Member Info for optimist13

https://www.investegate.co.uk/apollon-formularies--apol-/rns/annual-report-for-year-ended-31-december-2020/202106301646027254D/

Further news coverage:

https://www.valuethemarkets.com/2021/06/30/anglo-african-agriculture-heads-towards-powerful-transformation/

Part of the interview talks about adding a deep water berth at the Port. Using the figures given by Simon, it would equate to an additional $1.87m profit per year. Not sure what the capital cost would be to site the berth, but the pay back should be relatively quick.

New interview. Sounding very positive.

https://twitter.com/StockBoxMedia/status/1410173846032982016

https://twitter.com/AGA_Plc/status/1409849676770185221#AGA #AAAP @ComarcoGroup

?????????????? ????????????????????
The @ComarcoGroup
recently loaded and transported industrial scale cranes to Lamu on behalf of Kenya Ports Authority
#Transport #Marine #PortFacilities #Vessels #Cargo
https://buff.ly/3lBC8lD

Now up 8.7%. Hopefully this is the start of the re-rate.

Over the ask paid.......

https://www.investegate.co.uk/samarkand-group-plc--smk-/eqs/trading-update/20210628070011EDKIF/

Positive news:

https://www.investegate.co.uk/apollon-formularies--apol-/rns/apollon-formulations-kill-tnbc-cells/202106280700122859D/

https://twitter.com/AGA_Plc/status/1407275436443373569

#AGA #AAAP
???????????????????????????? & ?????????????????????? ??????????
Presidents of Kenya & Tanzania sign $1.1bn pipeline plan to export gas to Mombasa
Comarco port positioned to commercially benefit
#Transport #Marine #PortFacilities #Vessels #Cargo
https://buff.ly/3y6K5Fp

Worth a listen. Trading update promised sometime this month and with further news on the expansion in Japan, could be a lot more interest here.

New StockBox interview with Simon Phillips and Rob Scott:

https://www.pscp.tv/w/1djGXqQZRqNJZ

I see VSA Capital have a target price of 300p for the stock:

Our valuation, on a blended basis, combining Sum Of The Parts (SOTP), peer Group EV/Revenue and EV/EBITDA multiples together with DCF, values Samarkand at an EV of £151.7m and market capitalisation of £164.3m (given £12.6m net cash at March 2021 end).

Buy. Target price 300p

https://www.investegate.co.uk/samarkand-group-plc--smk-/eqs/opening-of-japan-office/20210604070005EVJVR/

Sounding very positive....

The figures are in the Audited accounts which are available now on the company's website.

https://drumzplc.s3.amazonaws.com/library/Drumz%20plc%20Annual%20Report%20Dec%202020.pdf

Good to see the directors are not taking a lot in salaries or other incentives out of the business at the current time. Angus Forrest's salary for last year was £25k form Drumz, although we don't know whether he received any fee directly from Acuity.

Should have added that is for Acuity.....

https://twitter.com/hareng_rouge/status/1397165793817907208/photo/1

Value of sales pipeline at the year end has increased by 345% over the previous year.

Well....it's the Mello Webinar tonight. It will be interesting to see if the trading activity picks up tomorrow and the rest of the week.

https://www.youtube.com/watch?v=BGXxfkwQfQg

Full presentation.....45 minutes long. Plenty of information and details of where the revenues will be coming from.