RE: Trades, is this a joke, 2/1 on buys vs sells20 Aug 2019 16:41
It's almost as if they can print their own share certs to sell......... Sometime soon the market has to rerate with regards to the true value, today's RNS was positive in my eyes, we don't know why the farmout partner pulled out, however Mosman are in a far greater shape now than when they signed it so hopefully can get a better deal if needed, especially as the costs will be lower now that Baja have come up with an alternative solution ??
Ezhik, I agree largely with the content of your message, however on the basis that the SP dropped on 8th April 2019 from circa 8p to circa 4.5p on the release of previous results showing inconsistencies vs previous tests, you would 'think' that the reaction to these results confirming the original tests would result in an increase towards where it was previously at circa 8p, certainly not a 16% drop, although the markets today don't always or tbh often do not react as expected / wanted.
Steady buying this morning, continuing the trend from Friday and 6.90 just paid, back up above the recent raise price, not sure why it dropped, however gave an opportunity to increase holding or have a small trade. Interesting times ahead
Some interesting trades today, Ask at 6.60, however live price 6.80, looks like they don't want to sell many, however nice juicy trade of £15k goes through at 6.45p, interesting, maybe someone taking a stake or a Director purchase?
If / When they hit the numbers of headsets that they are talking about, the profit and cash should be rolling in and like you say, if the market slows, providing they keep developing attractive content, which they seem to currently be able to do very well, the recurring revenue will be great
RE: Nice addition to theBoD... proof they're taking the future in hand.09 Aug 2019 13:01
Couple of nice big buys gone through as well, wonder if one of the new interested parties is increasing their stake? I also know that the 200k trade was a purchase, although reported as a sell by the MMs.
Really interesting podcast, in words and on paper this sounds like a no brainer, however the previous track record of ZEN adds in the unknown, however the slow and steady approach this time is certainly looking to 100% address this track record.
Some interesting numbers HT, certainly the change of strategy sounds like it could transform the profitability of the company and deliver some great returns to both new and old shareholders. The guidance was there in the interview, with potential upside, a fab company starting to deliver on profitability.