Member Info for x54v

Opportunity at ADVT?

Vin Murria has invested £17.5 million of her own cash here at 100p yet the shares are currently quoted at just 79.5p mid.

ADVT has 78.9p per share in cash and a holding in SAA worth a further 15.2p at the market price.

So you can currently buy 94.1p of value for 79p (a steep discount to the 100p Vin Murria paid).

Vin Murria has had great success previously, 10-bagging both Computer Software Group and Advanced Computer Software. Her plan is to do the same again at ADVT using a buy and build approach. And clearly she is confident she can do it and prepared to put her money where her mouth is with £17.5 million of her own cash on the line.

How many times do you see a director purchase quite so large? Very seldom. £175k might be seen as a decent sized director buy. £17.5 million is equivalent to 100 such purchases.

The share price weakness at the moment is due to her proposed merger with SAA and the SAA board not being keen. SAA itself is trading well.

However the proposed merger plays out, surely there is a good opportunity around the current levels at ADVT with as much cash in the bank as the market quote and all the potential upside that alignment with Vin Murria can bring.

Looks like SFOR might be interested in SAA according to the Times:

"Inside the crisis at Sir Martin Sorrell's S4 Capital with @annafmenin. Includes that before the recent slump he was circling stricken M&C Saatchi, founded by his old colleagues"

https://twitter.com/jamienimmo63/status/1510538392412598273?s=21&t=mBKvETLcbYR4eKK9n3Gzrw

"Perhaps the obvious one is that if QTZ owns 100% of TAP, its valuation should migrate from its current £7m to at least the £26.5m minimum of its investee company over the near term. This is especially the case given how hot the fintech / banking platform space is at the moment, with rumours of sector counterpart, banking app Ziglu, currently being sold for many multiples of this figure."

http://tinyurl.com/2p96t5xz

"Interesting to read in @Kitco_Metals that @BMOmetalsmining has upwardly revised 21/26 commodities it covers, with #gold set to rise by 8%. This is great news for Trident with significant gold assets and only being exposed to revenue."

https://twitter.com/TridentPlc/status/1510995833084391426

https://www.tap.global/blog/tap-q2-2022-feature-updates

“However, the Independent Directors believe that it is in the best interests of all stakeholders in M&C Saatchi to continue to engage constructively in discussions with AdvT.”

Would be good if they could explain this a bit further. Why exactly do they think it’s in the best interests of all stakeholders?

You don’t continue discussions for such a long time if there is little or no merit to them, given that those discussions will take up valuable company time and money.

Cutting it fine. Could be yet another extension.

Would be good to get it concluded one way or another.

"#BRD recently appointed new CEO Meiring Burger to take Kareevlei #Diamond Mine to the next phase of its growth trajectory.

We aim to DOUBLE production + increase revenue by c.66% in FY’22.

He has 25 years’ technical and managerial experience.
Let’s go, Meiring!????"

https://twitter.com/_BlueRock/status/1508349917663744000

Sideways consolidation after the big drop. Equilibrium as demand matches supply.

https://uk.advfn.com/cmn/chrt/chrt_wrap.php?epic=esys&name=&type=4&size=3&period=1&ind_type1=1&ind_type2=0&ind_type3=

When supply runs out (as it surely must do given the huge recent volume), then a sharp move back up with no resistance on the chart for miles.

https://uk.advfn.com/cmn/chrt/chrt_wrap.php?epic=LSE%3AESYS&name=&type=1&size=3&period=4&ind_type1=1&ind_type2=0&ind_type3=0

Huge cash backing with 63% of the market cap covered by cash.

“Net cash at half year end at GBP30.5m was significantly better than management expectations”

https://investegate.co.uk/essensys-plc--esys-/rns/trading-update/202203010700101675D/

Massively oversold here. Due a sharp bounce back up.

A breakout to multi-year highs with good volume. Positive recent trading update. Directors buying.

Looking good for a strong move up from here.

https://www.tradingview.com/x/JxJIwIIb/

Multi-month breakout to a new high from a wide base on increasing volume.

Looks good for a strong move up.

https://www.tradingview.com/x/bWIb4ow6/

Meant for peterlowen.

Rookie1 - the UT trade is the uncrossing trade which results from all those participating in the closing auction. Anyone with DMA (direct market access) can participate in auctions.

https://www.londonstockexchange.com/discover/news-and-insights/what-auction

Strong 9.9% move up at Block. Nice breakout on good volume.

Now 140.6 and looks to be headed higher.

https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=SQ&insttype=Stock

Vanadium price continues its strong surge upwards I see

https://twitter.com/baroninvestment/status/1503649209844649991

“Should oil production at Hurricane continue to meet or exceed budget, the Fund's 29% shareholding should be extremely valuable.”

https://investegate.co.uk/crystal-amber-fund--crs-/rns/half-year-report/202203030700054579D/

“it’s not unreasonable to believe that at 12p the stock has a real prospect of doubling from these levels”

“Given some of the price moves we’ve seen in commodities, hoping for a repeat of 2018 isn’t as unlikely as some might think.”

“Didn't expect to do this but added another 1.5m #BMN. That's me in for 6.5m, the most in a new AIM position for a while. Highest volumes today since 2018”

Heavy buying by the Baron. Largest daily volume in years. Vanadium trending strongly upwards.

Bodes well.

Neavo246

https://www.barchart.com/futures/quotes/TG*1