Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I get revenue in the range of £97.75m and £104.25m but even that seems undemanding given the potential in Europe
For calculations see https://twitter.com/sharetell/status/1658476785259147267
This is a large position for me so I am clearly biased so DYOR
Likely Tesla as the source of the order. I am a long term holder both in Tesla and Volex
https://twitter.com/sharetell/status/1651505520040108032
Karlo from you posting history it is obvious that you are a trader and have been shorting hVIVO.
Your comments back in September last year at 9.25p "Still about 5p over priced. Market cap of 65m is a joke and even stale bulls no this." and in July 2022
"Not talking this down to buy, I wouldn't buy this at 2p never mind 11p. About as transparent as mud this one always has been. Watch the exit door doesn't come off the hinges as 10p and then 5p is broken."
There is two sides to a trade so I welcome reasoned arguments on the short side, I haven't seen much from you in that regard except spurious comments (see above) trying to push your own agenda.
For transparency, I am a long term holder.
Interesting podcast with hVIVO’s Andrew Catchpole about Human Challenge Trials, From COVID-19 to Malaria. Lots going on with many new challenge models being developed (listen from 30:50 onwards). I expect these new models will start to generate lucrative challenge trials.
https://soundcloud.com/citelinesounds/hvivos-andrew-catchpole-talks-human-challenge-trials-from-covid-19-to-malaria
Worth a listen - see https://twitter.com/sharetell/status/1628844206771896322
On youtube you can turn on French subtitles (setting cog) and have those subtitle auto-translated into English (sub-menu from the subtitles option within the setting option cog)
Also play at twice speed so that it plays at reading pace.
Have had time read it all but will do so later.
Looks positive - long tern holders
La Mancha Holding S.à.r.l. (“La Mancha”) is pleased to announce
the creation of La Mancha Fund SCSp (“the Fund”), a Luxembourg-based deep value, longonly fund dedicated primarily to gold mining, which will be advised by La Mancha Capital
The primary investment objective of the Fund is to provide exposure to the gold and precious
metals mining sector but will also have the flexibility to invest in EV battery metals. The Fund
will invest primarily in a concentrated portfolio of long-only listed equities
https://enterprise.press/wp-content/uploads/2021/07/Phoenix-Press-Release-20210723-vdef8.pdf
.
Worth watch this video https://www.youtube.com/watch?v=QxMa79dvq-w about the upcoming energy crisis.
SAVE has benefited from the majors been driven by the green lobby to divest oil/gas and they have a great runway in Africa to carry out numerous deals plus exploit the exceptional opportunities in its existing portfolio . I am really excited by the prospects and its great to see Ingalls & Snyder increase their position
Hopestar, I doubt private investors will get a look in via a rights issue. For expediency these fund raises are usual done via a placing with Institutional Investors and perhaps high net worth individuals who are brought in as insiders. As SLF72 says the placing price is using an average over x days at a y discount (can be at a premium or par but this would be rare) The x and y variables will depend on demand and how well AN can negotiate. In theory, being an insider preludes any dealing but in reality there are leaks and there is powerful incentive to keep the price as low as possible to drive a lower placing price. Yes, I believe it is a rigged system in favour of II but the market hates uncertainty and once the placing is out of the way, we should power ahead provided Angle can attract long term IIs. Note the above is from my limited experience so not investment advice.
I am long here but I suspect many institutions will wait for the next placing in order to get the large volume of shares they require without driving the price up. This is where the private investors have the advantage.
The only risk is that while AGL are not in immediate need of funds, it is always best to raise them from a position of strength. Until there is clarity, I feel we could stay around this level. However, once any placing is out of the way, we should motor and any funds raised could accelerate our growth and create a fly-wheel effect. I bought several chunks yesterday as I believe this is an asymmetric opportunity of a lifetime so happy to accumulate. I may not have topped up at the lowest price but in the longer term it will be noise.
Took another chunk at 142.7p and a smaller bite at 143.9p. This is barely above it highs prior to FDA clearance for Parsortix so on a long term view this is a steal. I appreciate the risk of short term dilution is holding the share back but the steady news flow will get Angle noticed so the upside is there could be a bidding war. Hence, on balance, I have pulled the trigger and loading up further and will add on further weakness.
Ashb23 just curious why you have an interest in posting about OO
Are you a shareholder? previous shareholder, a shorter?
I would be interest in your bear case for OO which is backed by analysis and hard facts.
I am a long suffering shareholder here and threw all my spare cash at this on Friday as the risk/reward seemed so appealing.
Unfortunately, I am just marginally in profit but now happy to play the long game on this share as it has the potential to be over a pound in a few years time. Not without risks given the jurisdiction it operates in but it is now in my top 5.
With the suspension the institutional investors have been locked out for most of the year and have had the opportunity to make a quick buck on the placing. Hence, some of them are locking in some profits for year end thus giving PIs an opportunity to pick up some shares. Have nearly doubled my holding.
Trevor Brown cannot sell any shares at the moment as he is an insider. The last RNS said "Results from this phase of clinical testing are now expected by the end of February." Since the last day of February is Sunday the 28th, so don't be expecting an RNS until first thing on Monday. Remember Carl and his team seem to be working weekends and they need to make sure they have got this right so it will likely go to the wire. From twitter, Carl seems confident so I am happy to let my large holding ride on the result. Good luck all