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4D Pharma - very similar hype to AVCT - went bust

Worth pointing out some absolute howler tips from McPumpy - Gfinity, Bidstack, Guild - all 90% plus wipeouts.

Why is Kistos on a premium p/e valuation to other oil and gas producers? Thinking of taking a position (having previously owned RockRose until it’s takeover) but the comparative peers look cheaper…

The Nasdaq arbitrage is a nice bonus but the potential of a $500m Contract within a month is more tantalising !

Someone just picked up half a million £ of shares at the close…

Yep, very good timing - almost picked the bottom! When this breaks the Interim results day high (67/68p), we could see this move fast...

Current and forward p/e of 4. Debt under control. Less than half NAV.

Added 15% to my position on this dip. Surprised to get another bite at low 60s after the Interims and broker upgrades.

Strange share price reaction to the strong Interims?!

Https://x.com/elonmusk/status/1695379220996997620?s=46&t=ooil3Jy68xdj6OLG8XDkoA

Competition in the podcast industry is booming - probably explains it

Glorious. Will be nice to see this back to a three digit share price in the not too distant future!

The debt is now well and truly under control. I think once the market fully digests this, the brakes are off and we should rerate to a more normal valuation.

Bon chance

Research tree

Has moved from HOLD to BUY

https://www.investorschronicle.co.uk/ideas/2023/08/22/anexo-s-discount-still-has-room-to-narrow/

I suspect we'll see 80 p plus quite soon. The valuation is a joke and if it doesn't change, DBAY (or someone else) might make an approach.

The current market cap is a joke. £25m profit. Take a basic p/e of 6 and we’re looking at 100% upside.

“Strong growth is forecast for H2 2023 resulting from a steady increase in vehicle numbers.”

Very good update. Cash collection up. Debt debt. Still growing. Valued at £73m - honestly ludicrous. Should see a material rerate here now

Who is MMGG acquisition ??!

Ahead of expectations on all fronts. Tasty 5p dividend and share buyback to boot. Superb cash pile too

I’ve read into this and there are no issues with holding the US shares from a regulatory point of view. Hargreaves lets you buy and sell. The arbitrage economics are real and material shareholders will be locked in for 6 months post merger. The risk reward looks incredible. Must be missing something but have taken an an entry level position as a punt!