Member Info for kentan

My first post on JAY BB, hope to see some familiar faces who give fair appraisals and opinions. Sold my holding in MARL and have invested some of the profit here (£7.5k at 13.37p and £2.5k at 13.3p). I am familiar with other ilmenite miners such as SAV (in them for the copper in Oman), SierrA Rutile & KMR and the recent RNS's re amount found and grades in Greenland blow them away. My only concern is that if all these companies reach their projected targets, it could result in an oversupply of titanium feedstock and the prices of the raw material will drop again, especially if China hauls back on requirements. But mining in a stable country like Greenland and with encouragement from their Government gives me lots of confidence that Bluejay could fly with the right management.

Skibba, If you want to be pedantic, bought at 29p, sold at 95.51p = 229.34% profit. Some people calculate bought for £10k sold for £30k as a 3 bagger, but true, that includes the original stake. What I will say to all MARL holders, don't be too emotionally attached to the share, look at it in hard business terms, a profit in your pocket is better than a slow decline in price, as shareholders the company has no thought or concern for your investment. As I have said previously, there are plenty more shares out there that will give a better and quicker return, do your research and be positive. Remember, "He who dares ... WINS"

Thanx Stardelta, will take a look at URU before I get involved. Plenty of activity lately. Have put in limit bids for JAY & SDX, both with a mcaps of £100m+ so institutions prepared to get involved and accelerate the price up. Upside on MARL now limited, so jumped ship for another ride elsewhere.

Made over a 3 bagger since buying in at 29p (old 2.9p before 10 for 1) and fully funded my ISA for 2018 with plenty left over. Was probably near the top price paid, ignore the 97.00p trades they were buys reported as sells because I reduced my limit sell from 99.5 to 97.5 to 95.5 to 95.0 before I was dealt at 95.51 just before close (£28.1k). Think £1 will be the mid price resistance level for a while, so happy with what I got. Now looking at SDX, JAY, SBTX and PXS (when the spread narrows) to re-invest. A pound (or 95.51p in my case) in my pocket is worth more than £1.09 before profit takers and MM's scaremonger... sellers back to mid to late 80's. ... as the man said, "you have to speculate to accumulate". Well done to all who have stuck with and supported MARL.

No deals bids & ask prices being shown on any shares ... what am I paying for?

The last DOW quote for Sandstorm at close of business yesterday was $4.55 = £3.55 @ .78 exchange rate ... Therefore .2573 of a Sandstorm share = 91.34p plus the 28.75 cash payment = 120.09p value for each MARL share?

I attended the presentation last night, primarily to get updates on MARL in which I am invested. This was the last of 3 presentations, given by the very affable Tony Meggs (Technical Director). As I had no prior knowledge of the company, I viewed it from a position of ignorance. What became blatantly clear is, although there is an overwhelming desire by the Chinese to lower emissions and reduce coal fired power stations and seek cleaner alternatives, it did not impress on me that Leyshon are the company to achieve it. They have found that the shale gas in their tenement is heavily polluted with water and this can lower production values and cause delays and add to expense. There is no guarantee that the new proposed test sites in the northern part of their licence will not be the same, so it did not encourage me to view it as a viable investment at present with the risks outlined.

I bought in at 24.1875p for 41,343 shares (£10k) first thing this morning, but showing on chart as a sell ...... same old misinformation. Expect this to climb from years lows now new BOD have got their act together and are on a promotional tour. Diversifies my petroleum interests to include Canada and Italy (expect the oil to flow backwards there .... LoL!!) Broker re-iterated 110p target, would be happy with half of that.

Results were as we expected, all the growth with the new licencing agreements and product developments will accrue this year, so look for a steep rise in the next half year statement. The Amazon deals will continue to propel this into the limelight and with director support in the market we should see a steady rise in the SP after the profit takers (remember to always sell on the rumour not the result) have skimmed their profit off. I have just had another limit deal matched at 4.72p for 211,864 shares for £10k. So meets my criteria to buy on weakness, top up at basement levels and hold on for the ride. Good Luck for others doing the same.

Had my limit buy matched just after markets opened for 222,222 @ 4.5p for £10k, but showing as a sell on LSE trades. Hope to pick up more later.

...... Aye ..... this could be next week's big winner, MM's keeping a big spread to build their war chest. Restricted to small amounts at the right price (limit buys) so expenses make some buys unviable, but with more volume and liquidity there will be opportunities under 5p with a year target of 20p. minimum. ........ hope you haven't abandoned your pet (SAV) ...... I am now up to 60% of my mining portfolio and nearer to 2% of company, so balls deep with our friend DA.

Hi Wayne, ...... yes suits my style, been building a stake in this for a while, makes a change from the Mining stocks. Take a look at Bob Morton's history of investments ...... he rarely gets it wrong and those that bomb he takes a parachute jump early to offset any losses. I am in the process of building a similar portfolio on a smaller scale, but limited to quoted companies only. It is risky but "he who dares wins" and I am a big winner in the past 20 years and now taking advantage of ISA's, SIPP's and any other incentive the Chancellor throws me. DDD is jus starting to wake up and I will continue building on weakness until I have a small % of the company.

SPPC.L on AIM ...... very little released until 31st March 2014 Final Results are published in July.

I am a disciple of the great man, based in Jersey. Take a look at the final results (31st March 2013) of his investment company "St Peter Port Capital Ltd" and note the investments he has been involved with in the past 15 years. He is very adept at turning round loss making, undercapitalised small cap AIM companies and like myself favours and is heavily invested in the Mining Sector. He also has placements in unquoted companies that are ready to make their debut on the junior exchanges once they have a good financial platform. Worth a read: http://www.iii.co.uk/markets/?type=aimnews&articleid=9038705&action=article Another large holder of DDD stock is Nigel Wray (joint founder of Betfair) who likes a challenge and relishes a gamble, a bit like like myself. This is an ideal company to get in on the ground floor, at the forefront of 3D & Hologram technology.

In the share trades column, why does it include 3 ordinary sell trades of 1,560,000 shares at 71p, 100,000 at 71p & 158,304 at 71.75p totalling £1,293,580 dated for Monday 8th July ? ........ why were they not included in Monday's list, they were struck before the market closed ? Trades of this size could influence the SP in a thin market.

nb. Edit ........ Topps capitalisation is around £129m not £250m at 65p a share.

Would be a good fit with Howden's expansion. They are to be found on the same out of town industrial estate sites, products would compliment the kitchen range in flooring and decor, with the added possibility of extending ranges into bathrooms. Both companies have now rode out the recession and with Howdens (sp 234p), £1billion+ capitalisation there is plenty of scope to incorporate Topps (sp 65p, circa £250m capitalisation) into the fold. Two years ago Carpetright were rumoured to be bidders for the company when the share price crashed, but Carpetright were as badly affected by the downturn and the fashion for tiled & wooden floors over carpets made sense of a merger, but it never came to fruition.

Very rosy set of figures in what has been a weak sector ...... only way is up ....... final dividend increased to 3p from (0.5p 2012) ..... Price rise may have fended off any bidders, speculators sure to return when market has dropped back. No mention of any transport or labour disputes, as expected.

Interesting to see if drivers dispute will impact on figures ........ or even get a mention.