Member Info for Camkite

How is the 10 day VWAP 6.5p ?

"Alvis is a wholly-owned subsidiary of Kopore Metals Ltd ("Kopore"). Pursuant to the term sheet, and conditional on matters including due diligence, regulatory approvals and documentation, Arc will acquire 75% of the issued ordinary shares of Alvis, a company incorporated in Botswana for a consideration of £1.2m to be satisfied by the issuance of new ordinary shares of Arc, based on the 10-day VWAP prior to completion of a binding Sales and Purchase Agreement ("SPA"). Arc will have an option to acquire the remaining 25% of Alvis for US$5m (exercisable until Arc makes a final investment decision, which would be upon the completion of a bankable feasibility study in respect of the Licences). "

Seems like the most random deal... 1.2m for 75% and then 5m for 25% only if we decide to take it up ?

Sambar - on the otherhand. The partners and stx realised they wouldn’t be able to come to an agreement which meets both parties needs, perhaps they used their “walking away” as a negotiating tactic or alike, clearly we don’t really know why it all fell apart but there is no reason to believe that a partner would be ever walk away for any reason unless it wasn’t that good. Clearly, this drug is good.

As far as the selling. There was a placing at 30p and you will always get a % of flippers at just a over the placing price, they aren’t selling on fundamentals but because that’s how they sell after a placing. Say 30% @ 10% , 30% @ 30% etc.

Around 12m volume by Friday should have cleared the the low ball flippers off in the next few days.

Yeah I realised after I posted mate... just confused given the date on the paragraph. Guess we should find out by the end of the week.

“ In accordance with AIM Rule 26, in so far as the Company is aware as at 23 March 2021, the percentage of the Company’s issued share capital that is not in public hands is 68%.”

all previous large insti’s kept the same size holdings ?? Good sign.

If so won’t be many left to flip at all.

Gztrade you can buy as many as you back handle 3/4p higher...

I’ll shut up now :)) (someone mentioned guident lol)

Weather geek - yeah brilliant entry on stx from current levels, will be 50% higher in coming weeks.

Perhaps you are right here... we are yet to find out what these selling points are that beat the competition but I guess for now we should trust there are some.

Tbh I am just a bit cheesed off with Cliffs blazey approach to Tek, doesn’t take part in the placing ? Probably because the uses this as a funding vehicle & invests directly > but not until we’ve paid for all the risk. That’s the reality!

Kind of the whole point tho & the reason this is so disappointing.

Sell the patent and the tech to a big player for £80/100m and get 20/30m payout - well done team.

Or

Bring it to market, sell our stake for £8k or watch the sp depreciate and then hit no end of logistics issues in a market that is competitive

Afternoon tops.

Just trying to be realistic mate... years of investing you come to get your head around why and how stocks are valued & realistically the market won’t respond well to a company that has fda on an oxygen concentrator which is 12/18 ? Months from commercialisation.

£20m is imo generous. And in my experience, the ceo won’t have a scooby, is in it for the long game & the advisors ?? Well they couldn’t care less as they will bleed money from Belluscura regardless on what happens after ipo, up or down.

I guess at 30% if it had a £20m valuation it’s £6m to Tek so not the worst but I certainly wouldn’t be getting hopes up that this will in anyway be a positive for Tek, people will be rather disappointed.

Another of my holdings. STX - shield therapeutics have an iron deficiency drug that they are already selling, they have £30m in the bank (recent placing) & having recieved FDA clearance are just about to roll out in America.

generated reviews last year and are increasing sales all the time in a multi billion dollar market place.

It’s a future billion dollar market place.

Currently their market valuation is $76m

Belluscura won’t deserve a valuation anywhere near that level.

Gheko - how much & how long do you think it’s going to take to get a product out into an extremely competitive market place ??

How much is Belluscura worth as a one hit wonder with no revenues ??

How does the stock market value companies ??

You say that TEK’s 17% of Belluscura is worth the whole market cap of Tek ? Which values Belluscura at £80m ??

You really think that Belluscura will get an £80m valuation on the Lse for an oxygen concentrator it’s not even manufactured, marketed or sold yet ??

Try £20m.

What as opposed to Al Sisto who has delivered true value year after year ??

Fastjet - How's your fastjet investment doing..? You were so keen you even copied the name, you savvy ba*tard.

RDGC

Gheko - If you think a Belluscura IPO will be good for tek if they are planning on bringing it to market you are sadly mistaken.

LB28 you are a rite boring ba*tard

Sitting here while its suspended spouting s**te ... The odd negative post I can understand but you're next level.

Guys - It's suspended... when it comes back we will all find out whether the market values it on a PE of 2 or a PE x 100000 ... until then... go research other stocks lol.

To know Cliffs slimy places aren't getting out with much profit...

Personally quite like to see it drop lower than the placing... Considering Cliff doesn't take part himself and clearly has placed these shares in some random brokers hands that are flipping for a quick buck, brilliant show of confidence cliff, should give yourself a payrise.

Not sure if you can tell... I think the bloke is a complete **** taker !

Yep. This so badly wants to go up, it's trying... Once the drip feeders b**ger off. 53p is the first real resistance... should get over it pretty easily.

Like a forced drop to me...

Went up to 12p on 35m volume and dropped it back on 11m volume.