Member Info for optimist13

I see the trades data has not been updated on this site as I post. The site has been running very slowly all day, so maybe it will be updated later. Nice to see a bit of blue for the long suffering holders here. Only a complete guess, but I reckon Oyster will list next month when the city boys and girls have returned from their holidays and we should see a very good correction here. The amount of course will depend on the listing price, and if there is a RTO, what the valuation is attributed to Polemos.

Just checked the company website. VSA Capital no longer have a declared interest, so it would appear that they have indeed sold their stake to Andrew Monk.

Surprised there are not more buyers here given the news that Oyster will list shortly. I am invested in Gunsynd which has a good deal of exposure to Oyster, but bought 15m here yesterday and today as I think the price drop is well overdone. Good luck to all LTH's here. If Oyster reverses into Polemos then there is a chance of a very strong rebound in the share price.

Appears to be a positive reaction to Andrew Monk taking a chunk of shares and the reduced chance of any placing following the loan from Matthew Bonner. Share price moving back up now.

So, we have a NED, Andrew Monk taking a large chunk of shares and the new director, Matthew Bonner giving the company a ZAR500k loan. I think the 'exciting potential acquisitions' that DL alluded to in the results, must be very positive for the company.

Very interesting. Andrew Monk clearly believes in the company: https://investegate.co.uk/anglo-african-ag-plc--aaap-/prn/director-dealing/20170802152002PB29C/ Director Dealing Anglo African Agriculture plc (LSE: AAAP), the London Main board listed food manufacturing and trading company, announces that on 2 August 2017 Andrew Monk, a Non-Executive Director of the Company, purchased 10,126,761 ordinary shares of 0.1 pence each in the Company (the “Ordinary Shares”) at 0.725 pence per share. Following this transaction, Andrew Monk holds 12,126,761 Ordinary Shares, representing 5.86% of the Company’s total issued share capital. The notification below is made in accordance with Article 19 of the EU Market Abuse Regulation. 1. Details of person discharging managerial responsibilities/person closely associated a) Name Andrew Monk 2. Reason for notification a) Position/status Non-Executive Director

Not sure if posters here have seen this: https://www.stockwatch.com/News/Item.aspx?bid=Z-C:OY-2491127&symbol=OY&region=C Oyster Oil and Gas hires advisers for AIM listing 2017-08-01 12:11 ET - News Release Ms. Emily Davis reports OYSTER ANNOUNCES ENGAGEMENT OF ADVISERS FOR PROPOSED AIM LISTING AND CLOSING OF SECOND TRANCHE OF PRIVATE PLACEMENT In connection with Oyster Oil and Gas Ltd.'s proposed admission of its common shares to trading on AIM (Alternative Investment Market), a market of the London Stock Exchange, the company has appointed Beaumont Cornish Ltd. as financial and nominated adviser and Peterhouse Corporate Finance Ltd. as broker. The company anticipates the AIM listing to occur in the near future. Oyster is also pleased to announce that, further to the company's press release dated July 25, 2017, the company has issued an additional $81,300 of principal amount of convertible debentures, which, together with the first tranche of the company's convertible debenture, completes the private placement, resulting in aggregate gross proceeds to the company of $1,232,215. The convertible debentures accrue interest at the rate of 10 per cent per year, are convertible at the option of the holder into common shares of the company at a deemed price of the lesser of 50 cents or a 20-per-cent discount to the AIM listing offering price of the company's common shares, subject to compliance with TSX Venture Exchange minimum pricing policies, and have a term of 12 months, subject to acceleration upon completion of the AIM listing. Accrued interest on the convertible debentures may be converted into common shares at a minimum conversion price of not less than the market price (as defined in the policies of the TSX-V) at the time such interest becomes due and payable. The subscriber for this additional tranche of convertible debentures has also been issued 40,650 detachable common share purchase warrants. Each debenture warrant entitles the holder thereof to acquire one common share at a price of 55 cents until the expiry of the convertible debentures. All securities issued in connection with the convertible debentures are subject to a four-month-and-one-day statutory hold period. About Oyster Oil and Gas Ltd. Oyster is an upstream oil and gas company with a focus on Eastern Africa. Oyster holds production-sharing contract interests with the government of Djibouti and the government of Madagascar. Oyster holds four blocks comprising approximately 3.5 million acres onshore and offshore in Djibouti and holds a 100-per-cent working interest and is the operator of an onshore block located in northwest Madagascar covering approximately 2.8 million acres. We seek Safe Harbor.

Just checked the website. VSA Capital held the exact number of shares that have been sold this morning. I guess we will be seeing a TR1 notice to confirm the sale.

I see a sell trade has gone through this morning for 10.1m shares this morning, which equates to 4.89% of the company. I wonder what the story is behind that?

Have now had a chance to look at the accounts in more detail. Have to say I was a little bit concerned that the company may have needed to raise further funds, but on reading the notes to the accounts, I see our new director has agreed to loan ZAR500,000 to the company on what I consider to be very fair terms: 10.3 Related Party Loan In order to fund growing customer orders, Mr. Bonner, a Director of the Company, will provide a loan to its 100% owned subsidiary Dynamic Intertrade (Pty) Ltd of ZAR500,000 at an interest rate of 1% above the South African prime interest rate. So, assuming the discussions with the bank to borrow money to fund the growth in the business, it seems more than likely that a further placing will not be necessary. All IMHO, DYOR.

Well....the results are out, but a little underwhelming. On a positive note, the turnover is up 39% and the company is going in the right direction. DL sounding very positive about the company and the mention of bolt-on acquisitions is intriguing given that the company does not have any money, so it is either a share purchase or there is going to be another placing to fund it. Looks like we will just have to wait for DL's next move before there is any material change in the share price.

So, Monday it is then for the Interim Report. It has better be good after all the hype from DL on this main market listed company. Expecting a good day all a good bit of interest on this relatively unknown company if the figures and forward statement are good.

Is this the calm before the storm. If DL delivers strong results and an upbeat forward statement, there could be a significant improvement in the share price given the relatively small number of shares in issue. With only 206m shares in issue and a good chunk held by directors, it will not take much buying to move the share price.

Looking back over previous years, it would appear that the report could be any day this week as it does not seem to follow any pattern. In theory, it could be next Monday, which is the last day of the month, but I can't see DL leaving it until then. Looking at the turnover figures and loss for the corresponding period last year, the figures for this year should show a material improvement.

Hi kitlow, welcome aboard. I think your purchase has gone through on the NEX Exchange: Latest Trades Date & Time Volume Price 21/07/2017 08:38 150,000 0.87

DL interview from April: http://www.proactiveinvestors.co.uk/companies/stocktube/6836/the-ability-for-anglo-african-agriculture-to-grow-is-phenomenal-says-david-lenigas-6836.html

Still can't buy so have just placed a limit order at the ask. Expect to see a bit of buying next week with the results due out before the end of the month.

A few buys this morning and now you can't buy online without going to NT. We just need more positive news from DL next week and the recovery in the share price should begin.

At the current mid price, the company has a mkt cap of £1.55m. Net assets currently stand at £462k, so if the company can turn a profit in the first half of the year, things could get very interesting here just for the current business alone. We all know that DL has ambitions to use this main market listed business to expand operations in Africa. I wonder what further developments we will see this year.

From the 1st Quarter update: David Lenigas, the Company’s Chairman, commented: “The Company’s business is growing very strongly now and we continue to see increasing customer demand for our specialty spices, food additives and seasoning. Orders continue to exceed the Company’s ability to meet demand for Dynamic’s products supplied for the mass food manufacturing sector. Going forward, the operation of the new machines significantly boosts our future manufacturing capacity and should substantially reduce our overall unit operating cost and boost our competitiveness as we move towards much bigger turnover and product range offerings. We need more stock to meet customer orders and we are working hard to quickly address this issue.” Looking forward to seeing the growth figures for the second quarter and interim report next week.