Member Info for rob229

I appreciate your generous thoughts. What to say? I suppose that, to me, the community of investors [including helpful people who are situated in different countries] is a community in which I cheerfully participate. As mentioned perhaps a week ago, a post by you re MONI helped me to conclude that MONI in the 70's may, in relation to its revenues and foreseeable prospects, have started to get expensive; and I stepped aside. In your way, you were motivated to help others, and I like to do the same. Not a particularly unusual way to conduct oneself, and it suits me even when rewards arising therefrom are hard to find. Sorry to read that you are, for now, a spectator re OMIP. I have made similar decisions, i.e. remaining a spectator because I felt that I had missed the low. No unchanging rule applies in all situations. As concerns investing in shares, one of my favorite sayings [apart from the one that I typed last evening re "pay" and "play"] is as follows: "The only rule is that there are no rules." Even the early securities analyst, Benjamin Graham [who was, as you may know, born in England and who, while a child, emigrated with his parents to NY], missed some opportunities because he failed to buy at a low. I know this because I have read books about him. You may know that, while at university, Warren E. Buffett studied under Benjamin Graham. I hesitate to say whether it is still early in the rise of the OMIP share price. For now, I am content to remain involved and to have a look at the OMIP share activity each trading day (or each "dealing day" as I think is, in your part of the world, more generally said). Incidentally, I have visited England a few times, mostly London, but I do not claim to know each of the differences in the way English is spoken in your country and my country. In England, share traders are called "punters." That word is used only in some sports here; it is never used here for describing a share trader. I was clicking around a bit, and I found that you liked REDT a few months ago. I wonder whether you liked it enough to take a position. As I think I have mentioned, you seem like a serious investor, especially for being 22 years old. At 22, many people here seem more interested in video games than shares. I will mention another little company that interests me, Arcontech, symbol ARC. For a very low-priced share, it seems to have good prospects. As mentioned by me to a poster on the ARC bb, the ARC website seems quite good. I am impressed with the way in which potential customers can find on the website the ARC telephone number for each of the countries in which ARC operates. Plainly, ARC shares are speculative. Caution and independent study are urged. Regards to CP22. I still hope you will say how you decided that 22 and 29 are good numbers. Plainly, I am in accord. With good wishes for a pleasant evening to all OMIP invest

A pleasure to read the late-Friday posts of the above-named OMIP investors. It is still Friday evening for me, and I will get myself away from my computer as soon as I have finished this post. I had no idea that you, Mr Libero, have an interest in OMIP. My impression, as mentioned to Ms CP22 on Friday afternoon (or evening), is that OMIP is an underfollowed share. My recollection is that the free float is limited, although I haven't the percentage figure handy. In any event, a nice surprise to see you here. I appreciate your having characterized me as an astute investor. Investing in shares has been a hobby for me for a long time. I suppose that, to me, the evaluation of shares for pleasure and profit is a continuing-education seminar. I seldom get tired of attending this seminar. At certain points, I devote time to quiet study of financial statements, news releases, charts and so forth; at other points, I am thoroughly receptive to the views of knowledgeable people like Mr Libero and Ms CP22. I like to think that profits arise from a careful combination of (a) the study time and (b) the receptivity to the views of knowledgeable people. Perhaps you, Mr Libero and Ms CP22, feel similarly. One thing I do know is that investing in shares is a continual challenge because it is both art and science. Regarding the paper loss at MOS, no one understands better than I how you probably feel. But [as mentioned on the EBQ bb], the Argentine news, i.e. peso devaluation, is an exogenous event, an event that could not reasonably have been foreseen. I think I should withhold any advice about what to do. Apparently, the political scene in Argentina is volatile. I wish I could predict the future there. MOS looks like a bargain in the 30p range, but I lack the knowledge that might enable me to estimate the long-term damage that the political volatility and the currency situation may inflict on companies in Argentina. Although I concede that my crystal ball is perpetually cloudy, your positions in SYQ and OMIP are likely to yield profits far greater than any loss that you may sustain at MOS. I leave you with this enigmatic notion: If it were not for your being invested in MOS, you would probably not have found your way to SYQ and OMIP. I sometimes crystallize this idea and resign myself to a problem trade with this funny line: "Sometimes you have to pay to play." Wishing a fine weekend to CP22, to Libero and to all OMIP holders. At some point, I hope that CP22 will tell me how 22 and 29 became your roulette numbers. I hope that 22 and 29 continue to bring you excellent results. Rob229

Good evening CP, Sorry for assuming that every poster is of the male persuasion. Just a generalization, with some important exceptions. It was my mother who got me interested in the market a long time ago, so I know better than many that there have always been competent lady investors. 22 and 29 are my lucky numbers (hence my pen name); so I like you very much already! I too have a position in TLDH; seems quite promising. For medical shares (beside the inevitable PLE), I hold among others SUMM, which likewise seems promising. I see much discussion on this website about COMS, but I am not invested there. I will have a look during the weekend. Thank you for suggesting. Today, I bought a small quantity of EBQ shares and a small quantity of SYQ shares. EBQ is a quiet share, no trading some days; but there have been some recent institutional purchases, and I like the niche occupied by this company. I had been looking at SYQ during the first four days of the week; I missed it when it was on the "bargain table" in the low 60's. Thanks to a pleasing trading update this morning, it jumped to the higher 60's; so I had to pay up. I sensed that the train is about to leave the station, and I decided to get onboard. Disclosure: I write from across the pond. I like to mention this so that, if I spell (for example) the word "favorable" without the "u," people won't think I am a poor speller. I wish a fine weekend to you. Thank you for writing. Rob229

I too had gotten tired of looking here for weeks and seeing no activity. On many days, there were neither trades nor posts, but I have stayed involved. I got a little more interested In this company perhaps a week or ten days ago, when I decided to research an investor in OMIP by the name of Helium Special Situations Fund. That fund is managed by a hedge-fund group in Zurich named IS Partners. To me eye, IS Partners is a small group of highly qualified, well-credentialed people. This group made me more confident that my decision to be involved in OMIP is a good decision. Nice to see these shares participate today. I probably should click on your pen name to see the other shares that you follow. Perhaps you and I have in common a leaning towards some of the companies that are not well known yet. In any event, I wish all OMIP holders well. Rob229

In the short-run (at least), you are looking wiser than that the El1te columnist. A good RNS today. Congratulations. Rob229

Good evening Sir, I applaud your enthusiasm re (1) ARC and (2) WSX. I am not able to buy 'em all, but I am (as previously mentioned) invested in ARC. Delighted that it suits you. All I ask is that you bring to ARC shareholders the favorable trend that you brought to WSX. Regards, Rob229

Good evening Dan, A remarkable coincidence. EBQ has been a v quiet board; today there is another poster. EBQ shares had not traded for days; today, there is v high volume. Maybe you would like to think about EBQ. I am intrigued that Herald Investment Trust holds a position. If I understand the business of EBQ, I think it is an important type of business. To me, it seems like a mini Gartner Group, which you may or may not know. I am not 100% sure what EBQ does, but it impresses me. I tried to buy @ 118.50p last week, but the market maker would not let me in. Anyway, if people become unhappy about off-topic posts between you and me here, please consider CAM, which owns tea estates. The company name: Camellia plc. When in the evenings I have a cup of tea, I think I am contributing to CAM. I own a total of 35 CAM shares, but I am happy about them. There are fewer than 3 million outstanding shares, and the float is a significantly smaller number. As for AMED, I have to think a little more about what to do. I think that the percentage ownership in the Chinese shipbuilding firm is a disclosed percentage. I do not have the figure handy. Re my AMED position, I am -- perhaps like you -- bashful about discussing amounts. I own small stakes in numerous companies quoted in London, Toronto and NY. [Oddly, I have, in large measure, migrated away from NY. I feel as though, in comparison to me, many investors possess vast knowledge advantages. I prefer less crowded markets. I am sure you have seen on AIM good companies that trade only 3 times a day. In NY, the volume is so high that it is easy for one to feel overwhelmed.] Unless a share is low-beta and pays a dividend, I limit initial purchases to the range of 2500 to 3000 USD. In the case of AMED, I adhered to this rule. The unexpected rise to 3p occurred while I was sound asleep. Had I seen that rise, maybe I would have sold. With regard to AMED at the close today, I should try to evaluate the news. Is it a glimpse of a promising future? Or is it a spike on an insubstantial basis? Very hard to be objective, but I think the news MAY BE a glimpse of a promising future. I was drawn to AMED in part by its investment in the broker of commodity metals. I think the name of this investee is MGR or something like that. The interim report for AMED seemed to say that the small investment was already yielding a profit. Please be assured I am a humble person. I have made many mistakes in the market. I never boast, I never gloat. I am happy to have had some good experiences in the market. If AMED works out for me, it will be nice to include it on my mental list of good trades. Time will tell. A paper profit means v little, as you know. I would welcome your counsel. Happy for you re the rise in MOS. What else is on your radar this evening? ABDP, which seems like a high-grade, closely held company, may have bottomed. Regards, Rob229

Good afternoon Dan, I note a word of criticism today about the off-topic messages exchanged by you and me. I realized that criticism was likely. My hope is to remain in communication with a tuned-in investor. I have a suggestion. There is a quiet share called Ebiquity plc (symbol: EBQ) that I am watching. Am interested in EBQ for various reasons, but it is not very liquid. Anyway, no messages have been posted at the EBQ bulletin board since November 2013. If there are any further thoughts that you might share with me, posting on the EBQ bulletin board may suit you. Meanwhile, I saw a rebound of ~ 5p at MOS today. As for the abrupt decline in recent days, one should not, in my opinion, feel so bad when exogenous events cause weakness. The new news in Argentina is, in my opinion, an exogenous event. Please let me know what you think about visiting the EBQ bulletin board. Another quiet board to consider is CAM. I am the only poster there during the past six months. I guess that, due to the high share price, CAM is regarded as an exotic security. Regards, Rob229

Good Wednesday to you, Dan, I will tell you that, for a recent university graduate, you have an impressive grasp of shares. I happened to surf over to the MOS board tonight, and I saw that you are interested in that company too. I think that you and I may be in agreement that, despite the issues in Argentina, MOS occupies a consumer niche which ought not suffer greatly. I have been watching MOS only since 65p (perhaps a week and a half ago), and I am very surprised to see it now under 30p. I suppose it is a gamble, but tempting. I did not determine whether you have a position there; if MOS shares were acquired more than a few days ago, I realize that it has not gone well. I do hope that it works out. In response to your question about graphene, I am likewise unfamiliar. The word is not recognized by Microsoft software either. But its newness, standing alone, does not make it either good or bad. We are in agreement that AGM feels expensive, and that is why I got attracted to CTFA. I noted, just as you noted, the short-term nature of the agreement with the other group. One reason that CTFA attracts me is the tiny market cap. Management seems qualified too. Have you familiarity with BES? This is a consumer play, i.e. wines and spirits. As you probably know, consumer plays that achieve brand recognition often trade at high PE multiples. BES, in its early stage, seems to be moving in a good direction. I forget the market cap at the moment, but it may be 6 million GBP. I own some shares, and I am thinking of adding; I would welcome your seal of approval. Maybe you have a high or low opinion of the marketing of BES brands. I think I have read that BES have managed to place some brands in Tesco stores. I suppose it is not easy to attract the buying public to new brands of wines and spirits because the major names are entrenched. Will watch SYQ in the morning. I realize that share trading in London is more than half-way through the day when I get to my computer at 8 o'clock here. If the rally in New York had been stronger today, I might be tempted to enter an overnight order for SYQ. We shall see. I should check the financial calendar for this co.; when is news expected? Rob229

Good evening Dan, I just had a quick look at the CTFA board. I was pressed for time, but I think you posted something about a CTFA executive in whom you haven't great confidence. I plan to read tonight. I suppose my feeling is that, until I figure out that graphene is a substance with high potential, I ought to stay away from CTFA. Do you have any opinion about graphene? There is something about AMED that speaks to me. I suppose the controlling shareholder is that something. I made a modest purchase on Monday (before the US market went south and before I felt that, with regard to SYQ, I perhaps ought to hold onto my remaining British pounds for another day or two). I would like to see AMED retain its sudden rise, but who knows? Rob229

Good day, I share the opinion of those who say that SYQ is unlikely to be available below 60p. I regard Mr Jollyspeculator as a wise investor too, and I have benefited from his knowledge; but to me, the SYQ story feels too promising not to hold around 62p. The only reason that I did not, on Monday, enter an order to try to buy some SYQ is that the market in NY seemed to be unraveling perhaps 30-45 minutes before the London close. I had thought during the weekend that the new month would bring in some smart money, but it just did not happen today. I realize that chatter about other companies is disfavored, but I wonder whether you might have had a chance to look at either AMED or CTFA. Kind regards, Rob229

Well, I see from the hour that I am starting this message that it will not wind up being posted until after midnight GMT, so I will say Buongiorno Dan, I thank you very much for taking time to respond on Sunday. I should not try to curry favor with you, and it might seem to you a disagreeable cliché for me to say that "some of my best friends" are of Italian ancestry; but it is true. To me, persons of Italian ancestry are usually very smart, and in my experience, they have a highly developed ethical sense. In reliance on some of your writings, I draw the same inferences about you. For my curiosity, what is a "22" degree? I may be wrong, but I think it was a post of yours, read by me about four days ago on the MONI board, that suggested to me that MONI shares may have gotten ahead of themselves, and I realized with a little look at the numbers that you are right, at least for now. I think the shares are down about 6% from the day that I read your post. I made a nice profit on MONI, and although I thought I would hold for the long term, I now feel that profit-taking was prudent. Maybe someday, I will reenter the shares. l think I will try to buy some SYQ on Monday. I realize there are risks, but the proverbial risk-reward ratio seems favorable. In the hope of showing in a useful way my appreciation for your courteous and shrewd writings, I would like to mention two companies, one a micro-cap and one a small-cap, respectively CTFA and AMED. CTFA seems almost like an investment trust that intends to make investments in the graphene sector; the market cap is scarcely above one million GBP. I am impressed that, within the little group who are running CTFA, there are some properly credentialed people. I wish I knew something about the possibility that graphene will ever amount to anything. Maybe you have a little awareness about the prospects for graphene. I acknowledge that I was not familiar with graphene before looking at graphene companies on AIM. AMED seems simultaneously more solid and more risky than CTFA. The market cap is about 17 million GBP. A company controlled by an apparently prominent Qatari businessman holds 72% of the shares. That businessman is the chairman of AMED. If I understand the interim report correctly, I have the impression that the financials are quite supportive of the shares. Oh, the share price, which is ~ 0.61p, is almost 50% above the net asset value, but things seem to be happening. I am a little skeptical about the oil-rig business, because sales are few in number and large in price. On the other hand, the Qatari businessman ought to be able to generate business. I would be pleased to read any thoughts that you may have about CTFA, AMED or any other shares that are of interest to you when you have your next chance to think about shares. Thank you. Rob229

I took a little time today to look again at ARC. In general, I like the software business because software offerings that are in demand generate revenue without significant additional cost. Sometimes it reminds me of the practice of law. When a lawyer has a niche, he can meet the demands of additional clients without significant additional cost. I realize that ARC is not in profit just now. When and if it generates net profits, the shares will not be available at 1.6 times annual revenue. You probably see frequently that software companies often trade quite richly on the metric of revenues to market cap. I have not looked for a while, but by way of comparison, I think ASW is quoted at ~ 6 times revenue. It seems to be an excellent company, but one must pay dearly in order to own shares. I see recent share purchases by the ARC board. I do realize that they bought their additional shares in 2013 at 0.11p, and the share price is higher now. Still, I like to think that they are committed to gains more significant than the difference between 011p and 0.20p. . (I note that WSX had another terrific rise on Friday. You certainly did enter at a low point. My best to you there.) Rob

Good day sir, I am writing from across the pond. I have had the pleasure of reading posts by you regarding other London-quoted shares. I regard you as a shrewd investor and very bright individual. At the moment, I am not able to recall which other shares are held in common by you and me, but I am certain that there are a minimum of two other such shares. I am making a guess that you are the 01 Feb. 2014 anonymous poster on the El1te site which you kindly attached. I say this because the articulate, logically expressed view here, filed at 15:56, is in harmony with the message filed on El1te ca. sixteen minutes earlier in the day. I agree with you that the prospect of a further placing is not a reason for avoiding SYQ. If the SYQ business model is as good as it seems, the availability of additional capital for expansion is a good thing, not a bad thing. If the additional shares are placed at a level above 62p, the investment community should not be unhappy. You may or may not wish to say whether you are the El1te poster. I would respect your decision whichever you choose. Regardless whether you are the poster on the El1te site, my opinion is that your having attached a research opinion which reaches a conclusion that does not harmonize with your own opinion is to your credit. Bright, engaged investors are generally open-minded to contrary views. By virtue of your having attached the research opinion, you have confirmed that you are bright and engaged. Although I have as of this moment no investment in SYQ, I may invest in it before long. I wonder whether you would help me to understand the basis of your pen name. I speak a little bit of Italian, so I know that your name means "free," not in the sense of "at no charge," but rather in the sense of "free will." I look forward to hearing back from you when you have a few spare minutes. Regards, Rob229

At day's end, I returned here and read your message. I wish good luck to you (and to me!). I clicked on your pen name and I see that Wessex (WSX) is an apparent recent addition to your AIM portfolio. I congratulate you for buying at the low. I am not generally an oil and gas investor, because I worry that one needs to be right both about the company and the commodity. In years past, I was very interested in oil and gas, and I suppose I did ok. Now the only oil and gas shares that I hold are dividend payers in Canada. I promise to write a little more about ARC after I re-remind myself why I like it, and maybe in the interim you will tell me why Wessex suits you. I realize that it is below tangible book value. That is a favorite criterion for me. In my experience, it is usual for the discounts from tangible book value to resolve in favor of the patient investor. But I worry a little about some of the risky-looking places where Wessex has its stakes. Another low-priced share that might interest you is SRC. Please be assured that I am not a ramper. I was quite critical of an investor on the SRC board because I felt that he had overlooked something that made the shares less attractive than the chap had said, but I decided (tentatively) that he may have been right. I paid about 1.25-1.30p for my SRC shares. I think they may be a tiny bit higher at the moment. You probably know that Thursday, 30 Jan. was a good day for New York shares. A little follow-on would be nice for all. Rob229

I think that is the news at 7:17 this morning. The purchaser is the largest holder, now holding over 25% of outstanding shares.

Good day to KUMS, I am having a busy morning (across the pond), so it is still morning. It would not be easy at this hour to respond fully to your message. I found this company a few weeks ago. I think it is attractive. I took a position. I do think it would be nice if they were to arrange a share consolidation, say 1-for-10 or even 1-for-20. I say this because, in my experience, a large universe of share investors will not consider shares quoted well below 1p. Apart from this minor criticism, the shares have, in my opinion, some good characteristics. I think that the chairman is well qualified to make good things happen, and I was quite impressed with the way the website shows the telephone numbers to call for potential customers in various markets. I cannot recall having seen such prominently displayed phone numbers on the websites of other companies. Some may regard the prominently displayed phone numbers as a small thing, but to me, it is not a small thing. At the moment, I cannot recall with certainty whether there has been significant share buying by the directorate, but I think that there has been. If I have a chance within the next couple of days to mention some other meritorious features of this company, I will write some more. I feel that I may not have the chance until the weekend. Good luck to all. It goes without saying that independent research is needed. I like the story, but what do I really know??? Rob229

Thank you for informing those of us who are a little newer here to understand a little more about the individual about whom you write. My way of thinking is not to give such folks an audience. Maybe they will go away. I am not a psychiatrist, and I do not feel able to grasp what makes some people tick. Others here express their respective rational bases for being invested in GDP. Rob229

Hello, Mr Shares123, Thank you for naming the company, Caretech. I spent a little time giving it a look. At first, I noticed a strikingly low price-earnings ratio, but then I got the impression (without in-depth study) that there was an extraordinary gain in the most recent financial year. So I wonder what Mr. Griffiths sees, but as I say, I did not have a chance to make a full evaluation. Rob229

I am glad that you are closely following SLN. I see that some of the entities controlled by Mr Griffiths have continued in January to add SLN shares. A good sign, in my opinion. In its report to shareholders for the year ended 30/06/2013, Sarossa Capital (then known as Antisoma PLC) mentioned that it has an non-reportable investment (i.e., below 3%) in a third company. I wonder whether you and/or others might have an impression as to what this third investment may be. Good luck to all in the coming week. Rob229