Member Info for Spec

Interesting

WOCT announce looking at potential new management as Woodford dumps 60% of his holding. The plot thickens. I did manage to get short WPCT at 80 before borrow dried up.

Last but not least DCTA 150k over 6 months for some oil & gas contract. Thinking if this goes well it could lead to a lot more contracts, maybe a lot more significant. On the watchlist

EDR,UJO,EOG council drops case against the appeal, subject to conditions
SKIN collaboration
AST about time C Hutch went
LOGP,PVR another short extension to payment deadline
HMI getting noisy recently
AMER looks cheap, I'm expecting 20p plus at least.
YOU comfortably ahead. No surprise given all the polling atm, they do face a lot of competition these days though.

BLOE a bit ****e though

Quick scan of that late IOG RNS and it looks proper

Placing, 1 mill at 10p. Quelle surprise

TLY looks horrendous, trade payable higher than trade receivables & cash combined, plus still losing money on an 85% jump in revs to £78 mill.

High cost, low margin biz & is this technically trading while insolvent? Needs a raise then.

I said on this board in 2016 we needed to increase our naval capacity, a weakness that has been highlighted in the strait. This centrist Tory Gov is the worst on record.

PGD suspended at company request???

IQE incoming?

RRE back Wednesday, AIM is awash with excitement. I do have some at 571p

HMI license acceptance, in final stage expected to compete ond of year
TSTR first antimony metal, gold still in testing phase
REDT planning permission
ITM lease signed for manufa turing facility , building complete in Q4
PVR, LOGP further delay for funds

ACA recommended offer at lower end of my expectations(230-250) at approx 232 eq

MTFB on notice
CORA drill results, progress
COG 2nd commercial partnership for new product
MATD Spud, usual profit taking?
HGM steady

Miners in play again. I took advantage of the lack of a rise in CEY after yesterday's positive update, HOC had a good one yesterday and should see further gains today.

Great action for PM's yesterday, gold breaks out of its Bull Pennant last night,really is the hot commodity right now, that and silver

A few updates that I don't have time to read but a quick glance at EVE and theres been a decent improvement as expected. Halving the loss is good and buys them more time.

HOC firmly on track & record half
ASOS operational issues continue for year, reducing expectations accordingly
CEY Maintains guidance, expects costs to trend downwards in H2
OPTI they keep on coming

Looks like Woodford is having an auction

https://www.thetimes.co.uk/article/woodford-to-sell-off-illiquid-assets-flbs06m7w?shareToken=02411c181026bf4d3b5285602fc09089

I was all over that Netflix miss last night as hinted at on Twitter, short position backed up by my med to long term bearishness. Had to bank profit despite seeing a further drift down.

Sold them all this morning, didnt fancy gambling on results in the end, banked 20%