Member Info for cf456

"#Gold continues to blitz higher. Highest levels since May 2013. Gold producers in play again tomorrow"

https://twitter.com/barondaytrading/status/1151934692435869703

http://www.alliedminds.com/news-article/bridgesat-inc-announces-corporate-name-change-bridgecomm-inc/

"As an extremely fast, high-endurance nonvolatile memory, MRAM is poised to displace embedded flash and level 3 cache SRAM in both IoT and AI applications,” said Tom Sparkman, CEO of Spin Memory."

“The availability of a high-volume manufacturing system from Applied Materials is a huge boost to the ecosystem, and we are thrilled to be working with Applied to deliver MRAM solutions accelerate its adoption.”

"An activist investor in Allied Minds has threatened to call an ­emergency shareholder vote on the tech incubator’s controversial bonus scheme by the end of the month..."

"Richard Bernstein, who runs Crystal Amber, said he would not rule out a vote to oust the company’s new leadership who only recently took over ­following the sudden departure of its chief executive and chairman."

https://www.telegraph.co.uk/business/2019/07/07/allied-minds-free-bets-bonus-schemeangers-investor/

https://tinyurl.com/y3huyc9h

From 21:48

"The sector median PE ratio is around 8.8x hence applying a notional 20% discount to this for the tiny mcap and assuming 2.6p EPS for FY20 gives a valuation of 18.3p (£10.6 million) almost double the current share price."

https://cube.investments/ashley-house-extra-momentum-in-extra-care-ash/

News got to be any day now surely.

"I have no hesitation maintaining my buy recommendation with the shares priced on a hefty discount to my 70p a share sum-of-the-parts valuation."

https://www.investorschronicle.co.uk/comment/2019/06/17/elektron-s-electrifying-growth

"Clyde & Co has arranged for a leading global aviation client to access funding for a corporate portfolio deal from litigation financing experts Litigation Capital Management in the highest value funding arrangement of its type to date. Read more here: https://bit.ly/2IfqgE7"

https://twitter.com/ClydeCoNews/status/1139490535725576195

Jim Mellon - 27:30 onwards - on the clean meat megatrend and ANIC:

https://www.youtube.com/watch?v=B83o6757RvA

For those who haven't already watched, he's picked some huge movers this year already - BIDS, DISH, NFX etc.

https://www.youtube.com/watch?v=ZbAwOFQSWOY

38 worldwide disputes. That's certainly significant.

----

"The global aviation business portfolio transaction will:

-- fund 38 worldwide disputes and contractual claims arising from the operations of the corporate;

-- be for an initial five-year rolling period with optionality to extend the number of cases and the size of finance available"

Who knows why Miton has been selling. Perhaps it's just looking to reduce its position size.

It's important to note though that the price has held up well despite the selling with plenty of buyers happy to take advantage of the liquidity. It will be very interesting to see what happens when the selling ends. A vertical take-off would certainly be appreciated by holders.

Positive newsflow will help accelerate the process and some may be due shortly judging by the 28th May RNS -

"Further judgment expected shortly which will determine the precise amount of LCM's share of these funds following which LCM will make a further announcement with the financial metrics of this litigation project."

Tipped in SCSW again at the weekend it seems.

Commentary on the other BB that SCSW notes that Miton has been stagging the shares and this has been holding the price back. When their selling finishes they say, "expect a vertical take off".

https://www.scsw.co.uk/searchresults.php?textfield=litigation&ftype=

He concludes:

"The pull-back since the start of May is a repeat buying opportunity and one that potentially offers 50 per cent upside to my 140p target price. Buy"

ST just tipped again:

https://www.investorschronicle.co.uk/comment/2019/06/05/profit-from-astute-litigation-capital-management/

"Further judgment expected shortly which will determine the precise amount of LCM's share of these funds following which LCM will make a further announcement with the financial metrics of this litigation project."

https://investegate.co.uk/litigation-cap--mgmt--lit-/rns/court-approval-settlement-and-pipeline-update/201905280742422970A

And again...

https://www.investorschronicle.co.uk/comment/2019/06/03/high-yielding-duke-royalty-on-the-money

0828 GMT - Shares in Fresnillo are among only a handful of FTSE 100 risers in early deals as trade and political uncertainty causes a rush into safe-haven precious metals. The Mexican silver miner's stock rises 0.8% as the price of silver gains 0.4% to $14.62 an ounce, while gold is up 0.6% at $1,318.6. Americas-focused gold and silver miner Hochschild Mining is up 2.8% and Africa's Lonmin gains more than 5%. "Gold is a clear winner amidst growing fears of a prolonged trade war on multiple fronts and a global downturn," says Jasper Lawler at London Capital Group. "As long as trade tensions remain elevated and fears of a Fed rate cut intensify, gold could quickly move towards $1,350 and beyond.

"#AlliedMinds FCC certification next and then lift off for the biz & #ALM shareholders. This disruptive #TECH positioning offers some of the most exciting upside In my portfolio. Net cash of $98m last reported. If invested, also keep a close eye on events at SpinMemory & Hawkeye"

https://twitter.com/barondaytrading/status/1134767495984947201