OCT pays a thumping good dividend that has been paid out consistently over last three years, strong and growing cash position. JG has plenty of skin in the game and all the experience needed to be at the helm of a financial services co.
Horrible spread, lack of media coverage and lack of self promotion can be all that's holding back the SP?
Bilbo, couldn't agree more with your comments. OCT should be the Holy Grail of AIM - Cash in the bank (60% of MCAP!), cash generative, modest PE and paying a thumping good dividend. Yet your average AIMer seems to want to pour hard earned £££ in to failing, indebted miner and oilers. Its been a patient wait, but OCT can't remain so overlooked and SP can't remain so depressed. I feel it could just do with some more frequent news output from the BOD to get this flying.
I've long been a strong advocate of IOG. When I saw an RNS in my inbox this morning I thought it would be the BOD coming good against adversity in usual fashion. However the RNS is a lot of words, but with absolutely no substance with regards to future funding, a lot of if's and maybe's and nothing new. Shareholders are going to jump ship if there is no evidence of progress on funding routes. "The IOG team continues to be highly focused and motivated" - sorry BOD, that's not enough reassurance given the backdrop!
TW's supposed journalism isn't spot on, its speculative and he gets it right sometimes. However he is not the 'prophet' you perhaps imagine, he got it spectacularly wrong with Beaufort Securities in 2017.
If you do some research on TW you will read just as much murk about him as the dodgy companies that he claims to expose.
The guy is no doubt very influential with PI's and his so called "research" causes price swings in volatile stocks. As such I share your concerns on the damage he can do, even if his claims come to nothing.
At the moment his attack on IOG looks purely speculative and based on information that is entirely in the public domain.
I detect a bit of posturing between SGI and Disruptive. The new management have done much of the hard work of re-structuring and streamlining the business. I very much hope the board are in a strong enough position and will seek a premium deal with any potential buyer to reflect such efforts.
"Gem Diamonds Limited (LSE: GEMD) is pleased to announce the recovery of a high-quality 104.73 carat, D-colour Type IIa diamond and a 151.52 carat Type I yellow diamond from the Letšeng mine in Lesotho."
Todays RNS is a little reminder to the market that GEMD operates the... - "highest average dollar per carat kimberlite diamond mine in the world". - " has produced four of the 20 largest white gem quality diamonds ever recovered"
Sub 100p shares are going to be mopped up very quickly I expect.
Despite some tough wider market conditions GEMD keeps yielding quality stones. "In addition to the 314 carat Type IIa white diamond previously reported, another outstanding quality 357 carat Type IIa white diamond was recovered and is expected to be sold in Q3 2015"