Member Info for mbingo

I can sell above the ask. Lots.

Brakes off now. Could sell 80000 at 10.57. Buyers in abundance. Towards 15p now...

£516,000 buy at 10.15 !!! Someone thinks this is undervalued!

Notification from cornerstone investor Lombard Odier remaining at 18-19% so soon after the drop provides some confidence.

I like this bit: “ The development is clearly a major blow to Nanoco’s prospects. However, we have previously highlighted that development activity in quantum dots appears to be accelerating across a number of applications and this view has not changed. The company is the largest IP holder in this field with c 750 patents and now has a new, nearly fully commissioned manufacturing facility able to output significant volumes of nanomaterials. The recent 74% share price drop values the business at a mere £24m market capitalisation, which we believe takes scant recognition of the company’s IP and asset base.“

https://www.edisongroup.com/publication/major-customer-not-moving-to-production/24465/

Risk /Reward in favour of buyers at this price - my view only. Clearly not going bust given cash position. Suffered a knock, but not a 75% knock! Priced to fail as it stands!

The fact that they got so close to a deal connected with the next iPhone has got to be a Plus at this price level. Cash runway till mid 2020, perhaps further so no immediate need to raise cash. (£6m cash as at December 2019). Clearly the patented technology will be commercialised elsewhere at some point. Michael Edelman still has plenty of skin in the game - and pride. Patented technology and cash must be worth a lot more than the market cap (£24m).

Hi all, has anyone got the shareholder breakdown here? Interested to understand what equity interest the board have - as a starter. Thanks

Great to see some success here - and news via RNS. Should restore a bit of confidence!

Over 10,000 boepd, about 6000 in Ukraine. Over $10m in cash. UNB interest. Massive reserves. Clearly a takeover target. Fair value well over £100m!

Market now at £72m. Cheaaaaappp! How will this play through...??

Mulling over whether to increase my position further. 800 seems too cheap. Bonker, from a chart perspective, how close, will we pull back before we break out in your view - or are we good to go...? (No need to respond if not comfortable etc). Thanks

Whether they are successful or not does not really impact the investment case. Their Ukraine assets have already produced two successes this year (approx 2000 boepd extra). Reserves are massive. Tax cases are being adjourned or highly likely to be so. UNB interest is exciting given their growth. Debt almost paid for. Cash pile building. GBP 75m cap. Even with Brent giving back gains, this is a cash cow. It is not difficult to see the market cap doubling in short order. My view hence investment.

Gold looks to be heading towards 1350 in short term.

No doubt that Gold is flying. Doesn't seem to pause for breath. 50% revenue from gold here. Silver - who knows!

And through 800!

What time does the Fed chat happen?

Silver going some now ...

Are not many better opportunities than FRES. Increase in Underlying value of Silver and Gold will have much bigger impact on cash generation here. Barely off the lows...

Just bought some more. £75m market cap. Compelling investment opportunity given cash generation and ties to Ukraine premier, not to mention the massive reserves!