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Motif Bio has collapsed by more than 80pc to its current 7.1p since revealing that its flagship product has been rejected by the US Food & Drug Administration (FDA) earlier the month. The company plans to address the regulator’s concerns in a meeting in the coming months. However, with cash concerns lingering and a placing on the cards, is there still hope for Motif over the long-term?

https://total-market-solutions.com/2019/02/25/motifbio/

Neill Rickets CEO caught up with Jeremey Naylor and our friends at IGTV to discuss the latest progress from the company, Ricketts refers to the advanced stages the company are in with high profile global companies, whilst arguing we are developing new technology which could impact all of our lives, so the stakes are high.

Versarien saw its stock rise an eye-watering 1,300% from October 2017 to October 2018, along the way the company has picked up a lot of retail interest. IGTV had a chance to catch up with the founder, CEO and major shareholder Neill Ricketts.

https://total-market-solutions.com/2019/02/22/versarien-ceo-interview-2/

Rather than look at the assets like most reports seem to, I intend to focus this analysis on the Profit and Loss and the cash flow that could arise as a result of production.

https://total-market-solutions.com/2019/02/20/block-energy-financial-review/

Arc Minerals’ von Schirnding discusses institutional support and Zamsort acceleration following £2.2m equity injection
Arc Minerals surprised investors on Monday with the news that it had raised £2.2m ($2.9m) over the weekend through a private placing at 3p a share. Here, executive chairman Nick von Schirnding talks through the importance of institutional support to Arc’s long-term growth and plans to accelerate the drilling of an exciting new target at the firm’s Zamsort project.

https://total-market-solutions.com/2019/02/20/1714/

Doc caught up with Andy Dennan CFO of Coro Energy to better understand the companies most recently announced news, in addition to the Petronas joint technical study RNS’d back in December 2018 here. You can read more from us here at TMS in relation to the Duyung PSC we published here last week.
In less than a year, the company has managed to clean up its Italian production portfolio, helping to generate a revenue stream helping to cover G&A, with no further development budget allocated as the company firmly sets there sights on South East Asia. CEO James Menzies has a comprehensive history of successfully conducting business as Coro’s team goes from strength to strength working up an exciting portfolio of known Asian assets.

The market has shown a muted response to recent news on deal flow, no dilutive funding and its senior management team buying shares in the company, we asked the companies CFO to run the rule over the company since Doc last spoke to them 6 months ago. We hope you enjoy the interview and encourage investors to focus on the salient points regarding funding in which Dennan clearly outlines the companies disinterest at issuing equity in Coro Energy at current levels, more importantly, in addition to the detailed and arguably complex RNS’s released over the last week we ask Andy to translate this for layman investors.

https://total-market-solutions.com/2019/02/18/coro-energy-cfo-interview/

As JP Morgan issues a major vote of confidence to Asiamet, should you be having a look too?

Indonesia-focused resources player Asiamet climbed 14.5pc to 5.3p last Wednesday, a price it has not hit in months. The move came after large institutional backer JP Morgan AM purchased an additional c.94m of the company’s shares, taking its total stake to 9.37pc.

JP Morgan’s purchase comes at a pivotal time for Asiamet, which is continuing to make considerable progress towards its goal of becoming a mid-tier copper producer. However, due to bearish macro conditions on both the global and local stage, the firm’s shares have fallen from highs of 14p to their current 5p over the last year.

With this in mind, could this critical vote of confidence from a major City player be a bullish sign for Asiamet’s share price over the coming months?

https://total-market-solutions.com/2019/02/18/asiamet-as-jp-morgan-circle/

https://twitter.com/davidburton1971/status/1096353240457859072?s=21

Ignore the lunaticas and focus on the facts...

Earlier this month, Botswana’s finance minister Kenneth Matambo warned that economic growth is expected slow to 4.2pc in 2019 from an estimated 4.5pc in 2018. Interestingly, rather than this being indicative of a problem within the country itself, he said the decline was more reflective of an expected general slowdown in the global minerals sector. With mineral revenue currently sitting as the highest contributor to Botswana’s budget, making up 35.6pc of all revenues, there is always going to be a risk that any commodity bear market will have a negative impact.

https://total-market-solutions.com/2019/02/15/business-in-botswana/

Botswana has consistently shown itself to be a politically, economically, and geographically stable jurisdiction for businesses to base themselves in. Despite an expected hit from weak commodity conditions, the country’s government expects strong growth rates to continue this year, with no indication that things are going to change any time soon. Here, we look at what is attracting international companies to Botswana and examine the London-listed investing opportunities operating in the country.

https://total-market-solutions.com/2019/02/15/business-in-botswana/

...The changes mark a severe shift in sentiment from Angus, who appeared to back Vonk and support his plans for the business in response to a requisition several weeks ago. So, should investors be worried that managerial inconsistencies will impact operations moving forward?

https://total-market-solutions.com/2019/01/30/angus-energy-news/

At 4.5p Cyprus-focused exploration business, Chesterfield Resources is sitting considerably below its most recent 7.5p placing price. The fall has come despite the company acquiring an attractive series of prospects in Cyprus, a historically-successful mining jurisdiction that is now looking to re-establish itself.

Last week saw the market largely ignore Chesterfield despite the release of a highly attractive set of assay results that have prompted it to look at more than doubling its position in Cyprus. Here, we ask whether the company could prompt a re-rate in its shares by increasing efforts to make its story known to the retail market.

https://total-market-solutions.com/2019/02/13/chesterfield-plc/

Yesterday we caught up with Hayden Lock of Emmerson Plc, the company claims to have been busy delivering on there IPO promises and whilst the share price offers some short term frustration Emmerson is well capitalised with a healthy level of news flow. The Company recently released a Scoping Study which demonstrated that Khemisset has a rare combination of low capital cost to production and among the highest EBITDA margins in the industry. This resulted in outstanding economic metrics, including a post-tax NPV10 of approximately US$1.1bn using industry expert Argus FMB price forecasts.

https://total-market-solutions.com/2019/02/12/emmerson-plc-podcast/

James Menzies joins Jeremey Naylor of IGTV to talk about the companies latest deal in Indonesia, Coro Energy has today completed an acquisition giving the company 15% of the Duyung PSC under the agreement, Coro will pay a cash and shares consideration of $4.8 million and contribute $10.5 million toward the 2019 drilling campaign, in order to earn a 15% stake in the PSC.

The cash element of the consideration is being subscribed/underwritten by institutional investors, including cornerstone investor Lombard Odier Asset Management (Europe) Limited, on terms which have been announced separately today.

https://total-market-solutions.com/2019/02/11/coro-energy-duyung-psc/

Our guest today with Bonnie Hughes was CEO of Block Energy Paul Haywood, During the interview, Mr. Haywood discusses the workover program which is intended to produce 900barrels per day. Which in essence delivers the companies biggest impact well.

West Rustavi also holds gas discoveries which lie on trend with the same play being targeted by Schlumberger in neighbouring fields. The Company plans to re-test the gas potential of the West Rustavi licence in 2019 by re-entering up to two wells that previously flowed gas. According to the well passport the Company received on acquiring its interest in the field, one of the discovery wells flowed at rates up to 29,000 m3/d when originally tested in 1988. West Rustavi is one of three licences Block holds in Georgia, the others being a 100% interest in the producing Norio field, which has gross proven (‘2P’) oil reserves of 1.631 million barrels (Source: CPR), and where a workover and sidetrack programme is underway targeting 250 bopd by H1 2019; and a 90% interest in the Satskhenisi field, which has estimated 28 MMbbls of gross 2C contingent resources. (Source: CPR)

https://total-market-solutions.com/2019/02/11/block-energy-ceo-interview-2/

We caught up with Ed Dawson MD of Prospex Oil & Gas to talk through the recently released news from the company. Doc and Ed met for lunch to talk about the recent news coupled to the firm’s outlook for 2019, Prospex clearly has a roster of high impact assets however we learn more about the companies outlook and strategy.

During the interview we look at the gravity of the recent news which in essence will throw off-net revenue to Prospex of £2.5m p/y on Selva alone, the business alludes to be in incredible shape given the current cash flow from Romania along with potential future cash flow in Italy, feel free to join the duo in the latest audio interview.

https://total-market-solutions.com/2019/02/08/prospex-oil-gas-podcast/

GCM Resources has enjoyed a great couple of months, rising from 11.7p to 30p and hitting highs of 39.6p in January...

...But with hurdles still standing in the way of the project’s construction, can #GCM continue this positive momentum ?

https://total-market-solutions.com/2019/02/07/gcm-resources/

Food technology business BigDish has had a lot on its plate recently. Over the last seven days, the firm, which operates a yield management platform for restaurants, has revealed a new chief executive and updated its growth strategy for the next 12 months.

The market has received the updates warmly, with shares advancing from 1.5p to 1.95p over last seven days. This has marked a welcome change of pace in the wake of the business’s considerable decline in the latter part of 2017. So, can investors expect this bull run continue? Here, BigDish founder Aiden Bishop discusses how the company has been gearing up to become a significant force in the UK restaurant sector.

https://total-market-solutions.com/2019/02/05/big-dish-reveals-new-ceo/

Today we caught up with Matt Lofgran CEO of Nostra Terra Oil & Gas, during the interview Lofgran explains the companies USP (Unique Selling Point) overlooked by the market. The company has not raised cash for nearly 2 years nor does the company intend to do so currently, Nostra today reported the “Twin Well” has achieved full payback of drilling costs within 1 year presenting future profitable returns.

https://total-market-solutions.com/2019/02/04/nostra-terra-audio-interview/

Shares in Angus Energy (LSE:ANGS) dropped on Tuesday following the news that managing director Paul Vonk had resigned. He is to be replaced by George Charles Bingham, a hereditary peer and the 8th Earl of Lucan, who will take on the dual role of executive director and interim managing director.

The changes mark a severe shift in sentiment from Angus, who appeared to back Vonk and support his plans for the business in response to a requisition several weeks ago. So, should investors be worried that managerial inconsistencies will impact operations moving forward?

https://total-market-solutions.com/2019/01/30/angus-energy-news/

Recent weeks have once again demonstrated the spreading influence of violent groups in major West African mining jurisdictions Burkina Faso and Mali. The developments highlight the additional risk resource investors take on when they put money into firms with operations in geopolitically unstable countries that are not well covered by UK news channels. Here, we highlight the importance of keeping on top of local macro issues when investing.

https://total-market-solutions.com/2019/02/01/do-your-research/