Member Info for Pedrobull

Align Research Tweet today - "Ref Minoan Grp #MIN How on earth this Greek prop development "carrot" story has been allowed to run for so many yrs defies belief - https://investegate.co.uk/minoan-group-plc--min-/rns/share-issue-and-option-expiry-dates/202112300700059856W/… Time for all involved to pull plug on the gravy train for BoD"

A good write up.

http://www.alignresearch.co.uk/align-research/align-research-top-10-conviction-calls-for-2022/

"There is no doubt that rapid progress is being made right across each and every one of Kazera’s operations. With a current market cap of just under £8m, and management telegraphing the imminent HMS licence award, the profits thereof from here, the tantalum and lithium potential that is frankly massive and the steady cash flow generation profile of the diamonds, the current stock price frankly defies belief. We are hard pressed to find many minnows on the cusp of immediate cash and profit generation with aligned management. This is the one position that we expect to generate multi-fold returns in 2022."

Good to see they've stuck with two decimal places on their target again!

http://www.alignresearch.co.uk/align-research/align-research-top-10-conviction-calls-for-2022/

"Align initiated coverage on Ironveld in January 2021 when the stock was trading at 0.685p with a Conviction Buy recommendation and a target price of 3.26p. Given the potential here plus the newsflow, we have no hesitation whatsoever in reconfirming our stance at the current price of 1p."

Good to see they've stuck with two decimal places on their target again!

http://www.alignresearch.co.uk/align-research/align-research-top-10-conviction-calls-for-2022/

"In June 2021, we revisited our target price for the stock. Using a flat gold price of US$1,775 per ounce, we have determined a Net Present Value using a 12% discount rate of US$302.56 million. To be more conservative to allow for project execution risk, we have discounted this NPV by 50%, resulting in a figure of US$151.28 million. This equates to 23.28p per share based on the number of shares in issue (467,482,119). Based on the number of shares on a fully diluted basis (650,901,578 where we have included all of SAU’s 200 million shares) gives a figure of 16.72p which have adopted as our new target price. Covid-related delays had whittled down the price over the last 12 months from the 4.20p level to 1.70p but in recent weeks the stock has come alive again. We are happy to reconfirm our Conviction Buy stance at the current price of 2.70p."

TheLateOne thank you for that

28/12/21 Total Value of all Coins: 207,466,442.35 GBP (5,691.38 BTC)

At £1.09 with 150M shares in issue gives a market capitalisation of £163m which is a 21% discount.

Merry Christmas

Today Monday 27th trading on NASDAQ closed at $14.73 up 5.7% @1.3440 is £1.09

Bradley, I dont know you mate but I lost £40K in year 2000 dotcom following Paul Kavanagh of Killik recommendations, there were FTSE100 business (albeit only briefly) like Baltimore Technologies that turned out to be almost worthless.

The wife gave me a lot of grief as that was mortgage capital savings (paying interest only) and so I switched to investing mainly in managed funds and investment trusts for the next 20 years, worked a treat you don't get the 100% in few months opportunities but you do get rich slowly.

I cant resist gambling though so lost a couple of grand in this, probably has really good unique tech but shame its got crap management or maybe just too early

Now 1068p

Net Asset Value - Debt at par value: 1,166.93 pence

Capita has Trustmarque up for sale for the last few months, expect that will get announced next Friday so it becomes last years news overnight.

They have lumped other parts of what was Technology Solutions into TM (they love a bland name).

June 2016 - Major outsourcer Capita has acquired cloud consultancy Trustmarque from its current owner for £57 million.

Trustmarque offers a variety of services, such as software resale, licensing, business intelligence, workforce productivity and resource planning, as well as its cloud consultancy offering, all of which it groups under the term "enterprise-as-a-service".

yeah but it was on the books at £77m

Total Value of all Coins:
212,675,098.56 GBP (5,583.82 BTC)

At £1.075 with 131M shares in issue gives a market capitalisation of £141m which is a 33% discount.

Merry Christmas

Christmas Eve RNS - 24 December 2021 - Capita agrees to sell AMT Sybex

"Capita plc today announces that it has agreed to sell its AMT Sybex software business to Jonas Computing (UK) Limited , in a deal that values AMT Sybex at up to £40m.

AMT Sybex is the leading provider of critical utilities and infrastructure software in the UK. Its software facilitates efficient and reliable energy provision by balancing supply and demand.

Jonas will pay £23m on completion, which is scheduled for 1 January 2022. Potential additional consideration of up to £17m is payable to Capita over 24 months, subject to certain conditions.

The reported revenue and profit before tax of AMT Sybex for the year to 31 December 2020 were £40m and £12m respectively. Gross assets were £77m at 30 June 2021."

That looks to me like a very good business!

Scroll back 7 years and Capita paid Euro100m with a further Euro27m

https://www.amt-sybex.com/news/news-capita-acquire-amt-sybex-group

At least they didn't manage to break it completely and it still had some value!

Only dodgy businesses release news like this on Christmas Eve

same here sold at .45p just now

Absolutely only dodgy deals get announced today IMHO.

Paying £40m for a business which made a profit of £12m in 2020, Capita really is selling anything it can, wonder what it paid for it?

Jonas will pay £23m on completion, which is scheduled for 1 January 2022. Potential additional consideration of up to £17m is payable to Capita over 24 months, subject to certain conditions.

The reported revenue and profit before tax of AMT Sybex for the year to 31 December 2020 were £40m and £12m respectively. Gross assets were £77m at 30 June 2021

I'll answer that myself by looking at RNS - 30 September 2021 - Kazera Global plc

Whale Head Minerals Acquisition - Completion of Cash Generative Heavy Mineral Sands Project

Kazera Global plc, the AIM quoted investment company, is pleased to announce that, further to previous announcements, it has agreed with Tectonic Gold PLC to acquire a 60% controlling stake in Whale Head Minerals (Pty) Ltd ("WHM"). A consideration of $250,000 of Kazera ordinary shares will be paid for the 60% share in WHM which owns two Heavy Mineral Sands ("HMS") opportunities in the Port Nolloth/ Alexander Bay area of South Africa. The JORC compliant Walviskop project being acquired is expected to bring near term cashflow within 6 months of a Mining Permit being granted over a 5Ha beach sand deposit at Walviskop.

what is this to do with KZG?

Proposed Mining Application by Whale Head Minerals for a portion of remainder of Farm 1, Port Nolloth

Have you noticed Align always go with two decimal places "target of 3.26p in Jan 2021 report"!

Not 3p or 3.2p

Have a look at ADME board and Align if you want a reality check they had ADME at 19.25p last year

Hi katenip, SERE is similar and trades at 20% discount to NAV pays a healthy divi however I see it invests mainly in Offices and Retail and recently wrote off a retail let in Seville.

I'll stick with ASLI as it is purely logistics which is where the market is going.

best 5 mins interview I've seen PW give