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Arden have now raised their target price to 9p - and that's because of yesterday's increase in the cashew production stake, without reflecting anything for increased production or higher CPO prices.

They've issued two notes today. One is an update on that cashew action, raising the target price, and the other reflects today's excellent production news - but retains their current very conservative numbers.

Arden state that current CPO prices are over 30% more than are factored in to their model. So there should at some stage be a very large increase in their numbers assuming things stay as they are or anywhere close.

who've announced "a series of new surface gold discoveries" - which means there will now be follow-up drilling in this Q1 and Q2, presumbaly carried out by CAPD:

https://www.investegate.co.uk/cora-gold-limited--cora-/rns/new-gold-discoveries-at-sanankoro-gold-project/202102100700045385O/

Finncap have raised their target price to 180p (from 130p) following the "ahead" trading statement.

They've also raised their forecasts to 5.5p EPS for this year ending 30th April, and 7.1p EPS for the coming year.

And they also conclude that there's additional upside from that 180p given that JDG and Halma still trade on higher multiples than SDI would be on at 180p........

A new summary of the fundraise here - this quote is interesting:

"The company is also increasingly confident of securing at least two new contracts in the near future"

Https://www.business-money.com/announcements/surface-transforms-expands-manufacturing-capacity-with-20m-raise/

I like this paragraph too:

"With manufacturers including Audi, BMW, Jaguar, Nissan and Volkswagen now offering carbon ceramic brake discs on selected vehicles, the market is set for major growth. Surface Transforms estimate the target market to be worth approximately £2bn and is subject to multiple drivers including technological and environmental benefits compared to traditional iron discs, and the desire of automotive manufacturers to increase competition in a market that is currently dominated by SGL Brembo."

That's good to hear ProfBet.

Terrific liquidity for such a microcap - 31.4m shares traded yesterday. Anyone who wanted to sell is likely out by now.

An excellent January production update. Hopefully this really could be a bumper high season for production as well as for pricing, which would be the dream ticket:

Https://uk.advfn.com/stock-market/london/dekel-agri-vision-DKL/share-news/Dekel-Agri-Vision-PLC-January-Palm-Oil-Production/84290639

"Dekel Agri-Vision Plc, the West African focused agriculture company, is pleased to report that the recent trend of double-digit increases in monthly crude palm oil ('CPO') production, sales and prices at its 100%-owned Ayenouan project in Côte d'Ivoire ('Ayenouan' or the 'Project') continued in January 2021. With production up 52% to 3,269 tonnes, sales up 20% to 2,538 tonnes and realised prices up 28% to EUR796 per tonne compared to January 2020, it has been an excellent start to the new year."

And PKO and PKC production also looks good, with DKL cleverly holding back some sales to maximise revenues.

Wow....

SDI now expect PBT for this year to 30th April to be at least 22% above forecasts - and PBT for next year to be at least 50% above forecasts!

Atik is obviously behind some of this, but "also underpinned by the continued recovery of activity across all of its businesses".

Given that SDI are naturally so prudent, we can be pretty sure that these numbers are nailed on.

Stunning:

https://uk.advfn.com/stock-market/london/sdi-SDI/share-news/SDI-Group-PLC-Trading-Update/84290648

The Super Bowl figures are eye-catching, and the $3m license monies will just be the first of a number imo:

https://www.businesswire.com/news/home/20210209005439/en/GAN-Announces-Successful-Super-Bowl-and-Patent-License-with-Existing-Customer

And there's the teaser that GAN "continue to be engaged in numerous conversations with both large and small casino-operators to partner with GAN in order to seamlessly connect their loyal reward-card carrying customers to their various online offerings. As a result, we believe we are on track to license our iBridge patent to additional U.S. casino operator groups in 2021 and throughout the patent’s remaining 13-year duration, which should help us drive long-term value for our shareholders.”

The market was down initially on the removal of exclusivity with PARX. But PARX have been a long-term and successful client. It's unlikely that they'll be moving anywhere from GAN since their systems must be pretty intertwined by now - the lifting of exclusivity may bey removing something which was a vestige from when GAN were a small company and relatively new entrant to the USA and needed some certainty of relationship.

The market appears to have reconsidered today's RNS more positively now and the share price is bouncing nicely....

An excellent presentation. They really look like a "team", working together with the same goals and ambitions having transformed the company from the prior management.

This Q1 has been "the best quarter we've ever had". The £505k PAT forecast is "prudent and achievable". And those quotes are from the CFO, who's normally the most consevative member of the management team.

The cash pile is up to £2m now.

Acquisitions will be of a decent size - there's £3m of firepower including the invoice discounting facility - will be earnings enhancing, and there will be no dilution.

I'll write up my notes later, but there's more good stuff.

Cheers tricky752, appreciated. I'm keeping all my GAN shares as I believe there's significant upside over the coming years.

This just out this morning on Stockgumshoe.com could help things along nicely today:

Https://www.stockgumshoe.com/reviews/motley-fool-extreme-opportunities-future-of-entertainment/solving-motley-fools-recent-ipo-targets-827x-potential-growth-teaser/

Titan have just initiated coverage of GAN with a $48 target by 2023:
https://www.titanvest.com/research/2021/02/08/weve-invested-in-gan-sold-clct-120-gain-GAN-CLCT

'In summary, we believe GAN is the toll road in online gaming: a mission-critical B2B technology platform poised for explosive growth and share gains as more states approve iGaming and sports betting.'

https://cdn.titanvest.com/library/Titan_Initiation_Report_GAN_Feb2021.pdf

It's good to see Titan's new coverage, but I believe their $48 target for 2023 is pretty conservative considering (1) the likelihood of the state by state gambling roll-out now accelerating and the revenue potential therein, (2) the global potential for the combined GAN/Coolbet operation in Asia, Europe etc and (3) the valuations of companies in the USA.

Altus have just announded that they've been awarded four exploration licences to drill in Egypt - which should be good news for CAPD:

Https://www.investegate.co.uk/altus-strategies-plc--als-/rns/grant-of-exploration-licences-in-eastern-egypt/202102091033034578O/

"Our technical team will commence the planned first phase gold exploration programmes at the earliest opportunity, and we look forward to updating shareholders as these programmes progress."

Juxtaposition, the m/cap is now £8.6m at 1.73p, but the EV net of the £1.8m cash pile is only £6.8m.

This, for a company now forecast to make £500k PAT this year to 30th September, still strikes me as rather good value.

Especially for a company which is growing those profits as fast as REAT is. And when that forecast is described as conservative. And which can use that cash pile to make earnings-enhancing acquisitions.

Also, to clarify, REAT (via Mark Braund) presented at Mello last night, which explains the price move as it seems to have been very well received. This afternoon's online presentation is additional to that.

Lovely.

VHE Construction has applied for planning permission to 'remediate' a large chunk of land owned by the National Grid and used as a vehicle salvage yard. Looks like it will be successful, and should be a sizeable job going forward:

https://www.lancashiretelegraph.co.uk/news/blackburn/19065549.blackburn-gasworks-clean-up-lead-affordable-homes/

Looks like last night's presentation was rather well received....:o))

Good to see Octopus buying more - they now own over 18% with 14.2m shares:

https://www.investegate.co.uk/renew-holdings-plc--rnwh-/rns/holding-s--in-company/202102090741294348O/

Apparently REAT's Mark Braund presented to the Mello private investor group last night (another poster elsewhere has called it a "nice" presentation...). Hopefully this will bring in further interest here.

I note from today's RNSNON that there will be an additional presentation today from 2.00-3.00, which seems to be free to join:

Https://melloevents.com/gamechanger-react-8th-february-2021/

Per today's RNS CNIC have raised another €15m of bonds. Great to see that the issue was oversubscribed too.

Given the company's ambition I suspect it won't be long before we get another acquisition:

https://uk.advfn.com/stock-market/london/centralnic-CNIC/share-news/CentralNic-Group-PLC-Successful-tap-issue/84277750

To quote, "we have the best spike antigen lateral flow test available in terms of analytical sensitivity".

And "testing is going to be around for years to come":

Https://vimeo.com/509696960

Late RNS on Friday - Amati Global Investors have been buyng and announced a 5.35% stake in ACSO, with 2.2m shares:

Https://www.investegate.co.uk/accesso-technology--acso-/rns/holding-s--in-company/202102051741112240O/

Also, Six Flags share price is at a one year high in anticipation of their sites reopening, which will of course see ACSO take its cut:

HTTPS://investors.sixflags.com/stock-information/stock-quote-and-chart