Member Info for surprised

first trade was a buy :-)

https://twitter.com/surprised_trade/status/1430775832893698056

'harvesting energy from indoor, low energy lighting enabling organic solar power to be used everywhere'....no more batteries, recyclable, enviro friendly & for global use everywhere (see pic)

something like this , maybe ...

https://www.offgridenergyindependence.com/articles/24608/epishine-agreement-to-enable-light-harvesting-within-electronic-design

and who supplies Epishine with supercapacies :-)

CPX had a product tht could harvest energy from indoor, low energy lighting enabling organic solar power to be used everywhere.

:-)

https://twitter.com/surprised_trade/status/1430765859681755137

Shares mag highlighting ACRL today...

https://www.sharesmagazine.co.uk/article/why-transformed-accrol-is-flush-with-potential

https://twitter.com/surprised_trade/status/1430600611729448961

IC highlighting #JLP tomorrow '..offering 73 % upside to my fair value estimate, Jubilee’s shares rate a strong buy.' that's a 30p+ target

https://www.investorschronicle.co.uk/ideas/2021/08/25/a-copper-bottomed-investment/

https://twitter.com/surprised_trade/status/1430438501183590402

Afterpay state they have ' rising financial liabilities, namely the increased value of options held in its UK operations by ThinkSmart, as its stock value has soared'.......TSL value increased again

https://www.abc.net.au/news/2021-08-25/afterpay-zip-profit-financial-results-square-takeover-bnpl/100404104

Afterpay state they have ' rising financial liabilities, namely the increased value of options held in its UK operations by ThinkSmart..'.......TSL value increasing again

Afterpay share price remained $133 . Square has already agreed to buy Afterpay for $39billlion

https://www.abc.net.au/news/2021-08

'.... the UK business had increased in value, which meant Afterpay had a larger liability to a business partner who owns an option over a part of the UK business."

"Increase in the valuation of Afterpay's UK operation (Clearpay) due to better than expected results for the period ended 30 June 2021, improvements to Clearpay's forecast future cash flows, and increases in broader market valuations for similar businesses."

A lot to like ...

Have we been taken over or merged yet ?...I can wait :-)

https://manometcurrent.com/global-super-capacitor-market-size-and-forecast-to-2021-2027-analysis-with-key-players-avx-corporation-cap-xx-limited-panasonic-corporation-murata-manufacturing-co-ltd/

''....Nkana would generate to Jubilee’s account an additional revenue of $80m/yr with an EBITDA of $43m/yr. This is before we consider the additional revenue from any expanded production and before potential cobalt production. This is game changing for Jubilee in Zambia and makes it a profitable copper producer at scale.

WHI View: From the outside this looks like a great bit of business for Jubilee. With the potential to reduce upfront capital by using an existing plant, using shared tailings from Mopani, and with the logistics (e.g. water and power) already onsite, potentially supplemented by tailings arising from current production and all combined with a strong operating partner; the investment case looks compelling......This is not the first time Jubilee has shown this level of sophisticated dealmaking and we anticipate not the last Along with the PGM and chrome production in South Africa Jubilee has a very strong investment c ase underpinned by high profit margin production units generating significant amounts of cash.

Good spot Rivaldo, thanks for that....Just tweeted out the opportunity here...

https://twitter.com/surprised_trade/status/1429751628576477185

https://www.thetimes.co.uk/article/calnex-reports-strong-trading-w0f0w836w

5g testing, profit £9m, net cash of £12.7m, high-margin tech sales

* Restore Plc RSTP.L : Peel Hunt raises target price to 644p from 533p

https://twitter.com/surprised_trade/status/1427518136237142020

interims supplied very good figures and continued growth across all divisions..... next target 95+

Financial highlights

· Solid revenue growth, up by 9% to $21.3m (H1 2020: $19.6m)

· 14% increase in operating profit to $2.2m (H1 2020: $1.9m)

· 13% rise in net profit to $1.73m (H1 2020: $1.54m)

· Earnings per share increased by 14% to 1.89 US cents (H1 2020: 1.65 US cents)

· Cash flow from operations increased by 53% to $3.1m (H1 2020: $2.0m)

· Strong balance sheet with net cash at $9.7m as of 30 June 2021 (30 June 2020: $7.6m)

https://twitter.com/surprised_trade/status/1428253616197054469

broker note just out..they raise their target to 135p on excellent results today ..

increased revenue guidance range of $200-210 million for 2021 on track

Financial Overview



· H1 2021 revenue of $98.7 million, up 51.6% on H1 2020 ($65.1 million);

· H1 2021 EBITDA of $28.4 million, up 84.4% on H1 2020 ($15.4 million);

· EBITDA margins increased to 28.8% from 23.7% in H1 2020;

· Net gains from equity investments of $5.7 million in H1 2021 (realised + unrealised), increasing the value of Group strategic investments to $31.0 million, net of cash proceeds, as of 30 June 2021 (31 December 2020: $27.2 million);

· Net Profit After Tax (NPAT) $18.4 million (including investment gains), an increase of 35.3% on H1 2020 ($13.6 million);

Sukari earth moving works continue to ramp up ahead of schedule. Guidance for full operating run rate remains Q4 2021;

· Highly active tendering market across all business activities, with particularly strong demand in drilling especially in West Africa; and

· Capital remains committed to its strategy of maintaining a strong balance sheet and providing returns to its shareholders.

The Group maintains its revenue guidance range of $200-210 million for 2021, as guided in the Q2 2021 trading update.

'For accounting purposes an independent valuer estimates a carrying value for this stake using a range of measures and then applies a liquidity discount to it. The RNS notes that last December’s value was £107m or 100p per share (that is for 10% which includes the 3.5% share due to Clearpay employees; TSL’s net value therefore was £69m for its 6.5% stake). Which is interesting, but is not really an accurate reflection of what TSL would receive if the buy-out option were exercised today.

That option exercise valuation is governed by an agreed formula which has not been disclosed. Our rule of thumb has assumed that Clearpay is worth 10% of Afterpay (which translates into TSL shareholder value equal to 0.65% of Afterpay’s market cap). Our guess at 10% is based on the fact that Clearpay accounted for around 8% of Afterpay’s revenues but was growing faster than the group as a whole. The RNS states that Clearpay now represents 13% of Afterpay’s customer base; while TSL management has previously told us that Clearpay customers are more frequent users of the service than the group average - and therefore should be more valuable.

Marking the Afterpay price to the full value of the bid means the 10% valuation basis implies £136m or 127p per Think Smart share. If we are generous and raise this to 13%, in line with Clearpay’s share of Afterpay’s customer base, we get 166p. So assuming this approach to Clearpay valuation is broadly correct, there is still value on the table ...Conclusion: a few things to think about but this is clearly excellent news. With a potential Clearpay stake valuation now in the 127p and above region there is enough of a value gap to remain holding TSL..'

https://www.growthcompany.co.uk/post/think-smart-it-s-hip-to-be-square

https://twitter.com/surprised_trade/status/1427150605546659843

Solid revenue growth, up by 9% to $21.3m (H1 2020: $19.6m)

· 14% increase in operating profit to $2.2m (H1 2020: $1.9m)

· 13% rise in net profit to $1.73m (H1 2020: $1.54m)

· Earnings per share increased by 14% to 1.89 US cents (H1 2020: 1.65 US cents)

· Cash flow from operations increased by 53% to $3.1m (H1 2020: $2.0m)

· Strong balance sheet with net cash at $9.7m as of 30 June 2021 (30 June 2020: $7.6m)

· 2020 dividend of $0.025 per share (2019 dividend: $0.02 per share) paid on 31 March 2021

https://twitter.com/surprised_trade/status/1426114210098991104

5g testing, profit £9m, net cash of £12.7m, high-margin tech sales...
direct read through from SPT a £1085m mcap compared to #CLX £108m mcap....5g only grows from here..

https://twitter.com/surprised_trade/status/1425777735402655744

afterpay a$132.... :-)