Member Info for handybrownone

Agree - I made a little top up on the little dip today

Yes I have been in for at least 3 years - when I first came upon them I was expecting take-off and I have been a bit disapoointed but its slowly coming through. I always listen ino Simon's updates - he's very honest and up-front. For an AIM company it is starting to stand out after a large number of "failures" MONI, WAND, TEG, CAP to name a few. For me its clear that they are leaders in this filed and no one is cathcing up. I think they lose a lot of the value in the chain as they don't sell direct but manufacture for others. I suspect there is not a lot we can do about that. Perhaps the buoys markets is where we might supply direct???? I am excited about the 3D + satellites + AIS link with a subscription based model. I think it is unique. Still early days. We didnt hear anything about it on the last update.

I think you need to tune in to understand "with the existing mandates and the pending US mandate in particular, we are excited about the future " emphasis on USA. SRT is the lead supplier to this market. Satellite and 3D imaging to come. This is a long term growth share.

this share - last two cash calls have been profitable but now all wiped out. Last year looked promising with Degenham delivered on time and on budget - what has gone wrong here. Retentions - if not sorted now I cant see them ever appearing. For sale???? Must be - real shame as I live in manchester and we need these sorts of companies to thrive.

No - but its been tough in AIM - MONI, WAND PTV - a lot of these shares had some great runs Promise of jam tomorrow and no believes any more - sentiment is gone. I pick very carefully on AIM and take profits to de-risk. Not that I was ever in profit with CAP and I was in before Abramovich..Russia could still come good possibity - but where's the news? Boycot not helping

Is under 5million - if anyone likes there patents and technology this is a steal at this price - if they want the headache of integration.

That's because the share price is so low - so if I sell by entire holding of 14k I only get 3k. I'm sure there are people on an even higher price. A 2 k holding is probably quite a chunky sell dont you think

Yep I thought ok. Reduction on overheads - certainly seem to be spending less cash? Some cash coming in from metal brokerage. Rise in asset value - which is above our MCAP. A rig order now will make a nice pop I think

interesting comment from the BB - so this is what I have in my brain whizzing around - lots of bits of DL comments "something special" - intriguing It has to be because DL goes on and on about that he has to give up some chairmanships on Tip TV this week - so LGO and POL etc are dropped and then in THE SAME WEEK takes a new one on...at EVO...also he and Strang love each other sooooo much....... he praises him a lot on twoootter for OTC and HH etc etc...it's a great big Leni/Strang love in at EVO.... the next big thing in AIM yeahhhh. I bet they are developing batteries for solar powered airplanes..using urine from sewage works and graphene with patented process..bring it on....solving the worlds green house problems in one ......go I'm in.....booooommmmmm shang a lang. The only problem I see is why IP group? So I think it MUST be an innovation lead opportunity with some IP with IP Group staying on board - otherwise it will be another AFRIAG with IP Group exiting foreverrrrrrrr supressing the SP and ****ing everyone off especially DOC and we know DL always does what DOC says....... DL admits that AFRIAG shell was a mistake last year at the Investors Meeting........ IF IP group are to stay on board then this is very exciting as IP group are awesome and not a bunch of monkeys - very long term and patient - they have an amazing portfolio of companies...... SO if IP GROUP love it and DL loves and Strang loves it then I'm sure I will love it.... MCAP is still only 1.2M so it will be diluted like Robinson's supper concentrated squash with massive warrants CLNs and fund raising and share issues........but its worth naff all now anyway so who cares..... Of course I'm in I'm remortgaging the house now - just got to drug my wife and get her to sign..... we'll be millionaiers by new week....

Not booom - I think this word should be banned its become a cliche.

I was at the Manchester meeting to see SXX and LGO - I'd not heard AMED before so it was hearing it all for the first time. I was very impressed with Zaraullah and the whole story.. I' not heard of this before so wanst able to ask any penetrating questions. One thing though that order for follow on rigs - talks are progressing. It takes at least 9 months from start of discussion to completion. He was not able to say yes or no as it was inside info but they are in talks with several companies at different stages from 2 to 4 to 8 month stages..... The background of the board the backing of QIC and the JV partner are impressive - the new 1.6m sq m facility in China is also impressive. 20% of that alone is more than our MCAP. The first rig is on time and the owner is very very happy with build quality I'm in....

I hope so - this needs a bit of a boost

Well that didn't help IP group own 24% - I'm sure that a DL Natural Resouces company doesn't fit into their portfolio and they would also like to exit. Presumably they will vote yes though -especially after these increases. BTW just under 50% of the public shares sold and bought today.

Okenia - all very good points - I remember well Afri - it was going really well and then it wasn't! I think it looks very good now. Perhaps as you say a lesson learned. He admitted at the UK Investor talk that was a mistake to use that vehicle. I'm going to have a closer look at who owns these shares!

There's also his buddy Strang on the board. They have done a lot on the HH together. HH drilling started, I can make no more 2+2's than that. Perhaps IF HH successful they might need some other vehicle to invest more - they expanded the land permits last week - some of the other investment AIM in HH are lame ducks - exceptt Stellar Resource - but apparently that is meant to be a gold miner in Wales.

Yes well my last flutter was KEA so no one need follow me on my bets!

not an investment. Anything with DL and Strang and which says Natural Resources investment gets my attention. Ordinarily I wouldn't buy into something like this. It's my flutter money and I will put it on this horse and see if it comes in and I'm prepared for a marathon. MCAP is just over 1m - so what if its diluted 50%. I have no clue what it will do or what it will invest its non-existent cash into. You may call that stupid and my wife would probably agree :)

of my little toe of my left foot in the water soon - just waiting...... "Investing in European Natural resources" with Strang and Lenigas. It wont be dull.

I've been watching and owning on/off for 4 years! Its completely under-delivered on its potential. I see encouraging signs so I am back in and topped up again yesterday. I think from herein it will be a steady upwards trend - nothing spectacular. We'll see on the 11th Sept!

This is what we've been waiting for and glad its come through. I'm still excited about the satellite hook-up and the amazing 3D visualisation technology that they bought. It really is stunning. Long term I think this is really interesting for harbourmasters - shipping lanes etc etc. With satellite feeds would a shipping opertaor use this - is it better than anything they have now on positioninig of their fleet? You appear to able to check a ships draft visually as its sailing - I assume this is based upon calculation on the load and boat?