Member Info for gameangler

Have increased my holding as the market while the price has adjusted to fears of a profits warning.
The read across to Carrs of others' misfortunes may turn out to be misjudged.
Carrs business and key profits drivers are international and diversified well beyond UK agricultural and feed merchants.

Sorry link doesn’t work, but found it on Google

If the reviews are anything to go by it should be a winner. Maybe this is interesting share buyers.

https://uk.trustpilot.com/review/www.mylotus.com?languages=en&stars=1

May need to moderate Q1 estimates as Platcrow and DCM will take time to reach their peak production levels.
It generally takes several quarters to optimise a new processing plant
I think we can be confident that LC will be on the case and driving progress forwards.

Kabwe is potentially a blockbuster but the markets do not seem to be reflecting any value to this in the share price.
Needs derisking to see a meaningful change.

Thanks for posting, impressive technical experence of LC gives confidence that plant design and opps will be first class and derisked.

Quadrupled my holding yesterday, after a decade of little exploration the Majors are looking for Prospects.
The dramatically increased size of the ore body will put ARC on their radar.

https://www.youtube.com/watch?v=GqTbQqkOLeM&feature=youtu.be

CEO broadly kept to script of presenting AGM Trading Statement so no surprises and no warnings or concerns.
There was confident statements that acquisitions and investments are positioning the company for future growth.

Some specifics:
1)The Walischmiller remote handling contract for $8.5m is strategically a very significant entry to the USA market.

2)Acquisition of Animax provides a market leading product with high quality IP. It has large potential for international growth.

3) Pearson Agriculture acquisition has been fully integrated and is performing well.

Strategic priorities are:

A)Focus on markets with strong growth potential

B)Developing as an International Business.

C)Innovation and Research

D)Leadership in our Market Sectors

Edison AGM update
https://www.edisoninvestmentresearch.com/research/report/carrs-group896737/preview

Edison Strategy Update LOTS OF USEFUL INFO
https://www.edisoninvestmentresearch.com/research/report/carrs-group482169/preview

For info the Trading Statement today the two significant MSIP contracts mentioned must refer to NuVision Mechanical Stress Improvement Contracts

http://www.westinghousenuclear.com/Portals/0/operating%20plant%20services/plant%20modifications/modification/NS-IMS-0051%20MSIP.pdf

For those who may not have seen it, the BMR report to shareholders on the Vanadium Asset was in their 20 Jan 2017 RNS
http://www.lse.co.uk/share-regulatory-news.asp?shareprice=BMR&ArticleCode=3peiqbv1&ArticleHeadline=Vanadium_Update

Todays price for Vanadium Pentoxide V205
https://www.vanadiumprice.com/

2,204 lbs in a Tonne

45,000 x 2,204 x US$ 27.5 = A very big number !

No wonder Leon is smiling. If Kabwe gets into production in 2019 we will all be smiling.

Looks good with revenue growth across the board, with confidence about further progress .

Link to Edison report on recent earnings enhancing Animax acquisition.

https://www.edisoninvestmentresearch.com/research/report/carrs-group181374/full

Vox Markets podcast yesterday

https://audioboom.com/posts/7076240-versarien-live-company-group-and-botswana-diamonds

BOD agreement with Vutomi was for an earn in with 3 Phases of 15%/25%/32% giving a total 72% with BEE partner holding 28%.
Since the announcement on 6th Feb 2017 I can find no information about where BOD are in terms of % share ownership in Vutomi.

If BOD have the maximum of 72% then their income will be 72% of the 12% net revenue = 8.62% of net revenue

If all goes well the indicated revenues in the range US$2m to US$7m , an 8.62% share would be US$ 173k to 605k
or in £133k to £465k.

The Board need to clarify our percentage ownership of Vutomi.

https://www.merciatech.co.uk/media/uploads/files/Mercia_Technologies_PLC_-_Capital_Markets_Day_2018.pdf

and

https://www.merciatech.co.uk/media/uploads/files/Edison_Research_Note_October_2018_FINAL.pdf

I am also livid about the treatment of shareholders. Nobody likes being shafted like this, but the alternative is potentially worse than accepting the measly offer. Our Directors have engineered this situation and delivered our company to their new employers.I wonder what bonus you get for that.? Whats the betting its more than we are getting.

Looks like you need to to be a wealthy shareholder to afford the APPRAISAL RIGHTS route.

https://www.reinhartlaw.com/knowledge/shareholder-appraisal-process-in-delaware/

Impressive!
https://www.youtube.com/watch?v=zS3RF7xV1_c

Impressive plans with single antibiotic targets that will be highly commercial due to their very targeted nature.
This approach is likely to get significant grant funding support, reducing development costs. All very positive.

The issue for shareholders is that current cash will run out in 12 months. This means fundraising and/or early stage deals (as discussed) which can mean giving up significant value.
Also RDZ is forecast to get approval for its main market (USA) in 2022.

Summit is a long term investment, developing some seriously needed lifesaving drugs.Support funding is increasingly coming these way of urgently needed novel antibiotics. The current market cap of £28m might look very attractive to a predator.

https://seekingalpha.com/news/3377794-summits-ridinilazole-beats-vancomycin-c-diff-study

https://seekingalpha.com/pr/17234918-phase-2-clinical-data-published-showing-summit-s-ridinilazole-preserved-gut-microbiome

Make no mistake if the latest partnership development of the novel drug conjugate PD-L1/I-DASH AfDC is successful it will be TRANSFORMATIONAL for AVACTA.

Immunotherapy is the current focus of many drug companies. They are meeting the same brick walls that this new delivery system is designed to overcome. Their partner is of the highest calibre with a record of success.

The future prospects of the company look promising across a range of developments.

https://www.biotechandmoney.com/blog/avacta-deals-leverage-affimer-platforms-potential

https://shorttracker.co.uk/company/GB00B06GM726/

Directors will naturally try to get their share options issued when they think there is only good news on the horizon.
Since they have all the insider information, perhaps they think TCM has turned the corner.