Member Info for DJP4976

Chart looks great, all moving averages now tightly bunched and a solid break through the 50ma which is what has previously held it back.

Today’s volume 610k and a VWAP of 8.25 meaning roughly £50k of trades moved it 40% - imagine what’ll happen when we get £500k of trades - it’ll multibag intraday on that volume

20p is a very realistic price target considering market cap will still only be £6.2m and with £2m plus cash in the bank still. If volume does arrive here, with the Free Float being so small and the tiny market cap, it really could do a big overshoot move on news - looking forward to it myself - see you at 20p first target

Let’s also remember he was only officially appointed in November - 2 months is now getting on a little to hear from him, but I’m thinking the ‘bad’ news regarding Sweden out the way (wasn’t terrible news, it just didn’t meet centerra golds criteria), now for positive news regarding the abbeytown project in Ireland and then I fully expect Anton to show his face with investor preso and interview/s

Holding also, valued at cash at this level so one has to think very little downside, assets having zero value attributed to them currently.

Poorly Priced due no PR, could that be about to change, will be interesting to see if Anton buys a few on market also!

Think we could be an update away from a strong move, chart looks good for it

So under the radar here Draft - we’ve had 2 trades all week haha! When significant news lands in expecting a very big blue day, happy to be holding a pretty decent amount before said happens!

Lastly in the BRH interims it stated - This is a pivotal time for Braveheart. Growing prospects at Kirkstall, Paraytec and Gyrometric continue to excite the Board, while the investment portfolio, combined with our substantial cash continues to provide solid underpinning to our balance sheet, and developments in our fund management business offer a new source of fund management revenue in the next financial year.

All for a £4m MC company - currently my largest holding, scary at times as it is incredible illiquid, so if you needed to release your cash you could be looking at a big discount to what you paid - but exciting as I see this as my safest hold given the research above, I’m sure this is going to be trading in the 25-30p range at some stage next year and possibly higher!

BRH back down at under 16p on the ask (£4.3m MC at 16p)

NAV at 14.7p (seems pricey for an investment company) - But BRH aren’t just an investment company - they have the fund management business (which is about to be enlarged) which is profitable and pays all the PLC costs - also investments are undervalued in the book as highlighted below

BRH have 2 fund management business, Viking fund and Strathtay Ventures. Strathtay ventures is going to transfer all activities to their main fund (Viking fund managers) and will then be closed, this will save on operating costs running 2 separately. Viking Fund are also in the due diligence stages to significantly enlarge the fund, backed by a large U.K. financial organisation, this will ultimately lead to greater income and higher profits for BRH.

Dividends accepted by the courts and BRH announced they intended to pay a dividend next year.

Cash of over £1m

Kirkstall doing well under Lonza - before Lonza came along, Kirkstall were going to raise £2.5m at a ‘pre money’ value of £5.6m - BRH own 37% - so that would have valued BRH share of Kirkstall at £2.1m - that was last year, before Lonza came on board - the current book value of kirkstall is £900k, clearly hugely undervalued.

Paraytec still awaiting news on £4m funding/partner to take bladder cancer test to market (BRH own 56.5%) - but interims confirmed they are now profitable and cash positive.

Paraytec funding round of £4m if it goes ahead at 50% dilution would value BRH diluted share at £2.26m if done at 40% dilution would value BRH share at £3.39m - current book value of Paraytec is £530k, again clearly undervalued.

So although NAV is 14.7p the book value of all BRH 15 investments is £2.2m - where as Paraytec or Kirkstall could cover the entire book value alone once proven as per above

Not forgetting their 3rd strategic investment Gyrometric - Gyrometric presence has picked up massively in the last few months, with apparent interest from major players in the wind turbine field, if they manage to secure a deal with one of these it will be massive news which will prove the technology, and one that I believe will re-rate BRH alone.

BRH own 18% of Gyrometric directly and 7% of remote monitored solutions (RMS) who own the majority stake in Gyrometric and also Geocurve.

BRH hasn’t really had major news since 2016 when it sold one of its investments for £367k which saw an overshoot spike - the reason being the free float is tiny, it’s illiquid, it’s under the radar and it hasn’t recently placed new funds, these are all the factors I believe what could see BRH spike again on a Gyrometric deal.

Gyrometric have recently announced they are hiring staff due to significant increase in sales opportunities - also in the BRH interims they stated

‘A test programme for one of the major manufacturers of wind turbines is expected to commence in the next few weeks and serious enquiries from several others are being pursued’

La

Think late October/early November

Yes, plenty to look forward to Cityal, plenty of catalysts coming short term, to name a few, Paraytec raise update/completion, which could prove to value our share in Paraytec more than the current £2.2m book value of all 15 investments. I also find interesting the last RNS regarding the conversion of loan notes by BRH and another share holder into Paraytec shares, which now means we have 56.5% interest in Paraytec, that will put BRH in the driving seat on any negotiations for the £4m placing, also in that RNS it stated Paraytec was now profitable and cash positive.

On top of Paraytec news, we have fund management expansion news to look forward to, dividend confirmation, potential Gyrometric contract wins with large players in that field and the interims. I do hope the interims include a detailed overview on how Kirkstall are trading since the Lonza marketing and distribution agreement, before Kirkstall done this deal with Lonza they were relying on their technical staff to drum up sales and still managed to grow them by 35% in the prior year. Lonza have 600 sales staff, so sales could have a dramatic increase and I’m really hoping they give some idea how it’s going.

Ultimately, I’m very confident in the management here and in particular Trevor Brown, he has proven time and again how he can cut costs back, as has also been seen at another of his companies RMS (remote monitored solutions) and he also holds a large chunk at just shy of 30% in both of those companies.

I have recently added to my holding and I’m very happy to have a fairly sizeable amount now going into a news rich period, but am considering this a longer term hold anyway after extensive research on all 3 strategic investment companies and in particularly Paraytec and Kirkstall, I believe BRH holding in these 2 companies, in time, will dwarf the current market cap of BRH of £4.5m, and potentially as soon as next year.

Lastly, the shares here are very illiquid, and buying any sort of size can prove very tough, so I am happy to have a decent chunk of these now, as trying to build a holding when the catalysts start to land will prove nigh on impossible, I look forward to the months ahead.

Good luck

Looking forward to it Dan

Just waiting for the company to announce placing price and what the acquisition is, once that’s out the way, should be back testing highs once again, hopefully any day now

Going to be a very interesting week next week, previous RNS stated field test due to commence early October so expect an RNS to confirm its underway! Should really start to build from here now.

It was 4.5 - 6, now it’s 5 - 6 it went into auction for a UT trade at 4.5 - 4.5 and since the. It’s been showing -14% defo an error

Ticked up and still showing 14% down - now do you want to tell me there isn’t an error again...?

Wouldn’t surprise me DD as field test should commence either this week or early next

14% down is an error on lse part - if you had been watching price action you would know this

From watching the price action over the last few weeks, I would say this is ready to make a move next week, bid ticked up to 5p and over a number of times this week before quickly being pushed back.

I believe there is a large background sell being worked, once that’s filled which looking at the price action this week is very close, it’ll start its move towards 10p+ before the end of field tests in my opinion

As Dman alluded to already, LVCG business model is around licensing their content out, works kind of like a franchise - we supply the content in return for a license fee, the partner who runs the events gets the ticket sales, so we get paid no matter what happens. But it is also in our interest for it to do well so our partner keeps running the events year after year

Hi there. I’m invested in both companies BRH and RMS the company that acquired the controlling interest in Gyrometric. BRH didn’t receive cash for the transaction, but received shares to the value of x amount of cash in RMS.

So BRH still have one fifth of the Gyrometric business and now have a 7% interest in RMS.

I personally believe this deal was done to make it easier for Gyrometric to secure deals as now RMS have a controlling interest, any potential deal for Gyro won’t need to be approved by a number of other interested parties, just speeds things up.

All in all, I think it was a very good and fair deal for both parties involved and I look forward to seeing the first deal land.

Pig - it isn’t like a placing, where additional stock comes to market, the liquidity of the stock will remain exactly the same, as only Vin herded will be getting shares, all that will change is the market cap will increase depending on what terms the deal is done.

For instance - there’s 34m shares currently in issue - there or there abouts
That means at 7p the market cap is £2.4m
Of vin takes 50% stake at 2.5p there would be another 34m shares so now 68m shares total
That would mean a market cap at 7p of still under £5m - for a company with cash (from her investment we would have £1m or so cash depending on terms)

£5m Market cap for a company with one of the best leaders around isn’t to be sniffed at and won’t be 7p for long that’s for sure

Read between the lines - nominated advisor wouldn’t have given notice of resignation if a deal wasn’t incoming, they would have just remained and business would have just carried on as per usual - now just awaiting the deal RNS before the rest of the market decides they want in also