Member Info for Dibs61

Mighty? Wow such flattery lol and not a hint of sarcasm ;) I think the major fly in the ointment here is the debt. It will overshadow the positives to a degree and the 13% is not good. I think if you wanted to cover yourself for Fed incompetence there are currently better places to look. I am currently building a holding in Dalradian (DALR) which is not a producer - yet - but has an exceptional world class deposit in safe business friendly jurisdiction - massive exploration upside - incredible grades -.proven quality management - big backers including M&G, Sprott and Ross Beatty. A great chart on it to boot. IMO very safe with considerable upside whatever happens in the market. Numerous broker recommendations with targets ranging from 70p to £1.20. It does seem to be under the radar in the UK better known in Canada but that I am positive will change

Well trust me I get plenty of calls wrong but overall it's just trying to get more right than wrong ;) Yep agree with your sentiments largely apart from the 'six month' bit. I think it's a bit tighter than that for tangible progress but we'll see. As for today it looks quite promising. There's some buying interest. Indications that stock overhang 'may' be clearing. One other unintended consequence of the placing could also be added liquidity which would be welcome.

I've currently got a months free trial on this website. Quite impressed with its analysis. Their view on Telit is particularly interesting in terms of its value. SimplyWallSt believe Telit is undervalued by nearly 50% in terms of its future cash flow value giving it a FCF value of £4.16 But on most other metrics it is also very positive. Worth a look. https://simplywall.st/AIM:TCM/telit-communications#close%23close%23close%23close

Berenberg 250p Cannacord G - 280p Both well north of where we are currently

Yes I need to get myself sorted out on Twitter - not up to speed yet! I'll let you know ;) Agree about volality but we're in a solid trading range so no worries at present and Ennismore seem isolated to me.

Now up to 1.45 for large dummy sell. Buying normally gets going from about 11 onwards... But we've seen some early interest this morning

NONE of the big buyers on Tues or yesterday are selling. This was no pump and dump. A couple of nervy day traders sold but not serious players. They are holding very tight. You don't have to believe me just look at the trading stats.

Sounds good. Yep something brewing here and as you say, you have to read between the lines of Tuesday's announcement. Meanwhile bid rising - up to 1.355

On Tuesday afternoon someone purchased just shy of £20k worth of stock at 1.62p. That was after the stock had already risen from 1.07p on the same day. On a stock such as this, which has risk, I find it hard to imagine they didn't have some idea what they were doing.

If my theory is correct and funds were raised through divestment of GMSI then that would explain one strand of the renewed interest being shown here because it would instantly monetise an asset - solve longer term cash issue - and mean the SP would at least double if not triple from here.

Thanks. The new guy Jay Abbot has immediately been put in charge (MD) of the Cyber business whereas I assume previously JB directly managed it. The next six weeks are likely to be key because after that we hit holiday season and that will hold up management decisions. Results are due next month aren't they?

Interesting that the company specifically mentions GMSI in the RNS the other day: ' in conjunction with its interests in Geomysore Mining Services (India) Private Limited' Could it be that 'raising capital' one option would be to divest the stake in GMSI raising anything up to £3m in the process? We know that Harbinger is proud of the companies record of no fund raising/dilution and a GMSI divestment would mean no dilution or fund raising. JAT

Anything is possible here! But these are huge trades. Something like a 1/6 of the entire share capital moving around today. I see Artemis has increased their stake.

Adastra - you are absolutely flogging a dead horse there mate and I'm not sure the relevance of quoting the USCyber Security market either. The thing here now is all the excuses are over, ie.change of strategy, investment, sales and marketing, long lead times, blah blah. They now have to deliver. No excuses. If you are to believe them all the building blocks are now in place. Again if you are to believe them the new boss has some contacts and the acquired company boss is well respected in the industry. All sounds jolly good. Now go and win some decent size contracts (£1m+) MC is now £4.5m of which £1.5m is cash so company basically valued at£3m. That *could* start to look cheap IF they can win a couple of decent size contracts. On the basis of all this and much against my better instincts I'm in for a punt again and I emphasise *punt* @ 4.25p

Good find. And bang up to date. It's clear that this is where Harbinger is headed. He has form for striking deals - look at his background as an investment banker. So I guess he's on home territory there. I think it's going to be deal which will ignite some excitement amongst investors. It's a hot area.

Yes indeed. And all it took was 2 day traders bailing to prompt Singers to mark this down. When buying interest resumes we'll be up again in short orde.

Yes indeed. And all it took was 2 day traders bailing to prompt Singers to mark this down. When buying interest resumes we'll be up again in short orde.

Added to my holding @ 57.3p Top quality gold stock. Ross Beatty has 5% stake.

Up to 1.355p for large dummy sell

Glad you're still here. I'd noticed a couple of trades from yday lunchtime had bailed this morning and wondered if you were one of them. Yes it's def on the move again now. I've just got a quote @ 1.6p ;) Once again way above quoted mid.