Anglo Asian Mining Share Discussion Threads

[all in eol] 06/2/2024 15:58

AAZ
delayed 50k buy just showed up 😊

[wanobi] 06/2/2024 13:11

Leon Cooperman on the telebox now,,, "I like to buy things that are out of favour",,, well, come on over to AAZ leon :-) LOL :-) :-) Cheers Wan :-)

[pogue] 06/2/2024 12:37

Thats intereseting ADVFN wont let me post a Telegram link
Please put before the next bit to get a link to the HVO group t.me/+7CH5dhKL8X8xNmM0

[wanobi] 06/2/2024 12:36

good question ts2,,, maybe :-),, will let you know if I do :-)

Cheers
Wan :-)

[wanobi] 06/2/2024 12:35

thanx pogue :-)

[thesloth2] 06/2/2024 12:31

WAN. Re DEST. Would you be tempted to try again today ????

[pogue] 06/2/2024 12:25

Wan
I dont read Motley Fool they state bull or bear cases with too much fervour sometimes missing inconvenient facts. The article though does get a lot of the basics from the results in a quick readable format. The £1 by 2028 might be possible but I am not looking past the end of 2024. This is the AIM anything could happen!
The writer though has identified the driver of a higher rating as the new facility which being custom built and is able to handle more trials for less beds so also more bang per nurse :0) and so reducing costs as well as increasing throughput. Personally I would expect it to be bought out before £1 as it is a perfect fit for some large multi £billion CROs.
As I stated CROs assist pharma companies to do trials, trails have many stages so the more stages you can cover the more you can take from the client and the more likely a client will come to you for a one stop shop. As I said HVO is a supermarket in the newly popular challenge study part of a trial some large CROs do have a challenge study unit but they are small neglected and dont offer the range of trials HVO do so I therefore expect a large CRO, more than likely American, will eye them as a good bolt on to attract customers. That's getting ahead of the game though and I will stick to my 39p for year end.

[inaminute] 06/2/2024 12:18

I sense your enthusiasm Pogue and I share it. Well managed company in a booming market with cash in bank and a growing reputation. The effect of the new facilities should be transformational for the bottom line. A completely different beast to the one that attracted previous highs during Covid.

[wanobi] 06/2/2024 12:08

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nice 3 bagger in recent times :-)

Cheers
Wan :-)

[wanobi] 06/2/2024 12:05

thanx for the heads up Mj, will take a look :-) Cheers Wan :-)

[wanobi] 06/2/2024 12:03

good post pogue,, did you see the recent MF promotion of HVO ?



100p+ target :-)

Cheers
Wan :-)


free stock charts from uk.advfn.com

[mattjos] 06/2/2024 12:03

Azer election tomorrow will have been acting as near-term block for any news here.
Once Aliyev is re-elected with 90%+ majority, I expect an update here - either Thursday this week or start of next week.

[wanobi] 06/2/2024 12:01

phew, sold those 35K DEST at just the right time by the looks of it,,,, no skill in that, pure luck,, MM's would take the lot in one hit so I sold them!!! oh what a game this is :-) Cheers Wan :-)

[mattjos] 06/2/2024 11:31

MTL Investor Presentation from yesterday is worth a read

[pogue] 06/2/2024 11:11

Wrote what sounds like a rampy post on HVO which I have deleted. New improved one below.
The battle appears won at 30p and its grinding on up, hell of a graph and I still think its undervalued. My target for the year was a 50% rise from 26p bringing it to 39p which is below its all time high round the 45p mark. They have a large cash pile, which in itself is a good thing right now, and are on the hunt for a bolt on company to enhance their offering. CROs are service companies for pharma trials so the more you can offer them the bigger the piece of the R&D budget you get. HVO are almost unique with their challenge study offering though. There are others but its like comparing a corner shop to a supermarket. Other companies have a very small amount of challenge studies they can do HVO keep turning out more. Add in they are moving to a new custom built facility in Canary Wharf which will expand their ability to do more challenge studies simultaneously and you have the growth, and cost saving, basis for this year. The facility was paid for by a client desperate to get their challenge study done before others. First to market is a big issue for new drugs.
The buyers at the moment appear to be instis judging by the RNSs and it was the clear object of Mo Khan the CEO to bring them onboard and get rid of the traders and PIs that had driven the price up previously when it got ahead of itself. Nothing has changed from the last rise only that the model has now been proven and the profits are rolling hence the recovery and the new type of buyer, there is also a nominal div to be started this year after a larger one off one last year, they have too much cash…
This is a solid services company in a growth sector. Many pharmas are realising the huge cost saving of doing a challenge study. It provides results fast and cheaper than normal mass population trials typically 25% of the cost with results in weeks compared to. What’s not to like?
That’s the kiss of death now lol!

Still a bit rampy but its my largest holding by a mile and I believe in it. Please don’t take the above as investment advice I am not a financial advisor just a holder of the shares please DYOR.

If you want to discuss or research this company in a sensible forum, ie not the ADVN or LSE troll ridden boards here is a link to the Telegram group

[wanobi] 06/2/2024 09:35

thanx for those kind words MrD and well played :-) :-)

yep, must say, it does feel good to get a trade right,,,,, for once :-) LOL :-)

Cheers
Wan :-)

[mr dexy] 06/2/2024 09:32

Well played Wan...

Did a similar trade this morning... on a much smaller scale.... but it keeps the mind active... and a wins a win... right ?

Also.. congratulations on the thread... and the contributions from others... it's one of my favourites... although I don't dabble much in oils and minerals... it's a bit of an oasis of calm and knowledge sharing... and I'm sure i'm not the only one who appreciates the efforts of yourself and the other regular contributors.

Regards to all


Mr D

[wanobi] 06/2/2024 09:25

and out with £400 profit :-) LOL :-)

I am no trader, that's for sure... so probably taken profits too early :-) :-)

GLA
Cheers
Wan :-)

[mattjos] 06/2/2024 09:20

well done on FTC dp

[wanobi] 06/2/2024 09:00

and there it is LOL LOL LOL

[wanobi] 06/2/2024 08:51

watch out for my 20K buy at 42.398p print as a sell :-)

[wanobi] 06/2/2024 08:46

free stock charts from uk.advfn.com


Cheers
Wan :-)

[master investor] 06/2/2024 08:45

I don't see a gap at 30p. There is a volume imbalance but no GAP on trading view.

[wanobi] 06/2/2024 08:42

at least 1-2% do NOT fill cmb :-) LOL :-),,, we shall see :-)

this is a pure chart reversal play, based on last 5 days of candles which indicate that sellers have been exhausted,,, so I shall blame the chartists if it goes wrong, LOL :-)

Cheers
Wan :-)