Member Info for Dartron

Peter Zeihan has a few theories but truth is it doesn't matter what peter thinks.

Hi guys, wasnt familiar with this stock until recently. I have researched SWG,IGP,CNS,OSI and took a quick look at this one. What would you say the strong points are here?
I noticed Nightingale, which the equivalent for SWG seems to rake in most of the revenue.
Is there a similarity between IGP's 'My ID' and CCS 'Identiproof'.?

Some of the other products, seems a little abstract for me, so just interested in what you are excited about here.
I think in general this sector is way too fragmented, with too many competing similar services, I dont see consolidation happening soon, so most of these companies are going to struggle to grow IMO. Partly why I like CNS, a one trick pony so to speak. PS, hope your still in CNS Draft.

The selling is Algo trades. I think they have been caught out by developments in the last 24 hours.
Expect strong buying here now. Especially as the 'on land' gas operations offers a lot of energy security.
I have been buying every day for the last 3 sessions. What a steal. I make it around 30p cash per share.
Having been invested less than a week, id take a £1 tomorrow.

Its interesting just how much things can change in 24 hours. The Labour party may have wanted to ban Fracking, but we now have 3 holes in the Nordstream pipelines. What if next month we have a sinking of a LNG tanker, then perhaps an 'explosion' on a NS rig. Really Fracking and on land gas is the very definition of energy security IMO. This should be top priority for the Government and opposition. We are not living in normal times.

We now have the Labour party talking about providing a national energy company. This would be the ideal solution to Fracking IMO. Purchase the licenses back and nationalise them, thus allowing guaranteed risk free development to proceed.

Ridiculous sell of today, no doubt market makers and traders doing it out of necessity. I am not interested in selling for a 10% rise, this could seriously take off at some point.

https://www.telegraph.co.uk/business/2022/09/27/gas-prices-8pc-three-leaks-nord-stream-pipelines-one-day/

I cant be bothered to fully read the RNS or work out what has gone wrong here, but what a dog.
Was a dog last set of results. Cost me dear then and I sold. What a dog.

Nothing here for investors, its not run to make shareholders money.

From vague memory, I think the reporting requirements are 5% for the purchaser when listed in some far flung places.
These guys cleverly built a stake over 12 months, and are now announcing it.

(DTPP - Discount to previous placing, last column)
Apr 2016 - IPO @ £1.60
Mar 2018 - Placing 4.2M @ £1.34
Oct 2019 - Placing 3M @ 35p - (73.8% DTPP)
Oct 2019 - CLN £2.7M @ 40p (due to be repaid in 2024)
Apr 2021 - Placing £2M @ 22p - (37.4% DTPP)
Feb 2022 - Placing £1M @ 6p - (72% DTPP)
===========================
£13M of funding so far.

Assuming a DTPP of 50%, then we would be looking at 1.5p raise. Company will need at least £2M. They would be sensible to ask for enough to not have to come back to market in the next 12 months. Even then it wont repay the CLN due 2024.

At 1.5p / share, I make that 133M new shares. An increase of around 3x the current share count, or 75% dilution.
Assuming David Guyatt can front another £1M, he can take 50% of the subscription and keep his stake the same at 10%.
Its possible this is his opportunity to increase his stake, so he could add more of the funds in, and then the placing will be smaller. Alternatively, its possible that another company or entity adds the money for a stake in the Co. I would say a minimum of 50% dilution here, and further uncertainty over the CLN. Adding in the CLN the company needs around £4.7M of funding, which is over 2x its current mcap. Might I suggest that a management team of 7 people is a lot for a this size company, and perhaps some cost savings could be found from streamlining some of those very similar sounding roles. I think even administration is a possibility here, aiding a de-listing, debt forgivness and resurrection of the company perhaps then in private hands going forward.

I dont have all the facts, and am an amateur investor, so I could be completely wrong - just my thoughts as to what might happen.

I did wonder why the new BOD had not bought any shares.
CEO and CFO need to back the company now before any one else does.

Labour making headlines that they would ban Fracking. Lets see what the landscape is like in 6 months time, let alone 2 years. Easy to say from the opposition, by shadow minister. Also easy to U turn on as reality sets in. That's assuming they even win an election. They are just posturing for headlines.

The shadow energy and climate secretary, Barry Gardiner MP, told the party conference yesterday..
...
The move has been criticised as “madness” by GMB, the union for energy workers, report The Independent, The Financial Times and The Guardian. The group says a ban would leave the UK reliant on ‘henchmen, hangmen and headchoppers’ for gas.
...

Not the results I had expected to be honest. Performance blamed on component shortages. I would have liked to hear more detail about these component shortages, and how they look over the next 6 months. As someone who works in the industry, the 2 large teir 1's I have worked for have had no issue with component shortages this year.
Share prices are being completely manipulated by market makers currently, the 20% drop today on light volume was entirely down to market makers taking a position, and by 10:30 we now have more buys than sells, shows that a lot of the news here was already in the price. I would like to see some director buys now, and I guess the H1 results explain why we have not seen any from the new board up to now. So this is your chance to back the company now, if as you say this is just a blip. I will continue to hold, though will not be adding on this weakness.

Oh for goodnes sake, it is research - tree.

more recent videos
https://*********************/media/sigmaroc-joint-venture-announcement-12-09-2022
https://*********************/media/sigmaroc-plc-trading-update-29-07-2022

Both are interviews.

I sold recently and missed this rise, just couldn't risk further IO9 delays. To be honest I am expecting them, but GLA.
The company not delivering and just being fortunate in a high price environment is not an investment case for me. Quite disappointed with the lack of news here.

They should have just done a interview and put it on Youtube.
How is addressing 25 people going to soak up 35M shares?

We have touched the 200MA. Ideal to push on now, on some good news. Cant believe my last few pounds got some for 23.02p.

https://www.gocct.com/2022/02/17/concurrent-technologies-cenkos-securities-growth-innovation-forum/

Contains some proposals for what transformations will be planned as new board take over the business. Be interesting to see what has been achieved when we get interims. As he says, there is huge potential for the company to grow.

Ex date 29th September. Total disbursement 10.19p per share. Paid 11 November.

The final dividend for 2022 of 1.90 pence per share (£31.4 million) along with a special dividend of 7.34 pence per share (£121.2 million) will be proposed at the Annual General Meeting on 9 November 2022. Neither the final dividend nor the special dividend have been included as a liability. If approved, the final and special dividends will be paid on 11 November 2022 to shareholders on the register at the close of business on 30 September 2022.

Of the 3 cyber stocks tipped in the IC article - IGP, CNS, SWG (I hold all 3). - CNS is taking off. What a great results presentation, and quality company. Worth a look. I dumped OSI today, my reasoning posted over there. Still hold SWG, though reduced it. IGP yet to move, but confident it will, looks a very good company also. Of the 3, CNS and IGP have their own core product, CNS mainly hardware. I think this is helping the growth, where as SWG is just a collection of smaller companies, a little less tangible in terms of growth prospects.

WH Ireland broker notes:
August 8p - Enormous UK Shale Gas Potential: We highlight that we have ascribed no value to the company’s 164,000 net acres

Not to mention Resolution gas field.

8p is minimum fair value for now, then what ever else they do next could push on above 10p IMO.
I had these in January at 1.5p Johnny (but sold in May at 3p FFS).

There was a publicity note on here around Christmas time with 12 UK gas company tips, including IGAS, UJO, EDR. If you had bought them all you would be on many 10x gains by now.

Posted 30th December on this board. If only!!!!!
12 Oil and Gas Companies to follow from @TMSreach
https://total-market-solutions.com/2021/12/12-oil-and-gas-companies-to-follow-in-2022/