Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Ok thanks
#1 holding so I love this news but struggling to find it online. Do you have a link?
Nice one Surprised
IQG still steadily climbing under the radar. I post about IQG - admittedly not to many followers - and hear crickets. Most people have never heard of them and are not interested despite the excellent growth this year in a tough market.
IQG is now my #2 ISA portfolio holding (after K3C) at avg 136.6p so I'm up 40% and have no plans to sell for the foreseeable future. My best stock find over the last 18 months.
A nice bit of publicity and money for KBS Corporate as they advised Apprentice winner, Mark Wright, on the sale of his digital marketing agency Climb Online for £10m. A nice cut for KBS before the 30th Nov half-year close.
"Mark Wright, who will continue as a Shareholder of the group, commented: “I couldn’t have sold my business without KBS. When Lord Sugar and I first started being approached from trade buyers, and financials buyer and decided to sell our business we knew in order to have the most structured process and achieve the highest price we needed to work with KBS. We were initially impressed with the marketing materials they put together, the teaser document and IM were professionally written and beautifully designed and they took the time to understand our business to present it in the best possible light..."
https://www.kbscorporate.com/digital-marketing-company-founded-by-the-apprentice-winner-acquired-by-xdna-group/
For info I bought in Trading at 648p today and have a good amount in my ISA for the long-term.
Paul Noland was the name of the CEO that oversaw the sp crashing. Few details on what went wrong or why Steve Brown originally left. Rivaldo is a great source of knowledge on ACSO. Not sure if he can add any additional info ...
https://businesscloud.co.uk/news/ceo-returns-to-helm-at-theme-park-tech-provider-accesso/
Oracle, it's a fair point and my main theory on this is Steve Brown's departure. Look at the charts at how the sp rocketed under his control from 2016 to 2018. He left in 2018, bad choices were made by his replacement and the sp tanked. You can see how the recovery is going since his return in Jan 2020 but then Covid hit the numbers badly. I think he's well-invested and here to stay afaik so I'm optimistic we'll climb steadily to £10+ again in the next 2 years.
https://blooloop.com/technology/news/accesso-steve-brown-ceo/#:~:text=Brown%20was%20President%20and%20CEO,out%20in%20its%20strategic%20plan.
Cheers Rivaldo and nice summary showing our biggest customers are not settling for less than the best. I'm in for the long-term.
Here's some coverage on Proactive:
https://www.proactiveinvestors.co.uk/companies/news/997806/accesso-technology-signs-contract-extension-with-global-amusement-park-operator-cedar-fair-997806.html
On today's dip I have topped at 260p in ISA and Trading. Expecting them to feature in the top half of the Investor's Chronicle's AIM Top 100 released later today.
Exclusive Edison interview where GROW CEO, Martin Davis, discusses the latest results.
https://youtu.be/gv3rNVFcfHM
More good news is expected. IC are halfway through a Top 100 of AIM companies so this Thursday/Friday K3C are almost certain to be in the Top 50, hopefully high up the chart following their recent research.
https://pdfs.investorschronicle.co.uk/Simon_IC_Alpha_501469_Oct2022.pdf
Just out from Interactive Investor: Seven AIM shares to own in difficult times.
References BEG and FRP and then...
"M&A and tax adviser K3 Capital Group
K3C also owns business insolvency company Quantuma, which generated 29% of group profit on the back of 21% organic growth last year. Quantuma is expected to generate 11% organic growth in 2022-23. The tax businesses have steady repeating revenues.
The M&A and tax businesses continue to grow despite the tough economic conditions and there will be increasing demand for K3 Capital’s restructuring business. Investors should get a further significant dividend increase this year on the back of rising profit. A total of 15.5p a share in dividends is forecast for the year to May 2023. At 262.5p, the prospective multiple is 12, while the yield is 5.9%.
This company could be more volatile than the others because of the M&A bias, but it is still highly attractive."
https://www.ii.co.uk/secure/my-news-feed/analysis-commentary/seven-aim-shares-own-difficult-times-ii525568
Could the PLC do the same?
Molten Ventures VCT plc
Legal Entity Identifier: 2138003I9Q1QPDSQ9Z97
Transaction in Own Shares
30 September 2022
Molten Ventures VCT plc announces that on 30 September 2022 the Company purchased the following shares for cancellation:
No. purchased Price paid per share % of class in issue
Ordinary shares of 5p each 704,775 54.63p 0.37%
Mike, it should have been helped by MV's tweet yesterday explaining that Hargreaves Lansdown got it badly wrong by withdrawing the shares from being sold. This should have been sorted out more quickly though by both parties and where is the communication between them?
"For the past few days @HLInvest has incorrectly displayed a message about an absence of our Key Information Document (KID) preventing purchase of Molten Ventures plc shares.
Molten Ventures plc has always maintained its KID which can also be found here:" ...then they share the link
https://twitter.com/MoltenVentures/status/1575484730778169346
Just bought Sosandar for 13.9p. Market cap has dropped to £30m for a strong brand whose sales just surged 142% year on year to £29.5m, driven by a 65% increase in the number of active customers to 13.2m, Final day of H1 today - profit breakeven on track.
"Cambridge DeepTech company FocalPoint has announced the first close of a multi-round Series C funding round of up to £23 million from a consortium of investors co-led by Molten Ventures and Gresham House.
The company provides next generation positioning solutions for mobiles, wearables and vehicles...
...FocalPoint’s unique technology can instantly detect fake signals as spoofers and ignore those signals and pinpoint where in the physical environment the signal is coming from. It is the only consumer-grade product in the market capable of these unique performance characteristics...."
https://www.businessweekly.co.uk/tech-trail/investment-tree/%C2%A323m-boost-focalpoint-makes-it-real-deal-combat-spoofing