Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
I can sell 300k shares in one go at 9.241p so background buyer still trying to accumulate imo
Yes we've now had a couple of BOD changes, the first couple of serious commercial contracts signed, new sales focus from the company with dedicated sales staff, and confirmation of a proper broker note to be released soon.
They're ticking all the boxes for a step change in the scale of the biz imo.
I thought the presentation was quite positive. I was concerned about the reluctance of data sharing within the industry, but CEO addressed that with the answer about how they have a few different data silos, and the customer can control how much is shared. Need to see how much they can expand their reach beyond purely high end research and into general use acceptance.
Surely after confirmation of a working vaccine, and imminent roll out globally, the events side of the business should be able to get back into the swing of things without too many problems in 2021. Meanwhile many of the digital aspects of BONHs companies are trading ahead. I just can't see this staying down here for much longer. It's still down >90% from where it was trading pre COVID. Bonkers valuation imo.
Expecting a pretty positive update on the 15th. Events biz won't have been doing much but costs should be massively reduced in line with that. The portfolio of digital businesses will have built on the strength hinted at in the last update. Surely got to be worth more than £7mil?
I can sell 108k shares in one go at 48p - market makers clearly want my shares.
They're needing to prep for news after close? Quote here: https://ibb.co/PcKgGpM
Stockopedia report can be viewed here: https://pdfhost.io/v/LLsS43bg_Novacyt_SA_UK_Edition_3rd_February_2020.pdf
Hi could you please elaborate on "Stella now talking about building the service AND THEN developing business. Definitely not picked up as much as they thought, but then agaun they have removed their targets anyway which was a first warning sign."
When did she say this? And what targets are they removing exactly?
Bidstack chart is here. It looks very bullish.
https://twitter.com/Naan_Deal/status/1156103234362232838?s=20
https://www.nba.com/article/2019/07/28/nba-tencent-announce-partnership-expansion-release
Do you guys think this is of any significance?
"NBA, Tencent announce five-year partnership expansion"
"Tencent will also collaborate with the NBA to develop INNOVATIVE ADVERTISING PRODUCTS, and launch and operate “mini programs” for mobile devices"
https://twitter.com/Naan_Deal/status/1155784560099151872?s=20
Agree looks amazing from a TA point of view
Agree - at the very least let shareholders know what the reason for the delay is
Reading into those big block trades I may well have been wrong about Miton stopping selling.
Sorry, but where are these damn flow rates?
Institutions tend to put out TR1s when they're DONE selling/buying.
Why crash/push up the price when you've got loads left to buy/sell?
So reading into this a little I would suggest Miton are done for a while, at least until their hand is forced again.
I'm convinced that Nickel Investor is a deramping account hahaha. Saw him over on the Serica board too... :)
Transformative acquisition of AIM completed post period end. Progress on AIM front seems to be going well.
Illogical to focus on the progress of the historic business. Instead have to look at progress of AIM and it's $1.9bn throughput revs. Compare KPIs in today's RNS vs January "Project Nevada" presentation.
We're entering some AIM index or group, hence the fund buying.
Agree - it's phenomenal and crucially in CBM like TLOU.
Not my writing but this sums it up well.
"Tony Gilby the CEO has extensive experience in coal bed methane projects. He was instrumental in establishing successful Coal Seam Methane at Arrow Energy in Australia.
Arrow Energy listed on the ASX on 17 August 2000 at $0.20 valuing the company at A$25.6m. At the time of it’s takeover, 9 years later, Arrow was valued at $5 billion with a share price of $5.87.
After his time at Arrow Energy, Tony went on to become Managing Director of Sunshine Gas.
In August 2006 Sunshine Gas had a market cap of $98m. In 2008 BG Group acquired Sunshine Gas as part of an AU$5.2 billion takeover of Queensland Gas Company Limited in 2008. “The price was very good for our shareholders,” comments Gilby, “so we weren’t complaining.”
This valued Sunshine Gas at around $1.1billion."
As I've said, going from Gilby's prior history, I think a buyout is most likely.
I don't think its a hugely useful exercise to attempt to guess when this is going to occur. Africa does often move at a different pace to other countries, but I feel the ongoing problems in Southern Africa with Eskom's loadshedding, massive debts, and crumbling power stations should put the project at the forefront of the government's ambitions.
All I can say is that as TLOU tick off the various boxes and project de-risks the likelihood of a takeover increases. Aside from the RFP rejection early last year, which has now been accepted, the plan has gone very smoothly. It's almost like they've done this before...