Member Info for x54v

Currently up 30%.

"I see material upside in light of both the surge in the LCE price and the subsequent acquisitions. My 60p initial target price and 85.9p a share unrisked NAV estimate I outlined in my report are very conservative.

Indeed, Tamesis has an unrisked NAV of 111.5p a share which is still only based on a LCE price of US$42,000 per tonne, well below the spot price. Buy."

https://www.investorschronicle.co.uk/ideas/2022/02/04/profit-from-the-deal-of-the-millennium/

Strongest uptrend in diamond prices in years

http://www.idexonline.com/diamond_prices_index

Yes, looks to be gearing up for a breakout. Exciting upside when price cracks through 90p.

"I am excited by 2022; the industry has a lot of opportunity in front of it; mining companies are facing a potential bumper year"

"a genuine and tangible positive impetus is upon us; given the right marketing and successful trading it could be a year to remember"

https://www.jewellermagazine.com/Article/10388/2021-The-Year-when-The-Diamond-Industry-Rebounded

https://www.miningweekly.com/article/diamonds-industry-rebounding-strongly-after-disruptive-two-years-2022-02-07

"Retail sales of diamond jewelry rose 29 percent last year and 11 percent above 2019, confirming a “spectacular rebound” for the diamond industry, according to a new report."

https://sports.yahoo.com/diamonds-roar-back-above-pre-085947653.html

Today's FT hints at SAA coming round to the idea of a merger:

"In an apparent softening of its opposition, however, the company also said that following talks with other large shareholders, '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'."

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The "other large shareholders" then may have expressed that they may be interested at the right price.

https://www.nasdaq.com/articles/mc-saatchi-deal-deadline-likely-to-be-extended

Platform developing "incredibly quickly" and likely to lead to an "explosion of new users". Sounding very positive.

https://investegate.co.uk/quetzal-capital-plc--qtz-/prn/update-on-tap-global/20220131070000PDAB1

The following trades all at 102p late on Thursday according to Sharepad:

22,612,506
7,218,750
3,609,375
2,528,349
153,850

So a total of 36,122,830 at 102p or £36,845,287 worth.

10% of the company bought at a significant premium. Got to be a very strong chance of a bid here.

Good pullback opportunity here. Worth considering the bigger picture....

Malcy - "The market has not yet got the hang of this, to repeat I think that the shares could and should rise by a multiple and it’s going to be quicker than many imagine, not often a five or even ten bagger sits in front of investors."

Simon Thompson - "It could double again once investors cotton onto the implications of the latest drilling news. Buy."

finnCap - "As a result, FinnCap has hiked its prior price target. At 54p the broker’s new target suggests more than 400% upside to the current price of 10.05p."

"The market has not yet got the hang of this, to repeat I think that the shares could and should rise by a multiple and it’s going to be quicker than many imagine, not often a five or even ten bagger sits in front of investors. "

https://www.malcysblog.com/2022/01/oil-price-genel-sound-chariot/

https://news.sky.com/story/finance-chief-in-talks-to-quit-m-c-saatchi-as-it-fends-off-takeover-bid-12518595

Been a seller who has finally exited today apparently. Market picked up on this at 1:30pm as buyers came in.

https://masterinvestor.co.uk/equities/small-cap-comment-on-saa-snws-and-acrl/

https://masterinvestor.co.uk/equities/small-cap-comment-on-saa-snws-and-acrl/

Agreed - the future looks bright for SAA, especially judging by recent results.

The question that those who are prepared to hold for the longer term have to ask themselves is: is the share price going to appreciate more significantly in the months and years ahead with VM or with the current board?

However the proposed merger plays out, the SAA share price should continue appreciating from here.

As is frequently the way with negotiations, an improved offer is likely in the days ahead. The initial commitment of £24 million at a price of 200p shows the level VM is prepared to deal at.

The move has likely been months in the planning. VM has been on the board since March last year and will have spoken to the largest shareholders to gauge their opinion on her proposal. If she didn't have their approval then she wouldn't have bought nearly 10% of the company at 200p. So even if the SAA directors aren't keen, it's likely that the largest shareholders are.

Whether or not it's a good deal for SAA shareholders will depend on their time horizon and belief in VM and her team's capabilities. Those with a short time horizon might feel frustrated that ADVT isn't bidding 250p and be disappointed with the initial proposed merger terms. But those prepared to take a longer term view and who have done some research into VM's history might entertain the possibility of much stronger growth via optimisation and acquisition over time. VM has certainly shown herself more than capable of doing this in the past having generated 10 baggers with Computer Software Group and Advanced Computer Software.

Worth checking out Vin Murria's history.

She generated significant value for her last 2 LSE ventures - both did a 10x. She plans to employ the same strategy here.