The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Good stuff rivaldo, I've looked into them before. Last June they increased their holding from 8.4% to 10.4% when the price was approx 590p so it's a vitd of confidence to see them buying in the 700's.
I'm expecting a strong year for earnings.
A reminder of an excellent article by Martin Flitton back in Feb when he met John Rigby. Shares are down 30% since then but it makes little sense.
https://martinflitton1.wixsite.com/privatepunter/post/k3-capital-looks-well-plced-for-growth-11-02-22
I've topped up the ISA at 233p and K3C is now the #1 share in my portfolio. I'm a long way down at the moment but I'm keeping the faith that the company is severely underrated. Fingers crossed for great results next month.
Bought in Trading at 76.88p this morning to supplement ISA investment (avg 101p). I've been wrong before but can only foresee a rise tomorrow as I suspect trading in the last few months has been very strong and debt wiped out by the sale of 6 pubs.
Results are up to December but the future looks bright.
I'm confident that K3 Capital is growing quickly and diligently but, like other investors, I'm disappointed in the shareprice drop in recent months. However, just 2 weeks ago K3C named Numis as their new nominated adviser and corporate broker. Amongst the broker's roles is advice on market conditions and generating investor interest so I'm hoping and expecting that there is an improved marketing effort to explain to a wider audience what K3C are achieving and how bright their future prospects are.
K3C issued a Trading Update 'significantly ahead of market expectations' on April 14th last year and the shareprice climbed 15% in the following few weeks. Something similar this year would be welcome and not unexpected as the acquired businesses bed in and contribute morede to the bottom line.
I topped up on K3C in Mrs W's ISA at 259p.
Incredible win for IQGeo Group as they are named as the geo software partner in Brightspeed's $2bn US fibre rollout. IQG too cheap with a Market Cap of just £86m. There should be amazing Software as a Service (SaaS) sales ahead so I topped up again this week.
"IQG will offer its geospatial software platform to aid network planning, design, construction, and maintenance processes."
https://www.lightwaveonline.com/fttx/ftth-b/article/14270508/brightspeed-begins-ftth-deployment-countdown
"...The work being undertaken by Qantas in eye tracking and scanning is aimed at determining how to use this technology and the unique combination of the Qantas 787 simulator and the Seeing Machines eye tracker is well placed as a test bed to conduct a number of innovative projects..."
https://www.aviationpros.com/education-training/flight-training/article/21256551/the-returning-pilot-and-the-future-of-flight-training
Paul McGlone has jusf shared on LinkedIn:
"Seeing Machines CEO Paul McGlone said the aim is to collect a range of data on some specific actions that could then be codified into algorithms and converted into software to develop a product.
“It’s a really important program,” he said. “The folks who will be participating in this will, most likely in four years time, be purchasing a car that tracks the exact actions we’re asking them to demonstrate during the next few weeks.”
The new software and the integration of vision, voice and external radar systems also means current sensors in cars will no longer be needed, leading to lower costs for car makers."
http://ow.ly/V0QV50HBZwp
Interesting update on SEE's local DMS and OMS tests in Canberra...
"One Canberra company, Seeing Machines Limited, has been dramatically reducing transport-related accidents by mitigating some of the key risks involved—and now they need your help.
Seeing Machines’ technology is used by car manufacturers around the world and as part of its continued development of safety features, they’re calling on local families in Canberra to help train the software."
https://hercanberra.com.au/city/concerned-about-car-safety-canberra-families-are-urgently-needed-to-save-lives/
No 10% today, not even a rise but the rise should be coming this year as things start to return to some sort of normality.
There was an updated revenue guidance issued in Jan last year that started a significant price rise so fingers crossed for the same again.
IQGeo Group says contract worth US$4.5m for telecoms software 'catapults us into the big leagues':
https://www.youtube.com/watch?v=QORBgPHNy-s