Member Info for cf456

A lot more buying today and looks like it's going to be a big volume day.

Some fairly sizeable buys as well with 150k, 100k, 50k, 40k and 35k blocks taken.

Looking constructive chartwise as well, with the resistance from July last year now acting as support. A swing from here to around 60p perhaps the next move.

And of course the move will be accelerated if a large deal lands. And plenty are expected.

"Moreover, a number of major pharma/biotech companies are nearing the end of a significant period of validation of Affimers against their specific targets, and it is likely that more deals will be announced in 2019"

https://www.avacta.com/sites/default/files/resource/AVCT%20%E2%80%93%20Moderna%20%E2%80%93%2006%20February%202019.pdf

http://goo.gl/gcLjKN

InfraStrata's Islandmagee gas project has plenty of potential - speculative buy

https://www.*************.com/views/41191/infrastrata-s-islandmagee-gas-project-has-plenty-of-potential-speculative-buy

And should start getting increased interest with Dirt Rally 2.0 release:

https://twitter.com/BBC_TopGear/status/1099617517360898048

Chart interesting too. Looks to be on the way back up.

FT article also notes the possibility of a bid: "a bid from a larger group eager for its tech and licences would be far from surprising."

"UK games making in pole position for digital discovery
Expanded online distribution will help steer Codemasters to further success"

FT article higlighting that CDM trades at a significant discount to the likes of TM17 and FDEV, but the discount could well be narrowed if plans by the CEO to expand in key areas prove successful.

https://www.ft.com/content/b70bebd8-346d-11e9-bd3a-8b2a211d90d5

Puzzling as to why Ann Gloag even bothered if you think about it.

Say she bought 5964229 shares on 19th Sept 18 at 6p and sold them on 21st Feb 2019 at 9p. That's a profit of £178,927.

Yet her net worth in 2015 (Wikipedia) was £1.04 billion.

So the profit she made was a miniscule 5,812th of her net worth.

That's the equivalent of making £17.20 profit on a portfolio of £100k. Seems totally pointless from a monetary perspective.

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So clearly her transaction wasn't to do with the money. Maybe it was more about helping get publicity for Bidstack when it was listed.

It makes more sense if it was to help promote the company and get it off the ground initially. It could be that some directors are known to her and she was keen to help.

Perhaps now the company has successfully launched she feels she has done her job and is happy to move on.

Indeed. Very early in the story yet.

In the weeks and months ahead, more publishers are likely to be signed up and the number of games with advertising using Bidstack's technology is going to grow significantly. This is a great growth story in the making.

James Draper is happily holding on to his 20.75% of the company because he knows where the share price is going.

https://bidstackgroup.com/shareholder-information

Strong hints that more deals are coming in the short term. Great stuff.

Things could get very exciting in the coming weeks.

Nobbygnome's later post also mentions: "In my one to one discussions AZ were mentioned a few times so I would hazard a guess they could be a future partner....."

A deal with Astrazeneca could certainly put a rocket under the share price.

Dip buyers starting to pick up stock today by the looks of it.

And an interesting flurry of activity towards the close with 3 x 100k buys and 2 x 50k buys in the last 10 minutes.

The excellent story is still very much in place with the current pullback offering a top-up opportunity for existing holders and a chance for new investors to get on board at a lower price.

Significant value here as picked up by the analysts. finnCap raised its target this month to 125p. That's 3x the current share price.

And the latest update was certainly bullish with the CEO stating: "I look forward to updating the market on progress during 2019 which I expect to be a year of very significant progress for the Company."

Multiple licence deals are expected in the coming months. And of course they can land at any time.

As the story plays out, the share price should move much higher by the end of the year.

http://goo.gl/NpYG5T

Her selling is probably what has kept the lid on the price.

A clearing of that overhang is good news.

"The original Dirt Rally made a convincing claim at being the best off-road sim to date. I think its sequel can lay claim to being one of the best driving experiences available right now."

Should attract a lot of gamers. And advertisers will be keen to capture that market.

"It's landed! The deluxe version of @dirtgame went live earlier today and we're delighted to see it getting rave reviews. We're really excited about the #esport and #VR potential of the game and you can exclusively advertise in-game with Bidstack ??? hxxps://www.eurogamer.net/articles/2019-02-21-dirt-rally-2-0-review-a-marked-improvement-on-a-modern-classic … #bids"

https://twitter.com/bidstack/status/1098927299074969601

"John Wood, CEO of InfraStrata, quoted today in Bloomberg @business @HelenCRobertson and @a_shiryaevskaya's article on the impact of a No-Deal #Brexit on #Energy in Britain. Read it here: #INFA #LNG"

https://twitter.com/InfraStrata_Plc/status/1098599858729115648

Berenberg has just initiated coverage with a 13p target and buy rating.

https://www.fairfieldcurrent.com/news/2019/02/20/berenberg-bank-initiates-coverage-on-asiamet-resources-ars.html

Good video to get an idea of just how rapidly esports is growing:

https://youtu.be/F_GxPXXLc-w

"We're delighted that @Codemasters have signed an esports partnership with @motorsport_net to bring competitive gaming to @dirtgame! This will increase recognition, players, reach and the secondary viewing market of our in-game ads ??? hxxps://www.autosport.com/netw/news/141652/codemasters-in-esports-deal-with-motorsport-network … #bids #esports #gaming"

https://twitter.com/bidstack/status/1098233796044955650

https://www.motorsport.com/esports/news/codemasters-signs-esports-partnership-motorsport-network/4340775/amp

"We have struck up an excellent relationship with a Swedish family office that came back in again and offered us funds over the weekend, and we have also been building a relationship with a Middle Eastern family office group who became shareholders over the weekend. This support is excellent to see."

"Last weekend’s placing also received a great deal of support from Arc’s board. Indeed, von Schirnding, COO Vassilios Carellas, CFO John Forrest, and non-executive directors Don Bailey, Mumena Mushinge, and Brian McMaster together subscribed for c.£113,000 worth of shares."

https://total-market-solutions.com/2019/02/20/1714