Member Info for Hedgehog100

"POLX Technical Analysis"

"Summary: STRONG BUY
Moving Averages: BUY Buy (9) Sell (3)
Technical Indicators: STRONG BUY Buy (8) Sell (1)"

https://lse.swingtradebot.com/equities/POLX:LSE

"Risked conservative NPV suggests upside of over 200%
Our conservative valuation shows the potential. We initiate coverage of Kazera with an initial target price of 2.50p and Conviction Buy stance."
http://www.alignresearch.co.uk/cpt-company/kazera-global/

Over 200% upside in current markets would be very nice.

And that target price and valuation should increase as the company progresses: with the imminent drilling results being a potential major catalyst.

The chart is climbing steadily, and is looking very good for 1p within the short term.

And these ducks could easily become beautiful swans ...

Jezabel,

You are Pilotov on ADVFN, and you seem to post about no other stock but this on both sites.

Always unrelentingly negative.

You clearly have some sort of dishonest agenda, so may I suggest that you please stop, or I will be reporting you to LSE for market abuse. They don't stand for this sort of thing.

My position is obvious: I'm a bullish shareholder here. But you in contrast won't put your cards on the table.

This share has massive strengths: what is rather weak is your silly, infantile bashing campaign.

P.S. You said just a few days ago on ADVFN that you were filtering me, and then you come straight here to comment on my posts!!

And these aren't just ordinary ducks.

They're 'COVID-19 ducks.'

So RMS could help to combat COVID-19 in three ways:
1. A potential imminent medtech-biosecurity acquisition.
2. RMS's Cloudveil security & risk management subsidiary.
3. RMS's GyroMetric remote monitoring & safeguarding subsidiary.

Acquisitions, extraordinary growth, & second half weighting:

2nd Apr 2020 7:00 am RNS Full Year Results
" ... We are certainly going to continue investing in our current channels - there is more to come - and we are combing the marketplace for further acquisition targets. Extraordinary growth comes from preparedness meeting opportunity. ...
Our interest in making acquisitions remains strong with the Daily Mash having proved a great success. As the market continues to offer significant opportunities, we will maintain our focus on seeking out businesses with the potential to flourish on mobile - we firmly believe this is where significant shareholder value can be delivered as the advertising market rebalances towards the mobile audience segment.
The expansion of our team and infrastructure to deliver the reverse takeover of Polemos in February has provided us with headroom to deliver significant further growth while operational efficiencies remain strong. ...
We believe Digitalbox is well positioned to navigate its COVID 19 journey and with the seismic change it brings may also come opportunity that with GBP1 million of cash in the bank at the time of reporting we will be well placed to exploit. Our business is naturally second half weighted and this may become more pronounced given the likely impact of COVID19 on H1. We nevertheless remain confident that the Group can perform well in the year ahead."
https://www.lse.co.uk/rns/DBOX/full-year-results-2lbfgd7yxa4lbra.html

2nd Apr 2020 7:00 am RNS Full Year Results
" ...Financial review
For the ten months since the Acquisitions reported on the year, the Group traded well. Revenue was in line and EBITDA ahead of management expectations as direct costs were lower than anticipated.
All of the reported revenue and gross profit in the year was generated in the ten months since completion of the Acquisitions. Revenue for this ten-month period was £2.2m. Gross profit was £1.8m.
The adjusted EBITDA for the year was £525k and our adjusted EBITDA margin was 23.4%. At the end of the year the Company had £477k of cash and no debt. Adjusted EBITDA per share for the year was 0.7p. ..."
https://www.lse.co.uk/rns/DBOX/full-year-results-2lbfgd7yxa4lbra.html

DBOX's underlying eps last year was 0.7p, compared to its current s.p. of just 5.25p: i.e. the share is currently trading on just 7.5 times underlying eps.
Plus a healthy and growing cash balance.

Earnings-enhancing acquisitions and organic growth could potentially yield eps of say 2p a share within the next few-several years.
With a generous rating for an exciting growth company, the share could potentially trade at over 100p within this time frame, which could make it a 20-bagger from current levels.

7th Aug 2020 7:00 am RNS Half-year Report
" ... Teleradiology and Expanding Distribution
Since the inception of IQ-AI's subsidiary, Imaging Biometrics™, LLC ("IB, the foundational architectural design strategy of the products has been to build them as platform independent plugins. Steadfast in this approach, IB has successfully translated advanced technologies into portable clinical solutions that readily extend the base functionality of established workstations, medical viewing stations, PACS, and servers. A logical application of the platform-independent design of IB's products is in telehealth. With the onset of Covid-19, healthcare providers had to find new ways to stay connected with patients and administer care. The field of telehealth is exploding and is, for all intents and purposes, and untapped market. During the review period, three licenses of IB Neuro were deployed specifically in teleradiology application. While IB's current products readily lend themselves as natural value-add extensions to established teleradiology platforms, the Company is exploring more direct applications and platforms in the rapidly emerging telehealth space. ... "
https://www.lse.co.uk/rns/IQAI/half-year-report-fohedsm36o0b7ac.html

IQAI boss Trevor Brown has a great track record in delivering attractive acquisitions.

At IQAI, this is shown by his acquisition of US company Imaging Biometrics (complete with founding CEO) in March 2018.
(For £440,000 in shares at 4p per share, and $68,134 cash.)

And at RMS, he is currently arranging a very sexy medtech-biosecurity acquisition:

17th Jul 2020 7:00 am RNS Potential Acquisition

"Remote Monitored Systems plc ("Remote Monitored Systems", the "Company" or the "Group")

Potential Acquisition

The Board of Remote Monitored Systems plc is pleased to announce that it has entered into an exclusivity arrangement and agreed outline non-binding heads of terms in respect of a potential acquisition of a company that operates in the fast growing medtech and biosecurity sectors.

The consideration for the proposed acquisition, should it proceed, is expected to be satisfied by the issue of new Ordinary Shares in the Company. The acquisition is subject, inter alia, to the completion of mutual due diligence by both parties and there can be no certainty that a transaction will proceed."

https://www.lse.co.uk/rns/RMS/potential-acquisition-u4tjng0yeqowsz6.html

"Duck 1. Cloudveil on a roll. Duck 2. Gyrometric installations in test rigs all over the place. 3. Duck 3.Sexy acquisition upcoming."

Thanks Agnes.

Any one of these three opportunities could more than justify RMS's current market cap. after its recent fundraising: a paltry £2.32M. at RMS's current s.p. of 0.305p.

The fact that we have all three for this price is nothing short of miraculous.

Plus we have the extra benefits of multiple opportunities: three times the newsflow, and risk diversification.

Add in Trevor Brown's brilliant business & investment track record, and it looks like the prefect penny share investment.

Another remote monitoring share, Maestrano (MNO), multibagged within barely a month recently in June-July, from 2p to over 8p.

And is currently up 21.93% today, to 11.4p.

RMS looks to have the potential for this sort of rise this summer.

"Maestrano wins UK government grant for transport analytics technology

29 June 2020, 09:51

Transport monitoring platform provider Maestrano said its Corridor Technology unit had won a £50K grant from the UK government.

The grant was awarded under the Innovate UK "Business-led innovation in response to global disruption" competition.

The competition aimed to support UK registered businesses to focus on emerging or increasing needs of society and industries during and following the Covid-19 pandemic.

The winning project entailed the development of imagery and video data review system to allow asset inspectors in road, rail and energy corridors to review remote condition monitoring data.

At 9:51am: (LON:MNO) Maestrano Group Plc Ord 1p share price was +1p at 4.75p"

https://www.sharesmagazine.co.uk/news/market/6980451/Maestrano-wins-UK-government-grant-for-transport-analytics-technology

Bcl42,

The difference with the Blyvoor gold project is that LC is the decision-maker: i.e. choosing the best of the 14 competing funders. Which means that it's in his control.

Whereas with PPA agreements, LC is waiting for someone else to make decision: i.e. it's not within his control, and if they delay then there's nothing he can do about it.

The September timescale for Blyvoor looks realistic, so if the market is pricing in delay then that creates a buying opportunity.

I think that we also have to give credit to LC for obtaining this very lucrative project for KAT just before the gold price took off with COVID-19.

Remember that it was barely six months ago that KAT obtained this project:

30th Jan 2020 4:19 pm RNS Update re Katoro Gold plc
https://www.lse.co.uk/rns/KIBO/update-re-katoro-gold-plc-tlyijai82kfvk5l.html

Thanks to the following four posters on ADVFN for these useful DEST posts this week:

edmonda 27 Jul '20 - 08:27 - 114 of 133 0 3 0
"Good news today from the FDA on XF-73 trial requirements. The shortage of new antimicrobial agents to fight global threat of antimicrobial resistance has not suddenly gone away.
Prevent of these infections is crucial and detailed research just out from Dr Andy Smith at Equity Development valuing DEST shares at 197p vs 31p.
Free access to read note here : https://tinyurl.com/y5qo7468 "

fillipe 27 Jul '20 - 08:49 - 115 of 133 0 2 0
"Also today, finnCap reiterate a 250p target price.
I'm surprised this isn't flying, although guess that many folks are much aware of the company.
f"

Wh1spa 29 Jul '20 - 10:18 - 118 of 133 0 2 0
"Well I've bought in today. Just 25,000 shares but will add in the near future. As soon as peeps jump off the Covid bandwagon and realise AMR is more of an underlying threat - coupled with the fact that novel drugs/ approaches are needed urgently then they will no doubt turn up. Glad to see recent fund set up - it's a shame it's taken this awful pandemic to make governments sit up and start to think on a preventative level."

GB904150 31 Jul '20 - 17:47 - 128 of 133 0 1 0
"Hi Wh1spa, what is the easiest way to find the NMS of a share?
I picked up some of these for the first time today.
Like the prudent use of cash, funded to Q4 2021, strong insider ownership, AMR focus, new AMR action fund. Seems the timing is good on a risk/reward basis with the phase 2b trials coming up."

http://uk.advfn.com/cmn/fbb/thread.php3?id=41637092&from=111

28th Jul 2020 7:00 am RNS Pre-Close Trading Update

" ... Like other media companies, Digitalbox has found trading very challenging because of COVID-19. While much uncertainty remains, there are some early signs in the third quarter that advertising spend is increasing. The Company remains cautiously optimistic that a positive advertising market upturn will occur in the second half of the year. This half is traditionally the Company's strongest trading period.



James Carter, CEO, Digitalbox plc, said: "Our success in the first quarter positioned us to withstand the challenges presented by COVID 19. We quickly adapted to deal with the new environment, and our content teams made a seamless switch to homeworking. Running a largely automated commercial operation through programmatic and header bidding solutions has enabled us also to continue the trading of our inventory without disruption.



"While the lockdown has presented great opportunities for the Daily Mash to showcase the talent of its writers, the flow of news for Entertainment Daily slowed as TV production stopped and celebrities were out of view. We remain cautiously optimistic about the second half of 2020 as big TV shows return to our screens, retail opens up again, and the economy returns to a more positive position." "

https://www.lse.co.uk/rns/DBOX/pre-close-trading-update-dtzdfy2k8x3etzq.html

DBOX's profit upgrade this week is very positive news in the current pandemic.

28th Jul 2020 7:00 am RNS Pre-Close Trading Update

"Digitalbox plc (AIM: DBOX), the mobile-first digital media business, which owns Entertainment Daily and The Daily Mash, today issues a pre-close trading update for the six months ending 30 June 2020. The Company expects to announce its interim results on 8 September 2020.

Despite the impact of COVID-19, the performance of the Company in the first six months has been encouraging. As a result of the Company's strong operating margins, Digitalbox expects to report adjusted profit before tax ahead of management expectations. Furthermore, the cash balance has increased from £0.6 million at 31 December 2019 to £1.2 million on 30 June 2020.

Revenue for the six months ending 30 June 2020 is expected to be flat year on year at approximately £1 million. The two factors that drive revenue are the volume and value of advertising. The volume is reflected in the number of visits (or sessions) that the Company's websites receive from users that come to read the content. The value is the price paid by advertisers to reach these users during these sessions. The number of visits to the Company's website has increased significantly but this has been offset by the sharp fall in the value per session because of COVID-19. The executive team took measures to mitigate the impact of the lockdown to offset the revenue shortfall, which protected the profit margin.

The performance of the Company's online publishing assets has progressed during the period. Entertainment Daily which is focused on TV and showbusiness news had a strong six months. The number of sessions recorded was up 16% compared to the same period last year. In February 2020, Entertainment Daily had more than six million unique users to its site, a similar level to December 2019. December is historically the biggest month of the year for Entertainment Daily. In the second quarter, the lockdown dominated the news agenda and reduced the flow of entertainment news. As a result, revenue for the period was flat.

The Daily Mash, which the Company acquired in March 2019, has been successfully expanding its user base. The site saw record audience figures through the early stages of lockdown as the nation looked to brighten its mood. Top articles through the period included: 'School kid who didn't revise and prayed for a miracle scared of his own powers'; 'Waitrose limits food sales to people with detached houses'; and 'Your guide to holding out till midday before starting to drink'. This increase was also helped by the Mash Report TV show which aired on BBC2 through April and May. The show achieved record viewing figures as it successfully adapted its production format. Importantly, its share of the younger audience demographic grew, which is a key metric for the BBC when judging success. ... "

https://www.lse.co.uk/rns/DBOX/pre-close-trading-update-dtzdfy2k8x3etzq.

Thanks Jasehem,

You've explained the point I was making exactly.

£1,000 invested at about 1.25p, and sold at 15p, gives a gain of over £10,000, i.e. over 1,000%.

Whereas £1,000 invested at about 15p, even if it becomes a 100% loss, is a loss of just £1,000.

This is a fundamental principle of investing in penny shares.

The downside is always limited, and one winner can more than cancel out few disappointments.

And Giles Clarke has shown with multiple shares that he can deliver these sort of huge gainers.

I sympathise with investors who have lost money here (at least on paper), but some have actually made money here.

In early 2014 the share price was barely a penny at one point, and Giles Clarke came on board with a placing at 1.25p:

25/03/2014 13:17 UK Regulatory (RNS & others) Kennedy Ventures PLC Board Appointments and Placing
" ... The Placing will be effected by the issue of 39,150,000 Placing Shares to new and existing investors at a price of 1.25 pence per Placing Share. ...
New Board appointments
The Company is also pleased to announce the appointment of Giles Clarke as Chairman and Nick Harrison as a Director of the Company with immediate effect. ... "
https://uk.advfn.com/stock-market/london/kazera-global-KZG/share-news/Kennedy-Ventures-PLC-Board-Appointments-and-Placin/61578822

From there to the early 2017 high of over 15p was a gain of about 2,000%.
Whereas the decline since then has been under 100%.

Remember that the mining industry in general is very cyclical, so mining shares in general shouldn't be regarded as permanent holds.
Because when a down cycle hits, virtually all mining shares are hit hard, no matter how brilliant the people in charge.

However, over the last three years KZG has continued to build value in the business, paradoxically as it has become much cheaper.
And is also now making exciting new acquisitions at the bottom of the cycle, for a fraction of the price it could pay otherwise.
As well as acquiring the final 25% of its tantalum mine, again at a bargain price.

In addition, KZG CEO Larry Johnson has recently elected to be paid in shares in lieu of $25,000 of his May-December 2020 salary.
Moreover, at a set share price of 0.5p, rather than the prevailing share price later this year.
And no one knows better than Larry Johnson what's coming over the next few months.

But relatively speaking the s.p. hasn't moved up much to reflect positive developments over the last few months, so in my opinion that presents a great buying opportunity, which probably won't last too much longer.
Anything below a penny looks like a real bargain at the moment.

KZG has received two competing offers to fund the pipeline, and negotiations have been going on since last year.
In addition, KZG has tendered for the work of building the pipeline.

So the final 'piece in the jigsaw' should be the recently-completed drilling programme (results imminent), which will give an expanded JORC compliant mineral resource to sign off the best possible funding deal.

In mining terms this is pretty near term, and you would also expect the share price to move up in advance of production.

23rd Dec 2019 7:00 am RNS Final Results for the Year Ended 30 June 2019
"... Operations
... we also continued to develop development options for our water licence to acquire water from the Orange River for future mining operations. We were pleased to welcome 7 companies to inspect the property as part of a tender process for the Orange River pipeline. ...
During this period, the Company was approached by two parties interested in becoming strategic funding partners for the Orange River Project and for further development of the Mine. This was a material development for the project and demonstrated wider appreciation of the value the Company is realising at the Mine. ..."
https://www.lse.co.uk/rns/KZG/final-results-for-the-year-ended-30-june-2019-k597brh4kb42spb.html

27th Mar 2020 7:00 am RNS Interim Results for six months ended 31 Dec 2019
" ... Negotiations continue with two international groups who have approached the Company with indicative offers for the funding of construction of the Orange River Pipeline as well as offtake proposals ..."
https://www.lse.co.uk/rns/KZG/interim-results-for-six-months-ended-31-dec-2019-qzlz4b4claf7k25.html

Mrcautious,

Please note the following KZG RNS from just eight days ago, which for some reason isn't showing on LSE, although Animal posted about it on the day.

The new presentation presents a very compelling investment proposition for KZG.

20/07/2020 07:00 RNSNON Kazera Global PLC Updated Corporate Presentation

Kazera Global plc ("Kazera Global", "Kazera" or "the Company"), the AIM quoted investment company, is pleased to announce that an updated version of its corporate presentation will be made available today on its website: www. kazeraglobal .com .

For further information on the Company, visit: www. kazeraglobal .com

Kazera Global plc (c/o Camarco) Tel: +44 (0)203 757 4980
Larry Johnson (CEO)

finnCap (Nominated Adviser and Joint Tel: +44 (0)207 220 0500
Broker)
Christopher Raggett / Anthony Adams
(corporate finance)

Camarco (PR)
Gordon Poole / James Crothers /
Hugo Liddy Tel: +44 (0)20 3781 8331

https://uk.advfn.com/stock-market/london/kazera-global-KZG/share-news/Kazera-Global-PLC-Updated-Corporate-Presentation/82882433

Kazera Global Corporate Presentation July 2020
Kazera Global Investments Plc
A diversified African Resources play listed
on AIM
http://kazeraglobal.com/wp-content/uploads/2020/07/2020.07.20-Presentation-post-edits.pdf

REPORTS & PRESENTATIONS
http://kazeraglobal.com/investor-relations/reports-presentations/

"July 27th, 2020

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https://secure.outsiderclub.com/137177?device=c&gclid=CjwKCAjw9vn4BRBaEiwAh0muDDjXt5ufE1UD5u7QgBDwmpdmAr2Sq9lpQqeNNtkNHv5k8J-AS3GvlRoCvEQQAvD_BwE

27th Jul 2020 7:00 am RNS Update on Phase 2b clinical study of XF-73

... Destiny Pharma expects that as the incidence of COVID-19 continues to decline in European hospitals they will begin recruiting patients into the study again and that recruitment into US study sites is likely to lag, given the higher infection incidence. That said, the study has already enrolled 77 patients out of the new target of 125 and the Company expects to have over 20 sites open in three countries actively recruiting the remaining patients in the next few months with the majority of these being FDA-compliant sites in Europe. The study remains on track to complete recruitment by the end of 2020. The result of a planned interim safety review by the study's Independent Safety Monitoring Board is expected to be announced in August 2020.

Neil Clark, Chief Executive Officer of Destiny Pharma, commented:

"We are very pleased to have agreed the protocol amendment with the FDA. The changes will help us complete recruitment later in 2020 and still be well placed to move towards Phase 3 clinical studies if the Phase 2b results are positive. Destiny Pharma is funded through to the last quarter of 2021 and remains confident in the clinical need and significant commercial opportunity for its lead clinical asset XF-73 as a novel preventive treatment of serious hospital infections".

https://www.lse.co.uk/rns/DEST/update-on-phase-2b-clinical-study-of-xf-73-tvxbk7bjr1fdtu6.html