Anglo Asian Mining Share Discussion Threads

[wanobi] 19/4/2020 12:10

DDDD - thanx for your posts on the subject guys, most appreciated,,, NOW,,,, I know nothing about bio & vaccines and so on,,, other than somewhere in my life I must have learnt that vaccines need chicken eggs to be produced in,,, or so I thought,, listening to an expert prof on LBC this am,,,, who said,,, categorically that cv19 vaccine can NOT be produced using chicken eggs and that scientists will need to come up with another ingenious way of producing it,,,,, then I read stigs post 17665 and I wonder,,,, is there something in that,,, then I find,,,,



and then I stop looking as frankly I just don't have any expertise in this area and realise it would be dangerous for me to try and figure out much at all and end up with the correct conclusions :-) LOL LOL....

but there does seem to be a case to take a punt on DDDD based on the limited look see I've had, so I may well do so :-)

GLA
Cheers
Wan :-)

[the stigologist] 19/4/2020 11:02

Howard Stanley Marks, the billionaire serial investor and founder of Oaktree Capital Management, once opined that:

"When looking for the best stocks to buy, it pays to follow the money.”

Indeed, investing alongside some of the world’s wealthiest can be very profitable.

Take 4D Pharma (DDDD) for example; the London-listed pharmaceutical company (specialising in the development of live biotherapeutic products) currently boasts City heavyweight Richard Griffiths as its largest shareholder.

The extremely well-heeled (estimated net worth of circa £300m) serial investor, who carved out a hugely successful business advising small and medium-sized companies, owns close to 14% of the company and is one of the most highly regarded investors in the UK.

Known for his innate ability to unearth mispriced opportunities, Mr Griffiths is one of those high-net-worth investors who prefer to keep things pretty simple; invest in well-run companies, with significant growth potential, and that sport a substantial discount to NAV.

Pretty simple.

Thus, cue 4D Pharma (DDDD).

The Leeds-based pharmaceutical company, currently spearheading a revolutionary new class of medicines called Live Biotherapeutics, has four, advanced, clinical-stage programmes underway in immuno-oncology, IBS, asthma and IBD.

However, there’s a problem.

The recent stock market rout has given rise to a staggering, and wholly unwarranted, share price dislocation that, frankly, beggars belief.

Here’s why;

• On January 10, 2020, 4D Pharma had cash and cash equivalents of circa £3.5 million (down from £12.9m at July 01, 2019).

• On February 18, 2020, 4D Pharma raised gross proceeds of £22m at 50p per share.

• On March 01, 2020, 4D Pharma had cash and cash equivalents of circa £23.5 million.

• By March 18, 2020, 4D Pharma’s BOD had garnered some serious ‘skin in the game’; all three directors collectively owned 22% (24,091,936 shares) of the company!

• On March 18, 2020, 4D Pharma delivered the FIRST global clinical confirmation of a live biotherapeutic product initiating a response in cancer patients; evidence of tumour shrinkage and no drug-related adverse events were observed. Overall, 51% reduction in target tumours was observed.

• The company’s next significant readout (MRx0518 Phase I/II combination study with Keytruda®), which could trigger a material share price re-rate, is expected this Quarter (around May 2020).

So, with a current market cap of £43m (40p), and less cash of £23m, means the market is valuing the company’s incredibly advanced and highly promising stable of drug candidates at c.£20m!

Yes, feel free to bark the unsavoury but apt remark, “What the ….!”

And yes, the stock market is not always the perfect arbiter of value. However, for as sure as night follows day, the market will soon move to correct the gross mispricing.

In the meantime, the recently-released clinical data for the company’s lead oncology candidate may help to explain why Griffiths, the BOD, Invesco, and Henderson continue to clutch onto their 14%, 22%, 8.5%, and 3% stakes respectively.

[lefrene] 19/4/2020 10:49

I doubt that any Banks in Iceland are very much exposed to this debacle, as last time around Iceland jailed 26 bankers and no doubt penalised a few more.

You would think that these things could be unwound, cancel the contracts and let the wounded parties fight it out in court for the next 25 years.

Jail a few board members for failing to keep an eye on the young bloods who were allowed to create the mess. It is after all a fantasy world of bits of paper saying IOU (or you owe me) IF xyz happens 3 months, 6 months or 12 months from now.

This gambling needs to be carried on outside of the real world economy, it's rather as if one of those casino's on indian reservations got itself into a mess, and then went and raided the State to repair their balance sheet.

One thing though, if the FED fails to keep up massive shorting then gold is going to let rip. It sounds fantastical (but the situation is mad anyway), but I could see a wheeze where the FED buys gold mines and even proven prospects, and then sells gold bonds based on proven reserves in the ground. Making a big deal each time they deliver a freshly mined 100oz bar to a bond holder. Those bonds are then effectively a gold backed currency, and we are soon back to a gold backed currency.

I'd take 500p a share for AAZ right now :¬), but I'd have to convert it into something real pretty fast!

There we are, "I've saved the world", I can take my place alongside Gordon, my work here is done! :¬)

[mr roper] 19/4/2020 10:07

Mf, I’ve spent the last two hours looking at dddd. It does seem to left behind. 43m mkt cap, 22m in cash. So enough for the next 8-10 mths. Decent suite of products. Very interesting tie up with Merck. Decent bod holding. Griffiths with 14%.
Could be a good momentum trade on its own as it seems to be an overlooked pharma.
I’ll probably take a slug when I get a chance. Need to free up some cash though.

Weird, I’ve gone from near 100% cash a few weeks back to 5% cash now.

[mad foetus] 18/4/2020 17:45

The more I read about DDDD the better it looks. Shares got ahead of themselves a few years back when it reached £10, but 40p is far too cheap. And it's clear from covid that all the modern diseases - obesity, ibs, crohns, asthma - are aggravating factors and the gut biome is key to that and that's where DDDD are global leaders.

[callmebwana] 18/4/2020 17:31

Yes Wan, I lift my hat to Captain Tom Moore. What a man 🤗🤗🤗😊

[lefrene] 18/4/2020 17:19

Thanks goldrush, looks like we are off to hell in a handcart.

[goodgrief] 18/4/2020 17:02

... hope he doesn't do a runner!

[wanobi] 18/4/2020 16:46

Captain Tom Moore passes £23m in NHS fundraising.......... what a man!!!

speechless!!

GLA
Cheers
Wan :-)

[goldrush] 18/4/2020 15:36

LLB

Similar theme on kingworldnews.com

Great interview by Alisdair Macleoud




Thanks lefrene.

[riggerbeautz] 18/4/2020 15:26

Wimbled remember coming across AKG before, but were still ploughing lots of money into their sole operation in West Africa. The other real positive you don’t mention is their 50/50 partner is Gold Fields S.A (the deal paid down all debts) but the real game changer for them, will be announcing the dividend that McCunn mentioned last year in London.

Just seen they appointed Paul Wright to their board, he’s not so good news.

It’s moved up my watchlist pending the AGM on the 30th.

Back to decorating a bathroom today :(

[laurence llewelyn binliner] 18/4/2020 14:45

3Sporrons/Matt/Lefrene, a bit of a read but a great insight into the eye watering scale of the derivatives market exposures banks are holding/hiding, some interesting comment on the Gold COMEX/Spot price variance we have noted here, why, who is most exposed, and the likely results..

[the stigologist] 18/4/2020 14:21

UK Government has announced a UK Vaccines Taskforce

Could DDDD 4D Pharma play a part ?

In October 2019 £40m Mkt Cap DDDD signed a $1 billion deal with US Big Pharma Merck (Mkt Cap $240 Billion) to develop vaccines

Merck are one of the top 4 global vaccine companies already

Why partner with a small UK biotech unless DDDD have some seriously interesting vaccine know-how ?

If a US Big Pharma leader partners with DDDD shouldn't DDDD be part of UK Government vaccine taskforce ?

[bumpa33] 18/4/2020 14:11

MWG looks interesting, not sure about quality of mgt, though there’s been some changes in the board with their relationship with Integumen.

Be aware Turner Pope have 92.5m warrants at 0.5p from the recent placing. Not checked if they’ve exercised any...


Rb - interested if you come up with silver plays, the Au/Ag ratio can’t
stay so out of step, can it?


The companies that can benefit from a change in the behavior of the populace/consumers once we come out the other side of this are surely the ones to find for long term winners?

Assuming that things will never be quite the same again. Or indeed, potentially nowhere near the same.

[wanobi] 18/4/2020 14:03

many thanx Wimbled,,,,, based on its location, Rb is probably the most likely here to have come across AKG,,, I like the way the chart is shaping up :-) and the numbers you posted look good :-) hmmm, nice,,,, Cheers Wan :-)


free stock charts from uk.advfn.com



free stock charts from uk.advfn.com

[wanobi] 18/4/2020 13:52

Good day to all,,, many thanx sfs, russ in regard to MWG, I can now see why the share price is rising,, also, SKIN, which I know a few on here have been invested in way before cv19,,,, so many angles to cv19 from an investing viewpoint... :-) Cheers Wan :-)

[wimbled] 18/4/2020 12:35

Hi Wan, great BB.

Research over the weekend and would any views on AKG. Mid tier gold producer 250koz per annum with no debt and cash in the bank. Link below.




Q1 Highlights (100% basis):
Record proceeds of $104.6 million generated from gold sales of 67,820 ounces at an average realized price of $1,542 per ounce
Record gold production of 66,333 ounces
Mined 1.91 million tonnes ("Mt") of ore, including 0.59Mt of ore from Esaase
Processed 1.40Mt of ore with an average gold grade of 1.6 grams per tonne ("g/t")
Preliminary all-in sustaining costs1 ("AISC") of $805/oz

[goodgrief] 18/4/2020 10:34

Charteris Gold and Precious Metals fund holdings appear to have significant stake in silver miners.

[brasso3] 18/4/2020 10:10

HOC and FRES are the main silver miners on the LSE. I also have a small long position on silver spot to make sure I benefit from the inevitable rise in silver. I have been building a physical stash (~800oz) for a few years to around the $13 - $16 level. :)

[riggerbeautz] 18/4/2020 09:28

More interested in researching Silver opportunities myself this weekend, a quick gold to silver calculation shows at around 110 it’s massively off the scale still. If we get deflation it might stay that way, but if we get inflation when the economy tries to get back to work, the silver bullet ought to fly.

Just my humble opinion, I’ll stick to what I believe, a lot of these Covid plays will see punters impaled on spikes, some will win in the hype though but they are largely gambles.

[klosters65] 17/4/2020 18:50

Apologies to all, Others have said the same before me and more eloquently.