Member Info for Early_Bird

300k today. Sentiment rock bottom.. give it few weeks and sense will be restored.

bizarre PIs selling at these levels cannot be for a profit, maximum 5%... whats the point in investing on aim if you cash in all your chips for no return. Classic case of one sell triggering others.... amazes me the people cant take comfort in having 20% more cash than MC, that alone backs up current MC.

Prospectus worth a read http://senterraenergy.com/assets/img/SenterraEnergyplc-Prospectus04-11-15.pdf

3p target is a safe bet, I personally am targeting a *lot* higher here for a number of reasons however getting in early allows flexibility to slice some profit on the way up. Clearly those bored of waiting have been trickle selling the past few months as there has been very little to go on with respect to RNS updates, can I blame them? not really.. however I think the sharp end is coming quite soon, certainly as soon as greater clarity is provided to the market on timescales/size of deal etc the sky is the limit here and I see this months Interims a perfect opportunity for the company to update SHs. Great thing is getting in at these levels max downside is 10-20% short term (bored punters move on if no update), long term there is only upside. Remember Cash returned to SHs is no deal done, 2.8p = profit. Also the oil assets are now being held in separate holdings company, these were on the books of something like $30-40M on the oil and gas balance sheet... obviously not worth anywhere near that but even if just 10% of this is realised that's a 40% dividend to shareholders at current levels.

We will have an update here before year end..... Interims are due this month and hopefully these will contain a few footnotes of where the company is currently at.

looks like I was correct.. http://www.lse.co.uk/share-regulatory-news.asp?shareprice=R4E&ArticleCode=od8k49bt&ArticleHeadline=Holdings_in_Company

HELLO.. hello... hello Anybody out there... no? Ok then

the facts are incredibly simple and very clear... This is a cash sell trading 20% sub cash, no debt, very low cash burn, oil assets in separate holdings co. that are looking to be sold off in the next 18 months with whatever value they make being returned direct to shareholders. They are looking to carry out an RTO in the biopharma space in the next 6 months, they are in advanced stages of negotiations in lining up a significant and trasformational deal and will update the market in due course. Im expecting an update pre Xmas here and I do think those with patience will be rewarded. CF knows the deal, he bought out all other significant holders (nearly £1M of his own money) a few months back at 100% premium to market price (4p)... to me that shows incredible confidence in what he is lining up here. The revenue generation will only become clear once we know who/what we are RTO'ing. I expect an update this side of xmas to settle nerves here, as to be blunt shareholders I think deserve this and I have made this clear with CF.

SP rebounding nicely now from placing, chunky trades going though is a good sign paired with SP direction.. I can see this back over 2p by Xmas, TW targetting 3p here I believe.

Sorry Jam looking back the holding rns is for the shares he got in the P, my bad. Price holding nicely some big trades so it wouldnt surprise me if these were significant holders adding to their pot.

Fantastic news here today with hamleys... this is a significant deal which completely de risks PEL for the next 5 years. Market yet to price todays news but a few days of nice steady rises is always much nicer than a spike. Hamleys undergoing huge expansion worldwide and this little 4M MC british company mixing with the big boys... can justify a 10M MC imvho. Looking forward to next few weeks, podcast and forecasts etc.

On the contrary Mr Nigel Wray mopping up even more on the open market... Excited for the newsflow to start landing here.

absolutely no sell off... good to see! David Stoller, Executive Chairman of the Company, commented "I am very pleased to welcome the new shareholders and thank existing shareholders for their support. With the completion of this fundraising and the re-financing of the Company's debt, r4e will immediately become a very different business. No longer overly constrained by debt, we will have the opportunity to pursue our strategies aimed not only at maintaining, but expanding upon our leading positions in marketing theatre shows in the West End and Broadway."

I think at current levels if you sell now at 1.25p youll struggle to get back in cheaper even when the placing shares hit the market due to the spread as wouldnt expect the bid to go below 1p meaning the ask will be around 1.25p (current sell price) anyway.

Morning all. Nearing the sharp end for a couple of updates now including orderbook for 2016. My guess is that theyll want to release this before the podcast on 9th Dec. As stated before PEL breaks even covering all overheads on a revenue £8M working on a 25% margin anything above this goes straight to the bottom line as net profit. This means a revenue forecast of £12M would equate to net profit of around £1M which gives a MC £10M on a forward looking basis using a pe of 10 (conservative). 2015 we're looking at a small net profit on a revenue of around 9M and thats including all the costs incurred from kidzania back end of 2014 which in total cost PEL around 1M pounds. 2016 forecast is key and if shows anywhere around 12M im expecting a big move here.

For those interested, successful stock trader TheMadStork talks a little bit about FAST in yesterdays podcast: bit.ly/SPPOD344

sorry to hear that draft. From my experience (and believe you me I learnt the hard way also) buy when others panic sell (when you know fundamentals are still sound) and sell when others panic buy (when hype over reaches that of fundamentals). When the share is trading down 50% on good news as it was on Friday (ok the 1p price was not great but a clear base was established at 1p) I would be loading the bottom and not selling but its hard to do on heat of the moment when emotions are running high. Detach emotion in these times where market is in panic on a stock and think logically... is the key to beating the market. If I were you I would wait for rentry here but wait until placing is voted through there could be another dip. I shall be waiting in the wings to add another chunk in here at this time, managed to buy 400k Friday at 1.1p. Ultimately as I say this should be above 2p by Xmas IMHO.

I would assume it will drop back once P shares are voted through but not much.. depends what other newsflow lands around that time. Certainly by Christmas I expect this to be trading back at 2p+

To quote his last few paragraphs: "A circular providing further details of the placing and bank refinancing and including a notice convening the General Meeting has been sent to shareholders and the market price has fallen to a 1.25p offer price, which would capitalise the company post-placing at just under £6 million. Given recent profitability despite its debt constraints, we continue to see decent valuation upside from here and note that famed investor Nigel Wray - who is to participate heavily in the prospective placing - has also “expressed a desire to make a further investment in the company”. Wray is usually worth following and, this morning Tom and he had a long chat. Bottom line: R4E should report a pre and post tax profit of £2 million at some stage within the next two to three years. Put that on a PE of 10 - assuming that over time remaining borrowings are cleared and assuming that employees grab their 20% stake and the market cap is £20 million. At 1.25p on a fully diluted ( bar the 5p still out of the money warrants) basis the market cap is £7.5 million. So buy in the market and you should almost treble your money. Of course placees will do even better but do not let (justifiable) anger get in the way of you making a return. Buy - FIML has inded done just that today."

http://www.shareprophets.com/views/16570/r4e-placing-and-refinancing-and-chat-with-nigel-wray-we-buy-shares