Core Vct I Share Discussion Threads

[noirua] 02/5/2017 14:56

GEO -

5 metres at 40% copper is a discovery that is unheard of. Sirius Resources ASX:SIR, the 100 bagger, produced results between 3% and 7% copper.

[cpap man] 02/5/2017 14:46

ANGS getting ready to rocket!!!!

[duxy786] 02/5/2017 14:41

PMSL literally at the return from less than a years patient buying and holding.....few more contracts and this will be sitting at a phenomenal 1000% return.#PSL

[larva] 02/5/2017 14:27

SGP


UPGRADES!!!!!






SuperGroup (BUY) – Interim results and Q3 trading update
SGP LN (1718p, TP 1920p from 1700p), Market Cap: £1,394m
Our view: H1 results are broadly in line with expectations and the Q3 Retail LFL growth of 15% over peak is very encouraging. We reiterate our BUY recommendation and raise our TP to 1920p (23x cal’17 PER) from 1700p. We are nudging up our FY17 PBT forecast to £86.5m from £84.0m this morning. As part of the updated strategy, the refurbishment programme should ‘kick-start217; further growth in the UK while there continues to be significant opportunities to develop the brand both in Europe and the US.

· Underlying H1 PBT of £21.0m – Adjusted PBT came in at £21.0m (vs CFE £21.5m), an increase of 8.8% year-on-year and in line with November guidance (£20-22m). Adjusted EPS was 21.0p with H1 DPS rising by 26% to 7.8p (6.2p LY). Within these results group revenue rose 31.1% to £334.0m. Retail sales grew by 25.0% to £215.5m, driven by new store openings, and strong LFL growth of 12.8%. Wholesale revenue grew by 43.8% to £118.8m. Group gross margin fell by 130bps to 58.8% principally driven by the strong participation of relatively lower margin Wholesale sales and some targeted clearance activity. Underlying Retail profit before exceptionals was £18.2m (vs CFE £22.5 & £19.1m LY), Wholesale profit was £39.4m (vs CFE £32.0m & £28.4m LY) with net Central costs of £31.1m (vs CFE £33.0m & £30.3m LY). Adjusted Group operating profit rose 14.5% to £22.1m (vs CFE £21.5m) with an adjusted operating margin of 6.6% (vs 7.6% LY).

· Q3 trading update – Alongside today’s interim results the Q3 peak trading performance covering the 10 weeks to 7th January has also been reported. Retail sales rose by 20.6% with Retail LFLs increasing by 14.9% highlighting a strong performance over peak. This follows growth of 11.9% in Q1 and 13.7% in Q2 and leaves the cumulative 36 week LFL growth at 13.7%. A further 74k sq ft was added in the period which contributed to the overall growth rate.

· Forecasts increased – Prior to today’s update our FY17 PBT forecast stood at £84m (EPS 78.7p) with consensus PBT at £86.2m. We are nudging up our FY17 PBT forecast to £86.5m this morning.

· Exciting prospects ahead – At the September 2016 Capital Markets day, it was clear the company had developed a ‘leading edge’ format not just from a domestic but also a global perspective. The new store was developed ‘in house’, section by section and category by category rather than being developed by a third party. At the same time, the company provided an update on its multi-channel strategy (on-line already accounts for 23% of group sales, one of the highest amongst its peer group). Over the next year, the company should be able to fulfill European orders from its Belgian distribution depot, significantly improve its digital marketing effort, and have developed new order management systems which will enable consumers to pick up their order from store in real time and launch ‘reserve and collect’.

· Valuation & Recommendation – SuperGroup trades on a cal'17 PER of 20.6x falling to 19.2x cal'18. The company has a strong balance sheet, which is forecast to have net cash of over £75m at April 2017 and a progressive dividend policy.




We reiterate our BUY recommendation and raise our TP to 1920p

[tidy 2] 02/5/2017 13:48

Bonkers blog on SDX. worth a read very good. https://bonker99.com/SDXBlog

[cpap man] 02/5/2017 11:55

CYAN



davep42 May '17 - 00:50 - 1255 of 1259 1 0

Fantastic news for Cyan, if the 'thisismoney' article is true!

bilbosenior2 May '17 - 03:15 - 1256 of 1259 1 0

davep4,

Agree, this could be the beginning of something quite big

[cpap man] 02/5/2017 11:52

KOD MOVING NORTHWARDS AGAIN

[ileeman] 02/5/2017 11:08

CLNR worth a look

[recordz] 02/5/2017 11:04

NYO just moved up 560k mkt cap.
A 1 trade there too ,who knows.

[barnetpeter] 02/5/2017 10:27

Pleased I sold MTR at 3 and 3.3. A great stock but its headed down for the moment. Amazon woman was on here banging on about it.....that is a great bearish sign for a stock.

[barnetpeter] 02/5/2017 10:24

Angs licence agreed. Been buying these at 9 and a bit for a while as that was a fall.

[duxy786] 02/5/2017 10:20

For the record......


duxy786_213 Jun '16 - 08:02 - 554989 of 566209 0 0
PSL guys and MERC, remember who told you first!!!!!

[cpap man] 02/5/2017 09:40

AST



Edgein2 May '17 - 07:56 - 7006 of 7006 2 0

Excellent, work starting on schedule and another well about to be brought into production. Heading in the right direction at last. Important for the company to build up cash flow from these wells before they get the ippc, ina etc etc. Just a few weeks for these operations to complete. Should be a good volume day today.

Regards,
Ed.

[cpap man] 02/5/2017 09:20

KOD



Edgein2 May '17 - 09:12 - 2469 of 2470 1 0

Codes are cobblers but we're expecting news from the completion of the talks with the Singapore company in the very near term and who knows we may have more drilling or assay results before that concludes.

Regards,
Ed.

[recordz] 02/5/2017 09:16

PSL thought that would just fall back again after fridays news.
Back at the top of the risers again.

[eye2] 02/5/2017 09:12

SRSP popping !!!!!!!!!!

[cpap man] 02/5/2017 09:08

KOD



12bn2 May '17 - 08:52 - 2464 of 2466 1 0

Moving up nicely and a code 1,which some think means an RNS has been logged. Do we still have an accumulator here? The share price looks very strong imo.

Equity Growth2 May '17 - 08:54 - 2465 of 2466 1 0

Codes are cobblers. But looking strong again today.

dingo752 May '17 - 09:04 - 2466 of 2466 1 0

Ganfeng are swallowing as much lithium concentrate as they can get they're chinese hands on.
Lots of chinese lithium companies are super hungry for anything out there...

[cpap man] 02/5/2017 09:00

KOD



Edgein2 May '17 - 08:30 - 2463 of 2465 4 0

KOD are the masters of their own ship, they're not investing in another company to get access to high grade lithium. If BNR through their 30% interest in that company find lithium on their licences well done to them. KOD already have significant trenching and drilling results at high grade. So much so that the Chinese moved in almost immediately to get a partial offtake in place and investment at a premium in KOD. Progress has been relentless with the rigs in continuous use. Being fully in control of the pace here management have made significant progress with now 3 high grade discoveries to date. If BNR through their 30% indirect holding in that company sometime confirm lithium on those licences through drilling it may be worth a look. In the mean time though KOD's got a lot more drilling to do and a maiden lithium resource to come from all these assays to date.

Regards,
Ed.

[top tips] 02/5/2017 08:53

ImmuPharma (IMM)

Share price 54p
Market Cap £71m

1) ‘Lupuzor’; for Lupus currently in pivotal Phase 3 trials.
2) All patients now recruited.
3) Results expected Q1 2018.
4) Incremental announcements expected throughout 2017.
5) On FDA’s “fast track” “special protocol” route after strong safety and efficacy in Phase 2, so if IMM adheres to same protocol as Phase 2b and delivers positive results, FDA will approve and not request further trial with different endpoints or outcomes.
6) Potential “multi-billion dollar sales”.
7) Currently 100% owned by IMM.
8) Very little competition, with only one other Lupus drug approved in last 50 years - GSK’s Benlysta reached sales over $400m in 2015, with annual sales predicted at $1bn by 2020.
9) IMM’s Lupuzor already demonstrated in Phase IIb to be safer and more effective than Benlysta, and is expected to have lower pricing.
10) Fully cashed up from £4.1m fund raise in March 2017, enabling it to complete pivotal Phase 3 trials, progress other pipeline projects and enter negotiations with big pharmas from a position of strength.

Northland Capital has 171p current valuation on IMM.

With the blockbuster sales potential, little competition, good Phase 2 and FDA fast track and special protocol status, I personally think it could be £7 to £10 if the Phase 3 results are good in Q1 2018.

-----------------------

14/3/2017

"There's going to be a fantastic return on investment for anybody who invests in ImmuPharma...This is going to be a multi-billion dollar drug, its as simple as that...This will absolutely be a multi-billion dollar drug" [i.e. IMM’s Lupuzor]

4 min 40 sec.
www.youtube.com/watch?v=M5Af_uSSXTM

www.immupharma.org/sites/default/modules/immu/downloads/IMM-presentation-march-2017v2.pdf

Revenues could be huge. Treating 50,000 patients for 1 year at US $20k a time generates $1 billion revenue (and gross margins are said to be 95%).

[smart_investor] 02/5/2017 08:33

CONCEPTA (CPT)

Its waking up. Best volume this morning I have seen in a long time. All buys. Its first product order and company revenue due in the next 4 weeks according to the CEO. Just how big will the order be?

[soulsauce] 02/5/2017 08:24

Pembridge Resources, the AIM-listed company formerly known as China Africa Resources, is expected to launch its fundraising roadshaw tomorrow.

And little old Betaville understands David Linsley, the company's newish chief executive, has introduced a rather novel format for the roadshow.

On Wednesday evening 25 select investors have been invited to the Mint Leaf curry house - hxxp://www.mintleaflondon.com - in the Haymarket, Central London where they will spread out between 5 tables. As the punters eat, Linsley and his recently acquired team of mining seniors will join each table for 20 minutes to pitch the business plan and answer questions.

Linsley, one of the founders of Cross Asset Management, has told Pembridge's broking advisors that "speed-dating" investors will be far more efficient than traditional road show presentations comprising a slide show in front of a large audience.

The minimum needed to change the company's status to an investment company under Rule 8 is £6m but it's understood Pembridge has not set any upper limit on this equity fundraising.

Sources said this could well be the only chance for investors to participate in a Pembridge Resources fundraising as after this transaction is completed Linsley doesn't plan to ever return to the equity market. Instead, he plans to grow using other financing techniques.

..

Tags: Pembridge Resources, China Africa Resources, David Linsley, Cross Asset Management
- See more at: hxxps://www.betaville.co.uk/news/pembridge-resources-poised-to-kick-off-fundraising/#sthash.rg0TgxgK.dpuf

[yawn1] 02/5/2017 08:13

Be careful chasing ZOO

[equity growth] 02/5/2017 08:10

BNR again.