Member Info for Dibs61

We will see who is right. Will TW's forecast of zero positive cash flow and a placing be correct (hasn't been so far) or will we TRAK Bulls be correct and see another set of impressive results and growth?

https://www.trustnet.com/Managers/ManagerFactsheet.aspx?personCode=00000065PO&univ=U Our very substantial professional fund managing investor. Putting in his own cash, not using his funds....

Yes rivaldo you just beat me to it! Very intriguing isn't it? He must be very confident in their prospects and will know a great deal more than we do. I take this as an extremely positive sign and will be adding here further as and when I can. The other thing to emphasise is that this guy is no mug - I've checked his investment record as a fund manager and over the long term he outperforms his peers by a decent clip.

Well well well.... Richard Sneller - Fund Manager @ Baillie Gifford has increased his personal stake in ODX by a whopping 1.8m shares to over 8% of the company. This, IMHO, is highly significant that an investing professional is so keen to put his own personal wealth in such amounts into this v small cap co. We're talking hundreds of thousands of pounds just on this latest buying spree. This is a big heads up to investors. BUY

Chart does not look good. If it heads to 55p I reckon that's a critical point.

This is up in pre market. Finished strongly yesterday. Could be the start of a rerating as market begins to believe CD4 Visitect is going to happen.

Totally agree with your thoughts and I think this is now on the rise again so I'm back in again. Brexit proof as well.

Yes indeed Sneaky Chris burying bad news in the middle of some positive stuff. Company have dropped guidance on operational start for factory and trying to be clever with words. Margins will NOT improve until they can start polishing and processing the marble so that's another little porkie at the end of the RNS as well! Classic Fox Marble. Why should we be surprised?

dkw - fair points - I agree - but the order book is now growing.... ;)

Looks like a well timed buy at a good price to me. Brokers forecast for y/e 31.3.2016 pre tax profit £3.8m EPS 11.5p If that forecast is met it will put us on a historical PE of 17.8 If we weren't a dynamic growth stock that wouldn't be cheap but we are growing rapidly and 2017 forecast EPS is 17.0p which puts us on a forward PE of just 12 which is VERY cheap indeed

Oh trust me it is! But interesting movement over recent days. Bankside made some good points, I thought he was a bear of this stock?

Absolutely. The SP has recovered from some 30p down at the opening to close unchanged on the day. TW has gone very quiet now I see.

Hi there, yes definitely. It's very business friendly over there. The NI govt want our mine, the first minister has already visited the site some time ago. The local community want it, subject to the usual planning enquiry process. It is a safe jurisdiction, certainly compared to some of the 'exotic' locations being speculated elsewhere on AIM. The Feasibility Study to be released later this year will be something to behold IMHO. I doubt this will be under many radars once that lands. Anyone who doubts me DYOR.

This is a robust and impressive performance on such a red day. The shares have been steadily strengthening as the days progressed. Knowbodyyouknow - not sure but what I can say is that with only 32m shares in issue those were big trades. The SP recovery has accelerated since they were printed so they've been snapped up alright!

This is going to be a great share to be in with a long period of economic uncertainty, rising gold prices and continued progress with this amazing project. A very defensive stock now but with great capital appreciation in prospect. BUY.

*chuckles* At what point exactly ctw??

Well I got that completely wrong and Carnegie you must be licking your lips with your pile of cash!

Snapping up a bargain on the markdown this morning. There was no heavy selling at all. Just an opportunity

This should be one of the major beneficiaries.

A week or more ago I would've agreed with you. However for the past few days the markets have been heavily signalling a Remain victory. Indeed, the level of confidence and tranquility in the markets is totally unexpected. Not only that the bookmakers are heavily backing Remain, something like 70 to 80% probability. Bookies don't often get it wrong.