Member Info for Camkite

To read what AS is aluding too:

“ The Tern board see this progress not just in terms of the current trading performance of the portfolio companies, but also the increasing number of critical proof points of their business models and processes, elements that are particularly important if value is to be unlocked, as is our goal, through third party investment, especially from US venture capital firms.



"Tern now has a diversified portfolio of IoT focussed businesses, at various stages of maturity, that are benefiting from the synergies of being part of the Tern ecosystem and I believe now provide our shareholders with an appropriate balance of risk and reward. The fundamental value and attractiveness of our portfolio has increased significantly through the performance and relevance achieved during 2020 and we believe will continue to do so during 2021. We also believe this underlying value will be recognised during this year as our portfolio companies secure third-party expansion capital through syndicated funding rounds.”

4corners

"Either they are stingy, or do not believe in the story (i.e. they know something negative), or know something material and positive"

Think thats far to simplified... there could be one of any options / reasons why they haven't bought other than those two... some of the biggest risers on the market the BOD hardly own any shares... given these guys have only been in for 2 months, probably give them a break ?

4corners

"Not really surprised that it hasn't moved" ... I disagree.

Back when the original finance was announced this was 14p & proceeded to trade above 10p for the following few months... it strikes me that much of the reason this has been pushed down to these levels is actually because of the board especially when you consider they won't be able to get a placing away at less than 10p without a re jig AND the backing of the large shareholders who are holding from WAY higher up.

Perhaps there are some sour investors selling up due to the board changes.

admit... with all of the churning that has been happening here it's held up incredibly well, anything below 1p has been bought back up within a matter of miutes.

Hopefully should hear something sooner than later.

IKN - Am i missing something ? (Not subscribed so couldn't read full article)

Insane hey - absolutely crazy.

I have considered the virus being an attack in the west’s economy before. If it was, it certainly worked.

It'll touch the 16's... with a 2p spread... it will be 17.5 / 18p to buy... you might achieve 17p to buy if you stare at it all day... hardly seems worth it to me.

GL

I shouldn't laugh really... my england is equally atrocis

Anyone fancy chipping in for NVS Birthday ??

https://www.amazon.co.uk/Basic-English-Grammar-Dummies-UK/dp/1119071151/ref=asc_df_1119071151/?tag=bingshoppinga-21&linkCode=df0&hvadid=&hvpos=&hvnetw=o&hvrand=&hvpone=&hvptwo=&hvqmt=e&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=&hvtargid=pla-4583932700301356&psc=1

Thats not how it reads... It is referring to the "6 month period" being extended but doesn't give a timeframe of 6 months.

"Arc Minerals ("Arc") announces that it has received a formal notice from Anglo Exploration Zambia Ltd ("Anglo American") dated 6 January 2021 that, following due diligence, it is sufficiently satisfied to give notice to conduct negotiations in respect of a commercial transaction prior to the expiry of the extended exclusivity period of 180 days, commencing in January 2021."

A little more grammar and it would be easier to understand... but... that reads... they've let them know prior to the end off the 6 month period... there is no timeframe going forward.

They’ve let them know “prior” to the expiry of the exclusivity period of 180 days.

Negotiations now commencing in January.

That’s how it reads to me.

Dave I get you. it reads like they are referring to the 180 days, that’s what it ‘was’, they are extending it but at no timeframe:

“ prior to the expiry of the extended exclusivity period of 180 days.”

Cm22

As an amazon seller you can swap old listings with new ones & thus keep the reviews even when not related to new product.

Wrote earlier that there was 180 day / 6 month exclusivity agreement, but

“To conduct negotiations in respect of a commercial transaction prior to the expiry of the extended exclusivity period of 180 days, commencing in January 2021.”

That reads as if the exclusivity agreement, ended after 6 months (now) and negotiations have started (no timeframe).

DD will always be the longest period.

Thoughts ? Have I missed something ?

well considering "Renesas R-car kit available on Microsoft connected vehicle platform"

Seems quite likely no ?

Aprogerson.

5 year Copper (ounce) Forecast: 14.928 *

https://gov.capital/commodity/copper/

He will be sorely missed... "The voice of all reason" (when it suits)

What you mean like every single business in the world

"I hope its successful"

Clearly you sold out yesterday when your narative changed ... bigger forces at play than your bs on a bb

Exactly mate. Loads of variables, even if we wen't extremely indepth you can guarantee we would still be wrong.

The value of Copper over the break even cost has to be the biggest factor to take on board and really why I would think the Sentinel sale is not all that reliable.

Higher than this give or take ;0)

aprogerson

Guess the bottom line is, its worth what someone is prepared to pay for it in a particular market environment.

Most important factor imv is the copper price... not sure anyone here could really have a decent guess, un technical as we are we cannot predict the sheer size of the resource as well as Anglo will be able to.. the fact that they have gone from DD to negotiations speaks volumes.

20p give or take seems like a decent base case and the upside could be large from there.