Member Info for rob229

Agreeing with Mr Rivaldo.

The EBITDA number is meaningful. The write-down of Goodwill should not be seen as meaningful. I have not yet read why there was a write-down of Goodwill, but sometimes an adjustment therein is dictated by the auditor.

I was a CSSG shareholder in the past, but not recently. Looks attractive here.

Good luck to all.

Robert

Thank you.

I'm inferring that anything that might look like a reduction in holdings is (as you imply) an allocation to related accounts that suggest a reduction but are just transfers to entities that are deemed not to be related.

For sure, sir, I do appreciate your reply.

I suppose I will sound like a dinosaur, but I am not a Twitter user.

I meant the Subject line to read "Shareholding by Align in Corcel." The word "Align" should not have appeared twice.

I don't claim to be an expert in the filings that holders at or above 3.00% must file, but I am wondering whether any of the readers of this post are concerned about the following: As at the 2 March 2022, Align reported that it holds 28.15 million Corcel shares. As at 18 March 2022, Align is reporting that it holds 24.385 million Corcel shares. I ask myself this question: If the prospects are as interesting as implied by the new research, who would Align have decreased its position by approximately 14%? I realize that any investor might find other companies in which to invest. But I am concerned about the apparent share sale. Have I misread the reports? Does anyone here share my concern?

Many thanks to frenchie and ElectricLion for your measured, thoughtful and expeditious responses. Perhaps I should have posed my question yesterday (for the reason that a little better entry point on the Toronto Stock Exchange may have been available when London was closed). Not sure what to do at the moment. Indecision is routinely present, I suppose.

Rob

I am not a regular here, but perhaps someone will share a thought in response to a question. I assure you that I am not a deramper. On the contrary, I acknowledge that Mr Mellon is a shrewd investor in the resource sector. Anyway, here is my question:

Am I correct (as I believe I heard in a recent video interview of Mr Child) that Condor Gold has a need to acquire, perhaps for milling or for some other reason relating to the anticipated transition to a productive mine, some land near its La India site? If yes, does anyone view this as a concern?

Thank you to any who may have a moment to respond.

Rob

Hello to Mr Fukurokuju79,

I am taking a moment to express admiration for your 23:51 Wednesday response to dougal. I never post, though I enjoy reading the thoughts of the serious investors here.

I think you're a wise man not to challenge a negative poster. You have encouraged him to focus on a share that he prefers. Well said.

Good luck to all BCN believers on this new day. I am one of you.

Rob

Now, we just need a good week.

I am invested in TEK. My intuition is that the augmented-reality technology in Lucyd spectacles will occupy an important position in the market. If I am right, the market cap of TEK should rise substantially. In the meantime (and I am not trying to be pessimistic, but rather, just appropriately cautious), I ask whether the holders here have faith in the value which was attributed in the year-end, i.e., 30 Nov. 2017, report to the blockchain-related, token assets. Has the valuation of those assets risen or fallen or remain substantially similar in the seven months since 30 Nov. 2017?

I guess I am saying that the prospects for augmented-reality spectacles seem excellent, yet in the meantime, I haven’t the awareness to know how to regard blockchain-related, token assets.

I welcome the thoughts of those who watch the tokens market.

I am not in Richland, but I gave it some serious thought in the past couple of weeks. I would just say that I have had days when my disappointment in other companies was similar to that which you are expressing today re Richland.

I am not a regular poster on lse.co.uk chat boards. I write from the U.S.; I do hold a few positions on AIM, and I have certainly been through that which I will, for the moment, characterize as "the AIM wars." I guess you and I know equally that AIM is not an easy market for profitable investing. On AIM, the lure (to my mind) is the ability to control a large number of shares for a small amount of money.

I am wishing you an excellent remainder of the day, especially with regard to your other shares. I should look and see the companies about which you sometimes comment. I say this because you impress me as a shrewd investor. I like to think I am shrewd too. My track record is imperfect, but I am happy to keep trying.

Rob

Having accomplished a good bit over the long course of years on behalf of a certain organisation that was a little too strongly inclined to retain most of its gains for the founders, I felt unappreciated at times. I agree -- completely and thoroughly -- with your statement that "key people in a company make the progress." When people feel appreciated by virtue of some extra emoluments awarded from time to time, the company is almost sure to derive much more than the cost of those extra emoluments. If I were among those in charge of SEE, I would seek to arrange for some emoluments to be awarded to a group of people larger than six. If everyone feels appreciated, they will be likely to "give back" 120% on a day-to-day basis.

I am not in England. I have been invested in shares for many years. A clever gentleman mentioned this company to me. I am not familiar with either of the terms "Senior Life Settlement" or "longevity assets." Maybe I could google these terms in order to learn. I strongly sense that these terms have something to do with life insurance and/or annuities. If someone would take a moment to explain the niche that ALGW presently occupies (or seeks to occupy), I would be much obliged.

SEE has a technology which is being marketed to major manufacturers of large vehicles, e.g. Caterpillar (as I recall). SEE is still in start-up phase, so the revenues are limited. Thus the share is high risk. The technology can detect sleepy movements of the eyelids of the driver. So the technology is believed to reduce significantly the kinds of horrific road-traffic accidents that arise in consequence of drivers' sleepiness. Apparently, there are statistics to the effect that drivers' sleepiness is a cause of some of the worst road-traffic accidents. I seem to recall that the Seeing Machines' technology also communicates problems to dispatchers, so the company can, almost literally, "keep an eye" on the drivers. If any of this sounds interesting, please study carefully. I am not heavily invested in the company, and I might not understand everything. BTW, the company, though quoted on AIM, is Australian. GLTA.

I have speculated on AIM for several years. I have a winner right now in Seeing Machines (SEE). I believe in the story. Do you know this one? I was quite enamored of Advanced Oncotherapy (AVO) a couple of years ago, but it was very volatile, and I did not do too well. A company that seems to be treating me o.k. and may be a bit similar to BBSN is ALB. A very quiet share, but it has quietly moved up. Anyway, I made a small purchase of BBSN within the past hour or so. The losses seem small, and I have a good feeling about it. I would say that you and I have something in common for now! I wish us both a lot of luck. I thought that DKL was going places. This is a palm-oil producer. So far, I am in "minus territory" there. Upstart pharma plays have not generally been so kind to me. I generally stay away from shares of metals companies that are not yet revenue-producing. I suspect BZT would be in this category, but I will study some more.

You and I are in accord about not putting too many eggs in one's basket. BZT does look inexpensive. (Don't know why, on its site, there is -- or seems to be -- a typo: the share price is listed in USD, i.e. approx. $0.42 instead of 0.42 of a GBp.) Have not looked yet at COPL, but I shall do so. By the way, I write from the U.S. When I am at my desk early in the day, I sometimes search for AIM-quoted shares. I have had mixed results to date. I think you and I are equally aware that AIM is not an easy market on which to make money. The tendency to drift down on no news can be quite problematic. As for BBSN, I need to take a few minutes to figure out, on the basis of "revenues to market cap," whether BBSN is at an attractive level relative to comparable companies. I know of one Canadian company that seems to be comparable, but I am not sure. Do you know any companies on AIM that are comparable to BBSN?

Your quick and detailed reply is much appreciated. Isle of Man residence for Mr Bell makes sense to me. The Kellan Group share seems attractively priced on a few different metrics, and I have a good impression of the Group. I see that BSBN is another of the shares that you follow. I accept that posters disfavour messages on one chat board regarding a different group. Hopefully, no one will be disdainful. Anyway, a share trader cannot have a position in every high-potential company. For the moment, BSBN has the look of an exciting share that is likely to perform in a special way. Robert

I wonder whether the longer-term agenda and the background of P A Bell, Esq are known. I am not yet invested in KLN, but the shares look attractive, and I hope to make a share purchase soon. To my knowledge, majority control by one individual (especially an investor who is apparently an outsider) is unusual. Per my recollection, the percentage of Mr Bell's holding is shown as ca. 62%. If his story is known, maybe someone would be kind enough to say a little about it. Perhaps he is a founder, retired director, etc. Thank you. Robert

I appreciate your measured, thoughtful reply. I entirely agree with you that "[t]hese things happen." I too remain very optimistic regarding SEE. Robert

I am happy to wait for the crowd to join our party. I will say in the meantime that a buy recommendation from Cantor sounds good to me.

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