The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Just been tipped here: https://masterinvestor.co.uk/equities/the-simplybiz-groups-simply-wonderful-acquisition
Covered here: https://www.stockopedia.com/content/small-cap-value-report-tue-5-mar-2019-bilb-swl-sbiz-deb-454633
Bought by NT: http://nakedtrader.co.uk/?id=499
Somone has posted the full article here:
http://goo.gl/54qe1G
"However, I believe that they could double – or even treble in value – if the company commercialises either the Platypus or GPA project. The downside risk looks limited given cash backs up more than half Parkmead’s market capitalisation, and the profitable Dutch gas operations means that the company actually generates positive cash flow. Strong buy."
https://www.investorschronicle.co.uk/comment/2019/04/01/multiple-share-price-catalysts-on-parkmead-s-horizon
"Arden initiate coverage on LIT with a buy rec. and target price of 140p."
https://twitter.com/bigbigdave_/status/1111551045271019520
"Another company that has recently sprung up in the litigation finance sector is Litigation Capital Management (LSE: LIT). With a market capitalisation of only £100m at the time of writing, compared to Burford’s £3.6bn, the business is a tiddler compared to its larger peer.
However, if the firm can replicate Burford’s success, I think investors could double or even triple their money with this enterprise over the next few years."
"If earnings per share continue to grow at 100% to 200% per annum, it could be worth 180p to 260p in the near future."
https://www.fool.co.uk/investing/2019/03/29/have-5k-to-invest-im-confident-this-stock-could-double-your-money/
BUR could quite easily snap up LIT. I guess that must be a possibility.
In the meantime, a great growth story unfolding here.
Plenty of buyers in the market today by the looks of it.
Good to see that the directors are aligned with shareholders here.
12.62% of the company between them.
https://www.lcmfinance.com/shareholders/significant-shareholders
Pretty significant skin in the game. They'll certainly be keen to do everything they can to drive the share price higher.
A couple of chunky trades this morning. 2 x 300k @ 90p.
Looks to be institutional.
Certainly a hot sector just now and understandable that instis want exposure when gains likes those in MANO are potentially on offer.
"Importantly, the agreement boosts the number of potential funding opportunities available to Litigation Capital. The shares have reacted positively to the news flow, up by 20 per cent on my buy-in price of 77.5p, and are priced on 2.4 times pro-forma net asset value, a multiple that is set to drop sharply if, as I strongly suspect, Litigation Capital continues to produce eye-catching returns on its portfolio. Buy."
https://www.investorschronicle.co.uk/comment/2019/03/25/bargain-shares-on-a-tear/
Nice pullback opportunity presenting itself today for those looking to top up or those who missed the boat the first time around.
Very strong move up on the back of the latest news. People only just starting to cotton on to the huge opportunity here.
Hot sector too with the likes of BUR and MANO showing how keen investors are to have exposure.
"Arden has a target price of 24p on the stock, almost four times the current share price of 6.85p.
But it sees the potential for that target to soar in the future as Beutong is further developed and has a strong buy rating on Asiamet."
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The upside is just huge.
"John Quinlan, Chief Executive Officer of Iconic Labs, which is still known as Widecells Group #WDC but soon to renamed explains their new media and technology business model.
(Interview starts at 21 minutes)"
http://goo.gl/6jJGcT
"#ARS Copper likely to maintain positive momentum in 2019"
https://twitter.com/AsiametTweets/status/1107404093553823752
"Meanwhile, in a mining sector note, analysts at Liberum repeated a ‘buy’ rating and 20p per share target price on Asiamet.
The analysts said: “After announcing last week two key approvals for its BKM project, the company is just waiting on the results of its Bankable Feasibility Study in Q2 before being in a position to bring on a local financing partner. Shares have almost doubled from the December lows, but still trade at less than half of our 18p valuation.”"
http://goo.gl/vpd94G
Post from the other BB:
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Liberum note...
SOLG LN | ARS LN | 8 March 2019^
The value case for greenfield copper
Following a results season where the major mining companies proudly paraded their copper credentials, including Rio and BHP uncharacteristically drawing attention to early stage discoveries at Winu and the Stuart Shelf, industry attention on copper development opportunities has never been greater.
Despite this, domestically listed greenfield exploration appears to have slipped largely under the radar of UK institutions. In London, we believe we have the two most exciting pure play greenfield copper developments in the l listed sphere, SolGold (BUY, TP 72p) and Asiamet (BUY, TP 18p). Excluding Ivanhoe's enormous Kamoa Kakula discovery in the DRC, there are no other listed exploration companies globally with copper assets that are both larger and higher grade.
Both of these stocks offer potential for returns in excess of 100% in the near-term from third party bid/financing developments and/or further discoveries. In this note we draw attention to the valuation arbitrage between producers and developers which we believe will drive third parties to finance or bid for these companies on attractive terms. The combination of a universally bullish outlook for copper among major miners, the best balance sheets in over a decade and the scarcity of listed businesses with open registers and world class copper assets drives our optimism in this space.
The exploration landscape: SolGold and Asiamet stand out globally.
Of the publicly listed companies globally that offer pure exposure to greenfield copper projects, none have assets that are both larger and higher grade than SolGold's Alpala and Asiamet's Beutong...
For full note see Research tree.
Confirmation that City Financial has left the building:
https://investegate.co.uk/ramsdens-holdings--rfx-/rns/holding-s--in-company/201903081635043662S/
Without the overhang in play, the price should be free to start moving back up.
A load of the buys being hidden on NEX as well.
Plenty of manipulation being used to hide the truth.
At some point it will turn and race back up again just as quickly as it has been pulled back.
Pinchuk certainly reckons the shares are good value around this level since this is where he finished taking his stake to 28.65% on 6th Feb:
https://investegate.co.uk/regal-petroleum-plc--rpt-/rns/holding-s--in-company/201902281137064488R
With Energees, Pinchuk and Pope holding 89.6% between them and looking keen to continue to do so, the inevitable wild swings due to the low free float present a good opportunity to load up at the same level as Pinchuk who has shown that he is keen to increase his stake and is possibly getting ready to bid for the company.
Energees won't sell at a lowball price, so Pinchuck may have to bid high.
Those selling nervously on a short-term, low-free-float pullback risk the possibility of missing out on an RNS one morning with Pinchuk bidding 100p for the shares.