Member Info for DaddyAIM

Don't forget, LSE has no idea if the order is a BUY or a SELL.
The platform guesstimates by comparing the execution price to the current mid.
If the execution price is > mid = BUY
If the execution price is < mid = SELL

well guys... with such a large spread loads is going on above and below mid!!!!!!

Best way to back that is to look at today's share price, +1.8% at time of writing but if you look at the trade board, it's filled with red. Well loads of these "red" are actually buys!

Malaysia on Tuesday announced the reintroduction of movement restriction measures in several areas including the capital city of Kuala Lumpur in a bid to contain the recent spike of coronavirus. I believe this is the cause of such a negative price momentum.

However looking at RNS from 15/june ie. when Malaysia was under strict lock down.

"COVID-19 has not negatively affected the financial performance of the Group and the Directors remain confident on the prospects for the Group for the remainder of 2020 particularly in the mobile phone prepaid airtime reload and bill payment business in Malaysia"
"Given the nature of the Group's major business in e-payment, the Group's financial performance in Malaysia has not been adversely affected by COVID-19."

In fact, the RNS from the 30/09 confirmed it once again:

"Given the nature of the Group's major business in e-payments, the Group's financial performance in Malaysia has not been adversely affected by COVID-19 as more mobile phone users are purchasing the prepaid airtime reload via mobile banking, internet banking and e-wallets applications."

=> stay strong, the current momentum is resulting from weak hands investors. MBO remains a strong buy on any metrics, fundamentals and qualitatives.

ok pal - rarely read so much BS-t.

you warned about what?
"Back to this stock , at time’s its just too good to be true , maybe it is. Just be careful and invest what you can afford to.
Numbers are massive ..... sp is very small ..... you work it out .... if the numbers in revenue ever dropped its lights out here."

where in these sentences you give some concrete arguments? just narrative upon share price momentum. bug.
Also you've never said you were short.
Assuming you were, you short a share with a 15% spread? liar. GTFO bug.

Summary: PT: 1,365p (base scenario) - 3000p (bull case) !!!!

"A new diagnostics leader emerges

With COVID-19 driving exponential demand for diagnostics and PCR the testing gold standard, PCR specialist Novacyt had strong competitive advantages in place to benefit, but the company's execution is where it has truly distinguished itself in 2020. It responded quickly to capture first mover advantage and has delivered multiple C-19 products to market at scale, driving an inflection in its revenues and significant growing cash flow. The rise in strategic importance of diagnostics is set to continue, and Novacyt has set out a credible, deliverable strategy to emerge as a long-term winner. We initiate with a Buy recommendation and initial 1,365p scenario-based target, with our blue-sky scenario of a sustained step-up in revenues into the long term seeing value north of £30. Buy"

China threatens to create REE black list for foreign companies

• China is looking to punish foreign nations and companies through restrictions on the availability of REEs ‘Rare Earth Elements’
• China claims this list will be similar to the US Department of Commerce "entity list" for foreign companies that trade with North Korea or Iran, or are accused of illegal acts such as money laundering or forced labour, etc (ATF)
• China passed draft legislation three years ago, reviewing the legislation twice since.
• The National People's Congress is also expected to review this ‘draft’ legislation again next week ahead of its potential decree and implementation next year.
• The legislation is a major and serious threat to Western manufacturers though China has been carefully restricting the availability of key REEs for some time using export quotas and generally preferring companies with manufacturing bases located in China.

=> TIME TO SWITCH TO AFRICA => LONG RBW !

China threatens to create REE black list for foreign companies

• China is looking to punish foreign nations and companies through restrictions on the availability of REEs ‘Rare Earth Elements’
• China claims this list will be similar to the US Department of Commerce "entity list" for foreign companies that trade with North Korea or Iran, or are accused of illegal acts such as money laundering or forced labour, etc (ATF)
• China passed draft legislation three years ago, reviewing the legislation twice since.
• The National People's Congress is also expected to review this ‘draft’ legislation again next week ahead of its potential decree and implementation next year.
• The legislation is a major and serious threat to Western manufacturers though China has been carefully restricting the availability of key REEs for some time using export quotas and generally preferring companies with manufacturing bases located in China.

=> TIME TO SWITCH TO AFRICA => LONG RBW !

up

missing the cheeky 7m...
adjusting... c. 5% downside.

Nbr New Share @175p = 49,714,286
Total Nbr share post Issuance= 199,147,728
Issue price= 175p
Close price before RNS out = 226p

Implied share price= 213.3

may the force be with y'all

Implied share price post issuance 214.1p, c. -5% downside

inputs:

Nbr New ordinary Share @175p = 45,714,286
Total Nbr share post Issuance= 195,147,728
Issue price= 175
Close price before RNS = 226

Can any AGM holder explain the advantage of AGM over DCTA ? thanks
DCTA looks much more "premium" at every level.

Clearly under UNWARRANTED selling pressure.
If any sellers is hanging around this post, please share your thoughts and arguments.
Cheers!

Remember, LSE has no clue if it's a BUY or a SELL.
They take the mid price, if the execution price is above (the mid) it's a buy, if it's below, it's a sell.
My BUY just got filled below mid and shows at a SELL on the LSE "share trades"...

we might see a need form the UK government to diversify its supply source. Initiated a long here...

“WHO and the Pan American Health Organization have stated that they do not currently recommend the use of immunodiagnostic tests except in research settings, because of scarce information on test performance and appropriate use when immunity to COVID-19 is not well understood.“

https://www.thelancet.com/journals/laninf/article/PIIS1473-3099(20)30517-X/fulltext

• The UK National Grid is going to need to install battery new storage capacity to mange fluctuations from increasing wind and solar power generation. Coal and gas fired power stations are not able to react fast enough to smooth out the fluctuations in wind and solar supply with a major power outage caused last year stranding hundreds of thousands of commuters as circuit breakers paralysed the network after a gas turbine failed to kick as wind farms were switched off in high winds. The network took hours and days to recover.
• The solution is to bring in grid-scale Li-ion and VRFB battery instillations with Li-ion working well for very fast power delivery and VRFB batteries standing buy for longer-term power supply as a more robust solution.

Capital Markets Day for analysts and investors on Thursday 22 October 2020.

Stay tuned !

Permanent magnets:
• Wind turbines currently represent ~70% of current NdfeB magnet market according to Rosskill
• In wind turbines – instead of needing electricity to emit magnetic field, large neodymium magnetics are used to produce their own. This has removed the need for parts used in pervious generators, while decreasing the wind speed required to produce energy.

• The global permanent magnet market was valued at US$20.74bn last year with expected growth of ~5.9% till 2027.
• Increasing production in the electronics sector was the major driver of the market until the emergence of the COVID 19 pandemic.
• Demand from Medical devices is growing significantly for ventilators and MRI rising significantly.
• Automotive is expected to become a major growth area with permanent magnet motors driving most new electric vehicles.
• The market for Magnet Rare Earth oxides, mainly Nd and Pr is expected to increase by five times by 2030.
• Total magnet rare earth oxide demand is forecast to increase at a CAGR of 9.7% according to Adamas Intelligence REE demand
• A 5-megawatt direct-drive wind turbine with a permanent-magnet generator will use around three tonnes of permanent magnets of which one tonne is rare earth oxide alloy or another rare earth compound according to Adamas.
• Plug-in EVs use 1-2 kg of permanent magnets while Hybrids like the Prius use ~2-2.5kg
• Each wind turbine uses around 0.15kg of Neodynium (Nd) per MW of power capacity suggesting the Dogger wind farm will use some 540t of Nd alone..
• Typical permanent magnet content of turbine generators (Wind Power Monthly / Science Direct)
o Low-speed direct-drive: around 650kg/MW
o Medium-speed geared drivetrain: around 160kg/MW
o High-speed geared drivetrain: around 80kg/MW
• Of which
o Neodymium (Nd): 29%
o Dysprosium (Dy): 2-4%
o Praseodymium (Pr): less than 1%
o Iron (Fe), Boron (B) and other metals: 66-68%
• Adamas estimate a shortage of 48,000tpa of NdFeB expected by 2030 equating to some 25-30m EV traction motors.
• Adamas also estimate a deficit of 16,000tpa of NdPr Oxide by 2030. See Adamas Intelligence Rare Earth Magnet Market Outlook to 2030.

As mentioned I was looking at a confirmation in different technical indicators and patterns over different time frames.
Looking at the order book this AM, filled with blue at 8am sharp which pushed me to trigger a trade.

30p all over.

• Very strong RNS and exposure to structural trends.
• market leader of fully featured cloud-based professional-grade video editing and production software
• intellectual property for its technology is protected by patents.
• Software as a Service (SaaS) business model with annual or multi-year licencing improves revenue visibility
• contracted order book has grown dramatically.
• low fixed cost base
• sales growth from partnerships with large-scale global OEMs should quickly take the business to profitability
• Cash burn is low and declining
• balance sheet is strong, boosted by a fund-raising in November 2019
• technical: big ascending triangle at play with 200EMA acting as a support on a 240min chart

Good luck !

KAPE ticked all my "technical boxes". Up we go now. GLA