The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
The article in Portfolio Advisor is only saying that CIR is an existing client of WG Partners. Not that the Woodford fund has any CIR
https://portfolio-adviser.com/woodford-investors-lose-550m-lifeline-for-unquoted-companies/
http://wgpartners.co.uk/clients/
This video of Sir Martin Sorrell talking about S4 last month is inspirational stuff.
I would urge anyone wondering what the story is here to take a look.
S4 destined to become a massive business imo.
https://www.youtube.com/watch?v=R4sPa8CrVvw
Good find ! Highly relevant..
24/05/19 "We continue to closely monitor the geopolitical situation of the region and to liaise with government bodies for guidance. On 31 January 2019, Germany, France and Britain (E3) announced the establishment of a special purpose vehicle aimed at facilitating legitimate trade with Iran. This involved the establishment of a new mechanism, called the Instrument in Support of Trade Exchanges (INSTEX). It is early days yet and how this will finally work has yet to be seen however the Company continues to investigate and evaluate this and other potential arrangements that could be put in place that could unlock the potential of this project without affecting the Group's other business or banking arrangements. We will provide further updates on developments in due course."
I couldn't find the list of major shareholders on gan.com website so I asked IR. They will sort out the website but sent me a PDF of the info from which I have extracted the following. (Reassuring to see the directors all holding big chunks. And also a fair bit of institutional interest - which is rare for such a small AIM company. Hopefully it won't be such a small company for much longer!) Directors: 1 Smurfit Michael William Joseph Jr 10.8m (15.51%) 2 Smurfit Dermot Stopford Jr 9.1m (13.01%) 3 Black Andrew Wilson 5.5m (7.82%) 4 Smurfit Anthony Paul James 5.4m (7.71%) 5 Oreilly David Herbert 2.7m (3.94%) Institutions: 1 Investec Capital & Investments (Ireland) Ltd. 4.7m (6.72%) 2 Artemis Investment Management LLP 3.2m (4.62%) 3 Odey Asset Management LLP 2.8m (4.11%) 4 David Capital Partners LLC 2.3m (3.28%) 5 Ennismore Fund Management Ltd. 1.9m (2.79%) 6 Techinvest Ltd. 0.75m (1.07%)
Pennsylvania Officially Becomes Fourth State To Legalize Online Gambling As Wolf Signs Bill Pennsylvania Gov. Tom Wolf signed an expansive gaming package, formally making his state the fourth in the US to legalize online poker and gambling. The move came quickly after the legislature passed the gaming bill late last week, with the legalization and regulation of daily fantasy sports, sports betting and more also included. The bill Wolf signed was H 271. Wolf�s signature was the last step for the bill to become law. Pennsylvania officially joins New Jersey, Nevada and Delaware with legal online gambling... https://www.onlinepokerreport.com/27196/pa-legalizes-online-poker/
* Half year results (to end sept) * Capital reduction approval 28th Oct (should be a formality) * Announcement of dividend policy. * Update on launch of SynerGIS bonds. * Update on GIS Hong Kong. * Move into new business areas.
Interesting new (to me) company that that seems to be working in partnership with GIS (OCT)... "Private Capital Advisors Limited is an appointed representative of Global Investment Strategy UK Limited" www.privatecapitaladvisors.co.uk
UK firms could face £122bn in data breach fines in 2018 The PCI Security Standards Council is urging firms to act now to avoid exponentially increased penalties under new EU data protection regulations UK businesses could face up to £122bn in penalties for data breaches when new EU legislation comes into effect in 2018, the Payment Card Industry Security Standards Council (PCI SSC) has warned... http://www.computerweekly.com/news/450401190/UK-firms-could-face-122bn-in-data-breach-fines-in-2018
All the key board members buying stock today. Plus the CEO's wife. How much more positive can it get. Chief Executive Officer Chief Financial Officer Chief Technical Officer Chief Commercial Officer Total purchase of 288,725 shares.
Distil CEO at UKIS show Dragon's Den Pitch. Watch from 5.53 mins. http://www.goo.gl/dmf27h
I emailed DG asking about getting hold of RedLeg T-shirts. His reply was: "We just can't make enough of them! We will post on our website when they are back in stock" ...So that's another sure sign of the growing popularity of the brand.
Here we go! "Prairie Mining Limited 14 March 2017 PRAIRIE MINING LIMITED NEWS RELEASE | 14 MARCH 2017 | ASX/LSE/WSE: PDZ ASX Trading Halt Prairie Mining Limited ("Prairie" or "Company") advises that trading in the shares of the Company will be halted on the Australian Securities Exchange ("ASX") effective from Tuesday 14 March 2017. The halt was requested by the Company pending an announcement regarding a Scoping Study at the Debiensko Hard Coking Coal Project. The trading halt will remain until the earlier of an announcement to the market regarding the above or the opening of trade on ASX on 16 March 2017. Trading in the Company's ordinary securities will continue as normal on the LSE and WSE during this period."
"In 2016, Europe imported approximately 40Mt of hard coking coal, of which 49% came from Australia. It costs over US$37 per tonne to transport coal from Queensland in Australia and to deliver it into a steelworks in Central Europe can take up to 60 days. Coal from the Debiensko mine can be delivered to these same steelworks for less than US$5 per tonne in under 24 hours."
Prairie Mining (PDZ.L) Buy at 27p Target Price: 90p Prairie owns two coking coal projects in Poland, both of which have the potential to become tier one mines. Jan Karski is semi-soft coking, Debiensko is premium hard-coking. Both projects will supply the European steel industry and benefit from high-value coal, very high margins, existing infrastructure (e.g. rail) and established regional markets. In terms of project economics, both Jan Karski and Debiensko are expected to produce excellent long-term returns, something which is not reflected in Prairie’s £41m market cap. Jan Karski’s prefeasibility study showed a >25 year mine life, a post tax NPV8 of $1.4 billion and a 26% IRR. Debiensko’s value is also not remotely reflected in the current share price. A scoping study is due later this month which should act as a major catalyst. Meanwhile, our Debiensko model produces an NPV8 of circa US$750m and a 23% IRR. A key element to realizing Prairie’s value is de-risking through bankable project studies, culminating in mine construction. The excellent returns and strategic importance of both projects should ensure they get financed. Prairie’s management is dominated by very experienced international and Polish coal mine builders and operators. We see limited downside risk to Prairie and believe it has slipped through the net. We initiate coverage with a BUY and 90p TP. Read the full report... https://www.**********************/img/pdfs/research/prairiemining010317.pdf
"...Now the company is exporting outside of Bangladesh, this discount doesn’t make much sense. Indeed, if the group’s sales continue to grow at their current rate (and as the company starts to conquer the rest of the world there’s no reason why they can’t) Beximco could quickly become one of the world’s premier drug manufacturers taking on the likes of GlaxoSmithKline. Even though Beximco is a tiddler compared to Glaxo today, global expansion could quickly change that." www.fool.co.uk/investing/2016/12/28/is-this-under-the-radar-pharma-stock-the-next-glaxosmithkline-plc/