1spatial Share Discussion Threads

[argy2] 28/5/2012 16:27

speedwaymad

I'd check those figures first. Way off imho

[speedwaymad] 28/5/2012 16:23

outsizeclothes - according to the number of shares in issue and the current sp, the market cap is around £500,000. If they are truly sitting on £4.5m cash then they are spectacularly cheap!

And when did they finally have the sense to get shot of Winnifroth?

[412069] 28/5/2012 15:07

Anyone know when the results are due!

[skyship] 21/5/2012 15:27

Thnx to traderabc on the BEST thread for these links:


Interview: Ian Watson, International Agriculture and Gold Mining Investor & Entrepreneur 1/2

[skyship] 08/5/2012 09:03

Impressive presentation by the CEO at a very recent Minesite conference:



Certainly worth a listen. Added to the Jim Rogers appontment & Mark Slater's recommendation at the Master Investor conference, all should ensure the share price begins to gain some traction when investor interest returns to the sector.

[skyship] 07/5/2012 11:54

Gold stocks weakness to turn around - eventually....

[risk1] 24/4/2012 09:13

long term hold now for sure oh dear

[plasybryn] 22/4/2012 12:49

I agree his appt. is a bit odd. Mark said he thought it was his only Board appointment as well. SPA is clearly a long term hold, with great potential upside if all goes to plan, which with miners rarely happens! Most commentators seem to think that the sentiment towards the sector will change soon.

[skyship] 22/4/2012 11:52

Thnx for that - not surprising of course as the Slater clan are wedded to the stock. He is quite right though.

Personally I'm surprised that no company or institution has been prepared to support @, say, 60c to slowly accumulate a stake. Instead SPA has slipped with all the other junior resource stocks; even though their fundamental case is totally transparent.

I found the Jim Rogers appointment rather bizarre. Sure he is an interesting spokesman for the Industry; but he is surely more of an investor than a nuts & bolts miner and production company builder.

He has been given options over 1m shares. I hope to read soon that he has bought another 1m through the Market...

[plasybryn] 22/4/2012 11:17

Tipped by Mark Slater at Master Investor yesterday. Jim Rogers just joined Board. Updated resources statement Q3 this year. BFS by Q3- 2013. Production 2015.

[skyship] 28/10/2011 18:29

With currency and sovereign debt concerns likely to be staying in the headlines for sometime to come; and with substantially higher interest rates still some way off, it seems to me that GOLD will successfully challenge its recent $1900 peak and move substantially higher. $2500 by end 2012 seems eminently achievable.

As ever, the way to profit from the rise will be from finding and buying the right gold juniors; though certainly buy a fund if you have neither time or inclination to research. It may even be a wise decision to spread the risk. In which case perhaps look no further than the Slater linked Junior Mining Trust.

But, if GOLD does indeed continue to trend higher, then the most serious money will be made from the gold juniors, especially bearing in mind that as a sector they have been a major under-performer during Gold's dramatic rise.

Spanish Mountain Gold (TSX:SPA), now at C$0.81 still seems to be under the radar, but with Ian Watson (formerly of Galahad Gold) now Chairman and after a recent top-up @ C$0.78, now a 17.1% shareholder of this low grade / high tonnage resource; a bright future looks to be very much on the cards. It is based in politically secure Canada; a country with a strong currency. The resource is also extremely accessible – something that cannot always be said of Canadian mining prospects.

Additional information about the Company and its project are available on its website:



Chart and news links can be found here on the ADVFN quote page:



I encourage potential buyers to do their own research, but to put you in the right frame of mind to spend a little time on this, first take a look at this:



....and also read this FT interview with Jim Slater back in early Sept'11:

[paleje] 17/10/2011 20:15

Like what, ll, do you see something specific?

[loss-leader] 17/10/2011 13:14

looks like we are being softened up for not very good news tomorrow ll

[puku] 13/10/2011 14:26

I have shares in both, both at significant loss. looking back I was tempted by the "jam tomorrow" syndrome, and now stuck in for the long haul. Just hope the potential synergies bear fruit (would have been better in Asian Citrus).

[loss-leader] 07/10/2011 15:51

so lets think this through. On the assumption that Avisen share price stays where it is..

* Original 1Spatial shareholders have lost 75% of their money since float.
* Deal price is lower than 1Spatial share mid-price
* Avisen deal is for ALL 1spatial shares
* Avisen itself has a business which is no bigger than 1Spatial .. and permanently loss making.
* Avisen spread is large .. but not as large as 1Spatial spread
* The guys on the Avisen thread see no logic in the deal their ?struggling? company has done

So

* holders of 1spatial are locked in by the spread
* Avisen price will probably correlate with 1Spatial price going forward cos 1Spatial will be the lion's share of Avisen business
* People who believe that 1Spatial is a good bet would be wiser to buy Avisen than 1Spatial .. cos of the spread .. and the reduced listing costs of the companies when they are together.
* When the 1spatial numbers come out those who are not in will have a chance to evaluate.

LL

[paleje] 07/10/2011 07:16

Well now we know the real reason for the delay.

Only a few days ago TW issued the following estimates, something not right there as he clearly has a hand in both companies as stated in the RNS and must have known these numbers were rubbish.


EPIC: SPA Share Price: 25p
Website: www.1spatial.com

Market: AIM
Market Cap: £5.3 million
Sector: Software & Computer Services


2011E 1
Turnover: 8.500
PBT: 0.670
EPS: 5.44
PE: 4.6
0.0
0.0

2012E
9.780
1.510
8.25
3.0
0.0
0.0

[paleje] 06/10/2011 10:26

I'll wait for the figures before judging, have to agree TW has plenty of depressed shares in his stable but so does the whole market. I remember you from VGM smelgy, you were right about Paxton.

[argy2] 05/10/2011 23:03

The list is long. King's clothes etc etc

[smelgy] 05/10/2011 22:32

.................looks like another one of Winnifroth's flops!

VGM springs to mind as another.

[argy2] 05/10/2011 22:27

Doesn't seem a year since this was TW's 'Share of the Month' on Sharecrazy at 72p!

[paleje] 05/10/2011 20:58

I emailed the company last week about the prelims, they've had a delay with the auditing of the Oz acquisition but we should have a date with next few days.

[paleje] 16/9/2011 16:00

Some numbers due soon, just says Sept on website, no actual date. Anybody know? Might be near, a few small sells going through recently.

[loss-leader] 16/9/2011 15:27

October approaches and the MMs are sending us a signal methinks. LL