Member Info for smalltrader

TomE, following you after your big purchases recently and then again today. Well done! I'm in too. Based on Artemis article, HAV is tagged as Tier1 asset! Sooner or later, there is going to be some good payout to GGP by Newcrest for this Tier 1 asset. SP will be many multiples when that news is released.

SP will definitely hit 4p tomorrow if the NC update is bullish on HAV! I just hope that NC gives more details about the estimated amount of gold and grade of the samples that they explored so far.

Never want to buy in AIM before the update but tomorrow's update I think is going to be positive.

ATB

Congrats to the LTHs. Good to see 18-19p. 2yrs back I bought when it reached all time low of 4.5p but sold it at 6.5p I think. After that it has been on watchlist and could not get in but this moved quite quickly since last 1 month. With the recent surge in gold price and also market attention in the last few days helped SP to reach new highs.

I know the days when Lawerence was cursing himself to get stuck in POG but now you must be very happy to see where the SP is. Well done!

Posts from Ken, Retried Banker, Rusty are always top notch!

When the gold spiked from $1150 to $1350, POG barely moved. It was stuck in 8-9p range for 2 years I guess.

But surely things have changed on POG side with market realising the profits that POG can make with gold price at $1500+. Many analysts are saying gold price will go even higher and so will the POG SP as well. I think I will dip in tomorrow with small purchase and will add more depending on how the gold price moves. ATB

I think the rise today is due to the following news -

https://www.bloomberg.com/news/articles/2020-01-23/lundin-gold-ceo-looking-for-acquisitions-and-open-to-a-takeover

another RNS from DSP Blackrock might pop in soon?

looks like games are being played to get a lower entry for big orders otherwise no negative news came out about BT since the election results.

May be 31st Jan deadline to exit EU is approaching which could be the cause for the fall?

wonder if the UK stocks will pick up momentum again after Jan 31st?

what is the bloody reason for the sell off today? is it because China got a virus? Did BT investors caught the virus too? Absolutely ridiculous for the sell off...£28M sold vs £13M buys.

Better wait and see how low this can go before topping up again.

TomE, great to see you topping up. I have followed you in TW bb as well. Just wondering your reasoning behind today's purchase? As the news is out now, I thought SP will drop in the next few days until the next RNS? May I ask what your avg is here in GGP pls?

I was in/out of GGP few times now and missed the opportunity when it was at 1.65p. I may dip in after seeing how this goes next few days.

Avrohom, I did that mistake and bought for the dividend and did not expect it to fall this low after ex-dividend. I bought right on the GE results day at around 8.15am after getting NT from 8am on that day. There were 10 trading days left since GE results day to dividend date and every day it was falling since the GE results day. I should have sold it for small loss at that time itself when it was drifting down instead of waiting for the dividend but I thought it will go higher as the dividend date approaches. Very bad start for me this year having bought BT and LLOY on results day. Now don't know how long to wait for break even. I don't want plough anymore to bring avg down. adding any more would make money stuck in these instead I can manage the paper loss for now.

Got mentioned in Sunday times and still this is going back to pre-election price. stupidly bought in on election results day thinking that only way is up but this is going down since the results day. holding for dividend, will need to assess later.

just don't understand why take the SP to 207 on election results day and why take it down now.

looks like panic is around possibility of dividend cut? IF CEO can confirm that current dividend will be maintained atleast for this year and next then this would rocket ?

Not sure why you are harping on the cash balance. Tim issued a RNS stating that they are not in need of cash but still you want to scare away the new investors about cash balance. We just need to wait for another good RNS which would clearly say why Tim is not worried about cash balance. Instead of waiting for that good RNS better to get in now to take advantage on that RNS. Also trades are controlling the price right now. A big order will be filled in again at a lower price then it will rise again. Rinse and repeat. Long-term SP is not going to stay at this levels.

There are Algo trades on this share so some manipulation going on I guess to keep SP down?

I think the RNS today is a good news. We will continue to see good news and positive news like this from now on until we are ready for P3 results. This is now completely de-risked and de-risked in terms of finances too. This will surely bounce and am not in a rush for quick profit. Surely in years time when we get close to P3 results time, SP will rise in anticipation. This time we can be much more confident of the P3 results than last time so there will be lot of interest from investors as we get close to P3 results. Don't worry about daily movements.

Don't set the stop loss and lose out when this goes lower instead use the opportunity to top up if this goes lower. ATB

PS: What a win for BoJo! Thought it might be results similar to 2017 that T.May had with hung parliament. Good for stock market with BoJo back!

Don't buy in one go...Do it in small tranches...Stop worrying about daily movements...Long term this will rise as news flows in...With good RNS still SP is going down, it means that someone wants to load up big at a lower price...It will bounce no need for panic ATB

Well done Manabouttown for asking IMM to issue RNS about funding. Clearly Tim wants to reward shareholders. With primary end point met in the open-label study extension, they surely would now know how to design the new P3 trial to meet the primary end point. As we get close to P3 results, SP will be far more multiples than it is now. Happy to wait now till the P3 results. ATB

couldn't resist topping up here....surely anyone not getting in now will regret 6 months later! flurry of news to come in 2020...onwards and upwards!

Has been watching this but not dipped in yet. Surely this is in much safer position with overcoming the biggest hurdle - FDA approval! But just wondering if the deal announcement is priced in? I myself dont like when one says news in priced in the SP but I thought SP should be way above than where it is lingering since last 3 months.

I read from half yearly report that STX received a meagre 0.5million one-off payment from Swiss partner. why such a low amount? I see that it is a 1Billion market in US but need to see how much the deal with US partner is worth. Not having enough cash after FDA approval and EMA approval? I'm just worried that someone will buy the company for a cheap price and there is not much IIs interest in here? But the next news that will come is about the US partner so no negative news to be concerned about. It is just that we need to see what it will do to the share price with US partner deal.

Good to see some of the old lads hanging in here still. Ofcourse NoLupus to keep everyone's feet on the ground.

With Phase 3 trial now funded and ready to kick off in 2020, we should see the gradual rise in SP from here on. Just before the P3 trial results SP was at £1.50 rising from 35p. This time it has potential to go even higher so hang on until then. In one year time, the current SP will look lot cheaper.
Avion had done due diligence and must be very confident on Lupuzor to invest in P3 trial. The trial design is already agreed with FDA. With 1.5M patients just in US who are in need of Lupuzor, there is a potential for billion dollar revenue. Also there could be more partner news for marketing Lupuzor outside of US. ATB

I'm trying to figure out the strategy behind asking the people of Bahamas to invest. Mr.Potter looks like is gathering support from the Bahamas local so that once locals invest in BPC then it puts pressure on the govt to issue EA. It would be good if atleast now Directors also put their money and confirm that via RNS.

It seems BEST has issued permits to collect the samples from the waters for analysis so before anything negative comes out of it, Potter is gathering support from locals to invest. The more number of people invest the stronger would be the support for drilling and EA would eventually be issued? They are expecting EA to be announced in Q1 2020 just before the drill commence date! It would have been much better if EA was approved by now. Hope there will not be any obstacles to issue EA.

Looks it is all PIs who are believing the ENQ story but not IIs. IIs need to load in here to see the ENQ SP rise. Looks like $70M debt reduction in last 4 months so by next year end, if we go with same production levels and oil price $280M so the net debt comes to $1283M and if poo goes up then even better. But the orange head will make sure that poo stays at current levels or even lower for the elections. The bully can easily put pressure on POO next year so don't think oil will go to $70+ next year.

IIs need to load and we should see holdings RNS on that until then don't see SP moving up. With debt still near 1.5b going into next year, need to see if IIs would load up. When the oil sector sentiment changes positive not 60p but £1 party will not be far.

SinCe the OO announcement, was there any rns about directors buying shares? It was ridiculous to say that they would buy if the OO is not fully subscribed. Why not they buy even if OO is fully subscribed?

wasted few minutes of time looking for the latest update on Tally and see that they revised the listing date to May 2020!
surely that would get revised to 2021?

https://www.tallymoney.com/component/content/article/8-rns-announcements/336-product-release-year-one-workstreams-objectives?Itemid=101

the link from their website shows that some good progress has been made including 1 round of funding completed with Mr. MJ invested 75K.

Just 1000 Tally holders with Gold at peak price. They should start advertising on Radio. Surely Tally is a great story.
Advertise this in India and within 6 months they will have millions and millions subscribers. People in India are mad for Gold than buying equities!

Hope they manage to list back soon. will check back again next year.
ATB