Member Info for Spikeyj

lol, and bingo, there he is again! (but why not just use the existing account, after all, it's still open?)

perhaps just in time

Olivier Brousse Chief Executive Officer 229.36p 13,652 109,934

no BoD buys, no finance director, price still falling on in a buoyant market, -- risky adding yet more? gl if you do, hope it works.

and yet another, top-up by the ceo. i added too today, although as part of a defensive shift out of some other holdings.

agree.

hope you get some recovery there. they do seem to have a genuinely big find on their hands, just a matter of how that actually maps onto the current share price. most investing there don't have a very good handle on how to value that kind of asset, as opposed to betting on price movement. i remember that you often use the image of 'trampling on strawberries' -- i came across it the other day in some short story fiction, & wondered if that is where the metaphor came from? http://grantabooks.com/The-Collected-Shorter-Fiction-Of-Joseph-Roth-2

does that mean that you are still holding your 88E at that 3.6 average, or have you averaged down?

i'm somewhat taken aback at the sheer volume of posts and emotional mayhem on bbs like 88e, or AST before that, etc. etc. ... you've been about on these micro-cap equity bbs rather longer than i ... was it always this frenetic amongst the penny stocks, or does it actually feel different / more desperate in the last couple of years? (?? if so, b/c aims allowed in isas, or 'just' the v risky search for returns at any cost with lo IRs?)

ruga, it's sensible to recognise one's limitations, which includes constraints of time, interest or enjoyment, better stuff to do, etc. but equity markets do tend to produce better returns over *long* term (i.e. meaning several years+) compared with cash returns .... so as/when you get money back, perhaps don't give up on idea of 'investing' altogether, but let a professional fund manager do it for you, or use a low cost equity tracker which is based on a pool of high quality equities rather than AIM type shares? most people who try to deal in AIM directly lose money over time, with the exceptions of the relatively few people who are genuinely skilled at small cap valuations, genuinely skilled at short-term day-trading, or have inside info. gl.

do hope you mean £, not p.

i don't think they have 'abandoned' that strategy. what they've said is that they have reconsidered and don't think the timing is right, given current market sentiment (including hopefully investor feedback). i imagine they will look for a chance to revisit the issue when they think time is right. i agree, very nice to think we might be in a share where the BoD do actually pay some attention to feedback, lol, gla.

any special reason folks are aware of, or just one of them thangs? am holding some, but frankly not that impressed atm.

29-Mar-16 10:00:44 1.9999 50,000 Buy* 1.50 2.00 999.95 O 29-Mar-16 09:54:31 1.90 75,000 Buy* 1.50 2.00 1,425 O 29-Mar-16 09:13:47 1.90 10,000 Buy* 1.50 2.00 190.00 O 29-Mar-16 08:26:48 1.6501 14,428 Sell* 1.50 2.25 238.08 O 29-Mar-16 08:07:42 2.01 14,428 Buy* 1.50 2.25 290.00 O 24-Mar-16 09:40:57 2.01 12,064 Buy* 1.50 2.25 242.49 O 23-Mar-16 10:40:53 1.6501 6,666 Sell* 1.50 2.25 110.00 O 23-Mar-16 08:57:48 1.6501 375 Sell* 1.50 2.25 6.19 O 22-Mar-16 10:38:09 1.66 225,000 Sell* 1.50 2.25 3,735 O 21-Mar-16 08:00:35 1.6501 46 Sell* 1.50 2.25 0.76 O 18-Mar-16 14:05:10 1.75 100,000 Sell* 1.50 2.25 1,750 O 18-Mar-16 08:36:13 2.02 22,000 Buy* 1.50 2.25 444.40 O 18-Mar-16 08:14:02 2.02 23,000 Buy* 1.50 2.25 464.60 O

at only modest profit, but wanted money for elsewhere. i will look to get back in if there is a reasonable opportunity. overall, still a fairly sound company imv.

it's been a good day generally for pharmas because of the pfizer big falling through, has shifted attention onto larger pharmas that might become targets. no direct read across for the small pharmas held here, but perhaps helpful to redirect attention & sentiment.

(maybe another holdings RNS to come? this guy took over 3% around current sp back in january..) "Imaginatik plc (AIM: IMTK.L), the world's first full service innovation provider offering a range of consultancy and technology products, has today been informed that, following an acquisition of shares on 22 January 2016, Mr Richard Turner holds 2,700,000 ordinary shares of 1p each in the capital of the Company representing 3.17% of the voting rights."

dunno. 3 possible games, i can see, not all mutually exclusive. 1. RT thinks it's a genuinely good company and decent investment as it is, and will be a loyal investor. 2. RT really does intend to make a take-over bid to obtain another quoted vehicle, and thinks that BoD is either more friendly or (probably) weaker now so less capable of repelling boarders. 3. RT isn't that interested in IMTK per se, but thinks he can keep using it as a device to conjure very big paper profits in QPE to lure in more investors there, meanwhile using QPT to stockpile & conceal the flipside losses. a financial version of the shell and pea game. 4. presumably, others might see a fourth game.

depends a bit what you think happens to the default rate on its corporate bond portfolio if pil turns nasty again, as you put it. i'm fairly relaxed about that myself, but others in the market think l&g could be hit. i sold some experian today to add more legal.

perhaps see 13:46/13:51? RT sure knows his dark arts, definitely a slitheryn alumnus.