focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
For anyone not seen it,here is link for the CEO interview a short while ago and it has to be said he comes over very confident he can take the company into a great position.His appointment here was a super decision IMO
https://youtu.be/aoJVfR-_t_k
I think they are still holding this back for a buyer at moment,possible that it is part of or an extension of the big buy order worked earlier.Like I said before I think the odds of another major announcement this week are high and could even land today.I can see some serious money flowing in here with what is on offer.
For anyone not seen it I think this is big news for the waste to energy sector,there will be some very radical policy changes coming from the EU and other major governments.Waste to energy likely to be the biggest gainer IMO
www.biobasedworldnews.com/expert-view-europes-policy-to-treat-wood-as-low-carbon-fuel-poised-to-harm-global-forests
Luther,the relevance of that news is that we will shortly be seeing some quite radical policy changes from the EU and other major governments.And it is probable that waste to energy will be heavily promoted and large subsidies could be on offer.The good thing is that Eqtec now has a new Ceo that could put the company into a very strong position to take advantage.
Kicking myself as nearly bought a chunk of these on Friday :-(( and even more bizarre a pals son who works in the city tipped me last week that ESUR and PDL could attract a healthy premium bid this quarter so obviously some in the city knew something was brewing.Interesting they released this today ahead of trading update tomorrow ? so we can assume at worst they are "trading inline with expectations" and maintaining large dividend.Am only holding around 3k worth @ 227p so peeved I did not grab another 10k worth on dip last week !!
Some synergy in the two companies recent trading - Esure has been walked down to near all time lows on nothing and now back to historical peaks with the bid.Petra diamonds has been walked down from even the recent rights issue terp of 62p to a current 38p but apparently currently upping production levels.
I would be interested to know if the II,s are the same trading both of these and no doubt making a mint !
I reckon this will be on the top risers board tomorrow,and I will be buying more :-)
applegarth,well that is the exciting thing here,it could actually happen :-) there is a gaping space in this sector for a new player to take a huge market share and I believe all the right moves are now being made to get it started. For example this deal announced today is worth the eqiv of many tens of millions in conventional advertising but has cost KOOVS very little,and will likely provide a large uplift in orders and sales.Im liking it !
Putneylad,i think it highly unlikely they would give away a chunk of the company on the cheap at the moment in light of recent events.As you suggest lots of money can be made very quickly by large investors of such a position as this hence why I feel any funding deal may be at a premium now.Just have a hunch that some big movers and shakers are going to propel this in a similar "fashion" to ASOS but get there quicker learning from their mistakes. To me this has all the hallmarks of a future big player :-)
In my opinion if they do a fundraise in near future it will likely be in the 30p - 35p range ( as they are in a position of strength now after recent developments ) so not the usual Aim crap dodgy deals.It is likely to be with a key partner either current or new and mirror what ASOS did at this stage. So they are highly unlikely to give away a big chunk of the company on the cheap IMO it may even be non dilutive type with pref shares etc.I would imagine there will be any number of wealthy Indian business folk willing to invest at higher levels with what is on offer in terms of growth. I will be joining the party shortly :-)
This is now on my radar as a potential superb recovery play ! this type of social media coverage by international celebrity is worth many tens of millions eqiv of conventional advertising and is likely to lead to a huge uplift in sales and orders. Not in here yet but will start building a position shortly :-) can see this back over 50p fairly soon.