Member Info for Pedrobull

SpikeyJ - "… absolutely laughable that align are admitting all these problems now, when
they still had that‘conviction buy’ and 19.25p target price up on their website with
no word of caution, revision, adjustment etc until just these last couple of weeks."

Hat Tip /

Thanks beechhurst,

I did 23% of the £2.4m and never counted the post Grosvenor shares in issue!

I hold IRON in ISA and SIPP, long term buy and hold

Trying to do much with a huge 10month old German Shep puppy wanting attention also!

Absolutely brilliant news £2.4m for what was valued at £0 (not valued at all) and we still retain 23% which is £0.55M

IRON Market Cap £11m with £8m in CASH

FP well done now 414p

Interims 2021 the NAV was 445p end of June. We just have to imagine what it is now!

However OCI are moving to quarterly NAV in 2022 as per Kepler Trust Intelligence

"OCI will be reporting the 30/12/2021 NAV in late January, which will enable more meaningful comparisons with the peer group, most of which make quarterly NAV announcements (or more frequent). In 2022 and going forward, OCI will make quarterly announcements, which we view as a good step forward in helping investors understand the NAV trajectory, and over time potentially a narrower discount."

478p to buy today thank you into my SIPP now

"On the back of a successful 2021, with revenue growth achieved expected to be over 40%, AT THE LOWER END OF MARKET EXPECTATIONS, Crossword is confident that 2022 will see revenue growth accelerate."

Probably a mistake buying into this at 40p, one of the most illiquid shares I've owned, 1 trade so far this morning and its 10am after a trading update and acquisition!

didn't expect that 5000 @ 92p

Just on the Paul low-ball discussion, how many shares does Paul own, is it really up to him what a low-ball offer is?

Percentage of Shares not in public hands - Insofar as Seeing Machines Limited is aware, the percentage of the Company's shares not in public hands is 28.15%.

Significant Shareholders
Shareholder % of total Shares in issue
Lombard Odier Asset Management (Europe) 16.70
Federated Hermes 10.58
VS International Venture 9.44
Herald Investment Management 4.55
Richard Griffiths and family 4.02
Killik & Co 3.71
Independent Investment Trust 2.58

So far as the Company is aware, information above is based on notifications received as at 1 December 2021.

Those add up to roughly 50%

It sure is on sale!

https://cointracking.info/portfolio/kr1

Total Value of all Coins: £194,781,159 (5,469.61 BTC)

At £1.03 with 131M shares in issue is a market capitalisation of £135m which is a 30% discount.

Buy when others are fearful, anytime this week I reckon!

my 926 intraday buy looking good with the close 965, if it does fall back I'll add slowly to my holding

926p to buy thank you very much that's a long term play in my SIPP.

Looked at EWI and CWR is not a top 10 holding, I'm not buying into as Tesla is the biggest holding at 5%+ and thats topping out I reckon

Thanks Scutzy, thats an interesting article and one I needed to read as doubt about Hydrogen technologies abound.
Im topping up sub £10 today.

Here is the cut and paste text from Edinburgh Wordwide Technologies (which I may look at buying also!)

The trust also has a longstanding holding in Ceres Power, whose solid oxide fuel cell technology Brodie considers to be both efficient and flexible. Ceres has also established useful technology-sharing partnerships with global industrial and transportation giants such as Bosch, Doosan and Weichai.

“Ceres has found a way to run solid oxide fuel cells at a substantially lower temperature of some 550C (1,022F) as opposed to the more usual 800C (1,472F). Because they can operate at lower temperatures, they can use lower-cost materials, such as steel and ceramics, which simplifies the manufacturing process and offers scalability potential to both fuel cells and electrolysers based on this technology,” Brodie notes.

In addition, Ceres’ technology is among the most efficient ways to generate power from any fuel, whether low or zero carbon, and its method of depositing the functional aspects of the cells through ceramic ‘ink’ in its SteelCell stacks is near-impossible to reverse-engineer after manufacture. “Trying to do so would be like trying to extract flour from a loaf of bread, so Ceres has a robust intellectual property advantage,” Brodie adds.

Even if the outlines of the hydrogen economy are still unclear, Brodie expects it to be shaped by companies such as Ceres that focus on valuable knowledge-sharing partnerships and alliances, as well as by new investment and business models.

“We’re at the start of an energy transition that will last for the next 20 to 30 years,” Brodie says. “Once established, the hydrogen economy will be here to stay.” Even if there’s uncertainty about how and when the transition to hydrogen power will happen, there’s already good reason to believe that Jules Verne got it right.

1st time above 1300p for a while, c'mon push on

But it don't sing and dance
And it don't walk

1000 carats of diamonds sounds like a lot of money but Google says retail value of £6 to £10K per carat.

So would £2K per carat be realistic for Kazera which would be £2M before costs?

Align are alive and well as is Micheal Green.

I have no opinion on ADME now but Kazera is worth looking at as is Ironveld following RNS this am

This is definitely not a feminine she, might not not have destroyed so much wealth it it was.
This is a he business with all macho bull that goes along with that.

yep, its one thing treating employees poorly (take it or leave it) at a low margin high turnover commodity product business but when you are manufacturing very high margin luxury products its maybe not possible to square that.

331k at 36.7p is not an insignificant £121K

What is the salary of Jonathan Lewis?
As the Chief Executive Officer and Executive Director of Capita Plc, the total compensation of Jonathan Lewis at Capita Plc is £789,498

Dan, when you say - "look forward to the Align update when proposed - interested to see their insight"

Apart from ceasing coverage they haven't said a peep since May 2020 when they were tripping over themselves - "Risked NPV suggests share price upside of more than 700% ADM look grossly undervalued in our view. Our conservative valuation illustrates material potential upside in the stock. We update our coverage of ADM Energy with a target price of 19.21p and Conviction Buy stance."

I started following Align after Argo Blockchain which they got right but after ADME I am highly sceptical and not sure what additional information they can find to write in an update or why this needs to wait but they have a habit of doing that. If i was you I wouldn't hold my breath.

Here is what they wrote about IRON on October 22nd - "If you can buy sub 1p (a discount to the level these investors have pumped major capital in at) we have no hesitation in reconfirming our stance at the current price and will be producing a full revised update note in the weeks ahead." - almost 2 months later no update and back down sub 1p