Member Info for smudgedan

GMET who ACAM have also partnered with on their Tungsten asset have a market cap of £252m. That is just the one asset. ATM also have Uis for tin and Lithium Ridge for lithium where they have partnered with SQM

Great result in defeating resolution 2.

I have voted against resolution 2 with 200m shares.

Keep up the fight.

That’s a real shame about Phil (Mosbowgo) if he has passed away. Lovely chap. Hopefully he is still around and will come back on here and surprise us.

Think they have a 5 year tax holiday from memory.

Sounds Tingotastic. Think you are spot on with this.

ATM a completely different kettle of fish thankfully. Just need the company to throw us info starved investors a few bones of updates as to how the selection process is going.

Excellent RNS this morning. Hopefully this will be the start of some much needed regular newsflow from the company. Moves very quickly as we have seen this morning and previously

The fact they have managed to convince loan note holders to back a further funding round of £500k which only converts at 10p being a 166% premium to the prevailing share price, at a time when many other companies are having to raise at a 50% reduction to the prevailing share price should be commended in my view. The investors must see the potential here

Good to see you both on here. I hope you are both keeping well. Lets hope WSG will finally reward shareholders after all the years of pain and disappointment.

exactly Mike. Plenty of irons in plenty of fires to update the market on.

Not expecting anything fantastic numbers wise from the interims given this from the AGM statement:

"As noted in the Company's 30 April 2021 announcement, these disruptions and delays continued into 2021, with travel restrictions still in place in many parts of the world, resulting in further 'right-shifting' of certain expected contracts and revenues, which have impacted H1 2021 financials. Despite this, we are pleased to re-confirm that, with the expected easing of restrictions, recently secured contracts and a strong pipeline, we still believe we can meet full year expectations at the revenue and PBT level."

For me its more about how the various contracts are developing and an update on the ratification of DRC.

Well done to all. Excellent news.

A fairly quiet start to proceedings but they have ambitious plans for acquisitions so i am hopeful we will see a lot of activity in the coming weeks and months. I participated in the IPO

We also have cash coming in from the Wavertree and West Derby projects. As per the presentation from July 2019 which i attended this will bring in a further £1m to £2m to Dukemount

Interesting article from Zak Mir from back in August when Matt took over as CEO. https://www.share-talk.com/dukemount-capital-dke-l-a-royal-dose-of-recurring-revenue/#gs.ivvw1g I would expect the long dated income model to be rolled out across different industries and should Dukemount land a sizeable deal in the coming months there will be significant appetite for the shares and speculation on just how big this could be. Matt has strong connections from his time running a family office and now he has had a chance to familiarise himself with the business i am hopeful that deals will follow

Also, should they receive UK Government approval it would assist with sales elsewhere both domestically and internationally. They may have to buy another 5m masks a month machine!

What is interesting is that the Government have provided a grant for the anti viral masks being developed by Pharm2farm via Innovate UK and therefore have a vested interest in the process. This should also assist in providing visibility of the product within Government procurement divisions.

We should receive an update in the next couple of weeks regarding the progress made on the various work packages detailed within the RNS of 9th June. Whilst the Aptamer Group May have been on the BBC news they haven’t even signed a contract with a test manufacturer yet whereas Paraytec are progressing their test.

We should also receive an update on the progress of the citrus trial, plus the development of the face mask in due course along with developments at Kirkstall and Phasefocus.
Sentiment has been smashed here as a result of TB selling and then compounded yesterday by the entirely sensible move to focus resource at P2P on a potentially lucrative area where they have a USP.

Delivery on product development and subsequent sales are now required to turn the ship around. I believe both will come and added on Fridays drop accordingly.

There have been several articles over the last few days talking about the care home crisis with many of the current facilities being sub standard. Would be a fantastic time for Dukemount to get their first University deal over the line. https://www.propertyfundsworld.com/2020/05/26/285880/uk-care-homes-face-national-bed-crisis “Once the situation resolves around the Covid-19 pandemic, we will see a number of changes around how operators fare and we expect that with the scarcity of stock and a continuing ageing population driving demand, the investment appetite for care home developments will remain strong. There will undoubtedly be a flight to quality as investors seek defensive healthcare assets and we anticipate that investment into the sector will be robust, from a broad church of domestic and overseas investors.”

The placing was oversubscribed and most were scaled back by 30%. I added on Friday and will look to do the same on Tuesday should we see any weakness, however i don't anticipate we will. Once the vote went through those that wanted to sell could have done so and 800k clearly did.