Member Info for Pedrobull

yes my 20,000 showing as £1.50 but I don't care as im not selling them!

Hi Bladerunner, i will need to re-read that RNS but i pretty certain the future is absolutely still AI led Cyber Security.

Just on you banking thoughts i checked the iShares STOXX Europe 600 Banks and it is up 33% YTD and a whopping 73% in last 12 months

Time in the market not timing the market

up 7% today

I do not hold IOMART and am currently watching for a possible entry based.

I think their hybrid cloud business and the associated recurring revenues is interesting.

I note the trading update had lower hardware revenues and I think that is to be expected with home working and lower office attendance.

Big drop with 160K traded so far this morning, now only £1.53 to buy today, should I resist my knife catching practice said the man with no fingers?

or maybe Where Lambo?

Nothing to do with CCS which have had 0 shares traded today like most days this week and last I think!

Whilst DARK has has traded some 2.2M shares at £8+ each today which could possibly have prevented Weir Group losing business from a destructive ransomware attack.

Mullins, well done on Cadence, I held these for years as REM and it was so long can't remember when or why I exited!

Cacher thanks for that I wasn't aware of APF and Amapa but am now thanks!

The other similar business I hold big is Tharisa (THS) which is in platinum-group metals (PGM) space.

BUYLONGSTAYHAPPY

L2Analyst when you say - "Company has over $500 million IN CASH they should do a share buy back"

I think that would be nuts, they have cash to build the business, the shares are a 2nd hand market to AWE now and they will find their level with an exponentially growing quality IP chip business, why would they waste reserves trying to prop up the share price!

That's something cash generating businesses do. Plus500 do this every single day (RNS per day) as they are throwing off cash so effectively returning to shareholders by shrinking the share float.

Really loud November please, hundreds of RNSs

Thanks Dan, where does the $28 cost from?

The Lifting totalled 232,379 barrels with a net share of 21,424 barrels to ADM, which equates to ADM's profit interest of approximately 9.2%. The proceeds of the Lifting will be applied against the project debt, contributing to a reduction in the outstanding balance. The nominated offtake partner for the Lifting was Mecuria, a global energy and commodity group.

21,424 Barrels @ $80 per barrel is $1.7M to ADM, is that net profit like a royalty?

Just got 10,000 @ 1.159

In the battery space I have Anglo Pacific (APF) with their cobalt royalties.

"Cobalt is a key raw material to support the decarbonisation of global vehicle fleets. While nickel-based lithium-ion battery technological developments have resulted in a reduction in cobalt loadings relative to nickel, lithium and manganese, cobalt is essential in preventing nickel-based lithium-ion batteries from experiencing thermal runaway and catching fire. Therefore, thrifting of cobalt in lithium-ion battery chemistries must be balanced against safety considerations. In addition, any further thrifting is likely to be insignificant compared to the additional volume of batteries required to meet likely future demand for electric vehicles."

Also a speculative play on Kazera (KZG) with diamonds and lithium.

Thinking I'm going to buy more TRR though!

Thanks Richard those are impressive sales Sept and YTD for AML.

The 2nd biggest riser by far and Lambo started from a low base.

Assume the % change is YTD from 2020?

@Mullins58

That's fantastic news and the text you have cut and paste is exactly what i was about to and especially the last paragraph!

"Under the revised production profile targets announced by LAC (but retaining the PFS LCE price of US$12,000/tonne), Phase 1 royalty revenue attributable to Trident would increase from approximately US$3.8 million per annum to +US$5 million, with Phase 2 royalty revenue increasing from approximately US$7.6 million per annum to +US$10 million; noting that the current LCE price is now >US$25,000 per tonne."

So for ease of calculation lets say $24K makes Phase 1 at $10M and Phase 2 at $20M.

That's $30M revenue for a company with a market cap today under £60M.
Royalty revenue is 100% margin...

I found this today on a 52 week low list and remembered their Madasafish internet service from 20 years ago!

Just looking at recent RNSs there are director purchases going through so might be some hope here?

· Joanne Cunningham, spouse and thus a person closely associated ("PCA") to Scott Cunningham, Chief Financial Officer, purchased 7,000 ordinary shares of 1 pence each ("Ordinary Shares") at a price of 170.0 pence per Ordinary share. Following this transaction, Scott Cunningham's beneficial interest is 20,000 Ordinary Shares representing 0.018% of the total voting rights in the Company.



· Karyn Lamont, Non-Executive Director, purchased 7,000 ordinary shares of 1 pence each at a price of 170.0 pence per Ordinary share. Following this transaction, Karyn Lamont's beneficial interest in the Company is 7,000 Ordinary Shares representing 0.006% of the total voting rights in the Company.

Yes £15.23 NAV is a compelling 23% discount, then you see an RNS about a non-exec director buying £23K worth to hold £173K worth in total makes me think this one to buy more off when possible!

7 October 2021
Notification of Transactions of Persons Discharging Managerial Responsibilities
This announcement is made pursuant to Article 19 of the Market Abuse Regulation.
The Company wishes to announce that it received notification on 6 October 2021 that Gerhard Fusenig, a Non-Executive Director of the Company, bought 2,000 ordinary shares in the Company at a price of 1155 pence per share.

DOT up 15% in last 24hrs
KR1 down 4% today on Aquis

Well said OP famaga2445 - "Also April 7th this year, and July 7th last year. But they have never been later than that."

I am happy to be wrong thinking no RNS.

Now go and buy more!