Member Info for Dibs61

It's not you drip selling your free carry is it jolly you old rascal?

A bit tetchy here today I see and a tad harsh. Can't be bothered to quibble about eps etc. it's a solid profitable business though that is not why I am here. I would ask you though how many fund raisings here in past two years? Product development funded without dilution in that time period and there are two good shots at company transformation. Plus this is a potential take over target as they have management links in the industry,

Our 8am £80 seller…..

Perhaps. There is always the risk but they have progressed a long way and overcome other technical obstacles so happy to hold for now.

Here's your chance lol... Sooner than you thought

I think you have to commend the company for their complete transparency about their products status. They don't attempt to conceal anything. We moan when companies aren't open about things so shouldn't complain when they are. As I said I'm sure it's a short term surmountable issue and I am encouraged by their determination to produce a robust product.

Results were fine and in line with expectations. The reason for the (overdone) fall is the 'stability issue' with finished product. I knew as soon as I saw that comment this would be hammered but, as always, in this market it's overdone. SP marked down at market open so difficult to get a decent price. I would've sold if possible but alas. Short term setback but I note no timeframe given for resolution. Doesn't sound too major. I will hold but frustrating. Guess it just goes with the territory.

ODX strong in a weak market on a generally down day. Not expecting news yet but you never know...

Hi, yes I'm hopeful Point Classics will at the very least mitigate short term effects of download-streaming transition (if indeed that does affect at all since this company is a clever operator). Great long term value at this price IMO with a divvy thrown in as rare AIM bonus. Director sell had reasonable explanation provided (tax reasons) and only represented 4% of his holdings. You can't always choose your timing for selling stock.

Yes I've noticed you like making SP targets… with *ahem* lets say 'mixed' success and thats probably being generous. Mind you this one isn't quite so outlandish and has a chance of being correct.

Was that you, the £13.25k purchase? If so nice, you got a better price than me lol.... Who knows if this is the bottom? One things for certain though that SHG have hard valuable assets in the ground. They have exploration upside potential. I cannot believe gold can go much lower as it's now less than cost of production for some miners which means they start making hard economic decisions to slow production, halt or defer projects etc. all of this means at some point supply stream slows and falls below demand. Other question is when will the paper gold sham be usurped?

Shazz - I wouldn't say I'm 100% convinced either! Sometimes you have to hold your nose and jump in when the water looks freezing. I'm def not concerned by lack of news since last update since that's what they do - issue quarterly updates - and that's why I'm positioning myself for the next one hoping that all the bad news is already in the price. That's the idea anyway! Finally they have explained the reason for the huge rise in AISC and I am accepting that explanation. The key will be is have they returned to normal production volumes and grades at BC? That's what I'm betting on and don't forget there were director purchases a couple of months back. ATB

Companies normally fall over themselves to get good news out. So, where are the orders?

You still here? Looks to be consolidating quite nicely now. Expecting an update on allergens first but may not be for a few weeks yet and may combine it with further news on CD4. This is a HOLD.

Bought two tranches @ 6.25p. Not showing yet. This is partly: 1.) a hedge against all the economic uncertainty, which, if Greece kicks off then gold should benefit. 2.) Also partly that this is probably now at least fairly if not undervalued by the market. I remain a bit concerned about Q1 AISC but IF that improves, which it should with higher grades and lower opex then we should get a bounce here. 3.) Q2 operational update due in less than three weeks - its going to be interesting…. 4.) Major seller Blakeney OUT so not sure who has still been selling recently but it has to be a distress seller because this company is NOT going bust. 5.) Company recently got debt funding by Investec bank which you don't get if you are a junior gold production company with a c*ap future and business model.

*bump* yep it's good news short and long term for OMIP as this opens up their IP catalogue to the huge potential market Apple offers.

Yep. Same issue all those little minnows have out there with tiny working interests e.g.. MAGP, NTOG etc i.e..no control over their destiny How long will the squeeze continue with a lot of those expensive US fracking operations high up the cost curve. Doubt we've seen the worst of it yet. Meanwhile people will always want to listen to music and watch videos etc ;)

No guarantees are there? It depends on the results, how good they are, grades, quantity of resource established etc but I am optimistic. You have to remember that this stock is currently valued at little more than cash in the bank currently. Kolar value their investment in GSMI @ 2.83p alone so this is clearly undervalued. But as you suggest sentiment in the gold sector continues to be very poor. Don't know much about klg though that was copper right? and sentiment in that area is very poor. I'm happy to hold, wait and be patient. Good things coming.

No probs… Mmmm well they're unfortunately not a NASDAQ mega beast … yet lol. Oh yes forgot to say they do hold cash - £1.2m as of last reported period 31st Oct 14 plus A further USD$2.0m (GBP£1.2m) advance against royalties received from The Orchard, the Group's digital distributor. They intend to use at least some of these monies for further acquisitions. And no debt. I see you are looking at EME which I know little about. That said it is oil sector and so at the mercy of a highly unpredictable oil price so could go either way. Also the information I pick up is that new drilling in the shale areas of US is dropping off substantially now?

You'll note that my figures for potential payout were based on 'statutory infringement' only. If the court were to judge it was "willful" infringement then the potential payout goes completely off the scale at $150,000 per work infringed. I'll leave you to do the maths on that one. ;)