Member Info for Chestec

I sold my remaining 25% BRH shares at 34.525p yesterday, having sold 75% last week at 23.6p
Yes - too early I know - but that was before the great "pump and dump" exercise over the last few days.
Happy to bank profits from a share I held for 2 years as I'm building a defensive portfolio position based on cash and gold. BRH is a well managed and well positioned tech incubator business with some promising investments, but I don't buy the Covid19 hype which some are attaching to it at the moment. Over and out. Good luck to all LTH.

Sold 75% of my BRH shares yesterday at 23.6p. Leaving the rest as a free carry. Future looks good long term but I can see a retrace from this recent surge.

Lots of bullish talk here. I first bought into MTR in 2017 and still waiting patiently. Have averaged down on the dips but still need to reach 2p to break even. But the share price always seems to hit a brick wall at 1.5 and can't break through that barrier. Agree that we are in a much stronger position now than in 2017 when A4 / T3 etc were in early exploration stage and before the SFR / MOD deal. 2p by Christmas ? Let's hope so.....

I's like to sell some of my holding to bank some profit, but the spread is not attractive - showing as 17 to sell 20 to buy this morning. Got a quote from Hargreaves Lansdown to sell at 17.6 but I think I'll wait a while to see what happens...

Looks like Gyrometric have just landed a decent order...
RNS from Remote Monitoring Systems released today:
GyroMetric secures order from a global leader in marine propulsion systems as it maintains production
GyroMetric is continuing to maintain its bespoke production facility while strictly observing all the current Covid-19 safety recommendations. GyroMetric is pleased to announce an order for 10 units from a global leader in developing, producing and marketing innovative system solutions for marine propulsion systems. The client is a market and technology leader in the development of highly flexible couplings, shaft systems and elastic mounts. The order comprises 10 units and whilst the revenue will not be material for RMS, the commencement of the commercial rollout of the GyroMetric product with a world-renowned client is a further milestone and testament to the quality of the GyroMetric offering.
The recently appointed GyroMetric Systems CEO John Richardson, said "This order represents one of our major customers planning for growth in new markets, we are of course pleased to be able to maintain production to satisfy demand."
The Company and the management teams of both businesses continue to carefully marshal the limited cash resources available at present and particularly so in anticipation of the potential for broader impacts of Covid-19 on the economy in general including in markets in which the Company operates.
Trevor Brown, Executive Director of RMS, commented, "The Board of RMS has been pleased with the trajectory of its most recent investment, Cloudveil, however the recent significant upsurge in demand was unanticipated. It is too early to say clearly what the financial impact will be upon the Group's prospects but, combined with the new order for GyroMetric products, the future looks brighter than it was the last we communicated with our shareholders."

Hi all I bought today on the basis that this is a high growth and well managed company with decent cash reserves to get through the current crisis. Managed to buy at 555p via Hargreaves Lansdown despite the hideous spread. Plan to hold for 12 months minimum so good luck all.

Pharm2Farm has launched a new high alcohol based medical grade hand sanitizer.
https://www.pharm2farm.org/ntu-nanoparticle-spin-out-launches-new-hand-sanitizer-to-help-with-covid-19-outbreak/

Added to my holding today. Price has been going nowhere but it's a long term hold for me and happy to take the healthy dividends.

I topped up yesterday on the basis of another solid report on income and debt repayment. This is a nicely boring, dividend paying metals play and there aren't many like it on AIM. One to hold long term for me.

I agree let's not get our hopes up too high here. The share buyback is welcome and may nudge the share price back towards 2p as it rolls out. But for me the main trigger which would propel it higher has already gone - eg the sale of MOD to SFR. I see the main hope of a real rise would be the proving up of KML copper grades and Sandfire then making a bid for the KML asset - or even an acquisition of MTR. This would consolidate their ownership of a large copper block in Botswana, tidy up their shareholding and give them MTR's London base and an expert team to look at future investments. But this is pretty speculative and I don't see it happening soon.

So the MOD sale has happened and we now have a liquid asset in Sandfire stock. And the promise of dividends and net smelter royalty down the line. All supposedly trigger events to move the share price back up to or above NAV. But it hasn't happened and we are still at 1.25p as at today. If the value of MTR isn't recognised now, when will it be ?

Another "iron in the fire" for Arix. It looks a promising field to invest in.
STipe’s technology can increase the sensitivity of the immune system to detect even a small amount of tumour-DNA. This opens up the potential to induce an immune response alone or in combination with targeted anticancer therapies, immunotherapy or radiation.

"There is a glaring disconnect between the stock market’s miserly valuation of Kape Technologies and the operational performance of the company."
https://www.investorschronicle.co.uk/comment/2019/09/18/exploit-kape-s-valuation-anomaly/

“We’ve invested 7.7 million pounds into MOD Resources and the recent takeover offer from Sandfire Resources would place our value at about 25 million pounds”, says McNeilly. But the share price still isn't moving up. This is testing my patience...

Hi all. I have been watching Arix since May and think 130p is a good entry price so have made my first purchase in my SIPP.
Their investment portfolio looks promising, cash position is strong and broker sentiment is positive. One to hold and watch...
https://www.proactiveinvestors.com/companies/news/219791/arix-biosciences---venture-capital-firm-flies-under-the-market-s-radar-219791.html

One concern: Having sold most of their fund management business, do BRH have sufficient cash generation from the remaining bit to fund their operating costs and continue investing in their incubator businesses ? I don't have the forensic accounting skills to compare income to their cash burn, but would be interested in views on this from others.. thanks.

Thanks for posting this Burton. It's a good summary on BRH with a positive conclusion - which I agree with:
"Braveheart offers a unique proposition on AIM given that it is an investment company that is self-funding and has a good level of cash. The investments offer exposure to a variety of different sectors and are each at meaningful enough levels that should any one or more strike gold then Braveheart shareholders will reap a significant benefit."

I see this as a good buying opportunity and believe that there will be support at around the 2p mark. I could be wrong, but have backed my judgement with a £10k top up for another 514,138 shares this morning. Best of luck to all long term investors in MTR. Roll on the feasibilty study next spring.

Dividend banked but share price going nowhere at the moment. I'll continue to hold on the basis that CML is cash-generative, has no borrowings and dividend paying. So some defensive merits
Summary of Interim statement on 1st August:
Revenue, operational costs and profitability for the opening months of the financial year marginally ahead of expectations.
Issues around raw material lead times and customer purchasing patterns impeded performance in some areas.
New products to be launched shortly, adding to future revenue streams.
Full year outlook remains unchanged

Encouraging to see the share price holding up well despite going ex dividend. Final dividend of 5.8p will be paid on 6 August with an ex-dividend date of 5 July 2018. I'm selling out some of the tech stocks in my portfolio, but CML are a keeper for the moment based on the yield and steady growth. Full year results announced in June were solid:
Group revenues increased 14% to £31.67m
Gross profit up 12% to £22.24m
Profit before tax up 9% to £4.58m
Basic EPS up 6% to 24.52p
Total cash balances were a record £13.82m