Member Info for Scoobydoo321

- Companies using ESC for corporate team building activities as WFH + Office may become more of a permanent fixture.

- This summer - holidays are likely to be UK-centric, beneficiaries will be high street and UK leisure activities including ESC who have taken up a number of high visibility shopfronts in prime retail property (probably the only leisure focused company who was expanding during lockdown )- taking advantage of cheap rent / rent-free prime property leases).

- Pent up demand of friends / families / children birthday parties

Yeah - I reckon it's going to be a hot re-opening for ESC.

Cheers Glen

The more parties involved the better ! (Particularly for the those like Gfin who are part of the esports "ecosystem").

https://www.lse.co.uk/news/GFIN/e-sports-firm-semper-fortis-debuts-on-aquis-as-gaming-market-booms-9lla73fjt1i7e68.html

Does anyone know the TGC of Tirupati's resources? Cheers.

CEO says on Sharektalk 20/4/21
https://www.youtube.com/watch?v=rM5wIWqxYtA

"Many customers not allowing us to share their name.

"It (recent contract extension with Crypto company) shows ongoing trend for Brandshield in different industries".

At 2:03 time - "Actually, I'd say more than that...we have a lot others (recognised worldwide brands) that we are not allowed to say their name that would be even more exciting for people to know that they are our customers".

Inference : From the gist of his interview - Brsd appear to be doing extremely well, particularly with the top tier clients, expanding rapidly and getting a lot of PR (their silicon valley PR media agency appointment appear to be waving their magic wand).

Overall, sticky Contracts with Tier 1 clientele base (it strongly appears) - Etoro / Levis / Bristol Myers / Microsoft / E & Y / AOL / Orange.

If selling around this level - probably very likely to be the RTO guys, i.e. shareholders of previous vehicle.

Gives excellent opp. to load up.

Just thinking - BRSD might be a nice bolt on acquisition for KAPE possibly, in the future.
- Kape are quite acquisitive
- Israeli connection
- Brsd operating in hot and very fast growing space

Hope I am not missing something here but ...

In respect of whether the divie ex-specie is 1-for-1 or otherwise - does it really matter?

The entity being distributed could have its shares distributed
1 for 1 Orph share
or
100 for 1 Orph share
or
1 mn shares for each 1 orph share for that matter
or
1 share for every 100 Orph shares etc
But how does this change the MV of the entity being distributed?
The MV remains the same - has not changed.

So it's like a cake being cut into 1 mn pieces of 1 trillion pieces - it's still 1 cake no matter how u cut it up.

So the issue is like consolidation of stock or stock split / no matter how u dish it out - u still get the same ownership of the company on pro-rata basis with all other shareholders.

Similar story - diff angle
https://www.scmp.com/news/china/diplomacy/article/3130990/chinas-dominance-rare-earths-supply-growing-concern-west

Seems that rare earth prices are only going one way.

The big seller is out - are they not?

Would have expected this to > 60p by now...now that PFG news is behind us and "ahead of expectation" results in May 2021.

Also, IPF in April has gone up > 20% + our staff are now able to go door to door with end of lockdown ?

Excellent TU.

For 2020 FY, could they possibly beat their 2017 results of $36.2 mn PAT?
per most recent TU, for 2020 H1 - PBT was $16.8 mn

And we know from production that FFP were pretty good for Q1 2021. My guess, with cross read on MPE is that their production was pretty abundant with CPO for H2 pretty strong.

Indonesian import levy only capped profits made from the 10th Dec 2020.

So my guess is that 2020 FY results - due in Mid May will be fairly close to 2017 results. Excellent.

Someone in the past 3 trading days has been regularly topping up exactly 22,453 shares sporadically. And this has been Scoobydoo live from LSE. Back to the studio.

Not much else to report I'm afraid. Volumes rather paltry for the last two trading days.

Looking forward to May TU.

Just wondering - does anyone know they are paying for their plant in Malta and the expected capex. Cheers.

Surprised to see this entry price again - case for MKA is too compelling for me to miss out on.

If the Greenland Project -is not given the go-ahead (which is likely outcome) - MKA resources increasingly valuable:
https://www.mining.com/greenland-minerals-seeks-talks-with-new-govt-over-fate-of-rare-earths-project/
Also,
RBW at the mo. - has issues with licence for one of their resources.
Presana (PRE) at the mo. - from the BB, appears a fund raise imminent.

A multitude of catalyst that can catupult the MV as consequentially, the SP. In any case, likely LT hold for me.

@shandypants - that's the thing about this BOD| - they do not know it won't go down well if no news ...otherwise they would not have been sitting on decision to go alone or with partner for yongst!

My two cents - based on the SP chart - after the Feb 8th TU where losses are not mentioned but any savvy PI can guess that their losses have continued - the SP dropped momentarily from pre-TU spike but then fuelled with optimisim....PIs bought into this quite heavily.

So IMO, I've dipped my small toe in at these levels again. I like its long term growth potential....current SP appears to be decent support levels.

Cheers Poker. Looks like a decent investment here.

Cheers Poker.
A nice recovery play.

BTW - how significant is the "white label" biz - could it possibly make a material contribution in FY 21 - if any new contracts were announced?

@Tywnine - yes it means that u've just crashed the price. Jokes aside - u can ignore which "side" it goes. The system that you see guesses a sell or buy based on its own logarithms and differs from the actual system that MM uses to determine SP movement.