Member Info for Crocqman

mymy,
Interesting post seeing as I took some profits here this morning and put them into KOD.
I only sold here as the SP hit a profit level for me and I am keeping to a strict regime for taking profits.
Still hold a core amount here at my target % level in my portfolio.
gla

Judging by their blurb at the end of the report, Cannacord price targets are for 12 months from the issuance of the broker note.
So, their prediction was for 2p for end of April 2023?
Whilst the analysis in broker reports can be useful, share price predictions are almost always very wide of the mark and investors should no way invest money based on the figures brokers predict.
The company itself states that results are expected to be within guidance, so it will be interesting to compare the final results with Cannacord's 2022 Outlook to see just how close their forecast analysis is to reality, especially as a house broker.
gla

There seems to be a few trades going few quite close to the mid (with a couple ok unknowns bang on the mid).
They look to be reported correctly, but suggests the spread may be smaller than indicated currently.
Not particularly large trades, but interesting.
Personally, I am more interested in volume than individual orders though, unless there is a pattern to be seen, or unusually large trades. Volume has been pretty small for the past few weeks looking at the LSE graphic
gla

Have dipped my toe in here today.
Just a small order to start as anticipated funds coming from another share look to be delayed by a month, but I did not want to wait and miss out on potential news so have taken some RR profits.
Will look to add in due course
gla

Nice update.
Good to see works are running on time and to budget.
Several target dates for further news over the coming months.
gla

Some commentary from the Fund on Virgin Orbit and Britain's space industry.
Not a great amount of content, but some exposure for the fund

https://www.thisismoney.co.uk/money/markets/article-11823413/Forget-orbital-flop-UK-space-industry-booming.html

Thanks for the calculations, blackstout, and the follow up responses.
I am not in any position to challenge anything there, but when it comes to AIM shares, I tend to wear a more conservative hat (even with the conservative estimates given) having seen 'success' on other shares and how it translates into SP/MCAP (sadly, often well below reasonable expectations).
While other shares on the same space are a useful indicator, more often than not that doesn't mean it can be expected to be seen here. AIM does not play by rational rules!
I will not post any figures, for what I feel is likely on side track success at suggested levels in case I am accused of deramping, but I do hope to be pleasantly surprised by the actual outcome and want everyone invested to de well and make profits whatever their targets and strategies are.
I am looking forward to the results. It could be a very welcome birthday present for me in April.
gla

Happy for others to disagree as to who's posts to pay attention to, it is all about choice and opinion.

In my opinion, it is perfectly reasonable to question the performance of all aspects of the company, especially those of the CEO, and it is fair to say that after all the promise and excitement in this sector leading to big SP rises at the back end of 2020, the performance here (and elsewhere in the sector, to be fair) has not lived up to expectations.

Yes, much can be attributed to economic factors, and things out of the companies' control in the past couple of years, but there is only so long that a company can continue on promise and sentiment, there comes a time for delivery.

I expected 2022 to be a difficult year, but 2023 is all about backing up the good work and promise with project delivery, cash generation, closing deals.
DB alluded to this in the trading update, so should be held to account if 2023 does not deliver on the groundwork he says has been put in place.

My long term view here is positive, but the board need to start rewarding shareholders with project delivery within realistic and notified timescales, tangible success coupled with good and clear communication.

I will stick to a watching brief here until news
gla

Hardly large trades though.
Volume very low today given the current situation.
Disappointing really although a good week here.
Good weekend all

Personally, I find C909's posts a useful counterbalance on this board.
Ignore some of the cynicism and there is plenty of researched info there giving a different view.
Take it how you want, but if if it was pure trolling I would filter as I have others (e.g. swazers).

A strange week here with the unexpected rise followed by the bad news and drop, but we are 10% up on the Monday open, and with a better idea of where we are.
Disappointed at no Italy update, but taking the positives.
Good weekend all

Agree. There is so much grasping at straws for any positive sign here from some and the desperation to try and push this higher.
Maybe it is boredom, frustration, or just trying to look 'in the know' and posting for likes?
Goes with all of the standard and daily posts we get from the usual suspects:
News this week
News next week
BTC going up
Blue day today
False drop
Large order being worked
Lots of guessing games on closing SP, and boasts of 'I told you so' when one in a blue moon is right trying to look like they know something when they know nothing, like the rest of us.

I am starting to filter these types of posters, who think what they post can influence others and move the SP.
Sat in profit and happy to wait.
Back to my watching brief now

Scarlet,
If I am wrong, I am wrong. Doesn't make it a doomster prediction.
I sold out before at a price I was happy with, and I will sell the majority on confirmation of flow rates on the side-track at a level I am happy with and 'wait and see' on the remainder.
If that is higher than 3p, I certainly won't be complaining, and if it goes higher after I sell, no problem, someone else can still make money just like I will have done.
I have my targets and will not be swayed by others on the board telling me to hold. Others should concentrate on managing their own strategy.
SFB has always been my only target when it comes to ANGS, I am not interested in anything else other than what they can do for the SP in the short term while we wait on the side track.

Good luck with your strategy

Many were predicting similar or higher on success originally at SFB.
2.75 ish high before dropping back to to under 1.0 pretty quickly.
Sadly, the markets, like many investors do not trust ANGS.
They need to deliver close to projected numbers here and perhaps the market will finally listen.
As for SP targets, I personally will be more than happy with anything close to 3p on SFB and will not consider it to be handing them back
gla

I thought it was a good time to buy when it dropped back to the IPO price, especially as I had previously sold at the high (luck) due to some short term finance requirements.
The sector must be due lift though.
Not sure the fund is interested in any of the stocks you name (I am in EQT and well down there too but sold AFC close to highs), although I have not really kept an eye here for a while, but moves there could be an indicator of a shift in sentiment.
Good luck whatever you decide

Dreamcatcher,
Presume you mean red sells of 27,228 shares @ 13.27?
Yes, they are time stamped at exactly the same time (13:27:57) with the exact same details. You will see that there is also an unknown trade with the same time and date details with everything else matching too.
I would guess that the trade has been cancelled and rebooked with a change in the trade being something that does not notified to market (e.g. account trade was booked to, commission, fat fingers, etc), so there is actually one 1 sell trade executed.
Just my take purely based on all 3 trades having exactly the same reported details

Well done to GL and the team on a good job, albeit at the usual delayed and cost overrunning scenario we come to expect from ANGS.

On to the next stage.

Should be a good day here
gla

Probably written and signed off prior to today, but with a release date of 1st March.
RNS was only issued at 7am for the change, so probably no time to reproduce the document before sending out.
Not a big issue, recipients will have seen the RNS and be aware of this change.
Perhaps the report itself may have made mention of this change though if they had been aware beforehand?

Actually, scrap my comment about the 1% thresholds.
EQTEC is a non-UK issuer (Ireland incorporated), so in respect of threshold disclosures...
"in the case of a non-UK issuer on the basis of thresholds at 5%, 10%, 15%, 20%, 25%, 30%, 50% and 75%) as a result of an acquisition or disposal of shares".

Reporting a change from a >15% holding to a <15% holding is just one disclosure.

Weren't you telling us under your previous Id some 14 days or so ago that the drill was a failure and that the SP was going to drop to 0.50?
Some expert knowledge about cranes, cost, etc if I recall correctly

mcco,
Normally I would agree with you with regard to the notification of holdings and the timelines for reporting to market at each and every % drop over and above a 3% holding.
However, according to my maths (which may be wrong), to reach the latest % holding from the last notified position, they would have sold over 560m shares, and given that they would probably not be selling more than 10% or 15% of ADV, then it would likely have taken months to have achieved this based on current volumes.

As I say, my maths may be wrong, but it does not hide the fact that they must report going through every 1% holding level once a 3% holding is attained, and they have clearly not done this, only showing a change from 18.19% to 12.24%, so it is likely they have not followed the FCA requirements for disclosure of holdings