Member Info for Cacher

Front page of tomorrow's papers Dibs :)

UK government will be buying millions of antibody test kits from Roche, after their test was passed by PHE with 100% accuracy following extensive testing.

Bloodninja,
My facts are as straight as an arrow:

From the 26th Feb Interims (statement of going concern):
"The Directors have considered going concern on the basis of the post transaction structure. The Company holds a 49% interest in Marcelos Limited and generates no trading income in its own right. The Company is reliant on funding that Marcelos Limited has agreed to provide to enable the Company to settle its expenses and liabilities as they fall due. Marcelos Limited, which holds the controlling stake in Greenwhitestar, generates no trading income in its own right and is therefore itself reliant on funding from Greenwhitestar or its ultimate controlling party, DBAY, in order to be able to provide funding to the Company."

Check for yourself fella. It's all there, laid out by the independent auditor. I'm not making this up.

ESL owns 49% of Marcelo, who own a 51% controlling stake of Greenwhitestar. That's a key difference. ESL are contingent on Marcelo to pay their bills, who are in turn reliant on Greenwhitestar for any revenue contribution.

Yup. Many people seem to think revenue generated by the logistics business is going straight to the bottom line of ESL. That couldn't be further from the truth. He's right when stating that the majority of people just don't understand the change in the capital structure of the company.

The Deacons comments on ADVFN are on the money. Some total rubbish being spouted by many here and across various chat sites.

JV with Teck at Oldcastle too. There aren't many bigger names in the base metal space than Glencore and Teck

https://youtu.be/wUaLXS8BGt4

The reason he gives for being at PDAC! To meet potential buyers of Stone Park

Valued at under £800k, this could easily be the next gold explorer to bag. On top of that there's the ongoing discussions around the sale of the zinc asset. ARK were recently offered $2.8m for that, which is multiples of the current market cap

Agreed. 40p+ by the end of Q2 if operations continue relatively unhindered. At this gold price HUM is a cash machine.

Take off the $5m payable on commencement of production.
HZM still in a very good position, but they really need luck to turn their way for once, else things could go downhill very quickly for them.

The guy interviewed was called Han Yan.
He's a director at BioPanda

https://www.companysearchesmadesimple.com/company/uk/ni618080/biopanda-reagents-ltd/#people

Yup, here's more on BioPanda. Details attached to the tweet. The company are based in Ireland, where the C4 report on this yesterday was from too.

https://twitter.com/niknokniknoknik/status/1237539073473929216?s=09

Looks like the rapid test is by BioPanda

https://www.biopanda.co.uk/php/products/rapid/infectious_diseases/covid19.php

Agreed. Had some at 124p. Will add some.more if it continues to go lower. Looking forward to seeing what bargain deals APF tie up with the war chest they have available

A good panel discussion on mine financing.
Kevin ***** of APF is one of the guests.

https://youtu.be/z_sM8vvovlQ

Yup. Even penalising for the recent mess and perceived shorter LOM, it's still 2-3x undervalued easily.

https://youtu.be/IRp3TTRhRXw

Around 11.40 in the interview above, though the entire interview is worth a listen

Eric Sprott recently stated on a podcast that when valuing gold producers he uses a metric of US$400m market cap for every 100k Oz of production. Even with some generous discount, that metric would value HUM considerably higher than it is today.
Clear that HUM is attracting interest over in the US with its inclusion in the 10 bagger stock picks.

Tipped this morning In HSR. They're predicting the share price to double in short order. Multibagger potential when they're In production later in 2020