Member Info for JTS13

Very interesting indeed. Resided in China the past 5 years and have seen first hand the uptake on air purifiers. Along with agriculture, aging, connected things and luxury goods in general, clean air is one of the big markets. I visited the Beijing Galaxy building not long ago, not bad. Might nip through to Shanghai sometime soon and drop by their office there Out of curiosity, were you able to find recent financial reports? Not on hl.co.uk or company website. Interested to learn more

Not sure if anybody reads here, but I'll have a go anyway... EGM fast approaching. Some key stats on the current position: 1) Cash in bank as at 15th March 2015 of £3.47M 2) Today's market cap of £4.22M 3) Remaining 'liquid' £18.14M assets currently undervalued at only £0.75M 4) Vote to sell off majority stake in PUCF for significant proceeds, to be reinvested in other projects EGM should vote in favour and future's looking good. But here's the question: will anybody notice?? Figures look fantastic, but without anyone noticing this is like wrapping a 50kg block of gold in a t-shirt and selling everything for the price of a second hand rag. Alway's good to be in before the herd, but not sure if the herd will ever hear of RHM. Thoughts???

"CAML might not be a sexy share for AIM investors seeking growth stocks, but there are really solid fundamentals here: Primary highlights include: 1) This years Divi looking to be 10p (about 6.5% to today's SP)…if not even 11p?? 2) FY production target of 11,000 tonnes look to be easily met (if not surpassed by a further 500 tonnes) 3) Safe production increase forecasts of 10-15% for next 2-3 years (accumulated 35% increase by 2016) Secondary highlights include: 1) Given current volatility in oil and gold markets, Copper price is comparably stable 2) Operational costs reduced by 5.3% per tonne 3) New boilers online generating an extra 66% of MW (very useful for coming winter months) 4) Intangible asset growth rise to $82.9M from $16.7M 5) Company seems to operate a 60day credit policy, and hasn’t incurred any payment trouble 6) Site development team is same as previous (reassurance to ability to run on schedule) Areas to watch: 1) Local currency change (favourable drop by 20% early in year could later reverse) 2) Copper Bay Project PFS expected in 2014 Q4 (80% recoverability of 290,000 tonnes of copper, and possible production in 2016) 3) Unlikely, but possible sale of Mongolian assets within next 6 months = cash injection 4) Cash heavy and “looking for additional business opportunities” In light of this - besides 2 very short-term dips - current SP is at a 10 months low! So besides the nice divi, I'm looking for a safe 10%+ increase from today's SP within a year. Whilst not sexy, a relative safe combined 15%+ return is nothing to sneeze at" It's worth stating that since then, we did rise to 180 before dropping down to 140. Our SP remains around the same (or slightly below) when this post was made, and I still believe that we will see the rise + strong divi. We should also be hearing more on the PFS in the FY report I'd think

It was recorded on a sell on my window, but then that's not always exact. I wouldn't have been surprised though, because we have had a few of these types sells over the past year and it's typically been followed by a gap down. However, there hasn't really been a gap... who knows? I decided to use some recent gains from QPP to top up here after all.

Large sell came through today: 800218 @ 152.63p = £1,221,332.72. From memories, we had a big seller just prior to the interims or dividend (or some other key event) last year. The sell drove down the price for a week or so. Any body have a clear memory on this? I checked in to top up again today prior to the FY results, but am now considering putting off a few more days IF we might be gapping down

There are a few points to consider when financing comes through. First off, you are right that financing 'can' be good news,as this shows investment companies have solid faith to get their money back. At face value, the rates here are not too high, and there's talk of 12p, which is 50% higher than where we are at now. Who'd complain with that?? The key problems however are in 2 areas: A) WHO is investing, B) WHY we need investing. WHO: For those of us in the know, Yorkville represent a cut throat short term focused investment company. They usually charge a conbination of obscene interest rates with highly discounted ordinary shares (fortunately we aren't too bad this time). Yorkville sell into SP rises, typically knocking 20% off the SP in just a matter of days, and then take out their next trench of shares at the following lows (at a discount, so pushing it even lower). They then wait a few weeks and repeat the process. The result is essentially a stagnated SP which last time took almost 2 years (that's a guesstimate) to get away. Even with several hundred percent revenue increases, our SP couldn't sustain a rise, as Yorkville kept selling into it. WHY: We aren't pursuing new interests. We are in cost saving mode and only drilling when required... That means costs shouldn't be high! So if costs arent high, then why do we need the money?? Without a clear statement otherwise, objective posturing would suggest that our cashflow is under pressure. This, combined with the fact that we aren't drilling which will result in lower boe per month as our wells production naturally drops, suggests that unless the industry gets itself in order, our 3-6month outlook appears bleak. With this in mind. We do need to remember that at least part of our production is hedged at 80+. We also need to remember our CEOs response to potential takeover questions with a blunt 'hells no' (paraphrased). So whilst our ST outlook isn't great, CAZA will soar again....if you're willing to wait out the storm

Have been in Caza for years. Sold over half my holding on the first rise past 9.2 last year, bought back in at 13, watched it sour to 26. Left it and watched it drop to 5! Went from around a 200% profit to 40% loss within the year. Cringe worthy. After watching the recent rise, decided to play with a stop loss last night. Just as well. Jeeze. Shall buy back in, but this has been one crazy ride

Are we expecting a bounce come the Q4 results in 2-3 weeks?

Absolutely. My 15th November post lays out my view for this stock very clearly. I consider this drop to be caused by a similar styled sale of shares over the past week, so a temporary drop only. @shareaction. Within the recent financial environment, wishing of protecting more dividend savings from the tax man are the best sort of worries to have. Good luck with your top-up here in CAML, and of course the rest of your portfolio also

There have been some big sells since the 9th, moving a couple mill worth of stock. We've seen this a few times with the sudden drop in prices. However, usually 4-6 weeks later, the SP has picked back up. So even though there is potential for bad news with a delay in Copper Bay, I've taken the opportunity to top up at sub 140p

Nice RNS today. RMM have a 17% stake in Hammerdown. "Hammerdown itself was successfully mined by Richmont Mines between 2000 and 2004 at a time when gold prices averaged approximately $325 US per ounce. During its operation a total of 291,400 tonnes of ore were mined and milled, at an average head grade of 15.83 g/t gold, recovering a total of 143,000 ounces during its life" When this opens up, given gold prices at a 'modern' low of $1000, we could easily expect another $6M+ from this operation per year.

Over past few days we've had a big seller move £5mill worth of stock. Mr Kenges Rakishev selling off a few of his shares; Central Asia Metals Limited Share Trust getting rid of its stake, or perhaps a seller just moving on after having received the divi, who knows?? Considering this, I'd say that the share price has actually held reasonably well. CAML might not be a sexy share for AIM investors seeking growth stocks, but there are really solid fundamentals here: Primary highlights include: 1) This years Divi looking to be 10p (about 6.5% to today's SP)…if not even 11p?? 2) FY production target of 11,000 tonnes look to be easily met (if not surpassed by a further 500 tonnes) 3) Safe production increase forecasts of 10-15% for next 2-3 years (accumulated 35% increase by 2016) Secondary highlights include: 1) Given current volatility in oil and gold markets, Copper price is comparably stable 2) Operational costs reduced by 5.3% per tonne 3) New boilers online generating an extra 66% of MW (very useful for coming winter months) 4) Intangible asset growth rise to $82.9M from $16.7M 5) Company seems to operate a 60day credit policy, and hasn’t incurred any payment trouble 6) Site development team is same as previous (reassurance to ability to run on schedule) Areas to watch: 1) Local currency change (favourable drop by 20% early in year could later reverse) 2) Copper Bay Project PFS expected in 2014 Q4 (80% recoverability of 290,000 tonnes of copper, and possible production in 2016) 3) Unlikely, but possible sale of Mongolian assets within next 6 months = cash injection 4) Cash heavy and “looking for additional business opportunities” In light of this - besides 2 very short-term dips - current SP is at a 10 months low! So besides the nice divi, I'm looking for a safe 10%+ increase from today's SP within a year. Whilst not sexy, a relative safe combined 15%+ return is nothing to sneeze at

Think it's rather scary that people haven't picked up on this already already. Sometime's the "fundamentally safe" stocks on AIM are the ones that never budget. We may be repeating a CAML (and they've got a 5% and growing divi!). I've got much of my unfortunately diminishing holding in high 'potential' risers such as WRES. Waiting on the gold assays and will then will be happy to get out of there and move some more to here and CAML both... gotta lift off one day!

https://www.youtube.com/watch?v=H5LEIsWcC7M Watch from 3:00 onwards. At 3:33 there's a 'theory' of Saudi dropping prices to push out ISIS, who need $85+ in order to gain profit from it's producing wells. Interesting idea... wish it were this simple

The next month or so looks pretty busy with a couple of key things coming up. The 2 items particularly coming to mind here are the OPEC event (hopefully Saudi's just making a point and flexing a muscle for the meet) and Caza's quarterly. Not sure about you, but seeing Caza's environment potentially shifting on quite a large scale, wouldn't you (if you were the big seller) hold off from selling too much more until share prices had picked up a bit?? Block buyer's gotta be loving this, but this big seller's got to be losing a load of cash. 20% down within a week! Unless there's an existing agreement to change hands of 'X' shares, I don't quite understand why they'd continue to sell in these conditions

Notice that Brent's been bouncing back a bit since the States opened. Think we're in for a blue day on Monday? Sure would be nice to regain some of the losses incurred

Has anybody been keeping track on how many shares the big seller has sold off yet? Gotta be well into the millions by now. Didn't think that there were many holders in a position to sell off so many