Member Info for Valuerebel

Philtronic. SEE definitely still works with Bosch . Keeping quiet I believe.

Exactly. That's why it is worth leaving buy orders sometimes at 20% below market level. MM's play games with your money .

Johnpwh..I am critical of Fool but supportive of Shareprophets. As someone who follows some of their share calls, I think that would be a bad idea. They are good at cutting through the noise of RNS for AIM shares where drilling numbers or prospects don't tally with funding numbers and optimistic forecasts. They called MYSQ accurately predicting its' demise and that had proved correct for that tech share. But there are numerous other good examples of bearish calls that have proved right. UKOG is another one. For AAU they are actually bullish based on decent numbers, share buybacks, support for the CEO , paying off debt and mining forecasts. 2p minimum price target. This is a pretty safe bet as far as AIM mining companies go. It is a well run, funded company who just tells you straight how the business is going without out the puff.

Am still adding ..was getting a bit worried when we ran up through 4.75p recently. The business is doing well and it's only a matter of time before more OEM's announce. Plus we are getting ever closer to more car production. Range 3.25-14.75p..do you really want to sell at 3.90..?

CEO. "The Company set a number of all-time records in Q4 both operationally and financially against a backdrop of zero LTIs for the year. Shanta's full year EBITDA was US$45.5 m, a significant increase on last year and resulting in net debt of US$32 m being the lowest in 6 years.

"This is despite not receiving any VAT refunds in 2018 and with continued investment across our operations. These results are down to a highly motivated team, disciplined cost control and careful capital allocation decisions."

"Exploration remains a key priority for Shanta and we have doubled the exploration budget for 2019. Shanta's drilling programme will commence in the next few months starting with Bauhinia Creek high grade underground targets."

Summary ....'We believe the outlook for the company is exceptionally positive from an operational and commercial perspective. The production rates achieved are excellent and will alleviate the future funding burden through the generation of correspondingly high cash flow from operations.."

This is just the summary page but the Research piece goes into the different aspects of each of the technologies shown at CES 19....another line.. Out of the ten Tier 1 suppliers, only three seemed ready for near term production (Aptiv, Veoneer – confirming start of production by October 2019 - and Denso), with most targeting vehicles from 2022 and beyond.

We maintain our view that Seeing Machines is in a very rare position where it has a leading position in a value squeeze in the automotive value chain. We iterate that the potential for a value squeeze like this was recently demonstrated by MobilEye who was acquired by Intel for $13bn/30x revenues. We believe the prize in interior facing cameras could be equally significant for Seeing Machines, should it be able to maintain its leading position technologically and in terms of market share. We maintain our Buy recommendation and highlight that our DCF based 15p valuation for Seeing Machines is calculated using a risk adjusted beta of 2.8 and discount rate of 18%.

No chats on this forum. We've just come to expect a big rerate so 5% increase is just due? My own target 150p. Amazing this traded back at 24.85 in mid December. I have no idea what that was all about. Enjoy the rise.

The PM's so-called "deal" is a mess..neither in or out and should get voted down. Lots of scare mongering (think Project Fear) going on yet the reality will be a short sharp adjustment of a hard Brexit to GBP . Once people get their head round it then we'll remember Germany relies on us for exporting it's cars, France for various agricultural products etc and GBP will rally back sharply. Remember this e two economies are suffering and Europe has a Pension Crisis. "Buy British" and a bit of Patriotism will go down well in this modern social media age. May has proven to be one of the worst and weakest PM's ever..the sooner she is out the better. Corbyn is a bigger risk for the UK than Brexit. Hopefully we leave on our terms, slash that lunatic Stamp Duty (which has crushed the housing market along with the building industry) and move on. The UK has declined under the European Umbrella and staying in will just lead to even more payments looking out 10-30 years as we prop up their economies. Back to BOO. Risk is market sells into good numbers I think as guideline is key like ASOS. The latter has been beaten up on future guidance and now looks better value than BOO for now.

Kerim...."We begin 2019 on firm-footing and we are very excited about the year ahead. We are expecting to publish 2019 production guidance in due course."

The Company has published on its website a short video concerning operations at Kiziltepe and this may be accessed via the following link: https://arianaresources.com/ariana-corporate-video

I think we can push through to 3.20 . Global stocks started on the back foot after the mini collapse Dec 26th but Yen falling yesterday and strength in the Usd is helping the Dow to push up through resistance levels. We should break through 24,060 levels and test 25,100 area where you probably want to be selling everything.

Aandi..The warrants can be exercised above 2p (a holder would want to be seeing 2.5p to start to get interested IMO ) at any time . The Accelerator condition just means that the Company can force warrant holders to exercise with 7 days notice if the SP exceeds 3p for five consecutive trading days. Otherwise if the company choses not to give notice , then warrants expire 12 months from the placing date unless holders exercise them . Hopefully the shares blast through 3p then the company raises another A£4,240,000 at 2p.

Aandi..The warrants can be exercised above 2p (a holder would want to be seeing 2.5p to start to get interested IMO ) at any time . The Accelerator condition just means that the Company can force warrant holders to exercise with 7 days notice if the SP exceeds 3p for five consecutive trading days. Otherwise if the company choses not to give notice , then warrants expire 12 months from the placing date unless holders exercise them . Hopefully the shares blast through 3p then the company raises another A£4,240,000 at 2p.

3p is 63% higher than current SP. Not too shabby before those brakes come on..

4kandles..good name btw. Why did it fall from 0.055 to 0.03 ..that was on nothing and just market making playing around so they could pick up stuff for a customer on the cheap or themselves presumably. Given this traded at 0.14 last year then there shouldn't be much resistance up to 0.10. The recent presentations have all been positive with just the usual PI moans that the BOD haven't much drilling experience. They still have pretty good resumes though and know how to run businesses.

I love trading this share..lots of speculation about takeovers and size of resource leading to an ever fluctuating SP. I am building a long position again with a view that recent finds are now too big to ignore as Majors increase their reserve levels. Behind SEE, MTF and SXX this is now my fourth largest AIM share. My target used to be a 1.25/2.5 trading range but now I just see this rerate to 3.5-4p.

Seeing. They were showing decent bids on the spread bet platform relative to market and the bid was staying there at 4.394 area when other platforms were trading lower. I have positions there via spread bets and shares , also with HL but I monitor pricing across several platforms. There are some decent HNW people who use that site and you do get people adding or selling up to 5mm SEE shares there from time to time.

There was some spread bet buying through IG Index this morning.

Curiouser you are right. People like to buy when things are going up again, rarely when things are at the lows. I am still adding . Am now back to 20% of peak position and feel a 3p handle is going to be there and thereabouts. I know you can't buy when this starts gapping.