The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
They're telling us something.
Follow the money...
https://investegate.co.uk/rockrose-energy-plc--rre-/rns/pdmr-dealings/201907311713204461H
More director buying.
£100k worth.
https://investegate.co.uk/rockrose-energy-plc--rre-/rns/pdmr-dealings/201907310930183490H
"So, with the company set to release a bumper set of annual results at the end of August, this looks like a timely buying opportunity given that the target price of 40p I outlined when I covered Sylvania’s third quarter results (‘Bargain shares: small-cap buying opportunities’, 7 May 2019) is now looking very conservative. In fact, I am raising my fair value target to 50p. Strong buy."
https://www.investorschronicle.co.uk/comment/2019/07/29/playing-the-precious-metal-complex
"My financial models point towards a target price of 40p to value the company’s equity at £138m and giving it an enterprise value of £123m after adjusting for net cash of £15.2m on the balance sheet. Buy."
https://www.investorschronicle.co.uk/comment/2019/07/24/kromek-s-bumper-contract-momentum/
"Commodities brokerage SP Angel says gold is poised to enter a major bull market..."
https://www.kitco.com/news/2019-07-22/Gold-Silver-Precious-Metals-Daily-News-Briefs.html
"It’s … so … close."
https://www.rcrwireless.com/20190719/policy/final-cbrs-sas-test-reports-are-complete
---
Plenty of buying today in anticipation.
"Great late news and a super way to close out the night (actually already 00:41 here). #AlliedMinds are majority stakeholders in first mover advantage #FederatedWireless . Roll on the move back up Monday"
https://twitter.com/barondaytrading/status/1152317506322915328
"Why hello, Friday afternoon. Looks like @NTIA has submitted the final test results for the #CBRS SAS admins to the @FCC and @FedWireless has already submitted its official results for review. Story to come shortly! @rcrwirelessnews"
https://twitter.com/khillrcr/status/1152312690720825344
"I feel that shares have strong potential to surpass my previous target price of 225p as more investors cotton on to the strong earnings upgrade momentum that is unfolding. In fact, I have upgraded my target price to 250p. I am not the only one as Panmure have raised their target this morning from 259p to 300p and Equity Development have upgraded their target from 245p to 260p. Strong buy."
https://www.investorschronicle.co.uk/comment/2019/07/16/bargain-shares-mpac-delivers-third-major-earnings-upgrade-since-march/
"#Gold continues to blitz higher. Highest levels since May 2013. Gold producers in play again tomorrow"
https://twitter.com/barondaytrading/status/1151934692435869703
"#Gold continues to blitz higher. Highest levels since May 2013. Gold producers in play again tomorrow"
https://twitter.com/barondaytrading/status/1151934692435869703
"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/
"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