EKT is another growth story and its only just started to happen, directors have been buying and they realise that their company is totally undervalued just like Renolds RNO and Specialist Energy SEGR Elektron tipped by Investors Chronicle and Specialist Energy tipped in this weeks Money week......although I think Renolds has yet to double in price to put the company where it should be and possibly the other companies mentioned. 2011 is the year of the small companies offering huge potential in an economy now beginning to bounce
City analysts believe that Specialist Energy Group (LON:SEGR) shares are significantly undervalued and the company is set for above-average growth. A number of analysts published research on SEG after it announced a new £5 million fundraising this morning. Both finnCap and Northland Capital gave upbeat views on the AIM-listed engineering firm. SEG is issuing up to 10.4 million new shares to new and existing investors at 48 pence each. The cash will support SEG’s growing exports business to India, as well as funding the expansion of its US operation and allowing greater flexibility to fund new orders. "We are delighted by the strong interest that has been shown by new and existing institutional investors in the placing,” chairman John May said. “Not only does it allow the group to continue expanding but it clearly strengthens our balance sheet and should facilitate the move to more flexible banking arrangements." In a note to clients finnCap analyst David Buxton said SEG is an undervalued play in late-cycle, traditional and nuclear power generation. The analyst highlighted that the group has strong overseas sales prospects, particularly in India and China, and its gross margins are gradually improving. “The valuation stands at a significant discount to most other providers of power generation equipment and subsea motors,” Buxton said. Buxton believes that SEG’s primary business - the Hayward Tyler subsidiary – is set to benefit from opportunities in both emerging and mature markets. In China and India the group can benefit as the nations build new nuclear power stations while ageing western thermal and nuclear power stations are in need to be replaced or overhauled. “We see considerable opportunities in the energy sectors for the Hayward Tyler subsidiary over the next few years,” Buxton said. He adds: “The shares responded to decent interims and the 10% Indian stake (McNally Bharat Engineering is a large shareholder), but continue to trade at a significant discount to the peer group.” Northland Capital - formerly Astaire Securities - analyst Simon Miller emphasised that the new funds would help support SEG’s efforts to expand the business. The analyst noted that a potential new site for its North American nuclear-focused operations has now been identified, and once complete and ‘stamped’ it could almost double Hayward Tyler's current footprint. “The expansion of the nuclear focused business is also timely,” Miller said, “as a greater reliance on nuclear power is increasingly seen as part of the solution to both energy security and climate change.” He adds: “The company has been steadily improving revenues and margins through the course of the year.” Specialist Energy was formed in January 2010 when Southbank UK reversed into AIM-listed shell Nviro Cleantech, ho
Tipped in Money Week dated 5th November page 51 Lombard shares look set to double plus article by Tom Bulford......very rosey article Also............. Looks like CEO would buy more if he could - here's his comment on BLOG "We never make formal forecasts, but I can only say that we are going to try incredibly hard to ensure that this is the start of a trend, and that we have very ambitious plans for growth. Three of our directors bought shares last month. Unfortunately because I own 49.1% of the company (which is significant under UK takeover rules because it is more than 30% and less than 50%) I cannot buy a single additional share without making a takeover bid for the whole company" 4. Broker Hardman looking for doubling of shareprice - and looks like this years performance will deliver the no's they were expecting for 2012.
SPA SHARE TIP ........SEE VIDEO JUST COME OUT http://sharecrazy.com/beta/tip_of_the_month/4363/tip-of-the-month- POSSIBLY WELL WORTH BUYING AT THIS CHEAP PRICE NOW WELL UNDERVALUED
Small Caps, AIM and PLUS Following the completion of the reverse takeover, 1Spatial Holdings* (SPA), the provider of intelligent, automated, data quality and integration platforms, commenced trading on AIM. Commenting on this, chief executive Nic Snape said: "We believe that the AIM market offers us the opportunity to expand the business both organically and through acquisitions, in turn increasing value for new and existing investors." GE&CR regards an EV/EBITDA multiple of around 10 times as undemanding for a company that is cash generative and increasing its profits and earnings rapidly. As such the research house initiated coverage with a "buy" stance and 123p target price. 1Spatial shares ended the day at 67.5p.
19th October 2010 Analyst: Philip Morrish Email: philip.morrish@gecr.co.uk Tel: 0207 562 3362 1Spatial* - Reverse Take-Over of IQ and 1000-1 Share Consolidation Complete: Buy at 71.5p with a 123p Target Price Key Data EPIC SPA Share Price 71.5p Spread 68p - 75p Total no of Shares 21,205,291 million Market Cap £15.16 million Net Cash c £1 million Market AIM Website www.1spatial.com Sector Software & Computer Services Contact Nic Snape Chief Executive 01223 433445 This morning 1Spatial completed the reverse takeover of AIM shell IQ Holdings and also undertook a 1,000 for 1 share consolidation, thus lifting the thriving enlarged group out of the ranks of the penny shares at a stroke. 1Spatial is a well developed and focussed location based software business with net cash and which is profitable. The geospatial market it targets is already worth $2.65 billion and grew at 38.4% between 2006 and 2010 and we expect that growth to continue. We value the group on an EV/EBITDA basis. Hence while the market capitalisation, at 71.5p, us £15.16 million the Enterprise Value is c £16 million which is which is 15 times the reported EBITDA for the year to June 30th 2010 of £1.065 million. However, we estimate that by the end of the financial year to 30th June 2012, the group will have increased its net cash to £4.182 million, which opens up the potential of the group paying a dividend as early as next year. We regard an EV/EBITDA multiple of around 10 times as undemanding for a company which has cash, is cash generative and which is increasing its profits and earnings rapidly. As such we formally start our coverage of 1Spatial, at 71.5p, with a target price of 123p and a stance of buy. Forecast Table Year to 30 June Sales ( £million) Pre-tax Profit ( £million) Earnings per share (p) Price Earnings Ratio (x) Dividend (p) Yield (%) 2008A 7.947 0.24 0.4 200 0.0 0.0 2009A 8.403 0.303 1.3 61.5 0.0 0.0 2010A 8.008 0.073 0.9 88.9 0.0 0.0 2011E 8.508 0.675 5.4 14.8 0.0 0.0 2012E 9.785 1.51 8.3 9.64 0.0 0.0 Source: Growth Equities & Company Research *1Spatial is a corporate client of Rivington Street Holdings (RSH) the ultimate owner of GE&CR. The SF t1ps Smaller Companies Growth Fund which is managed by another Rivington Street Holdings subsidiary owns shares in 1Spatial, as does RSH. This research note cannot be regarded as impartial as GE&CR has been commissioned to produce it by 1Spatial, it should be regarded as a marketing communication. The information in this document has been obtained from sources believed to be reliable, but cannot be guaranteed. Growth Equity & Company Research is owned by T1ps.com Limited which is commissioned to produce research material under the GE&a
I think the best way to invest in URANIUM is by buying shares in a company/fund called GEIGER COUNTER epic GCL that way you have a giood spread in companies and more chance to reap the benefits of the increase in the URANIUM price which is about to EXPLODE......any thoughts on my suggestion as I bought into this company/fund today. --------------------------------------------------------------------------------
JUST A SUGGESTION.......... I think the best way to invest in URANIUM is by buying shares in a company/fund called GEIGER COUNTER epic GCL that way you have a giood spread in companies and more chance to reap the benefits of the increase in the URANIUM price which is about to EXPLODE......any thoughts on my suggestion as I bought into this company/fund today. --------------------------------------------------------------------------------
Buy Discovery Metals at 45.5p Tipped SATURDAY 13TH MARCH An exclusive tip from Scarlett Moore of Sharecrazy's Premium Service First tipped at 22.5p in May 2008 Discovery Metals has been one of my most successful performers. So I think its about time for an update on my favourite copper marvel. As a reminder, Discovery Metals is an AIM listed, ASX listed and Botswana Stock Exchange listed minerals exploration company. Its main focus is on the Boseto Copper Project, a wholly owned asset located in Botswana which is currently nearing the end of a bankable feasibility study. At Boseto the company has a mineral resource of 60.4 million tonnes (Mt) at 1.4% copper and 19.5 grammes per tonne of silver. This is made up of indicated resources of 7.8 Mt at 1.5% copper and 22.8 g/t of silver, and an inferred resource of 48.7 Mt at 1.4% copper and 18.7 g/t of silver. Boseto is currently Discovery's main focus but the company also has a second project in Botswana, the Dikoloti Nickel Project. Dikoloti comprises of four prospecting licences that cover 612 square kilometers. The project currently has an inferred mineral resource of 4.1 million tonnes but is currently on the back burner as Boseto is developed. In its report for the three months to 31st December 2009 the company informed investors that the bankable feasibility study at Boseto remains on track for completion in March his year. 80% of the work on the study has been completed and an Environmental and Social Impact Assessment, which has been submitted to the local government, had not revealed any risks or mitigated impacts that would prevent the development of the interest. At the end of December 2009 the firm had A$17.6 million (GBP9.8 million) in cash. The economics for the project estimate that, on the basis of a copper price of US$2/lb, Boseto will deliver an internal rate of return (IRR) of 18% with a net present value (NPV) of US$116 million (GBP74.4 million). At a copper price of US$4/lb the IRR rises to 57% and the NPV to US$426 million (GBP273 million). That demonstrates that the project is highly geared to the copper price, which as I write is currently at around $3/lb on the London Metal Exchange. Operating costs over the targeted initial project life of 10 years are expected to average US$1.04/lb, with capital expenditure amounting to $150 million. Away from Boseto, survey and sampling work has commenced on the Dikoloti nickel project. During the quarter Discovery Metals entered into a joint exploration agreement with the Japan Oil, Gas and Metals National Corporation (an entity comprising several government agencies tasked with securing a stable supply of natural resources for Japan). Under the deal the miner remains the operator of the project while its Asian partner will provide A$3 million in funding for exploration activity on the project in exchange for a 60% interest in the joint-venture. *The value of investments can go down as well as up. Past pe
SH AND IQH COMMENTSBrought to you by UK-AnaIyst.com Friday, 8 January, 2010 4:48 PM IQ Holdings – A Bit Embarrassing This is a bit embarrassing. We liked this market research company as an investment and backed it fairly heavily – mostly at 0.1p. We also bought up a few loan notes yielding 10% for the Growth Fund. In fact we liked the company so much that RSH, our parent company, tabled an offer for the entire group – well for its two operating assets. The net result is that – if shareholders vote the right way (and we shall not be voting) the SF t1ps Growth Fund will end up owning loan notes in our parent company (still yielding 10%) and also shares in RSH. We will also own shares in what remains of IQ – that is a tiny AIM listed shell. We hope something will happen with the shell but 95% of the value will be in the RSH shares. Since Tom is CEO of RSH all decisions on what to do with these shares will be made by RSS. We all think that RSH is also undervalued so right now there is no compelling rush to sell the shares although given that RSH has historically had cash we would expect it to cancel those loan notes pretty soon which – for the fund – is a shame as the 10% coupon was nice while it lasted! We do not like owning shares in our parent company just because it feels uncomfortable. But we do like owning the shares because we think they will head sharply higher over the next few years. What to do? It is a bit embarrassing but we will not be rushed into selling by inevitable Bulletin Board criticism. Our duty is to make money for you and that will not be achieved by selling at any price.
so this is what it all could be about;- t TAKEN FROM ANOTHER BULLETIN BOARD Uranium One to sell Dominion Brendan Ryan | Tue, 11 Aug 2009 10:27 [miningmx.com] -- URANIUM One is to sell the mothballed Dominion uranium mine in South Africa and expects to get $38.5m in cash but has not named the prospective buyer. The June quarterly report stated that Uranium One had committed to a plan to sell subsidiary Uranium One Africa which owns the Dominion mine. CEO Jean Nortier told Miningmx, “we are pretty far advanced in negotiations to sell the Dominion mine but, at this point, we are not yet in a position where we can announce anything.”
EXCELLENT NEWS....
TAKEN FROM DAILY MAIL SATURDAY JUNE 20TH THE cover was blown on one of Aim’s best kept secrets this week when Zambian miner Kiwara revealed it may be sitting on a’ world-class copper deposit.’ An estimate of the resource, at its KalUmbila prospect suggests significant ore that should be easy to mine. The findings oE independent consultant Snowdon published on Wednesday sent the. sharesballistlc. Yesterdaytheywere4p higher at 381/2p after starting the week at 24p. However, analyst Joe Lunn,ofFinnCap’ which is also broker to the company reckons there is further to go. He values the stock at 51p. He reckons Kalum-. bila alone Is worth 44p, the company’s two other projects Kawako and Kawanga at5p and the cash on the balance sheet 2p a share. I get the impression this isa very conservative price target. If drilling confirms Kawako’s potential to yleldalotof nickel, - shares will :sOar again. However news on this front will be at a pre: mlumuntil the back end of the second half. The next real catalyst will be on September 14 when thefirm expects to have suEcessfully renegotiated Prospecting Licence 267, covering its main areas of itere5t. OUR ADVICE: Kiwara may pause for breath sobuy on the dip and hold for 12-18 months. But the spread on thls stock is wide and it Is thinly traded. If management addresses its small free float, 51p will look a bit low. There is also said to be interest in the region from at least two super-majors. Copper-bo
I really don't think that investors in the resource sector realise the importance of Rio Tinto getting involved with Uranium Resources this is such a big boost for such a small company....I am sure Rio know exactly why they have this involvement and the URA share price does not reflect this in any way apart from Uranium being the next BULL charging ever upwards in price.......keep buying I am. SmileyCentral.com (Whilst the coal fields of Tanzania have been well known for over a century, they have never been fully developed or systemically explored using modern exploration techniques.) Perhaps Rio Tinto who may well be interested in putting a bid in for Uranium Resources and perhaps they have now found out the quantity of coal that could be on the tenements, a bid instead of a JV would be much more valuable to Rio Tinto.......all things are possible and why has Barc suddenly increased their holding. This is just an idea not a rumour as yet.
The outlook for SPIRITEL is excellent and this is reflected in their last set of results....we are now awaiting the next set of results and perhaps a trading statement before the results expected.....I cannot imagine anything but above average results/potential for this superb company who has done everything right in the present economic climate and will go on to prove its strengths and together we will have a re rating for the shares which are TOTALLY UNDERVALUED Outlook Management will continue to execute its Acquire, Integrate and Grow strategy to build upon its track record of adding earnings enhancing acquisitions. This will be complemented by organic growth from cross-selling activity, where we made significant progress during the period under review. The Group's increased banking facility, provided in turbulent economic times, serves as a strong endorsement of our strategy and financial results. Our consistent growth in earnings continues to improve the Group's financial stability and we operate with a relatively low level of senior debt relative to earnings. We will also continue to improve earnings visability with a migration from one off capital sales towards managed services and longer term contracts. Our increasing level of contracted revenues and the growth of our order pipeline underpin our expectations for the year and we look forward to continuing the delivery of value to shareholders. The economic outlook for 2009 remains volatile and challeng