Member Info for oogleflugal

All looks very hunky dori. Just need the idiot market to catch up!

Dark/ECK in the tech sector I suppose, but about as different as it gets in that sector in terms of size, market share, and what they actually do. The whole market has got cheap, so whilst this was once quite expensive in its sector it is now pretty cheap especially considering its recent performance. There will certainly be predators looking for opportunities at the moment and expect to see more M&A activity in coming months. Definitely good value here. Not sure its a takeover or up for sale come to that. Dark only floated recently. Founder sold Autonomy to HP if you remember that? One of the directors in jail and extradition order by USA on Michael Lynch approved by Priti Patel. Be interesting to see if this approach is genuine. Has been a truly volatile share just like Autonomy before HP 'overpaid' allegedly

Well spotted Boo. They have this annoying way of quoting 2 times. Eastern Daylight Time 5-6, Greenwich Mean Time 10a.m. Have missed presentations before because of this. They are usually recorded and released within 24 hours.So thanks for the correction

Reminder about Investor Meet Company presentation tomorrow 5-6. Well worth registering for these events. Updates on the drilling and expansion in detail, and you can ask questions on progress, financing etc.

My buy trade for approx 20,000 @ 11.9 hasn't been reported here or on the LSE. I presume those two trades @ 11.9p were also buys as the spread is 11.8-12.20. No sells and the sp drops!

Thanks for these posts R. I think with Gresham House holding 29% now, the placing at 15p 2 years ago and a progressive div policy currently at 2.5 % 11.9p is a steal I could not resist. How many shares have I said that about recently? Not that many actually. There really has not been any bad news about INSE , just about energy prices which the market seems to continue to be confused by. BTW, Had a few words with DW at SWG. He seems very confident. Lookforward to CNIC update
/presentation EOM. GL

JM has a long track record in start ups. I think he feels he missed out a bit on Silicon Valley and he sees the Agronomic revolution as his chance to advance the new Amazon/Apple/Microsoft industry. He has amassed a fortune and has much of his wealth tied up in global property. He is a bit of an adventurer/philanthropist. You have to speculate to accumulate. By definition that involves risk. Of his three projects that I am aware of BHL(lithium in Arizona), CNR (gold in Nicaragua) Anic looks by gar the best play both geopolitically and by diversification and a lot closer to making money, which in fact it already does by releasing profits of investments and reinvesting. Edison also highlight the sp as being historically low in relation to its NAV , about 5% above current holdings where as it has been trading around 6 times NAV. The fact that it has happened within a year demonstrates 2 things. Firstly it was ludicrously overvalued and secondly how well its companies have performed in such a short space of timed. Admittedly it has still a large cash pile through placings, but that money is and will buy further value. Also it has very wealthy influential partners on board with some of the same investments. I think the risk is well spread and supported

There will always be a backlash from the old traditional producers. Countries like NZ have a lot to loose. It must be of great concern to see such a threat to a countries income. On the other hand the demand from counties that have to import 95% of their food have already made huge financial commitment to alternative sustainable food production. That is the spearhead for Anics market to begin with. Its not just about food though. Cotton production is completely unsustainable in its current form. Russia have dried up an entire sea to irrigate their cotton fields. What can they do now apart from all their other problems? Leather production will also fall away as a result of the demise of the dairy industry. The old industries will go down fighting but its economics and sustainability that will win the day.

Pathetic performances from BG all round. They do well in bull market when ahead of nav, but always end up below nav in a falling market. I've heard al sorts of excuses from different managers. The fall started well before the illegal Ukraine invasion by Russia. They pick the wrong stocks pure and simple. Nikkei is not far off from when these were well over £2

All about sticky contracts and building revenue. I see Evil trying to get his average down from 62P recently. So it wasn't him selling!

Good to see them getting a bit of traction after a disastrous year on the share price front as it has been for most tech stock. The have a recorded presentation available now from Investor Meet Company yesterday where amongst many positives the were awarded Company of the Year 2022 by Asian Telecoms org. A lot of people are cynical about awards especially those who aren't recipients! It certainly can't do any harm. So congratulations to them for that. They also appear on ZAK Mir's radar of billboard heroes obviously now there seems to be some decent reversal in the charts.

Zak Mir, the chart guy, suggests this could be back testing highs soon and maybe a high as 14p by July. I'm more interested where this will be in 2 years time. Impossible to guess on a time frame really, but obviously this has huge potential depending how much they can grow within their income. Either way I intend to wait for the pound sign!

The whole market is rigged. Look at the way OCDO has been played. Zak Mir said CNIC stock was on fire and breaking out on Monday. I think you just have to try and ignore the game playing. There are not many stocks I want to hold long term at the moment, but his is definitely one. So play away Mr MM and see where this is in 2 years or less.

IMC presentation in 25 minuties. Will be recorded if you miss it.

CentralNic Group PLC - London-based online marketing services - Swings to quarterly profit in the first quarter ended March 31. Pretax profit at USD7.2 million versus a loss of USD1.1 million a year ago. Quarterly profit is higher than its annual 2021 profit of USD1.6 million. Quarter-on-quarter revenue rises to USD156.6 million from USD84.4 million. Not bad. Market sill in denial. Doesn't really matter as pretty sure their is an end game

As ever. No mention of cash or balance sheet situation . Minus EBITDA . You can fool some of the people some of the time

One word really. Absurd. We're not fashion retail or some loss making new tech. Cutting edge defence technology with a strong future and a decent dividend. Might get taken over I suppose, only small change for the big guys, which would disappointing.

only materially ahead of expectations! At least we're not being caned for it yet in this stupid market

Results and Zoom meeting tomorrow

Presentation and update on Investor Meet Company on Monday 16th.