The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
An interesting article and analysis
https://knowledge.sharescope.co.uk/2022/06/15/screening-for-my-next-long-term-winner-integrafin-lse-ihd/
cracking article that you posted. sums up the oppotunity nicely. very bullish timescales for a turnaround in SP. see holdings rns earlier. who are corporate forsite? anything to do with HDI as that looks like their 19.5m shares. looks like they have sold to new investors or transfered to a different investment vehicle. it does explain the 2 x 19.5m trades. either way SP has been undersome pressure for a while and this seems to have cleared any overhang/orderfilling/uncertainty and has now responded positively
2 mahoosive 19.5m buys!!
after hours trade. looks like that will explain it. charts should show a break from trend
a 27% rise. sp gone from 8.5 to 11p could there be some good news
what just happened?
hopefully that clears the overhang so the buys should start having a positive effect
agreed on that. nearly all shares that are waiting on news to send sp's skyhigh take significantly longer than expected to arrive. you think you will be in and out in a month and you are stil holding 6-8 months later. got used to it now. ENK hasnt got a huge newsflow to entice PI buyers in expecting it to blow next week, but the positive is that serious investors are happy hold or add to their holdings. i think that at least 40% of shares are held by II's. HDI/ Constantia participated in the recent fund raising - that is a huge relief. neeed their continued support here
some quite nice sized buys over the last few days
i hope so. i think it is about time that enk updated the website with the major share holders on. last updated in october. montoya dont show up and possibly others holdings are innacurate so it is hard to get an accurate idea of how many shares are held by major investors
9.5 million buy at 12.21 today. that is a serious investment. i am starting to think that a few people know that positive news is on the way. including mulledwine - that is some hefty chunk to put in here. you must have been given good info to expose that sort of cash. i dont suppose that you would help us little folk out with some of that information....;)
dooby. I couldn’t find anything on Montoya and I was starting to wonder who our recent beneficiary was
10% rise!! wasnt expecting that! comon montoya!!
ops! my time line was a bit out. the drop was monday and tuesday
Hope you enjoyed you long weekend. I don’t know of anything new or specific that has moved the sp there looks to have been some order filling recently that has taken the sp down so low. That a £1600 trade on Wednesday could take it down 0.5 was a joke and a very similar thing happened on Thursday at the close then bosh a 2.4m buy pops up Friday. Montoya are clearly accumulating a holding and it could well be them that made the 2.4m buy. Im happy that the big money is still happy to invest in the fundamentals of the company – plenty of upside here I feel.
Closed on a three month high - cracking. Happy Friday ENK ers
a £1600 trade warrants a price extension rns and a 3.5% fall. lol
Unbelievably cheap. Cash burn will be more or less negated by the take off agreement and we have a few extra million in the back pocket from the permit refund. at 15p I see limited downside from here but plenty of upside – if you’re patient 
some would say we are mad just to keep the faith with this company, but for some reason i am very tempted to get some more when funds come free. am i the only nutter or is anyone else feeling the same?
MELBOURNE -(Dow Jones)- Extract Resources Ltd. (EXT.AU), which holds a key uranium project in Africa, said Wednesday it wants a Chinese state-owned company that may make a takeover bid for its largest shareholder to extend any offer to its own shareholders. Extract, an Australia-based uranium explorer, said that if the offer isn't extended, Australian regulators should deny a request by CGNPC Uranium Resources Co., a unit of state-owned China Guangdong Nuclear Power Corp., to be exempted from provisions that would otherwise force it to launch a secondary bid for Extract if it succeeds in acquiring Kalahari Minerals PLC (KAH.LN). Kalahari, which holds an almost 43% stake in Perth-based Extract, on Monday said it was discussing a possible cash offer from CGNPC-URC at 290 pence a share, which would value it around 756 million pounds ($1.22 billion). It said in a statement that CGNPC-URC plans to seek relief from the Australian commission to buy more than 20% of Extract, a level after which an acquirer needs to make a takeover offer to all shareholders. Extract said it will make submissions to the regulator to protect the interests of its shareholders and ask that either an offer be extended on "no less than equivalent terms" to that offered to Kalahari shareholders or for CGNPC-URC's request for relief from the takeover rule to be denied. At stake is control of the Husab uranium project in Namibia, one of the largest undeveloped uranium deposits in the world. The project lies only a few kilometers from the massive Rossing mine owned by Rio Tinto Ltd. (RIO), which owns an 11.5% stake in Kalahari and a 14% interest in Extract. Rio Tinto has been in talks with Extract over the possible merging of Husab with Rossing. Industry analysts have for years speculated Rio Tinto would eventually acquire Extract in a move that would extend its uranium reserves and help bring Husab to production. Spokespeople for Extract and Rio Tinto declined to comment when contacted by Dow Jones Newswires. Kalahari in its statement Monday said CGNPC-URC was in discussions with possible consortium partners that might join as minority investors in its takeover bid. The proposed offer, which has the support of Kalahari's board, is subject to a number of conditions, including regulatory clearances in Australia and China and finalizing funding. Speculation over a possible bid for Extract buoyed its shares for a second day Wednesday, ending the day 8% higher at A$10.73, giving it a market capitalization of 2.69 billion Australian dollars ($2.51 billion). Liu Kaixin, director of public office at Guangdong Nuclear, declined to comment on the planned bid for Kalahari. A spokesman for the Australian Securities and Investments Commission said the regulator doesn't comment on whether applications have been received or are under consideration. Rio Tinto, meanwhile, will in coming days have to decide whether to extend a A$3.9 billion offer for Au