Member Info for zinky

Results were expected and priced in. No extra big news, so offloading and MM shake the tree. Wait for a low and top up, since the base is solid.

£10 predicted target reached. More in tank over the next 6 months and further corporate updates should cement the direction.

Fair value clearly exceeded. WHI have now tweaked their forecasts for 2022 and beyond. A £10 target on the face of current figures appears achievable.

With stable growth, limited competition, secure debt and a thriving insurance input stream all looking good. Roll on £6.

The over subscribed subscription appears to have planned ready for further insurance expansion. Two directors subscription is a healthy communication. Further new significant Investors (not named yet). The announcement today that it is the “only” national company operating in this area appears significant. Franchises certainly have an edge now the corporate is driving them continued new business. Let’s see what the broker forecasts?

Tom presents a balanced perspective and asks the pertinent questions. I gather his article had picked various lines of abuse. Would be interesting to hear from JAY as the changing state of shareholders and any lock-in’s. https://www.*************.com/views/40724/bluejay-mining-after-pump-and-dumper-sp-angel-founder-jeremy-whybrow-now-heads-for-the-exit

It went as low as 21p and a nice mop up of shares at the time held by mm’s desperate to get rid.

There was a significant view by a research company that the project was overstated and the SP was ahead of itself. They and others shorted the stock and it took out various speculative bets, it fell. The news has been steady and clear and the SP is gaining ground. The recent “research news” that target of 5p did not gain any traction this time.

Tom asks probing questions (in his unique way). Align agenda is different and looks to be for revenue purposes (testing the market within regulatory guidelines - we hope). Tom takes a shot at SP Angel and asks why sell all of your stock and then still issue broker notes with a high target knowing what is going on in JAY (insider trading). Is Tom on the button, then this stinks. The board of JAY should be asking questions of their broker if their shareholders are getting stuffed.

Clearly Align have a position and opinion that JAY is a strong sell, due to their own research that questions the required licenses and agreements to secure off-take. The directors and corporate shareholders seem to be holding fast and are not phased by the drop, however if margin calls are being called then volatility will reign with the lack of “agreement” news. For some, an ideal time to acquire further shares or to play new positions (up or down). I decided to acquire further stock yesterday after we dropped below 10p (even though I have much lower average).

JAY are not responsible for this, they can only report what is known. Parties connected to the market have pushed various assumptions and cast major doubt which caused the price to drop. If the margin calls are played out then the SP will recover. If these parties are correct and there are massive delays to get the product to market, more cash will be required which will surpress the SP. if however, they have licenses to ship then the board will be correct and the SP will rocket.

It seems to be the credentials / reputation or the board and broker for the lack of SP drive. At its reverse “questionable” were buried in the company and there is still concern (what else may be). GIS looks to be a super company, but the broker needs to be changed or they need to pull out the stops to put investors / institutions at ease. The new GIS CEO is important for the reasons above. OCT board over to you.

Up up and away with more good news to come.

Guessing is a dangerous activity. GIS clients must be investing not the company itself. GIS is a regulated business and any decisions to start investing in other companies would have to announced.

GIS into OCT, superb move. Existing directors will stand to one side as their job is done. GIS exec's (with share lock in's), will drive the company forward, deliver returns and dividends There are no new shares to be had - they are all placed - it's a scramble to mop up the OCT stock.

We move closer those anticipated results. Will maturity set the tone or are we back to more nonsense and the majority shareholders finding more ways to syphone cash out of the business. Mature franchise businesses are normally cash cows, yielding and have good debt measures in place. Put that with potential M&A (that is both plays) and it could be exciting, however more of the same spells gloom and ultimate doom.

Berenbaum removing himself as a shareholder is a benefit, however was he forced to sell. Look at the history - he was removed as CEO in a fight with Chairman. Take this as a positive and a win for the company / chairman. You never know - the SP will go up now the battle is over. Well it is up since the news.

Massive bounce back from the lows. Strategic moves with recent buys. Well placed for wealth management. Expect strong surge up to 220.

The messages in the last six months talk about cash, prospects, shares in public hands. Whilst valid points, there are key questions to ask re the actual interests for shareholders. The recent results show good progress and steady cash generation. However, the charges by the CEO and the conflict of interests with the parent company question who actually gains the beneficial interests. Stock has massive potential if it can shake the monkey of (funny business) of its back.

The MM were not in the placement. Shares were carefully allocated to core investors rather than flippers.