Member Info for Dartron

JLP up 7% this week
CEY up 2.5% this week
CAML up 4.69% this week
AAZ down 1.65% this week

Dont get me wrong, they are undervalued, but they did move up. I probably meant more resources in general, I have a lot of oil, and keep looking at this AAZ investment and thinking about the SP growth in that sector.

Hi, I am a bit confused here. What is listed on the US OTC market?
I can find an entry for Petro Matad on OTC, But AIM Rule 26 says it is only listed on AIM, so what is it that is being referred to on the OTC market please? THanks

Cheers both. I had 2 accounts, ISA made money on TSL - somehow managed to get the day low and day high twice on the volatility around the 50's, but other one SIPP lost money as an an investment. With the SIPP I should have been slower about buying the dip, which I thought was 60p, then 50p then 45p.... LOL - Poor execution on my part, im working on that.

My main issue (now) is this is not a vehicle for share price growth, because the company or BOD do not need a high share price. They own enough to block a takeover, but are not looking to sell there shares. So you sit here, in hope that the underlying asset appreciates (no chance of earnings in the form of dividends from Block), and that one day these guys decide to cash it in, and that they are then fair and reasonable to you. They have hefty options personally in Block, so might not need this money for a long time, expect they are high net worth types any way. Too many if's there, based on recent form, like the sneaky sell out before the crash, negotiating a bum deal, and now not knowing what to do.

Does running a company like TSL, make Ned a good investor? Would Buffet have taken the deal - doubt it. (I honestly think he may have been tucked up by the negotiators for Block/APT here).

At this point, we dont even know if they will wind it down, what if some other enterprise catches their eye, once they miss the limelight. In all honesty I see money appreciating very slowly here, and this could be beaten by some fairly tame FTSE100 shares over the next 12 months. Reading about those leases in RNS, it sounds like this is going to run for at least 12 months.

I recommend looking at some recent 'should I buy shares in Block' videos, there are some very good analytical videos on Youtube, but I did not find a single one, that said it was a buy. A lot said PayPal was a better choice, and again you could invest direct. I was also looking at trading view, which has opinions about the Block chart, last tie I looked most were still short.

Sorry to come here and de ramp so much, not my intention. Iv been honest and said I lost money, and obviously spent a great deal of time researching and thinking about this whilst invested, so just putting it out there, it might be useful to someone. I have bailed from 2 stocks so far in 2022, but accounts are up none the less.

Anyway, hope it works out, but I think that's all you really have until some news. GLA.

Great to get the conversation back to numbers, but so far only Agricore has offered any, despite several very knowledgeable investors recently joining. So lets put them in a list and see who gets closest, please reply and add your numbers...

Agricore:
2021 Revenue $76.5m (less OH $46m same as 2020) - PAT $30m – 6.8c EPS ~ 5p
2022 Revenue $88m (less OH +10% in 2022 $51m) - PAT $37m – 8.4c EPS ~ 6.3p

@Agricore, the interims stated revenue of 71M, so your '21 estimate must be wrong?.
I checked your post, Im sure you mean full year?

Dartron FY21
2021 Revenue $120M PAT $35m – 8c EPS ~ 5.7p
Darton FY22
2022 Revenue $88m PAT $25m – 5.6c EPS ~ 4p (**4.4p after buy back)
Very hard to predict 22 revenue, but iv left room for this to be beaten / upgraded.

TradeWizzard
???

stock_sensie
??

MaryBR? Nutmeg? FlatCap? Any one else??

Great post Agricore. I have one...

Better an honest slap in the face than an insincere kiss

@Surprised - I sold yesterday. I decided to take the loss (again) here and get my money growing today elsewhere. Too many good stocks around, as you know. I think more likely I can double my money elsewhere, before this hits 64p - and be in full control. I still say check out IQE or BVC as similar priced recovery stocks, both been savaged by Ennismore shorting, but both will recover. 30p to 60p or 40p to 80p is quite do able in a few months elsewhere.

It is just an asset now, no chance of earnings (Dividends from Block), so is it really just a liability. There is a lot of videos about Block stock analyses on Youtube - none of them very flattering.

Might as well have a REIT or something, at least you know where you stand.

Thinksmart have been ****ing dumb IMO.

Thing is, we all pretty much know the earnings. We had the interims, guidance was increased, deals were RNS.
So, I don't think past earnings is the driver here.

I was focussed on running with shorts, so only had 1/6 stock in CWR. Sold today, from my reading, this is not a problem to a pro shorting outfit. CWR will be back to a lower level, im sure. Maybe not 400's like I wanted. That said, you gotta ask yourself, do I want much CWR, right now? Again good news now priced in, and a long way in to the future, better to focus on the here an now I think. Look at I3E 5% div, paid monthly for next 10 months + upside in production and exploration, broker target 50% again what it is now (My best performer past and current).

Cant decide whether to keep it a trade here, or stay a little longer. Seems like one you can 'just leave' and be pleasantly surprised next year. I think Global foundries will take this over. GLA.

It did this the day I bought. Its definitely trending up - anyway, you have nothing to be sad about, over at CWR.

Very impressed with Victoria's resume. If she is happy to park 72k here, Im happy with my little bit here.

An experienced Non-Executive Director, Victoria is currently serving Non-Executive Directorship and Remuneration Committee roles for listed technological companies including Alphawave IP Group plc and Network International Holdings plc. Victoria is also the Senior Independent Director for Ultra Electronics Holdings plc. Prior to these appointments, Victoria held an executive directorship at Invensys, now Schneider Electric.

Dont know why, missed the last part of your message - nice one. This is some BVC profits in here for me, they are too predictable.

Very perky. Did you buy?

TraderWizzard, wonder why you say that it has failed miserably?

When is there likely to be a dividend? I see last year by now one was announced. Thanks.

Cplloyd - Thanks for the reply. Yes aware of everything you mention in the first paragraph, and that was what I am alluding to... what and when. Very little detail about this available, and no visibility of any progress.
Second paragraph, yes agree totally. I have the ticker for Libero on my spreadsheet, and im here for the copper not the gold.
But would be nice to have an update or some info, its hard holding quiet prospects when producers are rising.

expart, thanks for a little more detail, need to digest what you have said.

Look at the weekly chart for BVC and yes it has played out perfectly. Head and shoulders after the 2021 rise, rolled over the right shoulder and boom. Timed perfectly, with extra catalysts - the Russel review.
I still like BVC, and have been reducing my average along the way, buying and selling. I guess it is no longer 'over priced' and now represents a good entry point. Hence why it cant be driven much lower (economically).

What (if anything) is there to look forward to here?
Seems almost impossible to even guess what it is we are waiting for? Is anyone optimistic about AAZ?
I am invested, but TBH, probably my least favourite share / prospect.

Ho ho, Ceres power showed their cards today. Up over 20%, with MW short at 0.8%. Ouch.
As they say, the risk is practically unlimited when your short. Ha ha. Different firm, but hope it gives a few headaches today.
Ceres is way more liquid than BatM, So what would happen if BatM dropped an RNS here?
Probably wipe out all of their profits as they try to cover.
'Hold that sucker down'.

Next THursday

Ex-Dividend Date: 17 February 2022
Record Date: 18 February 2022
Payment Date: 11 March 2022

The RNS was not showing on this site. Here is the buy from Ms Victoria Hull

Aggregated volume: 231,192
Aggregated price: £74,999.84

https://www.investegate.co.uk/iqe-plc/gnw/iqe-plc--director-pdmr-shareholding/20220204070000H2756/

I Looked into a few other shorted stocks over the weekend. I have taken a position in IQE today, an RF smartphone chip maker. I mention this because I think this is a similar quality stock to BatM, which just had a few headwinds against it last year.

Virtually at an all time low thanks to our buddies at Ennismore (33p)
Several large director buys in January.
New CEO (from a company that they have a 'partnership' with :))
50% of the RF chip market & diversifying.
Likely takeover target.

Breaking out right now!

DYOR - plenty to read in the RNS section and research note.

Sorry if topic, but plenty of ways to profit from shorting....