Core Vct I Share Discussion Threads

[vivgav] 17/3/2017 10:30

VRS looks good from here. Placing done and quality CEO.

[mostro] 17/3/2017 10:27

IRG down 10%, looking a bit shaky, beware!

[yawn1] 17/3/2017 10:26

INFT

Plenty of bucket shop placees ready to dump into any pump. Be wary

[richie32] 17/3/2017 10:23

fillipe, I like the look of MOGP
Plenty more in this

[cudmore] 17/3/2017 10:14

SEV taking off again

[fillipe] 17/3/2017 10:00

SPA - very good sized Dir buys today!



f

[fillipe] 17/3/2017 09:49

PAL info - taken from today's RNS.....mkt cap abt £12m

Since 2008, the Company has spent over US$100m in developing its oil palm operations in Liberia. With crude palm oil production scheduled to commence during the second half of 2018 from our new 60 metric tonne per hour palm oil mill currently being built on Palm Bay estate, this timely extension to the Rehabilitation Term reinforces the GOL's commitment to foreign investors.



Notes to editors:

Equatorial Palm Oil plc is an AIM listed crude palm oil developer and producer with palm oil estates in Liberia, West Africa. The Company was founded in 2005 and is focused on becoming a global, sustainable producer of high quality palm oil to regional and international markets.

The Company's largest shareholder and 50:50 joint venture partner in LPD is Kuala Lumpur Kepong Berhad ("KLK"). KLK is one of the largest palm oil producers in the world and the Company will greatly benefit from their many years of expertise in oil palm development.

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[fillipe] 17/3/2017 09:43

Re; MOGP

gleach23
16 Mar '17 - 22:44 - 656 of 673 0 0
MOGP gets a mention in Shares today - no recommendation or anything, just pointing out that the shares are moving up following the positive trading update.

Good for profile though.

[fillipe] 17/3/2017 09:29

MOGP + 12%

f

[andrbea] 17/3/2017 09:12

alt 5%

allstar4eva17 Mar '17 - 09:06
Chart curving up

[judge grinder] 17/3/2017 09:03

CNR
Bought a few yesterday, looks about ready to move up

[olly1972] 17/3/2017 08:55

RLH cracked .4

[mostro] 17/3/2017 08:47

RLH up 15%

[empirestate] 17/3/2017 08:45

DKL Dekeloil, on the fizz again at 12.50/13.

decent size from the seller was taken off the table yesterday, wont be long now imo.

Q1's in two weeks or so and finals in 3 week's or s.

Keep em peeled

[fillipe] 17/3/2017 08:43

MTR + 7.14% and looking firm.

f

[yawn1] 17/3/2017 08:34

OTC

Not one to chase

[comedy] 17/3/2017 08:27

ceo from nuog bought 3% of plmo yesterday...new oil company coming ??? on plmo???

[yawn1] 17/3/2017 07:19

Well he's been wrong about EVRH so far so let's wait and see.

[skiboy10] 16/3/2017 19:58

Red Leopard Holdings and EVR Holdings – how to make money at different stages of the Akers investment lifecycle

By Cynical Bear | Thursday 16 March 2017

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.

Following my recommendation on Red Leopard earlier this month, I thought I’d follow up with a compare and contrast of Akers related stocks looking at the different phases of the investment lifecycle and how to make money at those different stages.

If one goes back to my original piece looking at ‘How to Make Money Out of A Chris Akers Stock’ I set out the five stages of the investment lifecycle. Red Leopard is very much at the first step, namely: “Find a business that is in a market that is indisputably large and/or potentially large and is fast growing.”

Hype and excitement can go a long way at this stage. This is almost pre-step one in fact as the investment hasn’t been made yet; however, to be fair to Chris, he has put £250,000 of his own money into this which carries a lot of weight.

As anticipated, the share price has steadily increased from 0.26p as I wrote previously to a current share price of 0.35, albeit with a chunky spread as it is still relatively illiquid. However, the fun part is still to come and that is the investment announcement itself. I am assuming that Chris has something up his sleeve and I have no doubt that, as with podcasting, e-sports and virtual reality, he will pick an industry that is, or could become, huge but is still some way off maturity so that one can big up the potential. Hard to guess obviously but looking at his Twitter feed, I wouldn’t be surprised to see something in the artificial intelligence space.

So even though the current market cap is looking a bit punchy at this level at over £3 million, I expect the news flow as and when it comes to give it another boost and will then reassess.

In contrast, EVR Holdings (EVRH) is very much at the latter end of Stage 2 (the “ramp the hell out of it” stage) and is currently trading at 11.25p giving it a fully diluted enterprise value of around £120 million.

I may be a Luddite but I just don’t get it and maybe I’m getting twitchy by the shenanigans at the “C” stock but there are a couple of things I can’t fathom.

First, why won’t it launch its virtual reality product? When it came to the market last May, it talked of needing to get to the market quickly as there would be a land grab which makes perfect sense; however, now Anthony Matchett talks of waiting “until the market is ready”. Ready for what? Just get the bloody thing out there.

Its competitors don’t seem to need to wait for the market to be ready. It is interesting to compare and contrast the home pages of NextVR, JauntVR and EVR Holdings’ business, MelodyVR. The latter merely saying that it’s “Coming Soon”. The results this week talked vaguely about a 2017 launch but that further refinements were being made to the app.

My second concern is its relative lack of funds. Its venture capital rivals have tens of millions of dollars to build a business and brand whereas EVR Holdings will have less than £3 million in the bank at the moment. Its results this week talked about global expansion which sounds great but that’s nowhere near enough cash for that together with the marketing that will be needed as and when they finally launch the app. Why isn’t it raising money while its market cap is so high to give itself a war chest to tackle the market properly?

It just gets my spidey senses tingling and, for me, this is now getting very close to short territory as a way of making money, if one can find some borrow.

It would be remiss of me not to touch on Concha (CHA) in this piece which appears to be at the end of the lifecycle following the recent disappointing news relating to its investment in Ve Interactive. Don’t think it’s possible to make money at this stage with this one unfortunately, I just hope that you got out near the top a year or so ago.

- See more at: hxxp://www.shareprophets.com/views/27851/red-leopard-holdings-and-evr-holdings-how-to-make-money-at-different-stages-of-the-akers-investment-lifecycle#sthash.RX5tf1C7.dpuf

[yawn1] 16/3/2017 16:41

BZM

Be careful chasing.

[yawn1] 16/3/2017 16:34

CAF

Should move up once he has dumped all his stock.

[nash81] 16/3/2017 16:25

RNS in CAF

Paul J (re MTR) sold his stake in CAF

and he is topping up RGM (per his twitter)

time for RGM to rise

[nick rubens] 16/3/2017 16:24

CLP definitely potential for huge upside IMO, and major shareholder buying in further through loans then converting.

[rkbeekeeper] 16/3/2017 15:11

Well I do not know if there are any posters on this Thread but I was told about it so I will Post a little and see who is here.

CLP Clear Leisure are in the process of tiding up their assets to sell them all.

There are about £50 million of Trading Losses and Expenses and BOD Mr Francesco Gardin has been restructuring company from August 2015. Last year he bought back debt at 76% discount, reduced Bond debt of Euro 6.9 million from 8% to 1% saving about xx

The debt buy back at 76% discount was worth about £690K over 2 years

The Bond Interest savings per year is about Euro 414K

there are other savings in the year 2016 and the profits are going to be about £1.8 million.

There are many things going on at CLP and the BOD are going to produce their results for 2016 in GB £ not Euro which is unusual.

And one final point only this month the CEO set up a new company called Clear Leisure 2017 Ltd at Companies House.

If you look at my Posts for CLP on here and LSE you will get a better understanding of what this company can achieve.

There are only about 290 million shares in issue.

RKB