Member Info for CentralCashier

£5 a share you are living in a dream world, 30p would be a “good” price for this share.

Well done to anyone in and out on this one, but just be careful. Yes it could rise more, but just look at trellus health, ramp into RNS then falling SP. Just be aware many cancer treatments never make it past stage 2 RND. Not saying it’s the case here, but there is a large spread and if you’re not watching shares like this carefully you can get caught. GLAD, DYOR.

Because KEFI has never really delivered on anything (yet) many times have we heard "jam tomorrow". But in all seriousness, this is the closest we have been to a real result for a long time and looks like its genuinely going to get there.

"The stock market is designed to transfer money from the active to the patient."

WB obviously had KEFI shares.

Didn't he just say 26p? Hopefully the Easter bunny brings us all KEFI shares at 26p and we can go and buy our own African gold mines.

At the current Market Cap of £2.32M with the most recent discoveries this has *insane* potential upsides.

I agree, I can't see why this hasn't hit higher levels yet. I would imagine the spread is putting some people off, so many people want to day tray their way to riches, when a company like Altona would seem to be more of a long term investment, maybe just not sexy enough? Oh well, more cheap shares for the rest of us.

Hopefully they have a good business development team on board to take advantage of this and sign some future contracts up:

https://www.independent.co.uk/asia/china/trade-war-china-rare-earth-export-b2732710.html

I think we are at a point where the SP will not really increase until the yellow stuff comes out the ground. A re rate is inevitable if this happens, but until then there is no trust. I’m tempted to take a big punt at this price as I think this will happen, but it’s a gamble more than a strategic investment.

Not quite sure what has spooked the price, but for anyone looking to top up these seems like an insane opportunity.

Star Energy is not really on the radar of anyone (very few external articles). The fundamentals seem OK and the share schemes at around 14p suggest STAR value themselves in the 20p region. Sometimes a share price with low volume and a large(ish) spread just means it needs some momentum in order to attract larger investments. A long term hold for a target price of the 14p region. Doubling up from today’s price not unrealistic for a small portion of your portfolio. DYOR

£1 SP talking £15b valuation, dream world sadly. Gold will be out the ground and sold by then. 25-35p far more reasonable long term target.

The debt is currently in a bond, secured when rates were much lower. This is going to hurt them badly as I doubt anyone would buy a new VcP bond now, just look at the prices of the bond maturing in a few years, no one wants that so why would they want a new one now?

How they had the nerve to do that video the other day, just pathetic.

Wigwammer I usually agree and favour stocks with a discount to NAV. However, if you dig further into the business’s and the financials… Vehicles, buildings and other historic headlam entries in the fixed asset register are disappearing at a rapid rate, along with stock value. Someone in the trade reported last year that they were selling “current” stock at discount rates just to make space ahead of a warehouse closing.

They have also taken on huge amount of leases for their trade counters, the effectiveness of these is yet to be proved.

They have signed some big deals with the likes of the range and B&Q but again this trade insider stated this has caused a bit of a shadow on the existing trade customers who have historically supported headlam. They seem to want the retail and wholesale business.

Who knows where they will be in a years time SP wise, but even at the current discount to NAV this is a big punt (I think). With the macro economic retail outlook looking fairly flat it’s a 5 year min play for a decent return.

On the other side, currently there are solid mining companies with solid growth, larger ones paying a good dividend and short term for the PI I don’t think there’s much appetite (just look at likewise share growth in the same sector) much better results and RNS statements but the SP barely moves.

Thanks for explaining, I personally don't look at charts as a form of investment strategy, but each to their own.

What I look at is:

Net assets: £54.9m

Cash: £3.9m

Operating Profit: £9.1m

Net Debt: £1.6m (dec 23, 5m lower than dec 22)

At the current share price of 7p, Market Cap is just £3.68m.

Seems like a good investment at the current price, but the current management seem to be all over the place as the losses from trading are there and also significant. Company is asset heavy (according to the books) but a potential takeover target at the current SP (considering discount to NAV)? Quite possibly.

Greenas as you say "jabathon" is not sustainable, but it does open many peoples eyes to long term weight loss. OPTI is now stanced perfectly to take advantage of this for the long term (in a safe way). If you just take England alone, the NHS cannot sustain prescription jabs forever, and it would seem that OPTI products have a good chance to become "trendy". It would only take the endorsement of a few social media "influences" to get behind this to see a massive spike in sales. Instead of spending shed loads of money on marketing, free samples to "influencers" does seem to be an effective way to target end users, maybe the same could be done in China/India, who knows. But you need this sorts of products to go "viral" in order to make some serious money.

The difference with OPTI is they are well researched and developed products, not just some snake oil that exists a plenty.

I am sure there will be some people here just following the SP and looking to make a profit, either buy investing or shorting, take your pick. But if you actually look further into the company and realise what they are developing, just signing a deal with one bank is absolutely massive. The only other company you can really use as a metric to gauge the potential size of this company is Truelayer. They focus on moving money or sharing data via OpenBanking (the same core tech that FIINU is using).

When they first starting rolling they raise about £250m from their idea, and now have revenues of about £13T (yes that's trillion). Now Truelayer take a microscopic revenue every time someone adds money into Trading212 (as an example) or makes a payment via there service. The fees involved in overdraft use are considerably more material than this, so have the potential to be a huge revenue stream.

If you look further, OpenBanking data is about 10x more lucrative (revenue wise) than payments. E.g. (how often are you in your overdraft, what products/purchases are most used when in your overdraft). Selling this data is big/huge business and the revenue stream this can create for FIINU is truly huge.

Until they launch the SP is pretty immaterial, it seems that FIINU have everything nearly over the line, and if you believe they do, this is a solid investment. Money from the placing should more than cover what they need to do to start generating revenue and getting the deal that's already signed live.

Also, companies like FIINU, Truelayer etc once launched and live (and even pre-launch) are fairly lean cost/staff wise in comparison to turnover and profit. If they launch as promised we could see some impressive revenues and profits in a very short space of time (from an investment perspective).

DYOR.

Dgen, we await your update but what exactly are you waiting on?

Pretty solid update, revenue from lots of fronts, doesn't seem to be all tied up with one market. The increase in weight loss awareness/jabs should also really help and drive customers to the products.

Good to hear about SweetBiotix, LTH and plan to LTH for a while

“ We’ve passed the point of no return, so now it’s about executing and launching the project.”