Mediazest Share Discussion Threads

[benson384] 18/12/2017 22:48

FRJDNetcetcetc....why are you still moaning when the price has gone up for a number of days 20-40%pd ? You either seeing recovery in your holding valuation or never had them at all....so I now bid you £351 for your holding upon proof that you a player ???

[miahkaysor] 18/12/2017 22:14

ONL going to fly tomorrow!

[frjdnverijtnhj8568934] 18/12/2017 19:09

I can only assume Ian Hallet is continuing to buy with the intention of taking it over. Why? No idea.
If you add on the net liabilities and ignore the goodwill then this company is being valued at £4M. That's for a company that always posts a loss and has averaged a share placing nearly once a year since listing. No valuation metric can justify this market cap or anything like it.
The perpetually hyped client base is misleading. The implication is these companies are contacting MDZ for them to do work but as we saw with a contract last year, it's often an agency acting as a middle-man that is contracting out work to the likes of MDZ and others. MDZ are a tiny player in a huge market place.

[russman] 18/12/2017 18:58

Sales of 130k outside the uk.That is not an international business.

[wishbone1970] 18/12/2017 18:04

Are you having a laugh..... marcap of £3m with turnover of £3m...... The company is worth double the marcap minimum...... with it blue chip international client base I would say it is probable worth triple the current marcap.

It would seem Ian Hallet feels the same way and he knows what is going on in this area. The question I'd how much does he know?

[andre] 18/12/2017 12:06

Anyone know where this was 'bigged up' over the weekend? The RNS doesn't justify this sort of rise on its own.

[russman] 16/12/2017 08:59

The MDZ website has been updated.
Hallett had 11% on 7th
20% on 15th
CanAccord still have 9%

[benson384] 15/12/2017 19:49

Russman....once through 3% you have to announce every time you go through a whole percentage point.

[benson384] 15/12/2017 19:47

FRJDN bid you £350 for your holding so you can get a new armchair and go and pester another stock with your knowledge.

[livup967] 15/12/2017 13:27

WHY IS BUYS GOING IN AS SELLS???
.01825P

REGARDS

[frjdnverijtnhj8568934] 15/12/2017 13:04

"Pending the outcome of a handful of current pitches for quarter 4 of that year, the Board hopes that the Company will deliver a consolidated full year profit at EBITDA level for the first time."

Note the phrase "pending the outcome".

There is always a caveat. The best they can says is they "hope" they will post an EBITDA profit for the 1st time but look at last year they made a EBITDA loss of only 2K but posted an actual loss of £146K. So odds on another significant loss in the P/L account will be reported for the full year and yet the shares are up 20%. I feel sorry for the punters being sucked into this.

[stephen2010] 15/12/2017 11:05

Check out ALBA. Huge multibag potential.

ALBA currently trading at 0.39p target price 6p making a nice 15 bagger. Please read the following:

MARKET CAP PUZZLE
❖ Alba (market cap £8.4m) is in a resources neighbourhood populated with listed
companies with much enhanced market capitalisations, such as UKOG.L (£134m) and
JAY.L (£172m). With either shared project interests or adjacent tenements to these
companies, Alba should trade at a much higher valuation than its current token value.
Like Bluejay, Alba owns 100% of its ilmenite project. Direct comparisons with UKOG
are also instructive. While both companies own other projects, UKOG’s 49.9% of Horse
Hill Developments Limited (HHDL), when compared to Alba’s 18.1% means that Alba
has approximately one third of the value of Horse Hill compared to UKOG but only
about 7% of the market capitalisation. Once the market recognises these disparities,
the room for growth in Alba’s share price is undeniable.

VALUATION RATIONALE - Our valuation in this First Equity Limited initiation note
uses a risked valuation approach for Alba’s two main projects, at Horse Hill and TBS. The
Horse Hill licences are valued using independent published technical data from
Schlumberger, Xodus and Nutech on the oil potential of the licences, along with our own
assumptions on recovery rates, oil discovery value, resource and development risks
factors. From this a risked value of $127m net to Alba on a ‘Base Case’ basis is derived
for Horse Hill.

Given the similar geology and economic potential of both TBS and Dundas, we have
adopted a risked closeology valuation approach, by computing an NPV for Dundas of
$223m and then applying a three-tiered risked probability calculation to arrive at a value
of $54.7m for TBS. Once Alba announce its JORC resource and exploration target at TBS
and Bluejay its Feasibility Study results, this number is likely to be revised upwards very
rapidly, possibly up to $200m, representing up to 7p per share in additional shareholder
value.

We compute a valuation of $185m (£139m) for Alba, equating to 6.0p per share, of which
4.1p is attributed to the stake in Horse Hill, 1.8p for TBS. Given this analysis and wealth
of valuation catalysts anticipated across the project portfolio in the coming months, we
recommend the shares as a ‘BUY, with a Target Price of 6.0p, representing a potential
15 times plus uplift from the current share price.

[richie32] 15/12/2017 11:02

Must admit the RNS does not look good but the market disagrees so who am I to argue?

I obviously missed something

[livup967] 15/12/2017 10:52

good post HAZL IGNORE THE NOISE...
IAN HALLETT TAKEN UP 11.6% IN ONE WEEK
ITS NOT A PUNT

HAVE YOU SEEN THERE NEW WEBSITE IT WILL BLOW YOUR MIND

REGARDS

[hazl] 15/12/2017 10:05

yes its about the outlook.



Outlook

The Board acknowledges that timing differences mean that the half-year results
do not reflect the continued improvement in the Group position but are
confident that by the full year (31 March 2018) this situation will be better
represented. Pending the outcome of a handful of current pitches for quarter 4
of that year, the Board hopes that the Company will deliver a consolidated full
year profit at EBITDA level for the first time.

The improvements in recurring revenue streams are important as the Company
moves to consistent month on month profitability, and is enabling the Group to
build a strong foundation for future growth.

[livup967] 15/12/2017 09:03

the market like the story something big is coming
hold on to your hats


GLA

REGARDS

[frjdnverijtnhj8568934] 15/12/2017 07:39

The supposedly ahem ,"transformational", projects that were in the offing have never been mentioned again. Let's just sweep that under the carpet.

[frjdnverijtnhj8568934] 15/12/2017 07:31

These results are terrible

Revenue for the period was £1,339,000, down 9% (2016: £1,474,000).
• Gross profit was £643,000, up 2% (2016: £631,000).
• Gross margins improved to 48% (2016: 43%).
• EBITDA was a loss of £87,000 (2016: profit £4,000).
• Loss for the period after taxation of £149,000 (2016: loss of £67,000).


I'd completely ignore anything else because it's just a litany of excuses.

We've been saying things are going to get better for the last 12 years but this time we really mean it. HONEST!

[russman] 13/12/2017 10:45

The trigger points for declaring shareholdings is not every 1%.

[elited10] 13/12/2017 08:17

Frjdn: Mr Hallett has been declaring since November every time a threshold is crossed, just building a stake.

[frjdnverijtnhj8568934] 12/12/2017 23:46

and you think they have declared? When do you ever see volume on a single stock like we saw wed-fri last week? It was off the scale, but only 1 holding announcment - Hallet increasing by just 1%. Something smells off. Or even more off than usual.

[benson384] 12/12/2017 23:00

20% divided by 2 i.e seller and buyer = 10%.
Being a Martian you should know that overseas shareholders have to announce change in holdings over 3% and every 1% breached thereafter,just like UK holders.
Get upto speed Tommyknocker,..................zzzzzzzzz

[frjdnverijtnhj8568934] 12/12/2017 20:17

The massive volume from wed-fri last week and only a solitary RNS saying Ian Hallet ha increaed his shareholding by 1%. The volume was 20% of the entire share capital one day.
That's overseas shareholders for you.

[andre] 12/12/2017 11:06

Also, who would buy an operating business that loses circa £300K a year on average and has done for the last 12 years(?) It isn't an attractive bolt on for anyone if it can't make profits surely?

I think that as long as Lance can dip in every year then he has no reason to change anything as far as I can see. He holds shares himself and via the offshore business doesn't he?

There must be a fundraising coming again, unless they have suddenly turned profitable... but I would be very surprised based on the research I have done.

All my personal opinion based on a little research and reading the boards. I am not a holder right now.

[andre] 12/12/2017 10:18

Well he could do. But then why would he. Doesn't he get £50K a year for being a director. Probably not much work involved. He will likely be earning elsewhere doing similar. I don't know, I'm just surmising.