Member Info for someuwin

Looks like buyers now will still be entitled to the dividend... "The Record Date of the Company for entitlement of 5% Final Cash dividend shall be November 1, 2016. The Shareholders whose names will appear in the Share Register of the Company or in the Depository Register on the record date i.e. November 1, 2016 will be entitled to receive the 5% final cash dividend."

This looks like an amazing company with fantastic growth year on year. (Fall in value of the pound will help immensely too) "...Beximco Pharma currently produces more than 300 generic medicines which are available in well over 500 different presentations and the broad portfolio encompasses all key therapeutic categories including antibiotics, analgesics, anti-diabetic, respiratory, cardiovascular, central nervous system, dermatology, gastrointestinal etc. Beximco Pharma has so far exported medicines to more than 40 countries around the world. The company has visible and growing presence in emerging markets."

ONZ is just a tiny investment co. How much cash they have is dependent on how well they are doing with their investing / trading stocks. The big deal here is N4 Pharma (49% owned by ONZ). This is currently a private company which probably doesn't have much cash but has low overheads at present. N4 will have its own listing at some point either via IPO or RTO. That is when we will really see the value start to grow. Or, a major pharma might well do a deal with N4 right now to develop their Sildenafil reformulation? or their improved sartans (blood pressure & heart disease drugs)? The point is we don't know exactly how this will develop, but we do know that £2.5m ONZ valuation is way too cheap for 49% of N4. N4 CEO obviously agrees which is why he has repeatedly bought more ONZ shares in the open market and now holds 16%

ONZ is just a tiny investment co. How much cash they have is dependent on how well they are doing with their investing / trading stocks. The big deal here is N4 Pharma (49% owned by ONZ). This is currently a private company which probably doesn't have much cash but has low overheads at present. N4 will have its own listing at some point either via IPO or RTO. That is when we will really see the value start to grow. Or, a major pharma might well do a deal with N4 right now to develop their Sildenafil reformulation? or their improved sartans (blood pressure & heart disease drugs)? The point is we don't know exactly how this will develop, but we do know that £2.5m ONZ valuation is way too cheap for 49% of N4. N4 CEO obviously agrees which is why he has repeatedly bought more ONZ shares in the open market and now holds 16%

Received this today... "...the stock market is indeed a strange beast and full of short term fluctuations but rest assured this is a long term play and all I can say is that it's my firm belief that those early investors that stay the course I'm sure will be very happy indeed I say to everybody that today we are at a fraction of our value potential and it's my intention to make sure N4 realises its future value in full. regards nigel"

With almost �5m net cash this will end up as a very cheap secure payments solutions company.

RedLeg rum now on the shelves in Waitrose! http://www.waitrose.com/shop/Browse/Groceries/Beer_Wine_and_Spirits/Spirits_and_Liqueurs/Rum

Re: Midas article... £222m profit by 2019. On a P/E of just 10 would imply a valuation of £2.2bn. That would equal a share price of £13.75. i.e an eighteen bagger from here.

Here's 120 million reasons why tech firm's payment platform is set to take off in China Xinhua is China’s biggest news agency, which makes it an impressive new client for a small technology company from Knutsford, Cheshire. AIM-listed DJI Holdings has struck a deal with Xinhua to use its e-commerce platform on the Chinese company’s mobile app. DJI’s software will provide payment facilities for users to top up mobile phones, and pay utility bills and even parking tickets. As so often in China, the scale of the operation is stupendous: Xinhua’s app already has 120 million users and they are growing by 10 million a month. Winner: DJI provided technology for all parts of China’s lottery Mirabaud Securities analysts reckon that even if the app captures no more than five per cent of the relevant consumer spend next year, which will earn DJI a commission of 0.2 per cent, this would translateinto £58 million of revenue. DJI, under chief executive Darren Mercer, has agreed a profit-sharing scheme with its Chinese partners – they will get up to 40 per cent. The platform will operate in five provinces initially with the aim of reaching 12 by the end of 2017. DJI has inreturn committed to a £6 million investment upfront, which it has financed with a £10.5 million share placing at 60p a share. The Xinhua deal, said Mirabaud, is ‘transformational’ for DJI, but it came out of adversity. China suspended online lottery sales last year because illegal sales far outstripped legal ones. It is now working on developing a new lottery regulatory system and the suspension is expected to be lifted this year. DJI provided the technology for all parts of China’s lottery, which raises funds for sports and welfare projects, in 11 provinces. This included ticket salesand back-office functions for ticket outlets, and the platform processed a billion transactions a month. Mobile phone-based lotteries are still in operation in China, however, and DJI recently signed a deal in Shandong for its technologyto be used in the first official mobile sports lottery app. Mirabaud said DJI’s deals will lead to earnings for 2017 of £27.8 million. Its 12-month target for the shares is 169p, up from 74½p per share on Friday and it forecasts earnings will rise from a loss of £8.9 million last year to £222.7 million profit by 2019. Midas verdict: DJI appears to be negotiating the Chinese tech market with perseverance and skill. Its deal with Xinhua News Agency is potentially transformational with the possibility of a very significant boost to earnings in the near future. Buy.

Excellent drone footage. https://www.youtube.com/watch?v=vN5zDyig_ZY

This is what DL tweeted last week... "david lenigas ‏@DavidLenigas · 28 mins28 minutes ago Octagonal dividend policy. AIM admission document page 22 section 13. This is why I liked this deal on GIS." This is what page 22 section 13 says... 13 Dividend Policy The Board intends to adopt a progressive dividend policy. Assuming that sufficient distributable reserves are available at the time, the Board intends to target the declaration of an annual dividend of approximately 50 per cent. of the Group’s free cash- defined as the net cash generated from operations after the payment of all corporate, operational and acquisition costs.

This week imo.

Yes - every company has 3 months to put their interim results out thus OCT half year ened sept so results RNS at latest end December. However we are only interested in the GIS numbers which I believe they will give in a trading update probably next week. (The end June numbers they put out on 6th July)

They HAVE to report half year figures. (Their half year was end of Sept) We might have to wait until Nov / Dec for the official audited figures. But I am expecting a trading update with the all important GIS numbers as early as next week.

Possible £2m profit. High growth deserves a higher PER of say 15, gives a valuation of well over £30m. i.e share price of 5p to 6p.

Although they won't necessarily report every quarter, the end of September, as well as the second quarter is also the half year point. Therefore I fully expect a trading update in early October ahead of the actual half year results (which have to be announced before the end of December)

You can wait until they are paying a regular dividend before buying if you want to play safe. But you'll probably have to pay many multiples of the current price by then.

June was a record month for transactions. (12,000 in June. 30,000 1st Qtr) New clients increased by 120. 30% growth year on year. The trend is firmly upwards. "We have had an excellent start to the current financial year. The business has produced record transaction quantities over this period and we continue to see strong new business generation." £534,000 profit in first Qtr. Extrapolated give £2.136m full year profits. But with growth as high as it is I think full year might well be £3m profit or more. High growth deserves a higher PER of say 15, gives a valuation of over £30m. i.e 4 times current valuation = sp of 5.5p

Octagonal (LON:OCT) – CORP: Q1 update Market Cap: £8.4; Current Price: 1.5p From yesterday: Strong Q1 revenue growth • Following the Q1 KPI update (07/07/15), management has provided a financial update for Global Investment Strategy UK (GIS), its global settlement and safe custody services subsidiary where it acquired 90% outstanding stake at the end of June. Q1 revenue was £1.34m and net operating profit was £0.5m. There was a 50.3% increase in total settled transactions in Q1 to more than 30,000 and more than 120 new clients were added. • GIS had FY15 revenue of £3.3m, representing 30% growth, and generated an £0.5m operating profit. NORTHLAND CAPITAL PARTNERS VIEW: Strong start to FY16 with growth in total settled transactions and the addition of new clients. The majority of GIS’s business is derived from settlement and safe custody services and there is considerable scope to grow both these revenues and its ancillary services.

EBITDA +255% Profit before taxation +635%