focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
VR & EDUCATION Top emerging trend https://goo.gl/FT8dti Changing the way we learn https://goo.gl/eY342R Increasingly used in training & teaching https://goo.gl/hksuWc Potential - 308 FE Colleges, 106 University's, 3,800 Training and Apprenticeship providers, 19,150 employers that qualify for the apprenticeship levy - up to £23k per annum SaaS https://goo.gl/ESxMog DEV CLEVER fact sheet here https://goo.gl/w2zveo Engage Educate Experience https://www.devclever.co.uk &
I think this is looking super strong for the coming week!!! TECHNICAL SETUP - A strong close on Friday - Investing.com STRONG BUY https://goo.gl/1BMsjY - Barchart.com 100% BUY https://goo.gl/NQYkG5 NEWS JUST THIS WEEK - Glasgow show opens Thurs https://goo.gl/YKdMtP - Launching #BRICKLIVE merchandise at Glasgow show - Proactive Investors doing an extended interview with the CEO at the show from Glasgow https://goo.gl/1Upnrf A DREAM COMPANY PROFILE - BOD/David Ciclitira - Great newsflow/PR - Low risk/high margin (70% profit margin noted) - Rapid growth https://goo.gl/JYLHSY - Huge potential https://goo.gl/QwJm54 - LEGO superbrand halo effect https://goo.gl/hf8qeP - Low entry MCAP and low free float (78.5% not in public hands but suspect the ‘true’ FF much lower than 21.5%) Research links page for anyone wanting to dig https://goo.gl/LHcahs
- LOW RISK / HIGH MARGIN - RAPID GROWTH https://goo.gl/JYLHSY - HUGE POTENTIAL https://goo.gl/QwJm54 - BRAND HALO EFFECT - LEGO https://goo.gl/hf8qeP - LOW ENTRY MCAP £29m Research links page https://goo.gl/LHcahs
Think about the BRICKLIVE Group and that DC has stated that it is "run off our feet with interest especially in Asia" https://goo.gl/vf6xkA and that it has has "Huge potential in China" https://goo.gl/QwJm54
The above is great for our growth potential but now also consider the halo effect of the LEGO 'superbrand' https://goo.gl/PBeb4P which in China:
"posts double-digit growth in China in 2017" https://goo.gl/hf8qeP
"partners with Tencent to build on recent China growth" https://goo.gl/gr9WnR
"plans video games and social network for Chinese children" https://goo.gl/R1HZxJ
"announces second flagship store China" https://goo.gl/dKGvHQ
Full set of LVCG research links here https://goo.gl/LHcahs for anyone looking in or that hasn't had a good dig around.
Not sure why that isn't clicking through...
https://sites.google.com/view/freemanpro-lvcg-links/
"We are run off our feet with interest, especially in Asia" https://goo.gl/vf6xkA
LVCG research links page here https://goo.gl/LHcah
I guess much more aligned to the ‘reasonablely’ recent change to the MFDevCo strapline, now being “Managing Field Development” over their old one “Marginal Field Development” :)
From the 3rd Nov RNS it's clear that a rerate was due however does anyone have any idea if anything specific kicked off the rise today?
I have had one eye on PLMO for a while... looks like I'm too late. Well done all invested.
I also believe a proportion of recent investment will have jumped in off the back of the talk of an RTO and big gains in the short-term. The TR1s suggest confidence and an indication of things to come but maybe more as a medium term buy, at these bargain prices, and hold?
(Interview starts at 10 minutes 14 seconds)
PLMO are on the daily Vox Markets pod cast today https://goo.gl/xpLNHm "Hamish Harris, Executive Chairman of Polemos #PLMO talks about their recent investments in Oyster Oil & Gas and why he likes the project." I'll have to listen later but hopefully it will generate a little interest.
Can anyone advise what the likely timescales might be if/when Oyster seek admission to list on AIM? Thank you in advance for any thoughts/responses.