Member Info for sasa43

The Investor Meet presentation is on today at 1.30pm if anybody's interested... sasa.

I have a note that Concurrent Tech's holding one today at 1.30pm but haven't yet had a 'sign in' notice from IM about it yet. Has it been delayed or cancelled just anyone know?

Was hoping they'd be an encouraging update on orders for their military drone cards which are very topical right now - sasa.

Quite a spirited recovery so far today...

SQZ doesn't usually display such buoyancy; any special reason for it, I wonder? - sasa.

'Hope springs...', nesty, that's for sure - sasa.

Agreed Dennis TP - a good summation there re: being accident prone, seemingly.

Okay, the storm damage is one thing that was unforeseeable but having now to 'row back' on their assurances that everything's now 'up and running' again only a couple of weeks ago, 'ain't a good look in terms of managements' competence, nor is it ahead of the forthcoming move off AIM.

Might that have to be deferred to be another disappointment? Quite possibly, as perception is all in this game - sasa.

...after all this time being around 90 right now. Historically, anything around this high level has always been a good 'buy' point but one clearly needs to be patient - sasa.

100% agree with that, Southmead - if only! - sasa.

Yep, another 'brick in the wall' so to speak, steven, with this latest contract win / positive trading update, agreed - sasa.

Agreed, TD2 - the CLN holders' sales are the likely 'douche' on sentiment right now, as anticipated - hopefully, if your guesstimate of some 2m shs being dumped daily at the mo. proves reasonably accurate, we should see the respite just prior to the next ops. update, as you say...

If that's positive, the recent upturn in the sp should be quickly resumed - sasa.

I did have a look at Ithaca, Nss22, fwiw - but it's quite indebted and although its high yield is attractive, I prefer HBR and SQZ , fwiw...

If there's any 'give' in the Govt's idiotic North Sea energy decimation policy (ideally replacing the madcap Miliband for starters) all three will benefit certainly but with Serica's more robust balance sheet ahead of their forthcoming move onto the main mkt, the yield of 8.8% offers the best appeal of the trio with HBR being a close second, imv...

A high yield is one thing - total return, quite another. I'm in both quite heavily and thus biased but that's my take anyway - sasa.

Yep, encouraging figs overall reported today, as hoped but we need to see the conv.bond holders' 32m shs issued to them recently, in lieu of the latest coupon servicing requirement, sold first, I guess, to allow the sp some decent upside momentum and that might take a while yet...

Having been in this for quite a long time myself, there are many things moving in the Co's favour now, both macro and stock specific as the LTHs will know but it'll take longer than your y/e anticipation, Richy, I suspect but ultimately things should pay off handsomely with further patience.

Just sayin' - sasa.

For these 'insiders' to be selling chunks of shs ahead of the Co's US listing - okay, they're not large disposals in the overall scheme of things but couldn't they have held off for a short while until after the event? Perception, after all, is important in this game - sasa.

Yep, echo that, peterlowen - it bodes well for the forthcoming move off AIM onto the main mkt - sasa.

Hi TD2 - my reading of today's RNS implies we're processing the tin through the Uis mine only until the new Jig gets underway end Aug which will then utilise the much higher grade ore from the Goantagab supply deal to then substantially boost our tin production; ergo, from next week onwards ...

That might explain the somewhat muted sp response so far but once the next quarterly update is RNS'd, with the much higher targeted output No. confirmed, that should bring the sp 'in from the cold' at long last, abetted by further positive news we're all expecting on other developments, too - just my take, so far, fwiw - sasa.

Agreed, nesty - it's been long enough for AV to start delivering on his promises - with the tin pice holding up and Li moving sharply higher in recent weeks, confirmation of the jig plant installed / increased tin output, etc., not to mention the other positives he's highlighted beforehand, the opportunity is there to usefully boost sentiment at last.

Only positive RNS's, though, will do so; not by these 'ad hoc' interviews which serve no purpose, imv - sasa.

Totally agree, 404x - just seen your post...

The controversy over Kaarmann's decision to extend his voting control in contrast to his earlier pledge to reduce it, has 'muddied the waters' over the shs appeal of late as the US listing nears completion. As the US mkt isn't so concerned about such things over there, momentum should be regained but it's clearly sapped sentiment here beforehand, as the static sp indicates - sasa.

An encouraging RNS just out on this new addition to their product range should boost sentiment towards CNC - hopefully, it'll be well received and lead to some decent research coverage of Concurrent's potential to stimulate further interest - sasa.

'The LTH's here deserve some decent uplift' - we all agree with that, nesty, for sure...

A positive RNS or two is what's required to do that, rather than these 'same old, same old ' ad hoc interviews which serve little purpose - with so much now forecast by AV on several fronts, expectations of a 'sea change' shortly are keenly awaited - sasa.

CS must be rather pleased with his HBR investment here, following these latest figs too, methinks... sasa.

Agreed, bonker - exceptionally good results today, especially the significant reduction in the boe cost to $12.4, providing even greater protection going forward which I found the most encouraging aspect in ploughing through the Nos. so far...

'Patience hath...' is the 'touchstone' here to benefit all the LTHs involved, as I mentioned the other day - sasa.