focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
The >$100 million agreement with Hainan to finance the development of Bougouni in Mali was initially agreed in January — and nine months later, despite a goodwill of $3.5 million — the deal is yet to be finalised.
https://twitter.com/Share_Talk/status/1706687807475876170
The FTSE AIM market has fallen in value by a third over the past five years, and 12% in 2023 alone.
By Charles Archer https://www.share-talk.com/amrq-ecr-gmet-abdx-lifs-tek-opti-prem-kod-bres-tym-avct-could-constitute-the-12-best-small-caps-to-watch-in-q4-2023/
Over the past few months. Tough negotiations between the company and offtake partner Canmax have resulted in a tight, though achievable, timeline to deliver spodumene concentrate — and the necessary upgrades to get the plant producing are well underway. https://twitter.com/Share_Talk/status/1706588479692353653
The FTSE AIM market has fallen in value by a third over the past five years, and 12% in 2023 alone.
https://www.share-talk.com/amrq-ecr-gmet-abdx-lifs-tek-opti-prem-kod-bres-tym-avct-could-constitute-the-12-best-small-caps-to-watch-in-q4-2023/
@GreatlandGold flagship asset is the world-class #Havieron gold-copper project in the Paterson Province of Western Australia 🇦🇺 discovered by #GGP and presently under development in a joint venture with ASX gold major, Newcrest Mining Limited (which is the subject of a takeover by Newmont Corporation). https://twitter.com/Share_Talk/status/1705242349943525728
@MarulaPlc Has anyone seen anything bigger/better? Yes, it’s big, Yes it’s real!! High-grade spodumene at the Blesberg #Lithium and Tantalum Mine #MARU Over one metre in size! https://x.com/Share_Talk/status/1705170716474159292?s=20
Trader's Café #BulletinBoardHeroes, Thursday 21st September 2023 #FTSE100 #DAX $INDU $BTC #GBPUSD #BEN #CHAR #CTA #FCA #HEMO #IQAI #NMT #ORCA #PREM #SBDS #SCLP #VELA @ZaksTradersCafe https://x.com/Share_Talk/status/1704797642138460353?s=20
https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-thursday-21st-september-2023/
Trader's Café #BulletinBoardHeroes, Thursday 21st September 2023 #FTSE100 #DAX $INDU $BTC #GBPUSD #BEN #CHAR #CTA #FCA #HEMO #IQAI #NMT #ORCA #PREM #SBDS #SCLP #VELA @ZaksTradersCafe https://x.com/Share_Talk/status/1704797642138460353?s=20
https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-thursday-21st-september-2023/
@GreatlandGold MD, @shaun_day_, presented at the Denver Gold Forum in Colorado, USA 🇺🇸 #GGP September 18, 2023|Broadmoor Hotel & Resort (video start 0.39) https://x.com/Share_Talk/status/1704579067360444519?s=20
One of the set-ups of the year, above 32p & the 200-day line looking for the shares to fill the gap up towards 50p next month or sooner @ZaksTradersCafe https://x.com/Share_Talk/status/1704096096178299259?s=20
https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-tuesday-19th-september-2023/
@GreatlandGold release of an updated Corporate Presentation #GGP which is being delivered at the Denver Gold Forum in Colorado, USA today. Webcasts will be available to stream on demand for FREE starting on Wed, Sep 20, 2023
https://x.com/Share_Talk/status/1703719628600410325?s=20
https://www.share-talk.com/greatland-gold-plc-aimggp-greatland-presents-at-denver-gold-forum/
@GreatlandGold is a perennial favourite amongst speculative investors, but a company which is now moving towards production in partnership with the world's biggest gold company, Newmont.
The thesis for $GGP.L is coming together - this has a large-cap board, large-cap backer (Twiggy Forrest), large-cap mgmt led by ex-Northern Star and FMG execs, and large-cap growth ambitions.
https://x.com/Share_Talk/status/1703005218349232536?s=20
Oneiro Energy (LON: ONE) launched its London Main Market IPO on 25 May 2023. The energy company raised £1.2 million and started trading publicly with a market cap of £2.226 million. Oneiro listed a few days before the regulator increased the minimum from £700,000 to £30 million.
At the time, Chair Robert Jones enthused that ‘this is just the beginning. The Company is focused on acquiring assets that can bring swift cash flow generation and provide early business stability. Whilst listing is an important milestone, the Board now looks forward to the task of bringing our collective experience to bear in identifying significant acquisition opportunities to drive long-term shareholder value.’
https://www.share-talk.com/oneiro-is-actively-targeting-transition-energy-projects-with-a-view-to-deliver-returns-to-investors/
instead of using traditional beam pumps, the company has opted for a jet pump. holland elaborated that these jet pumps capitalize on the venturi effect, enhancing fluid flow and maintaining pressure differentials, which in turn amplifies production. such a move is designed to optimize oil extraction and mitigate the natural decline of the well.
https://twitter.com/share_talk/status/1697538658574708817?s=20
holland emphasized that this isn't an indication of the well nearing its end. instead, it's a calculated progression in its lifecycle, with expectations of significant yield in the future.
speaking about the larger wressle field, holland shared that europa is on track with its planning and permitting processes, awaiting approvals for its development initiatives. the company's sights are set on the promising *****tone formation, with drilling activities scheduled for the upcoming year.
https://www.share-talk.com/share-talk-weekly-energy-sector-news-round-up-sunday-3rd-september-2023/
david bramhill, executive chairman, commented: “industry sources indicate that over 90% of oil wells employ artificial lift during their life-cycle, therefore, the natural sequence of the installation of a jet pump on the wressle-1 well offers a reliable method of ensuring the continued operation and the optimisation of its future production performance.”
PANR saw an uptick as the oil exploration company with a focus on Alaska welcomed a report by independent consultant NSAI. This report confirmed the significant oil reserves that #PANR has frequently indicated exist beneath its licenses.
https://twitter.com/Share_Talk/status/1697940648559509620?s=20
NSAI provided a central estimate of nearly one billion barrels for the Kodiak field, which is among a few closely monitored prospects in the region. Given Pantheon's present market capitalization of £123 million, this is a significant endorsement.
https://www.share-talk.com/share-talk-weekly-energy-sector-news-round-up-sunday-3rd-september-2023/
NSAI provided a central estimate of nearly one billion barrels for the Kodiak field, a prospect garnering significant attention in the region. Given Pantheon’s current market valuation of £123 million, this estimation is significant, especially considering it’s about a tenth of its value from the previous year. Although Pantheon faces the challenge of extracting the oil, this independent evaluation will significantly aid their pursuit of a well-funded partner, they remarked.
@MkangoResources subsidiary #Maginito recently completed the acquisition of pioneering #RareEarth magnet recycler #HyProMag and #MKA are very much looking forward to continuing to work with the HyProMag team as we scale up the business in the #UK, #Germany and the #USA, the latter with partner CoTec
https://twitter.com/Share_Talk/status/1697625328670093461?s=20
Next week, HyProMag, Mkango and CoTec will be at REPM 2023 University of Birmingham - 27th International Workshop on Rare Earths and Future Permanent Magnets and their Applications: https://uobevents.eventsair.com/repm2023/
Investor Networking Reception: https://uobevents.eventsair.com/repm2023/investorsforumreg/Site/Register
Look forward to meeting at the conference, where HyProMag has a booth, and please do not hesitate to get in touch:
To discuss magnet scrap solutions and purchasing, magnet and other product sales, please contact magnets@hypromag.com
To discuss collaboration and consultation please contact technical@hypromag.com
https://hypromag.com/wp-content/uploads/2023/09/HyProMag-Corporate-Introduction-28-July-2023.pdf
@BeaconEnergyPlc further to climb? #BCE shares have rocketed since mid-August (+137.50%) as investors and traders consider the potential implications of its Schwarzbach-2(2.) drilling operations.
https://twitter.com/Share_Talk/status/1696079903395856401?s=20
Beacon Energy shares have rocketed since circa 15 August, (+137.50%) the past month, as investors and traders consider the potential implications of its Schwarzbach-2(2.) drilling operations. The share could still be a buy, but investors are speculating on continued success — and only volatility can be reliably guaranteed.
https://www.share-talk.com/beacon-energy-aimbce-further-to-climb/
Ondo announced a new deal with PURE Insurance, its 16th partner globally and 2nd major deal in America, a key focus market for the company going forward in our view.
https://www.share-talk.com/craig-foster-ceo-of-ondo-insurtech-lonondo-partnership-with-pure-insurance-podcast/
Ondo InsurTech PLC (LON: ONDO) listed on the London Stock Exchange, a pioneer in home insurance claims prevention technology, has forged a strategic alliance with the US-based PURE Insurance to bolster risk management and diminish preventable claims for PURE’s clientele.
Midsize Customer Base, But High Quality and High Growth. PURE serves a customer base of over 100,000 high net worth members, based in New York state with clients across several states. PURE reports a 15% compound growth rate since its inception in 2006. This deal is a pilot agreement in one state so it is too early to ascribe significant value to the partnership. However, if we assume the company can eventually achieve a 20-40% penetration rate at this customer, similar to its recent progress with European based partners, and an estimated unit pre-tax net present value at 8% of £124 this suggest a value for this pilot of between £2.5-5.0M to Ondo. But as the company is aiming to shift towards the new 'auto-ship' model in America with higher penetration rates up to 80%, this could suggest a pre-tax NPV of up to £10M. Further details about our NPV calculation for a single unit can be found in the exhibit below and in our Initiation of coverage note HERE
Here is the Results deck from our Livestream yesterday https://wp-ondo-2021.s3.eu-west-2.amazonaws.com/media/2023/07/Results-SnapShot-Download-VF-upload-1.pdf
Here is the Bloompoint Analytic Research note. Probably the most interesting bit is the unit economics case study on pages 16 -17 shows an estimate of the NPV of a customer based on our US pricing at $5 a month https://www.bloompoint.co.uk/ondo-insurtech-sponsored-research
As an avid investor in UK small caps, I tend to focus on biotechs, mining and oil. These are usually pretty high risk, but the flip side is that the rewards can be exceptional. However, I do make room in my portfolio when the occasional ‘pioneering’ opportunity crops up.
https://www.share-talk.com/ondo-shares-time-to-take-profit-or-time-to-double-down/
These are companies where there is a clear unmet need, and the business has designed a product which fixes a specific problem. A recent example which I have covered in depth is Abingdon Health’s saliva-based pregnancy test — shares in the company have risen by 47% year-to-date.
When I first covered Ondo InsurTech, the share price had already doubled from its 12p March 2022 IPO price — but the sincerity and competence of CEO Craig Foster convinced me to make an investment at just under 22p. And the stock is sitting pretty at 35p, in the six weeks or so since.
https://twitter.com/Share_Talk/status/1683078965928312832?s=20
A company that already seems set to lay claim to being one of the stocks of the year is Ondo Insurtech (ONDO). What is interesting here is that we have a company with a winning position in a specialist niche, which is right on the money in terms of what the market / its chosen sector needs. This week the company finesses its position as a multi-bagger for 2023, with news
https://www.share-talk.com/traders-cafe-with-zak-mir-the-week-in-small-caps-sunday-23rd-july-2023/
Kodal Minerals (LON: KOD) shares are changing hands for 0.50p, having fallen from its 0.88p high on 21 April 2023.
https://www.share-talk.com/kodal-minerals-why-is-the-share-price-falling/
However, KOD remains significantly higher than when I outlined the bull case in November 2022 — with most of the increase fuelled by a $117.75 million funding package agreed with Hainan Mining, alongside positive assay results both at its flagship Bougouni Project, as well as Leo Lithium/Ganfeng’s neighbouring Goulamina.
However, a couple of problems have started to emerge from the woodworks. And while I cannot speak to the traders, the question that long-term investors need to ask themselves is this:
Buy the dip, take profits, or stick?
https://twitter.com/Share_Talk/status/1682777460885135362?s=20