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Good coverage of the results here - and still no update from WH Ireland.

With the results coming out early, plus the lack of follow-up from WHI, my suspicion that something - hopefully an acquisition - is in the wind is growing:

Https://bdaily.co.uk/articles/2021/10/21/security-firm-declares-its-end-of-year-results-with-a-12m-profit-before-tax

Good to see someone else here CautiousOptimist! Looking forward to your conclusions.....CSSG did say that the new year has begun positively and that the group are well positioned for this current period.

(1) from exploration drilling for CORA:

https://www.investegate.co.uk/cora-gold-limited/rns/final-drill-results-from-zone-b-deposit--sanankoro/202110220700028753P/

(2) and from drilling at Kouroussa for Hummingbird - encouraging results, more exploration drilling coming next year and production commencing in 2023:

Https://www.investegate.co.uk/hummingbird-res.--hum-/rns/kouroussa--guinea-drilling-update/202110220701038814P/

Continuing to rise steadily again to a now 128.75p mid-price.

Yet still 100% upside to Stifel's 256p target price. Remains very cheap imho. And a lovely, quiet thread is also a good sign :o))

The CPO price as of Wednesday is now up to $1,405, the highest since at least 2007 (the chart doesn't go back any further!):

Https://www.rea.co.uk/websites/reaholdingsplc/English/2450/cpo-price.html

Incidentally, the 21st September RNS definitively said regarding cashews that DKL "are on the cusp of first production within the next 50 days", i.e the 10th November date I mentioned previously. Hopefully this is the backstop latest date, although frankly a few days either way doesn't matter a jot!

Big 621,000 buy at 125p this morning, followed by buying coming in now at 127.5p. The real mid-price is up to 126.75p as I type.

Worth keeping tabs on the web site for the Electronics Manufacturing division:

Https://www.ukcircuits.co.uk/news/48/

There's also quite an active Twitter page which should be worth monitoring:

Https://twitter.com/LightScienceTec?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Investors might miss in today's bland-sounding RNS about the Notice of AGM (for 18th November) that it also sneaks in a rather encouraging single line confirming trading remains nicely in line with expectations.

Hopefully the AGM RNS will have a further update.

Outstanding results to 30th June, especially considering the pandemic....

Against a £13.3m m/cap, CSSG now have a £5.4m and rising cash pile. EBITDA was lifted 13% to £1.98m and PBT was £1.21m, with 6.56p EPS, plus a 2p dividend.

Trading since the year end has been "positive", "positioning the business for a good first half performance in the Group's next financial year".

The EBITDA increase was due largely to overhead savings and job support scheme income, but overall this is still a highly creditable performance.

CSSG should be able to take advantage of the current environment to open new security centres very cheaply. The new ProCeption concept looks to be thriving. The partnership with iLOQ sounds intriguing, and it's highly likely there'll be earnings-enhancing acquisitions soon.

As an aside, the prelims have been announced 4 days early - why? Could CSSG be lining up acquisition or other news in the coming days which they didn't want to be overshadowed?

Robert & Virginia Millington are new major shareholders, with 3.1% or 8.48m shares:

Https://www.investegate.co.uk/touchstar-plc--tst-/rns/holding-s--in-company/202110201225586948P/

They appear to be these guys - a rather impressive background:

Https://constancepam.com/index.php/who-we-are/

"ROBERT MILLINGTON
FOUNDING PORTFOLIO MANAGER

Robert has over 30 years experience in financial analysis and portfolio management including with BZW, Credit Suisse and Government of Singapore Investment Management. Robert has a BA in Philosophy, Politics & Economics from Lincoln College, Oxford"

"VIRGINIA MILLINGTON
CO-FOUNDER

Virginia has extensive experience in the Retail industry in Europe and Asia and played a leading role in the expansion plans of a major UK multiple in Japan"

Very bullish - Peter Smith (acting CEO and CFO) outlines everything from the update, including all the green/ESG involvement:

Note that the new CEO will likely be announced this week or next, which should act as a further catalyst for the share price:

https://www.youtube.com/watch?v=4ak5SzKRe10

Looks a good new appointment at Carnell:

Https://www.carnellgroup.co.uk/carnell-appoint-business-director/

"We are delighted to announce the appointment of Adrian Oulds as our new Business Director.

Ady joined the team today from National Highways, where he most recently held the position of Interim Regional Director for the Midlands. He is a chartered civil engineer with more than three decades of industry experience spanning both the public and private sector. During this time, he has worked for organisations such as Warwickshire County Council, Atkins, CH2M and National Highways, developing a wealth of knowledge in the design, commercial and delivery aspects of highway maintenance.

The relationships he has built over the years, particularly in the midlands, where he led the roll out of the first Asset Delivery contract, will be key to helping us mobilise the new Scheme Delivery Framework (SDF) contracts and capitalising on other new business opportunities around the country.

etc"

Further encouraging drill results from Cora this morning - and interestingly they've "identified a new mineralised structure.....that will need further drilling but offers yet more potentially significant upside at the Selin deposit alone."

More work for CAPD then:

Https://www.investegate.co.uk/cora-gold-limited--cora-/rns/final-drill-results-from-selin/202110200700055880P/

CLX have been nominated for IPO of the year at the Small Cap Awards:

Https://masterinvestor.co.uk/latest/discover-the-candidates-for-the-small-cap-awards-2021-ipo-of-the-year/?mc_cid=184d4cc91e&mc_eid=db9f9bbaf2

"Calnex Solutions designs, produces and markets test instrumentation and solutions for network synchronization and network emulation, enabling its customers to validate the performance of the critical infrastructure associated with telecoms networks. To date, Calnex has secured and delivered orders to over 600 customer sites in 68 countries across the world. Customers include BT, China Mobile, NTT, Ericsson, Nokia, Intel, Qualcomm, IBM and Facebook.

Founded in 2006, Calnex is headquartered in Linlithgow, Scotland, with additional locations in Belfast, Northern Ireland and California in the US, supported by sales teams in China and India. Calnex has a global network of partners, providing a worldwide distribution capability. The Company commenced trading on the AIM market of the London Stock Exchange on 5th October 2020, having raised £22.5 million following an oversubscribed fundraising process. The Company has made considerable progress since listing, successfully delivering robust trading performance, exceeding initial expectations. Share price has steadily increased from an initial listing price of 55p to a price of £1.10p today. Calnex continues to benefit from the evolutionary trends affecting the telecoms sector, notably in 5G and cloud computing, and The Board looks forward with confidence to making further progress moving forwards."

A reminder that the (ahead of guidance) prelims will be next Monday 25th October.

Nice 17,500 buy at 90p reported yesterday ahead of those prelims.

Hopefully this means the supply of stock has dried up.

The long-term chart is continuing its (very!) slow uptrend. The next CPO production update should be around the 10th November - which would be perfect timing to announce the first cashew production, as it would be exactly 50 days after the 21st September interims as DKL stated.

Although it would be even better to get the cashew production RNS ahead of that - it would be good to see DKL underpromising and overdelivering on this front.

Two large 1.7m share trades at 16.57p this morning - followed subsequently by a nice move up.

Maybe more trades atill to be reported, or perhaps clearance of an overhang, who can say.

New interview with Zeus Capital's analyst re CNIC's very bullish trading update and upgrade:

"CentralNic Group Upgraded outlook and further upside (Analyst Interview)"

Https://www.***************************/centralnic-group-upgraded-outlook-and-further-upside-analyst-interview/4121028819

Good to see Ford's Halewood plant - literally just down the road from SCE's Knowsley plant - receiving £230m of investment to make electric car parts. Hopefully as the UK electric components supply chain increases the auto companies will be more and more ready to use SCE's brakes:

Https://www.bbc.co.uk/news/business-58946978

For the record, the RNS yesterday confirmed Herald Investment Management have bought 10m shares at the IPO here, or 5.74%:

Https://www.investegate.co.uk/light-science-tech.--lst-/rns/holding-s--in-company/202110181536434245P/

Also, I'd wondered what David Evans meant in IIG's RNS re LST's IPO when he said:

"for applications in the fast-growing controlled environment agriculture division which addresses vertical farming, glasshouse and polytunnels, but also in other applications in digital health."

Hastings has written as follows elsewhere regarding this - so now we know about a possible further entry into digital health. Exciting stuff:

"Worth just adding that the company is also looking at targeting the healthcare market which could prove very interesting going forward, particularly with David Evans involvement here.

It may sound somewhat removed from what appears to be the big opportunity around agriculture, but one of the sensors LST uses for collecting DNA data in plants is also being looked at for use in other applications such as healthcare.
This would take in diabetes as well as other end applications and sitting on the skin would provide readings and monitoring of health issues and potential problems.

The sensor is apparently already operational with tests being carried out on plants in LST's lab. The plan is that once those have been completed the company will move on to testing it for healthcare applications."

Looks like a good quarterly report from CEY this morning - all of production, capital spend and the exploration portfolio going to plan and progressing well:

Https://www.investegate.co.uk/centamin-plc--cey-/rns/q3-2021-report/202110190700044390P/

CAPD remain on an EV/EBITDA of around only 2.8, with almost a quarter of the m/cap covered by the value of the investment portfolio. The share price just seems ridiculously low IMHO.