Member Info for ismalia

With WAFM being so highly operationally geared and with cash in the bank the continued rise in Iron Ore will have a massive impact on the bottom line

With the recent equity raise at 1p, and ahead of the results due shortly YOLO seems well undervalued. There are some top investors here so I can see the sp moving a lot higher over the next month or so.

Year end 31 January and no profit warning so I think we can look forward to a decent set of figures in the coming months. The acquisitions were at 0.40p ps so I can see this to be a desired value to achieve.

Still well below asset value and in a sector that is on the move. Also I feel as if there is something going on with so much interest.

I think there is massive potential here with the copper price on the move. Also they have cash to invest in other opportunities.

But I think the year end then was July. With the year end now being January the best we can hope for in the next couple of weeks is a Pre year end update and I would have thought that the type of business they do such an update should not be too difficult.

A bit of interest and ticking up a little. The second six months should be much better than the first so I would expect some good results that should put the sp at least 50% higher or about 0.30p and even then we could see a low pe giving room for a bit more on an encouraging start to the new year. An update would be welcome, in any event I would be surprised if BOX could be bought at 0.20p in a few weeks time.

Yes I think there is great potential here now that the sector is back in the limelight. They have a resource that is recovering in price and have cash in the bank for their acquisition programme. Also JM on the BOD of directors with a useful holding. Although they have had a rise over the past few weeks they probably rate a buy ahead of others getting interested in the sector

A further advance to MRG looks promising.

The fundementals have not changed nor has the management of AMED or their determination to grow the business. In a way I hope the sp drops a bit further so I can add a few more. Buy from frightened men so said Mr Rothchild.

What is needed here is the use of TRAF as a vehicle for a more dynamic management and with the family owning nearly 80% that would be the best exit. Progressing what they have will take accounts to March 2018 to be shown. They cannot scale the business from where they are now so the only route is a RTO which I think could well happen,

I think we could get some news by the end of the month - perhaps a trading update on the year that ends 31/1. It could be very good with the secondd half likely to be well ahead of the first six months. Worth a top up IMO

Yes there is some decent buying and I would not be too surprised to see a trading update before the end of the month. Boxhill are in the more rewarding part of their year and there is no reason why the second half should not exceed the first half by a considerable amount. A rerate to the 0.40p level of acquisition would not surprise me.

I think that the improvement in the Iron Ore price and the other areas that MRG are currently involved in will add further to the progress and profitability of AMED. Still a fantastic buy IMO

I think that when we get an update it is likely to show that the second half is really benefitting from the acquisition. No news here is not bad and I feel we will be seeing substantial growth during the seasonally better half. Its important to remember that the acquisition was at 0.40p per share so that figure is a must for those who sold the business. A firm buy at 0.20p IMO

I feel there could be merit here. Amedeo has put a fair amount into the development of the yard and the building of the rig and we have been told that the sale will complete by the end of December. Rig building seems to take a long time to reward the buider so if AMED decide to exit and/or keep a modest investment there could be substantial funds to invest in the resources sector which by all accounts sees this on the up.

Looks as if someone has picked up a reasonable holding. Update on its way!

The Lotto division as yet makes only a small contribution to profit but what value do the licences BOX hold have?

Box have been quiet on news as they have consolidated their acquisition and reorganised the group. But we are now in the better earning months and I would expect some positive news over the coming weeks. The acquisition was at 0.40p remember so the vendors will be keen to see that value reflected in the short term. I think the sp is stuck due to a lack of interest and modest selling. This will change of course as the operational gearing clicks in to give a massive rerate.

We only see small trades but the upward price indicates where this is going - and when the news is out we should see a re rate up to the 40p level IMO