Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Carclo was 120p just 9 months ago now 26p after reporting a number of management problems.
These seem to be caused by taking on too many new projects which they have had difficulty coping with plus the upront costs that they entail.
So not related to no orders- but poor management.
There is stakebuilding in the shares by Duroc who last bought in at 48p and now have alarge stake.
So either a bid will come in or management will sort themselves out.
To me share price has been knocked down too low and should bounce back soon to 40p odd-----ayears time with the company taken over or sorted we could see the shares back to previous levels.
Agree with you Rivaldo the results should be great and I think investors are gradually understanding how undervalued Mountfield is at the moment. If they announce any more orders on top of the current workload this would really be icing on the cake. Share price should accelarate past previous highs.
A summary by Simon Thomson (IC) TODAY.
By my reckoning, the company’s spot net asset value (NAV) per share is around 235p. The 15.75m shares Crystal Amber holds in Leaf account for 13.8p (4.6p at end of April 2019) of the company’s NAV per share based on Leaf’s current bid price of 90p. A likely final cash return of 140p a share to Leaf shareholders will add an additional £8m to Crystal Amber’s NAV, or 7p a share. Making CRYSTAL AMBER's asset value 242p
With the other holdings of Crystal Amber which include a large stake in Hurricane share price should be quite a bit higher in a few months. And don't forget pays 5p dividend pa
Current value at £2 million is way to cheap for all the action going on here and the latest deal in selling a loss making subsiduary should see it profit making shortly although it may need a bit of cash to get to that position.
With a new md and finance director something is afoot and at such a low value a bid well come in shortly but it would be way above this price.
Some good news after all the bad could well see 7 DIG really multibag 5 or 6 times
We shall see.
All news recently has been very positive and the final award of a contract is expected soon after a long retender process.
However during this time TLOU has made great progress on the exploration front with geater gas discoveries etc and is in a much better position to exploit any order. Having reach a share price of about 10.5 p previously during previous tendering progress what can one can expect the share price to reach double todays price, this, say 15p on a contract award at least seems very reasonable to me so I have increased my holding as only a few weeks to wait at the most.
This is the first of 10 orders that should result from their current client validation processes with capacity for a further 90 manufacturing lines. The future capacity tells you how big this plant can be and the amount of output they expect from it-it could be huge and the share price will follow that growth.
More orders will follow this one and by the year end things will be really rolling.If each further order follows this one we should see an 8% gain each time giving a share price of something like 140p.
The 5G revolution is just starting and IQE will be a big part of that plus all the other areas they are in.
Dont miss the boat here waiting, as when the orders arrive at IQE you will have missed the boat.
For a tiny company valued at just over £6 million with loads of cash in the bank, to be awarded contracts with the likes of microsoft etc by the US goverment certainly says something about the potential here.
Share price seems way to low-isa rerating due.
Carclo was 120p a year ago, how it has fallen all due to its own poor management & inefficiency.
Duroc's last purchase was 40p odd just a month back..
In my view price has dropped to far and either Duroc will bid for the lot or good management brought in will cure the problems and bring the company back to where is should be. At 20p its a steal-and should easily double fast.I'm in at 19.5
39p was previous high so we quite a way to go to get past that level. However new financing details are due shortly and it is considered that these will be more favourable than first thought. Should this be so one can expect a big jump in share price. The recent rise in share price seems to indicate that good news in this respect is on the way.
Its a buy at todays price.
Today's big share price jump still leaves Futura's share price at a very low point compared with the potential that it could reach if the current trial goes well as expected.
As has been said, it is quite possible that one of the Big Pharma's comes in with a bid for the rights to MED before these trials complete and this could be why the share price is rising now as news leaks out. So in my view it will pay to buy a holding now as if this happens it will multibag. Not only this, but as has beeen pointed out, regulatory approval for the pain products is due anytime soon and will provide a lift to the shares in the order of 30% plus.
lets see what the next days bring.
RNS today -wording of RNS always a bit odd BUT it is very positive with orders running at record levels-I think that they are on the up and on a winning streak. I expect that share price will gradually creep up to previous highs of 180p odd over the coming months as more orders come in.
When drill results come out shortly a big find could well be announced,insiders are already buying now and share price is moving up--------wait until the announcement and you could miss a big jump. Not long now
R&D Day in London for analysts and institutional investors is TODAY- Monday 11 February 2019. ( no private investors allowed)
So if institutional investors like what they hear today we should see a pick up in the share price over the next few weeks.
I also expect that some other news from Futura will be coming out in the next few weeks about Erexon or their other products to keep Futura in the limelight and get the price back up to where it should be, perhaps an update on how the trial is getting on maybe.. Still way too cheap.
Outlook (from RNS)
As 2019 unfolds, we expect a gradual but SUBSTANTIAL INCREASE in Bioplastics revenues. This trend should be encouraging for investors and should reward their patient support for our development of new materials in an area of outstanding business potential
Can't see why anyone is selling on this update as there are clearly orders in the pipeline many of which will land this year and get the share price really motoring. In my view a very strong hold indeed.