Braveheart Investment Share Discussion Threads

[nextlink] 22/4/2020 15:51

Is the spread narrowing as liquidity improves

[dave4545] 22/4/2020 10:07

We are in that zone where new buyers are being matched with existing holders banking a profit or slicing their big holdings.

[dave4545] 22/4/2020 10:04

Lets see I sold 15k ncyt at 67p

I sold around 100k avct at 19p

Do I continue, mind you it's impossible to know what stocks will do. I have a list of stocks I have sold for great profits that are now way lower

It evens out in the end.

But despite having some Brh at 7p I have no urge yet to take profits or bank the free ride. If the right Rns lands it could be a life changer

[stockhunters] 22/4/2020 09:53

it is simple

hold until they release testing kit news and this goes up many times

next cheapest company with testing kit is gdr at £30million market cap

let that sink in

[value hound] 22/4/2020 09:47

Yes - quite so dave4545 and in the curent climate, any one of them could approach the m/c on its own - plus there's the >£800k in cash/equivalents less all liabilities (and the last £200k invested in Pharm 2 Farm.

[dave4545] 22/4/2020 09:31

I'm not even sure it's that business that is the possible source for the kit vh

That's the thing at the moment, there's several investments all got links to c-19 as demonstrated in their recent operational update.

Hence when you split them down to individual valuations the market cap is very low.

[value hound] 22/4/2020 09:17

Well having used a hashtag "testingkit" it would be pretty disingenuous and unforgivably heartless if it WASN'T CV19-related!

[cheshire man] 22/4/2020 09:15

Certainly looking perky this morning :-)

[dave4545] 22/4/2020 09:05

Yeah, dreaming of the Rns. It could send these to 100p easily.

Not to mention the hand gel business which is going to be big as well methinks.

[stockhunters] 22/4/2020 09:00

fwiw next company making testing kits is valued at over 10x the current cap

ticktock

[dave4545] 22/4/2020 08:46

For those not on twitter there talk of a antibody test for c-19

Would be monsterous for such a small cap, certainly driving the price up again this morning

[dave4545] 21/4/2020 15:59

Note the words testing kit ???

[dave4545] 21/4/2020 15:50

More positive news and another investment on the verge of sales.

Kirkstall Ltd. est 2020
@EstKirkstall
Guess what?! You will shortly be able to buy our products online on our website! More details to follow in the next few days....SO....watch this space and in the meantime stay in and stay safe. #onlineshopping #testing #testingkit #shopping

[value hound] 21/4/2020 11:49

Yes, sorry, meant p2f.

I considered selling half and running the rest for free but have decided not to FWIW. I think the last quoted NAV figure is fairly meaningless given that almost every investee is doing something or other Covid-9 related.

[dave4545] 21/4/2020 11:32

No idea but it's pharm2farm that make the gel not paraytec

Massive buy earlier at full 17p offer, mm's playing their games to try and get that stock back much cheaper

[value hound] 21/4/2020 10:16

dave4545 - any idea (guess?) at what margin (during normal times - hopefully it's at cost now) re Paraytec's hand sanitiser?

It's interesting as I'd always viewed this as a low-tech kind of bonus as all the other investments have far more scientifically complex / exciting potential investments IMO.

[dave4545] 20/4/2020 20:28

And better

Kirkstall Ltd. est 2020
@EstKirkstall
· 12m
In the UK, Kirkstall Ltd is working with the leading animal replacement charity, @AFR_UK Animal Free Research UK, to mobilise and support a group of leading university researchers in the fight against #COVIDー19 and other viral infections. #Testing #TestingForCovid19

[dave4545] 20/4/2020 19:23

It gets better.

The hand gel business which is my fav because of the long term potential has tweeted they have the capacity to make 2000 litres a day. That would be 40000 50ml bottles that sold between £1-2 prior to the C-19 pandemic.

The sales potential is massive here and this is just 1 of 6 business BRH are invested in for market cap of 4.3 mil minus their cash pile.

[dave4545] 20/4/2020 17:22

Another investor this time they hold 100% of this, I'll have to have a look later and try and understand what that means :-))

@paraytec1
@Paraytec1
·
2h
FINISHED!....our final grant claim on our Innovate UK funded grant project ‘Towards a condensed screening platform for aggregation profiling’ codename Nexus. The next stage is putting the Exploitation Plan into action. #excitingtimes

[dave4545] 20/4/2020 13:33

Pulled the offer again N/T at 17p

mm's do this a lot and see if somebody else bails them out with some stock

[nextlink] 20/4/2020 13:30

Still quiet on steady buying

[babbler] 20/4/2020 13:06

Nice one. Well done.

[dave4545] 20/4/2020 12:48

Next leg up is coming

Cannot buy a bean at 15p atm online

Other stocks with far less to offer are going nuts

[dave4545] 18/4/2020 15:15

I think Pharm2farm has a very promising future and could be floated by itself on the market.

BRH Market cap £3.7 mil. cash around £1 mil so 6 investments valued at 2.7 mil

That is £450k each

If Pharm2farm was trading on Aim and had a valuation of 450k given the increased production and long term growth projects of their hand gel not to mention masks I would be piling in.

You see some Aim stocks worth 3-5 mil that basically are garbage and have no prospects.

[dave4545] 18/4/2020 14:36

Pharm2Farm
@Pharm2Farm_org
·
We are developing a new face mask enabled by our patented nanotechnology as part of the war on COVID-19 #theBMA #WARonCovid19 #facemasks