Member Info for optimist13

Andrew Oliver
‏

@Optimist13
14m14 minutes ago
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@AfriAgPLC @DavidLenigas is this the news we have been waiting for.
Cannabis-based medicines get green light as UK eases rules

Reply from DL:

David Lenigas
‏

@DavidLenigas
1m1 minute ago
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Indeed great for where I want to take AfriAg.

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Looking good. Looking very very good.

Now, where is the announcement from DL.

We appear to have a 250,000 share buyer at the moment and the spread is currently very tight.

With all of the positive news, I don't think we will be staying at the current price range for very much longer.

Geocurve Ltd
‏

@Geocurve_Ltd
Following Following @Geocurve_Ltd
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Back at @edfehinkleyc today for our 29th consecutive monthly #UAV #survey. Accurate #DTM of 220ha site for @edfenergy #nuclear #drone #evlos @sensefly @pix4d

The other possibility is that the MM's were actually short of shares and some of the last placing shares have been churned.

With further news due imminently from DL, it will be interesting to see where the MM's take the share price.

At the AGM, I am pretty sure DL told us it would take about four weeks to sort out the required GM resolutions to approve the medical cannabis strategy. Four weeks has now passed.

Come on DL, get with the programme.

The timing of the trades would suggest that it is an inter-dealer trade or some other paper exercise. Given the lack of trades of late, I very much doubt the MM's have taken 30m shares onto their books.

Another positive endorsement from Hesselberg-Hydro, replying to Geocurve's post:

Geocurve Ltd
‏

@Geocurve_Ltd
1h1 hour ago
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Great presentation to @JacobsConnects at West Kensington office. Follow-up presentation 10/8/18 to the delivery team #Pegasus #mobilemapping #uav #specialist_surveyors #survey #innovation #businessdevelopment @SalineMarineLtd @LeicaGeosystems @Certainty3D

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Hesselberg-Hydro
‏

@Hesselberghydro
7m7 minutes ago
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Successful meeting yesterday, felt very positive and looking good for the future!

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JACOBS is a cutting edge company:

http://www.jacobs.com/

More good news:

Geocurve Ltd
‏

@Geocurve_Ltd
Following Following @Geocurve_Ltd
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Great presentation to @JacobsConnects at West Kensington office. Follow-up presentation 10/8/18 to the delivery team #Pegasus #mobilemapping #uav #specialist_surveyors #survey #innovation #businessdevelopment @SalineMarineLtd @LeicaGeosystems @Certainty3D

True, but I think you will find that the buys will easily outstrip the sells if there is positive news on the main businesses and news on a medical cannabis investment. Especially at the current share price range.

Reminder:

"Geocurve has been awarded an initial contract by Hesselberg Hydro, a specialist in the application of asphalt in hydraulic engineering, in particular systems for erosion protection, underwater scour protection and waterproofing. The contract will initially provide revenues over four months, with work commencing in July. The contract can be extended on an indefinite basis and includes options to add extra services in the future."

https://investegate.co.uk/strat-aero-plc--aero-/rns/geocurve-business-update/201807160731217073U/

Hesselberg-Hydro
Looks like a lot more work coming Geocurve's way.....‏

@Hesselberghydro
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Surveying Essex Seawall repairs today ready to start project soon for @JacksonCivils and @EnvAgencyAnglia

For those who doubt the value of the Oyster investment, I would encourage you to view the updated presentation from the company:

http://www.oysteroil.com/i/pdf/ppt/Oyster-Corporate-Q3-2018.pdf

It's a cheap entry into all of the Investee companies when you buy at virtually 50% to the net assets.

BTHL has been written down in the books, but is now in a much healthier position than it has ever been. HHDL is looking very promising as are UOG and ALBA. Zenith is disappointing of late, but we have already made a significant return on that investment.

A very positive update on Sunshine Minerals the other day which could lead to a significant return on our investment.

And of course we are still expecting Human Brands, Oyster Oil and Gas, plus Fastbase to list this year which will all deliver a significant return.

Well....I just keep looking at the assets versus the current mkt cap of £1.7m and know at some point common sense will prevail.

Interesting analysis. On that basis our investment would be worth circa £2m, or a four fold increase in our investment.

Reply from an earlier message I sent to Human Brands regarding the product launch on National Tequila Day:

"Unfortunately not today BUT Copa is coming soon. And it will be amazing"

Twitter message:

Human Brands
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@HumanBrandsInc
11m11 minutes ago
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Happy National Tequila Day! The best is yet to come...

111baker - I have had my fingers burnt previously with oil companies, which is why I am happy to limit my exposure through a smaller holding via Gunsynd, which of course sits at a significant discount to net assets as well.

I note the rise in the share price of Primorus which I see is now valued at a premium to the net asset value. I can only assume we are sitting at the current discount because of the lack of news on the Oyster Oil and Gas investment.

With positive developments across the vast majority of our investee companies, I anticipate a reduction in our discount to net assets once further news from Oyster lands.

I have been keeping an eye on Sativa Investments and the level of trades on NEX for the stock.

Since the recent spike, the share price has dropped back, but the company still has a mkt cap of £18m and the liquidity is very encouraging.

If my research is correct, they have made four investments worth a total of £1.1m and should have cash of circa £1.2m, so I would expect to hear of further investments in the sector fairly soon.

If the valuation is maintained at circa 8 times net assets, then this bodes well for AfriAg, especially if profitability and positive cash flow is confirmed in the other trading divisions.

Can't be long now until we hear some further news on the medical cannabis venture and a half year trading update wouldn't go amiss either.