Member Info for rivaldo

Agreed. It's very impressive that results through to the end of April are expected to be in line with expectations.

There's obviously been "some disruption", but all factories are operating, the group is cash-generative and profitable, and some areas are benefiting from COVID-19. I'd be surprised if anyone sensible was expecting anything different - this is as good as could have been expected.

They now own 9.19%, or 7.55m shares:

Https://www.investegate.co.uk/imimobile-plc--imo-/rns/holding-s--in-company/202004171424100826K/

I was pleased with recent trading update and the accompanying small fundraising. Almost no impact to date from COVID-19 - which will likely increase the demand for IMO's services - and additional funding from keen institutional investors to enable further growth.

Plus a rosy outlook from the CEO:

"Jay Patel, Group Chief Executive of IMImobile, commented: "We are pleased to report that the positive trading momentum from the first half continued through the remainder of the year, and that we have delivered another year of good growth. Our enhanced foundations in the US and consolidation of operations are now delivering results, and the recent strategic client wins in that market represents a significant step forward for the Group."

Hi hebrberb. We won't know for a little while yet - the closing of applications is only on Monday, and the share admission date onto AIM is 4th May at the earliest.

A very nice Buy of 1m shares at 0.8925 at 10.55 am only just reported, and another 100k Buy just now was essentially at the full offer price.

Overhang cleared?

I assume the presentations with the small fundraising went rather well.

REAT's Twitter feed is very active and worth following. The 20th April for example:

Https://twitter.com/react_sc

"ReactSC
@react_sc
·
20 Apr
Due to high demand, React Specialist Cleaning has launched a partner programme to add to its network of sub-contractor cleaning specialists. https://bit.ly/3eyfDtX #PartnerProgramme #DeepCleaning #SubContractor #SpecialistCleaning #REAT

React’s partner programme will reach a wider network of specialist cleaning customers
Contact us today to find out more about joining our expanding partnership network of highly skilled experts.
reactsc.co.uk"

Re Stavrinidis, he bought most of his shares in a 0.45p placing two years ago, so it's hardly surprising he's taken some of his money off the table at not far off double the price. Hopefully he'll retain the rest rather than sell.

Nice move up - perhaps a seller has been cleared. CAPD looks very cheap to me. Tamesis Partners' target price is 100p.

The P/Eis only just above 8. The gold price is at multi-year highs. The company has high asset backing in the form of a set of modern rigs, plus a large cash pile. It's suffered no virus impact, and is primarily focused on already-producing gold miners rather than explorers. And it also has a load of investments in other gold miners to add further to the asset backing.

Agreed re broker notes. I contacted Peterhouse Capital, and they said the company are "aware of producing research in the future but are conscious of using funds for investing in the business at present as the Company is still an absolute minnow on the market. There will be research written in the future".

As you say, now is the time to build up a stake here, as it will be nigh on impossible after future positive news flow.

I suspect (and hope) there may be an initiation of coverage after the interims in June.

Great to see the price steady on another day of big volumes, with almost 9m shares traded already.

Any large sellers should have had the chance to exit by now. When REAT announce new contracts - which judging by recent news flow shouldn't be long - then the share price reaction will be interesting.

FYI the latest company Facebook post dated 4th April reads as follows:

Https://www.facebook.com/pg/reactcovid19/posts/?ref=page_internal

"Covid-19 Pandemic

With the global cases now passing 1 million we have seen a massive increase in Covid cleans and decontamination of offices, student accommodation, banks and other commercial properties we are committed as a company to help stop the spread of Covid.

Call us today

Office: 01795432832
Out Of Hours: 07401848184

Website: www.reactspecialistcleaning.com
Email: info@reactspecialistcleaning.com"

Nice tip for KAPE from a fund manager:

Https://www.investmentweek.co.uk/analysis/4013769/cyber-security-opportunities-emerging-booming-bad-actor-activity

"Demand surge

Associate director for equity funds at Gresham House David Leahy identified two portfolio holdings set to benefit from the surge in interest in cyber security; Kape Technologies and SysGroup.

Leah said Kape Technologies has already reported a "surge in demand", primarily withing VPN products which "allow users to securely access files and networks from a remote location".

Cyber security: More than just 'an IT problem' for asset managers

He added: "The increased need for teams to collaborate on shared documents and resources remotely has underlined the importance of cyber security and will continue to benefit Kape Technologies."

with the potential to be a multibagger imo......yet some seem to have the attention span of a flea.

Congrats to the chap who sold 380,438 shares at 0.821p at 13.36, who'd bought them just 82 minutes earlier at 0.9125p. Great stuff.

At least the guy who sold 454,545 shares at 0.852p at 12.52 had bought them all of four hours earlier at 8.46 am at 0.77p, so he probably made a life-changing three hundred quid or so after costs having risked around £4k to do so.

Perhaps it's my loss, but I'll never understand that mentality when the share price could rise another 50%-200% in the coming weeks imo into the results and/or with further contract news.

Richard Sneller has bought another 3,406,923 shares, and is now up to 11.7%, or 17.22m shares:

Https://www.investegate.co.uk/surface-transforms--sce-/rns/holding-s--in-company/202004201020021834K/

The recent placing RNS stated he'd got another 3,076,923 shares, which implies he's bought a further 330,000 shares on the open market.

Online is now looking very encouraging. You can sell 1,400,000 shares at 0.8025p, but you can only buy a maximum 100 shares!

Finncap note today that the antibody tests have "significant upside potential", and they conclude as follows (PS : imo REAT is worth a look as a now profitable COVID-19 decontamination/deep clean stock with a mere £2m m/cap):

"Our thoughts.

This ELISA test is further advanced than the consortium’s Lateral flow test, having achieved design freeze and been externally validated. It is quite possible that it could be available in the next couple of weeks, pending PHE clearance. Whilst it is one of perhaps 100 antibody tests being assessed by PHE, it could be one of the first CE marked antibody tests, similar to tests developed by the likes of Abbott (approved in the US) and Roche (expect to launch in early May). We understand that ODX will sell the test.

We estimate that ODX’s production capacity implies potential revenues of c.£15-30m pa (assuming a price per test of c.£1-£2). How much of this ODX could garner will depend on the competitive response, but the global market is expected to be for hundreds of millions (if not billions) of tests potentially."

Up 18% now....and news from REAT's blog just out of a new partner programme :

Https://www.reactsc.co.uk/post/react-s-partner-programme-will-reach-a-wider-network-of-specialist-cleaning-customers

"2 hours ago
React’s partner programme will reach a wider network of specialist cleaning customers

It seems more apt than ever to say that working together is usually the best way to solve problems. Here at React Specialist Cleaning, we’ve taken that message on board, and that’s why we’ve launched our partner programme. In this blog, we’re taking a closer look at how we can collaborate with other companies to deliver specialist cleaning to more organisations across the UK.

Specialist cleaning has been more important

The clue’s in our company name; React is a growing specialist cleaning and decontamination business. Our extreme cleaning services go beyond the everyday to tackle cleaning problems with which non-specialists simply can’t cope. Among our comprehensive cleaning services, we provide an immediate response to urgent situations. This includes resolving traffic accidents (RTAs), railway trackside emergencies, flood and sewage damage, and the decontamination of property and public spaces.

Thanks to our experience, we have security clearance to work in some of the most sensitive possible areas. We work with several large Tier 1 or blue-chip organisations, mainly in the healthcare, judiciary, rail, road and social housing sectors. We also support many large facilities management companies. And in recent weeks, we’ve seen a spike in demand for our services. Many organisations now need to undertake deep cleaning and decontamination of potentially infected premises.

A partner programme founded on passion and commitment

We want to add to our partner network of sub-contractor cleaning specialists. To achieve this, we are looking for firms that carry out – or wish to learn how to carry out – specialist cleaning work. Beyond decontamination and infection control, specialist cleaning encompasses many sectors. From void clearances of residential properties, through fly tip removal and roadside cleaning, to removing gum and graffiti from properties, we’ve shine at cleaning.

At this stage, there is a limit to the number of partners we will add in each region. We’re looking to partner with small- and medium-sized businesses with a passion and commitment to high-quality performance and customer satisfaction. We hold the highest standards in our own business; we’re highly rated for speed and quality of service delivery. Our staff are security cleared, medically fit and immunised, and we always make sure they’re properly equipped beyond industry standards. We are a licensed waste carrier and carry £20 million of insurance cover.

What’s on offer with the React partner programme

We’re offering our potential partners a range of benefits. First and foremost, we’re a well-financed company which is listed on the London Stock Exchange (ti

A £2m m/cap seems very low for a company which has:

- turned profitable
- has a well funded Balance Sheet
- is winning large new contracts
- and whose prospects are brighter than ever due to COVID-19

The seller is still around, so there remains a chance to stock up relatively easily for this type of microcap.

But the buying price has now moved up this morning from 0.695p to 0.77p, so there's good evidence that stock has become much scarcer.

Terrific gesture by Richard Sneller in donating some of his holding to charity.

And of course the Mologic news is great and is ADDITIONAL to the previous Rapid Test Consortium news.

With the core business worth say 25p per share as per Finncap, plus huge upside from CD4, all of the COVID-19 is in the price for free or buttons imho.

I've set up a new thread on ADVFN which highlight's REAT COVID-19 specialist knowledge - and also that this £2m m/cap company is now profitable AND has a decent and rising cash pile!

https://uk.advfn.com/cmn/fbb/thread.php3?id=46051335

Hopefully this might attract a little interest.

Results were very good:

- revenues well ahead of Cenkos' expectations
- 7.4c EPS gives a very cheap historic EPS at 39p
- huge order books
- over $21m net cash which will increase given large Q4 activity/resultant debtors

The outlook is naturally cloudier, and Cenkos have withdrawn forecasts. But RAI's activities are must-haves, and it shouldn't be long before they're operating normally once restrictions start to lift.