Member Info for Rocket79

Looks like a great buy. Anyone buying under 200p will be well rewarded in next few months imo. Drop overdone

Below is what was said at last results. Dignity have been asking for regulation. Drop here is not justified. Expecting a rebound today once news is digested. Chief executive Mike McCollum said: "While the first quarter produced a much stronger result than we had anticipated when implementing the price changes in January, the current year is all about completing our review of our funeral business and ensuring we provide the excellent service our clients expect from us. We will also continue to demonstrate industry leadership by calling for stronger regulation in the funeral plan sector to protect customers."

Inmarsat (LON:ISAT)‘s stock had its “outperform” rating reissued by analysts at Royal Bank of Canada in a research note issued to investors on Tuesday. They presently have a GBX 725 ($9.73) price objective on the stock. Royal Bank of Canada’s target price would indicate a potential upside of 100.78% from the stock’s current price.

Strong Buy imo RBC Capital reckons the impact of the IMO ruling will not be felt for some time. “We believe it is unlikely that ship owners will rip out existing Inmarsat terminals (to replace with Iridium). All the evidence on ship owner/manager terminal replacement across the industry suggests very slow adoption. We expect Iridium will target new ships entering service from 2020,” it said. “GMDSS does not generate any revenues for Inmarsat, as the service is free to use and the hardware/terminals are provided by third parties; however, all large ship owners are compelled to have GMDSS systems on board, which means Inmarsat is onboard every large commercial ship. This means a ship owner has a choice – either to use the (GMDSS approved) Inmarsat terminal for voice and data or to install an extra satellite system for voice and data (leaving the Inmarsat system for emergencies only). Clearly, losing the monopoly lowers the barrier to entry for Iridium long term,” it said.

Total over reaction imo JP Morgan also agree as it's years away. Inflight WiFi is also about to come on stream as another source of income. Also check out RNS released today. These are going higher with or without a takeover offer.

May 15 (PFI) - The government of Equatorial Guinea could scrap the US$2bn Fortuna floating LNG project if project sponsor Ophir Energy is unable to finalise debt for the project, now delayed for more than a year. UK-listed Ophir, which is developing the project with Golar LNG and oil services firm Schlumberger, faces a licence expiry in December this year. Gabriel Obiang Lima, the country's minister of mines and hydrocarbons, told Reuters this week: “We have a clear idea of who we would give the license to but at this stage we are not prepared to comment.” Lima said another option is to scrap Fortuna and instead pipe gas from Block R into an existing land-based LNG project on Bioko Island, 150km south-west. About US$1.2bn in debt is required by Ophir, which is being advised by Societe Generale. It has held discussions with potential lenders including ICBC, China State Shipbuilding Corp and, more recently, a Singapore-based group led by Temasek. Three Chinese lenders abandoned the financing in May 2016 after signing term sheets. The offtake arrangement for the LNG is also in flux, according to Reuters. Despite an agreement to sell most of the LNG to Gunvor, rival traders Shell, Vitol and Trafigura are now said to be in talks for a new arrangement. “The problem is Ophir ... Ophir needs to make up its mind, decide which financing it wants and execute it,” Lima said.

200p as IQE still early stage

Boooom this is going back over 160p. Just look at the chart and expected news of production start up next month.

130p first stop then onto 160p. Easy money.

Looks like a nice 'W' forming on chart. Rise back to 180p within next 3 months imo

RNS released. Institutions buying up cheap shares. Follow the money.

Not my own work but one from a poster on another BB. The Penny Share Letter has morphed into Technology Profits Confidential, and in the first issue the recommendation concerns 5G; An extract written by an American, Ray Blanco, reads: "Then we got a big surprise last month. Broadcom, after repeatedly raising its offering price" for Qualcomm "which finally was driven up to $146 bn, saw the deal nixed by the Trump administration, which cited national security concerns. Qualcomm's technology is just too important to belong to a foreign country. That Qualcomm also develops valuable technology for the US military only strengthens the case against a Broadcom/Qualcomm deal. Qualcomm is one of the world's premier wireless innovators. The Trump administration sees upgrading to the next level of wireless technology as a critical infrastructure improvement necessary for maintaining a leadership position in the world. 5G technology is considered critical for the growth of our economy. It's such an important priority that Trump himself has even suggested nationalising the wireless networks to do it. You see, the US need 5G to increase our competitiveness. Accenture estimates 5G and smart cities will create 3m new jobs and a $500m annual boost in GDP as telecommunications operators invest $275bn in the new technology. Ericsson estimates that globally 5G will be worth a whopping $1.2 trillion by 2026. The GSM Association estimates there will be more than 1.1bn 5G connections by 2025. Steve Mollenkopf, Qualcomm's CEO, believes 5G will be the biggest thing since electrification. Billions of dollars are being spent on the 5G rollout, with many billions more to go". I think the IQE ramp will lead us onward and upward to a rosy future

July production start fantastic news.

Looking like it's going back above 140p for trading update in June

After reading latest results, the price looks likely to march back to above 150p. Drop looks overdone here. Looks like a good solid business with massive potential.

Agree over next 6 months Amerisur could easily top 40p

http://www.yourmoney.com/investing/stock-week-amerisur-resources/ Buy recommendation

Directors buying here shows that they expect the share price to increase and this is massively undervalued. Strong Buy imo

Amerisur resources AMER. Recent results show generating cash and directors buying in. Plenty of upside to come with upcoming drills dyor....

Amerisur resources AMER. Recent results show generating cash and directors buying in. Plenty of upside to come with upcoming drills dyor..