Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Alex Dacre, Chief Executive of Marlowe plc, commented: "The acquisition of Guardian is a further significant step in our strategy of consolidation of the UK water treatment sector. The business benefits from strong recurring revenues, longstanding customer relationships and will further strengthen our capabilities in the attractive London market."
The market is currently very buoyant but they have some big numbers to protect yoy, so no point in being over enthusiastic after a few months of the new trading year. Martin is a shrewd operator so have faith in the fact he knows what's going on and how to manage expectations.
Correct and Black rock did not dip below 3%. It was 5%. Any dip in SP is a huge opportunity on a 2 year view. Check out my comments on Softcat if you want to see how I predict the future :-)
Spot on. One of the very best companies on the market. Totally underrated right now. Will be sold to a FTSE250 for 3-5 times today's level in 2-3 years time.
Yes those big trades were buying volumes dated the 17th, so delayed trades from the spike on Wednesday. A bit of profit taking today which be expected but this is only going one way. UP! If you want to take a look at my predictions, take a look at the Softcat board.
Thank you. Nice to get the odd one right. I'm continuing to hold. Think we will see more buy in over the next few days. Market loves cash generation and growth profile.
There's the 460p...
Results this Wednesday 18th. Still predicting 460p+ here on results day, possibly pushing 500p. 2 days left to get involved.
Definitely. WF won't be adding here without very good insight into what's happening. Major buying opportunity with 2 weeks until results.
Looks a bit that way. Whole IT market is booming so pretty much nailed on I'd imagine. PT 470p on results day.
Digital Transformation is driving this business forward. The next set of results will be great I'm sure...watch this space. 22nd OCT.
Davide Serra was one of the very first investors in Telit and helped Oozi gets things moving when cash was short in the early days of the business. Needless to say he got an exceptional entry point. The fact he was buying stock last Thursday post results and post Oozi/Uzi-gate is a very interesting turn of events...What does he know???
Finncap is the perfect nomad for Telit... :-) Http://www.finncap.com/news-insight/entrepreneur-vin-murria-takes-significant-stake-in-finncap-with-key-advisory-role
That's big news. Once the bidding starts we will surely see £2+ here v quickly.
As expected, another handy acquisition tucked away by Marlowe last week as the water treatment division grows further. Persistent buying driving the price up over 400p as interest grows in this hidden gem. Still only £125m MCAP so just getting going. If you want to do your own research, have a look at the strength and track record of the management team. BUY.
That was just the uncrossing trade. Actually closed at its highest point of the day. I expect to see buyers coming in here and perhaps we have seen the end of the Aviva selling here. Its a value play right here.
I've made most of my money buying shares undervalued on sentiment. Upside potential definitely outweighing downside risk here. BUY.
On the rise again here after a bit of profit-taking. News must be close with end of year results due within the next 2 weeks and further acquisitions on the cards. Note the comment in the half year results on 12th Dec 2016 from Alex Dacre: '"The second half year has started well and we have revised our budget upwards to reflect recent trading and acquisitions. We are confident of making further progress through the second half of the year." This story is just getting started.
The Food and Drug Administration is scheduled to say by May 10 whether it will approve VR315 for the US market, where it would be the first direct substitute for GlaxoSmithKline’s top-selling Advair inhaler.
There is one reason I'm a buyer at this level. "Guy Millward, current CFO of Imagination Technologies, was CFO at Advanced Computer Software Group plc from 2013, until its sale to Vista Equity Partners in mid-2015 for £750m"... That is called value realisation and I fully expect the same to happen here at a significant premium to the current share price. Oh and don't rule out Tsinghua either...