Member Info for ismalia

Small buying continues to lift the share price and with an improving profit month by month since June we could be in for a pleasant surprise next week

I have seen 17.5p mentioned as well so today's sp of about 9p seems on the low side to me. If the update in a couple of weeks is upbeat then I doubt if the current price will be seen again

Why have an update if the news is not going to be positive? Return to a profit in June could have continued through to the end of October with any operational gearing washing over the overheads

I am sure we will have an admission document in a couple of months which will probably include a consolidation and a fund raise

Yes figures due mid December and news could be good. Looking at the sp this morning I feel its looking a bit neglected and should be nearer the 0.20p level IMO. Perhaps we will see it move up towards that ahead of the results.

The update on 7 December may tell us that the profit recorded for June had continued month on month and HSS has now turned the corner. If that is the case then we could expect a bit of a rerate.

Yes I will be adding. AMED are in a growing region with major investors and with the base metal sector improving they will be looking to grow the business from the current �4m cap

Pre Close will be due in a few weeks and no doubt news of the rig. Copper doing well for MGR as well and liquid assets cover the MC.

Looking for a climb this coming week to 10p plus ahead of the update during the first couple of weeks of December. At 10p prospective pe still only 7 and with WH Ireland looking for 15p prospects looking good

I think Cradle Arc will be valued on its pontential as a major miner of both copper and also gold. There are some large investors here so I see the sp moving up nearer to �1 as the potential is realised. There will of course a rather small free float which will have the supply demand effect. I rather feel we will know the outcome before the end of the year.

Thanks NR7 - having had another look at the half year figures it seems as if positive progress has been and continues to be made. If earnings could come out at about 1.5p then a sp of 15p would seem fair. Also I see that brokers are targeting 15p. Conserving cash and reducing debt is good so I feel they are well worth buying into ahead of full recovery.

Not in at the moment but rating seems very low to me. Half year figures looked impressive and debt was down and I note that there is a trading update due in a couple of weeks. Also there are substantial tax losses that could attract a bid. Any positive comments welcome.

I think Mark Jones has done a good job in getting the business to where it is and perhaps it would never have happened without him being where he was. Going forward I agree we need a heavy weight and I think he is now in place. Most of us PIs could moan about a number of issues but I doubt if any of us could have dealt with the bigger picture. GLA

Have a look at Beaufort Securities on the Cradle Arc site.

Reading between lines I see Box only as a complete mess and not worthy of any further investment. The whole business seems to lack credibility and clarity IMO. The AGM update to me seemed upbeat but ended the day being a bit of a smoke screen as the recent figures showed. Have reluctantly decided to take a little more 0.07 to salvage something. GLA if you are staying on

If nothing else this should have a positive impact on AMED - Rigs or the overflow of work.

Yes its the same in my Tesco stores. Who suffers the discount?

Hope you are right as I am still well committed. But the forecast this year - subject to a review after the post Christmas update is a PTP of �200k which at 3p puts a PE on the sp of 75 which I feel is a little high in the short term. To succeed with a brand there is a need to take business away from an existing brand or take a fair chunk of an expanding market. Any increase in sales volume may require more funding. Christmas will be key - but that's my opinion which no doubt Haggis will consider not to be the case

I am a long term holder here but it has to be long term. At the current price we are factoring in a very high pe and in my opinion it will be a couple of years before we get to a market acceptable P/E ratio. Brands are fine but it is earnings that support the sp and I can see the price trade between 2p - 2.5p for several months. This can only b a hold if you don't need the money but not a buy. All in mop of course.

On disposal of the Rig it will be interesting to see if AMED retain their investment in the yard j/v or sell and invest the proceeds elsewhere. Any sale will highlight the value of the investment in the j/v $10m - $15m which is not currently factored into the share price which is pretty well covered by cash, loans to MGR and the investment in the copper mine.