Member Info for Hedgehog100

ORM ten-bagged over a few years in the noughties: from 2p in 2001 to 23p in 2006.

And now it is trading at a market cap. of well below the £5M.+ of cash that it will imminently receive.

In a gold mining sector bull market, I wouldn't expect ORM to stay at way below cash for long: EGM approval yesterday provided an initial rerating catalyst, and the imminent receipt of over £5M. cash should provide a further boost.

And then it shouldn't be long before we receive news of their future plans.

I wonder if they have an exciting acquisition lined up ... perhaps one that will complement the company's other properties?

From Proactive Investors:
"eEnergy eyes win-win in sustainable energy space
Philip Whiterow 13:57 Thu 09 Jan 2020
... Revenues in the year to June were £4.5mln, but house broker Turner Pope forecasts this doubling to £8.4mln in the current year and rising again to £12.6mln in 2021.
That is also the year the broker sees eEnergy moving into profit after a loss of £1.6mln last year. ..."
https://www.proactiveinvestors.co.uk/companies/news/910287/eenergy-eyes-win-win-in-sustainable-energy-space-910287.html

Also remember the magic of 'compounding': what Einstein called the eight wonder of the world.
E.g. A company with turnover of £1M. p.a., doubling it yearly for a decade, would have annual turnover of over a billion pounds.
This is also illustrated by the famous 'Rice And Chessboard Story':
http://www.dr-mikes-math-games-for-kids.com/rice-and-chessboard.html

This type of stellar growth is rare though, and investors will pay very highly for it.

"Good news on new business and client contracts , as well as a successful conclusion to negotiations with the Green and Clean Technology funding partner, could drop at anytime and add significant value. In the meantime, the MM's will be happy to mop up shares from AXM shareholders on the cheap....... Gla EAAS shareholders, EAAS is well placed for significant growth during 2020 and beyond ;-)"

Moneymunch,

I totally agree.

And as you've helpfully posted on ADVFN, the EAAS CEO has said that they're hoping to announce some very large customer wins: they're working on a number of multi-site retail customers that have got in excess of 300 to 400 outlets per customer:
https://www.youtube.com/watch?v=4yV_s0U8RsY&feature=youtu.be

And remember that one huge deal can give a huge turnover leap virtually overnight.
E.g. Ecotricity's increasing four-fold in a year (nearly £40M. increase):
"This was the year we teamed up with Thames Water in a really ground breaking joint venture to produce and supply renewable electricity. ... And it was a big one – taking our turnover to £50M a year in one big (four fold) jump. ..."
https://www.ecotricity.co.uk/about-ecotricity/our-history/1998

Talltonys,

I can sympathise with those who lost on AXM, but it's now time to move on.

This is now a different business, with some impressive new management.

EAAS looks quite an exciting opportunity, which I believe has the potential to be a great long-term growth stock.

As such I would rate it as an excellent buy, although obviously success isn't guaranteed.

If you've got any constructive criticism or bear points then please set them out, but not just silly and untrue nonsense.

EAAS: Energy-As-A-Service: energy-as-a-service is a revolutionary new business model which should transform the energy sector.

"Energy-as-a-service will transform the sector

Providers, under pressure from new industry entrants, could look to move into the as-a-service market to diversify their offering

BY HEIDA VELLA - FEBRUARY 14, 2019

As the utility industry continues to undergo major transformation driven by decarbonisation, decentralisation and digitisation, an emerging business model, known as ‘energy-as-a-service’, is set to disrupt it further.

This broad umbrella term describes the growing sub-market of selling not only energy, but also technology, analytics, personalised services and even access to the grid.

“We are seeing more effort now to develop a new retail model than at any time over the last 100 years,” says James Sprinz, head of decentralised energy at Bloomberg NEF.

The trend is driven, in part, by advances in technology, and the desire of residential and business consumers to reduce costs and/or their carbon emissions. But also, says Mr Sprintz, by major European energy suppliers trying to claw back market share lost to renewables and new markets entrants, such as smaller players including Good Energy and Ovo Energy.

“Energy providers are looking at other things they can sell besides electricity, which has seen a large increase in capital in the market, as well as more mergers and acquisitions,” he adds. ...

Big Six moving into energy-as-a-service by acquiring new companies ...

Though still relatively nascent, this market is poised to grow and diversify, especially with the continued emergence of electric vehicles and smart cities. According to Navigant Research, the energy-as-a-service annual market for commercial and industrial customers is expected to reach $221 billion by 2026. ..."

https://www.raconteur.net/sustainability/energy-as-a-service

Sustainable energy like a good space to be in at the moment.

Good Energy (GOOD) is up over 150% since the start of last year.

And ITM Power (ITM) is up over 400% during the same period.

Talltonys,

Buys are showing as sells at the moment, because they are below the mid price, so there's actually quite a lot of buying interest.

And this interest has the potential to increase as more investors become aware of EAAS.

10th Feb 2020 7:00 am RNS Directorate Change
" ... it targets a new phase for the Company, focussing on the creation of value from its current assets, together with pursuing growth through M&A, supported with the cash proceeds from the Proposed Disposal of €6 million. ..."
https://www.lse.co.uk/rns/ORM/directorate-change-hppvgwekywz8xlb.html

I wonder if they have an exciting acquisition lined up ... perhaps one that will complement the company's other properties?

Just two more trading days before the EGM after today, and there is massive chart upside.

The market seems to like today's RNS: ORM is currently up 7.7% today to 0.7p, on volume of 5,633,903 shares traded.

That's still just a market cap. of £3.31M.:
compared to over £5M. of cash ORM is likely to receive this week ... and the US$365M. that Rakita Exploration and Reservoir Minerals was sold for a few years ago.

Shortly before close on Friday afternoon, after a wave of buying:
07-Feb-20 16:16:59 0.77 777,168 Buy* 0.60 0.65 5,984 O

Has the last of the uber cheap stock gone?

Just three trading days left now until the EGM.

Stonkingly great value here now at just 0.65p, market cap. just £3.07M.

ORM should have cash far above its current market cap. after its proposed disposal is approved next week: for EUR 6M., which is about £5.08M. (1 Pound sterling equals 1.18 Euro.)

If this doesn't move to above a penny next week then I'll be a monkey's uncle.

Six of the best: that should give a spankingly good return.

Mermaids and unicorns are both as hot as hell at the moment, so it looks like Leap are really seizing the zeitgeist.

JD,

The only person I'm criticising here is you.

We all suffer investment losses, but we don't all incessantly whinge about them, and blame others.

Furthermore, you are not helping those long-term shareholders you profess to care about by constantly seeking to undermine the company.

The outrage is for you to dismiss KIBO's CEO as just talk, the day after he has delivered a cracking JV for KAT.
I've had enough of your nonsense.

JD,

You've just utterly discredited yourself.

I don't senselessly ramp, I post intelligent research.

You're posting nonsense about me, and about the CEO of KIBO.

I'm sure that many people are utterly bored to tears with your incessant whingeing, and find it sad that you can't take responsibility for your own losses.

And you haven't answered my question about why you don't sell if you're so negative.

JD,

If you feel so negatively, then why don't you sell your shares and move on.

Instead of relentlessly complaining, day in, day out.

You appear to be using this board as a type of therapy to vent your frustrations about your KIBO losses: but that isn't the purpose of these boards.

If you are that traumatised then go and see a counsellor.

Thanks to the following posters on the ADVFN KAT thread for these useful posts about KAT's RNS yesterday:

jackjackpaul 30 Jan '20 - 14:31 - 181 of 275 0 1 0
"#KAT market cap £1.5m whats this deal worth? £10m?
rerate to 3-4p looks like. Debt funding also not equity"

jackjackpaul 30 Jan '20 - 14:35 - 182 of 275 0 3 0
"What an RNS. 35000 oz gold production annually for 35 years. Mcap 2 million. Could 5-10 bag on that"

Invester2010 30 Jan '20 - 18:04 - 231 of 275 0 2 0
"Did hit year high, it would not have if buyers are expecting much higher price. That leaves no risistance above what so ever. The RNS was total blinder, and changes everything about KAT. Thye are talking about 22mill+ a year in rev's and have very low start up with the joint venture. Took them a long time to put this together as you can see from the RNS. Would'ny qoute any prices - but investers will base on similair production levels, minus some risk. Its big."

saint in exile 30 Jan '20 - 19:18 - 238 of 275 0 1 0
"Yeah and gold on the rise as well.. even more profit"

https://uk.advfn.com/cmn/fbb/thread.php3?id=41219079&from=213

KAT have other projects also, involving some very big numbers.

KIBO's CEO Louis Coetzee is also Chairman of KAT, and the JV (joint venture) announced yesterday by KAT vindicates his deal-making ability.

And that's massively encouraging for the three PPAs (power purchase agreements) that KIBO is currently negotiating,

An RNS on one of these is overdue, and would be the sort of 'big news' that caused KAT to more than treble yesterday.

The KAT JV would have taken time to put together, which is the case with big deals, but the patience of KAT shareholders has been fully vindicated.

There are a number of parallels between KAT and KIBO, including the fact that both announced a placing in October, within just a week of each other ... KIBO's RNS being a week later (9th. October).

The timescale between that KAT placing RNS and the KAT JV was just under four months: if a similar timescale applies to KIBO, then we can expect a KIBO PPA to be announced imminently.

Quint Posts: 1,355 Price: 8.10 No Opinion
RE: Calm before the storm Tue 23:41
"1.5m. I have plenty to lose...hence my interest and research. Built back up to almost 500k here. Which is more than I had originally...opportunities to exit...make money elsewhere...then get back in cheaper are as rare as hens teeth and rely on luck as well as timing. The interview with Ed was massive...so much to come this year...Portage is just the start... ... "

The FFWD video interview that Quint refers to was on the Proactive Investors site just before Christmas:

"All FastForward Innovations investments 'approaching key milestones in 2020'
Andrew Scott
12:28 Wed 18 Dec 2019
FastForward Innovations Ltd's (LON:FFWD) Ed McDermott tells Proactive London's Andrew Scott they're an investment fund with a particular focus on disruptive, high growth technology and life sciences businesses.
He says the ambition is to give investors exposure to growth opportunities which they wouldn't otherwise get access to.
He believes all of its current investments have near-term potential to re-rate and significantly impact positively on its NAV."

https://www.proactiveinvestors.co.uk/companies/news/909457/all-fastforward-innovations-investments--approaching-key-milestones-in-2020--909457.html

That would still leave a gain of about 1,750%, rather than 3,500%.
If the sector was getting a bit frothy, then it's no bad thing that there's been a pullback.
And that can benefit the biggest players in the sector, like EMMAC, as investors will focus more on quality:

"Europe’s leading independent cannabis company
We have now launched our first range of unlicensed medical cannabis products, which are already being prescribed to patients in the UK."
https://uk.emmac.com/

As regards regulatory change, a lot has changed already, with the key change being in Germany three years ago.
European countries which have legalised cannabis for medical uses already have a combined population of hundreds of millions, and that market is likely to grow strongly:

"How are New Regulations for Medical Cannabis Impacting Germany, Europe, and the World?
... 11/09/2019
... In recent years, Europe has seen a tremendous shift regarding the legalization, cultivation, and trade of medical cannabis. This arguably started when Germany legalized cannabis for medical use in 2017, which seems to have had a persuasive effect on other EU member states.
Since then, a lot has happened. In Europe, Portugal, Denmark, Poland, and the UK have changed their regulations concerning medical cannabis. Germany has granted cultivation licenses and increased the quantity of medical cannabis that can be imported. Now, the European Union has stepped in and is working on a harmonization process among the EU member states.
... What we have seen just recently are changes in some of the EU member states, like Luxembourg and France, for example. France is actually a market which, so far, was relatively conservative regarding the use of cannabis for any purpose, in particular, for medical purposes.
But from next year onwards, France is starting an experimental phase during which it will allow the use of cannabis for medicinal purposes and observe the progress. It will then base further decisions on how to proceed with cannabis regulations on the outcome. That, I think, is a significant change, because France is a big market. ..."
https://www.labiotech.eu/sponsored/new-regulations-medical-cannabis-changing-europe/

FFWD's exposure to the cannabis sector looks potentially very lucrative , considering how well cannabis stocks have done:

" ... MICHAEL BOW Tuesday 20 August 2019 15:16 ...
Investors have done well out of cannabis companies. If you had invested C$1,000 (£610) five years ago in a basket of top Canadian weed producers on the TSX, you would today have stocks worth C$35,000 (£21,350), an impressive 3,500 per cent gain, according to Canaccord Genuity. ..."
https://www.standard.co.uk/business/markets/the-cannabis-debate-weed-investment-boom-sparks-calls-for-city-pot-exchange-a4217576.html