Vox Markets is very pleased to announce the release of a new digital magazine called Crypto Watch, which will introduce some of the latest Cryptocurrency investment opportunities coming to markets in coming months.
The downloadable magazine offers a background on each coin, an introduction to the key stakeholders and an insight into it’s future strategy and plans.
In summary, the Crypto Watch magazine has all the info you need on:
– Background on new coins
– Plans for future issues
– Investment Opportunities
Vox Markets lets you track news, RNS updates, pricing, research & announcements about the UK companies you follow in the market.
Nuno Sacramento, Chief Operating Officer of Safestay (SSTY) discusses their £11m fundraise and explains what the funds will be used for.
Safestay hostels are designed to appeal to a broad community of guests; from school groups, young adults and backpackers, to families and savvy business travelers. Safestay hostels offer great central locations, a range of accommodation options to meet different needs and budgets and amazing social spaces all within chic statement buildings with fabulous interiors and a high standard of facilities.
Laurence Read, Chief Executive Officer of Bezant Resources (BZT) discusses the commissioning of a new mining study on their Mankayan copper-gold project, in the Philippines.
Bezant is focused on developing its pipeline of copper gold projects to provide a new generation of economically and socially sustainable mines. The company portfolio of assets includes:
– Mankayan project – a porphyry system located in the Luzon Island,
– Philippine’s Eureka project- a red bed layered style mineralisation with potential feeder zones located under a historic underground mine in Jujuy province, Argentina.
(Interview starts at 11 minutes 20 seconds)
Graham Swindells, Chief Executive Officer of Cluff Natural Resources (CLNR) talks about the signing of an exclusivity agreement with a major international oil and gas company for one its 100% owned Southern North Sea Gas licence.
Cluff Natural Resources is a natural resources investing company listed on the AIM market on the London Stock Exchange (CLNR.L) primarily focussed on the Southern North Sea gas basin, with a high impact portfolio of operated, high working interest exploration and appraisal assets.
On 23 May 2018, the Company was provisionally awarded an additional 6 licences in the Southern and Central North Sea by the UK Oil and Gas Authority in the UK’s 30th Offshore Licencing Round. These blocks contain oil as well as gas prospects and are estimated to contain 1.9 TCF of P50 prospective resources.
(Interview starts at 25 minutes 42 seconds)
5 Things You Need To Know, Today, on Thursday 29th November 2018
5. UK car production fell 9.8% per in October bringing the year-to-date output down by 6.9% per with the Society of Motor Manufacturers and Traders (SMMT) blaming uncertainty over Brexit and model changes.
(Click here to read more)
4. Wall Street shares have risen sharply after the US central bank indicated there may not be as many future interest rate rises.
In a speech, Federal Reserve Chair Jerome Powell said interest rates are “just below” a neutral level that neither hastens nor slows growth.
(Click here to read more)
3. According to the Confederation of British Industry Business optimism fell to its lowest level in two years for business and professional services firms, which represent the biggest chunk of the services sector.
(Click here to read more)
2. The UK and US have agreed an “open skies” deal for post-Brexit flights, according to Transport Secretary Chris Grayling.
(Click here to read more)
1. A no-deal Brexit could send the pound plunging and trigger a worse recession than the financial crisis, the Bank of England has warned.
It said the UK economy could shrink by 8% in the immediate aftermath if there was no transition period, while house prices could fall by almost a third.
(Click here to read more)
Hanno Pengilly, Chief Development Officer of Ncondezi Energy (NCCL) provides an operational update for their integrated 300MW power and coal mine project in Tete Mozambique.
Ncondezi owns 100% of the Ncondezi Project which is strategically located in the power generating hub of the country, the Tete Province in northern Mozambique. The Company is developing an integrated thermal coal mine and power plant in phases of 300MW up to 1,800MW. The first 300MW phase is targeting domestic consumption in Mozambique using reinforced existing transmission capacity to meet current demand.
Gil Holzman, President & Chief Executive Officer of Eco Atlantic Oil and Gas (ECO) discusses the completion of the farm out of their Guyana prospect to Total.
Eco Atlantic is a TSX-V and AIM listed Oil & Gas exploration and production Company with interests in Guyana and Namibia where significant oil discoveries have been made.
In Guyana, Eco Guyana holds a 15% working interest alongside Total (25%) and Tullow Oil (60%) in the 1,800 km2 Orinduik Block in the shallow water of the prospective Suriname-Guyana basin. The Orinduik Block is adjacent and updip to the deep-water Liza Field and Snoek, Payara, Pacora, Turbot, Longtail and Hammerhead-1 Discoveries, recently discovered by ExxonMobil and Hess, which is estimated to contain in excess of 4.2 billion barrels of oil equivalent, making it one of a handful of billion-barrel discoveries in the last half-decade.
In Namibia, the Company holds interests in four offshore petroleum licences totalling approximately 25,000km2 with over 2.3 billion barrels of prospective P50 resources in the Walvis and Lüderitz Basins. These four licences, Cooper, Guy, Sharon and Tamar are being developed alongside partners Azinam and NAMCOR. Eco has been granted a drilling permit on its Cooper Block (Operator).
(Interview starts at 11 minutes 40 seconds)
Jeremy Martin, Chief Executive Officer of Horizonte Minerals (HZM) provides an operational update on their Nickel operations in Brazil.
Horizonte Minerals plc is an AIM and TSX-listed nickel development company focused in Brazil. The Company is developing the Araguaia project, as the next major ferronickel mine in Brazil, and the Vermelho nickel-cobalt project, with the aim of being able to supply nickel and cobalt to the EV battery market. Both projects are 100% owned.
Peter Wale, Executive Director of Strategic Minerals (SML) talks through their Redmoor Tin & Tungsten drill results which include some bonanza grade intercepts.
Strategic Minerals Plc is an AIM-quoted, operating minerals company actively developing projects prospective for battery materials. It has an operation in the United States of America and development projects in the UK and Australia. The Company is focused on utilising its operating cash flows, along with capital raisings, to develop high quality projects aimed at supplying the metals and minerals being sought in the burgeoning electric vehicle/battery market.
(Interview starts at 11 minutes 50 seconds)
Dr Dan Gooding, Chief Executive Officer of Nuformix (NFX) explains how they have expanded its licensing agreement with its Chinese licensing partner for their lead program NXP001, which is in development for cancer supportive care.
Nuformix is a pharmaceutical development company using cocrystal technology to unlock the therapeutic potential of approved small molecule drugs. Nuformix’s risk-mitigated development strategy has resulted in a pipeline of discoveries through which it has developed and patented novel cocrystal forms of approved small molecules.
(Interview starts at 22 minutes 15 seconds)
Paul Welch, President & Chief Executive Officer of SDX Energy (SDX) talks through their financial and operating results for the three and nine months to September 30th.
SDX is an international oil and gas exploration, production and development company, headquartered in London, England, UK, with a principal focus on North Africa. In Egypt, SDX has a working interest in two producing assets (50% North West Gemsa & 50% Meseda) located onshore in the Eastern Desert, adjacent to the Gulf of Suez. In Morocco, SDX has a 75% working interest in the Sebou concession situated in the Rharb Basin. These producing assets are characterised by exceptionally low operating costs making them particularly resilient in a low oil price environment. SDX’s portfolio also includes high impact exploration opportunities in both Egypt and Morocco.
John Wood, Chief Executive Officer Infrastrata (INFA) discusses the project, the milestones they’ve achieved so far and what’s to come.
The Islandmagee gas storage project is a proposed salt cavern gas storage facility located on Islandmagee in County Antrim, Northern Ireland. The Board of InfraStrata believes that the proposed 500 million cubic metres Natural Gas Cavern Storage facility will provide over 25% of the UK’s Natural Gas Storage once constructed, and will be situated adjacent to the Scotland Northern Ireland (gas) Pipeline (SNIP) and the Moyle 500 Megawatt Electricity Interconnector. Work commenced in 2007 with the acquisition of 3D seismic data to image the Permian salt in the Larne Lough area. During 2012, planning permission was granted for the project and a gas storage licence was issued by the Utility Regulator. In 2015 a well was drilled to core the salt and confirm the technical feasibility of the project, supported in part by the European Commission. The Front End Engineering and Design (FEED) element of the Project is scheduled for completion by the end of 2018. To date approximately £13.5m has been invested in the project.
(Interview starts at 10 minutes 2 seconds)
Malcy
Oil & Gas Sector specialist Malcy talks about the following stocks:
Majid Shafiq, Chief Executive Officer & Graham Heath Chief Financial Officer i3 Energy (I3E) provide an update on their North Sea operations.
i3 is an oil and gas development company initially focused on the North Sea. The Company’s core asset is the Greater Liberator Area, located in Blocks 13/23d and 13/23c, containing 11 MMBO of 2P Reserves, 22 MMBO of 2C Contingent Resources and 47 MMBO of mid-case Prospective Resources. The Greater Liberator Area consists of the Liberator oil field discovered by well 13/23d-8 and the Liberator West extension, both of which i3 hold a 100% working interest in.
The Company’s strategy is to acquire high quality, low risk producing and development assets, to broaden its portfolio and grow its reserves and production.
George Roach, Chief Executive Officer of Premier African Minerals (PREM) gives an update on their RHA indigenisation equity resolution.
Premier African Minerals Limited (AIM: PREM) is a multi-commodity mining and natural resource development company focused on Southern Africa with its RHA and Zulu projects in Zimbabwe.
The Company has a diverse portfolio of projects, which include tungsten, rare earth elements, lithium and tantalum in Zimbabwe, encompassing brownfield projects with near-term production potential to grass-roots exploration. In addition, the Company holds 5,010,333 shares in Circum Minerals Limited (“Circum”), the owners of the Danakil Potash Project in Ethiopia, which has the potential to be a world class asset. Premier also has an interest in Arc Minerals that has a number of mineral assets in Europe and Africa.
(Interview starts at 9 minutes 54 seconds)
Russ Mould
Russ Mould, Investment Director at stockbroker AJ Bell talks about the economy, brexit and the following stocks:
Pierre Fourie, Managing Director & Tone Goh, Executive Chairman of Golden Saint Technologies (GST) discuss their business and strategy on their first day on the stock market.
Golden Saint Technologies services include supply, design, engineering, installation and maintenance of structured cabling system, wireless communication, network equipment, power and precision air-conditioner systems, access control and surveillance systems, smart monitoring and control, information display system, internet of things (IoT), building services and data centres.
Brian Larkin, Chief Executive Officer of United Oil & Gas (UOG) provides an update on their operations and milestones coming up before the end of the year.
United Oil & Gas plc (UOG) is listed on the main market of the London Stock Exchange. United was established to explore, appraise and develop low risk assets in Europe and to develop higher risk, higher impact exploration projects in the Caribbean, Latin America and Africa.
(Interview starts at 13 minutes 58 seconds)
Ian Springett, Chief Executive Officer of the property search portal, OntheMarket (OTMP), discusses their progress since listing in February plus the challenges and opportunities to come.
OnTheMarket plc is the third biggest UK residential property portal provider in terms of traffic. It aims to deliver a market-leading, agent-backed alternative to Rightmove and Zoopla, offering a first-class service to agents at sustainably fair prices and becoming the ‘go-to’ portal for serious property-seekers.
(Interview starts at 31 minutes 56 seconds)
Colin Bird, Chief Executive Officer of Galileo Resources (GLR) provides an update on recenct drilling at their Star Zinc project in Zambia.
Galileo Resources Plc is an opportunity driven company whose model is to acquire large data bases generated by major companies and abundant for strategic, corporate, technical and other reasons which do not necessarily reflect the potential value of the project. The current main focus is on the Star Zinc project in Zambia close to Lusaka. Significant zinc intersections have been made in a recent drilling Programme and the fundamentals point towards a developing zinc mine.
(Interview starts at 48 minute 15 seconds)
THE CONTENT OF THIS BLOG / WEBSITE (OR CONTENT ASSOCIATED WITH IT) IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BLOG / WEBSITE AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW. THE AUTHOR OF THIS BLOG MAY HOLD AN INTEREST IN THE STOCK FEATURED.
Bidstack is a provider of native in-game advertising that is dynamic, targeted and automated, serving the global video games industry across multiple platforms. Its proprietary technology is capable of inserting adverts into natural advertising space within video games.
The global video games market is forecast to be the world’s largest creative industry in 2018.
Total revenues from the sales of video games in 2018 are forecast to be around $138 billion, up over 13% on 2017 and bigger than the global film, video on demand and music industries combined.
The uptake of smartphones has been a key contributor to the accelerated growth of the games market, in terms of both engagement and revenues, over the last 10 years.
Mobile gaming (combined smartphone and tablet gaming) is expected to generate $70.3 billion, accounting for just over half of global revenues, split approximately 80/20 between smartphones and tablets.
Both console and PC games are also growing. There are an estimated 2.3 billion video gamers worldwide, around one-third of the world’s population play video games.In addition in the US watching gamers play video games is now bigger than viewing traditional spectator sporting events on TV.
Approximately 46% of teenage video gamers are female, across all platforms, illustrating that the stereotype of male, teenage adolescents is misconceived. This broadens the brand appeal substantially and is of particular note given Bidstack’s ability to target advertising.
Bidstack’s technology means their offering is not the traditional, obtrusive, bpre / mid / post roll / banner advertising that users regards as a necessary unwanted hassle. The adverts have several benefits:
NATURAL
The key benefit of native in-game advertising over non-native variants (e.g. video rolls and banner ads) is that it appears authentic and ‘‘natural’’ to the environment and does not adversely affect the gamer’s experience.CAN’T BE BLOCKED
The advertisements cannot be excluded with ad-blocking software and the gamer cannot and has no need to skip through the advertisement. Bidstack’s advertisements retain and can enhance the authenticity of the game’s artwork.
FLEXIBLE CAMPAIGNS
Using Bidstack’s technology, advertisers can rapidly change their campaigns in real time, in response to market trends and business needs. Video games publishers can connect to Bidstack’s software platform in a matter of days, or even hours, monetising their available advertising space quickly.
FLEXIBLE PRICINGFlexible pricing ensures that the available advertising opportunities can generate market driven revenues for games publishers and developers at all times.
TARGETTED
Advertisers can target the users they want to reach based on age, gender and location. Bidstack is able to display different advertisements to different users playing the same game so that adverts are delivered to the most relevant players to the advert, matching the advertiser’s campaign requirements.
PLATFORM AGNOSTIC
Bidstack’s software is platform-agnostic and works across traditional games consoles, PCs and laptops, and on tablets and mobile phones.ANALYTICS
Bidstack is able to provide detailed campaign analytics to advertisers and gaming data to publishers.INVALIDATES PIRACY
Because advertisements inserted into video games with Bidstack’s software will appear on pirated versions of those games and impressions generated on those pirated versions can be measured, publishers and developers will be able to monetise pirated copies of video games.
FIRST MOVER ADVANTAGE & NO REAL COMPETITION
The Directors believe that Bidstack will be the only group with the technology to insert native advertising directly into video games dynamically and in real time.
There are no other providers of native in-game advertising whose business model is to control in-game advertising opportunities through exclusive deals with video games publishers and developers with the technology to fill those opportunities with high volume and targeted programmatic advertising.
BARRIERS TO ENTRY
Bidstack has developed significant proprietary technology which links directly from the programmatic advertising platforms to the video games.
The buyer of advertising space is called the demand side of their business.
Bidstack has agreements in place with the operators of a number of major programmatic advertising platforms which gives them access to approximately 150 integrated buy-side platforms representing thousands of brands and a substantial customer base to whom in-game advertising can be sold.
In addition Bidstack sells in-game advertising direct to brands and has concluded early deals for Dominos, Vodafone and the NHS with a further pipeline of additional direct to brand deals.
The Directors believe that creating a similar technology would take a significant amount of time and resource.
On the supply side of the business.
Bidstack have also entered into exclusive deals with four games publishers giving access to multiple games including Football Manager 2018. The contracts with games publishers are typically for three years for sole access to native in-game advertising opportunities in return for an agreed revenue share.
MUTUALLY BENEFICIAL BUSINESS MODEL
Its technology should enable video games publishers and developers to derive revenue from advertising which they would otherwise be unable to generate.
It’s close to a no brainer for game publishers as it’s an extra revenue stream and it allows advertisers to accurately and effectively target a largely untapped market which does not adversely affect the gamer’s experience.
In October 2017, Bidstack signed its first contract with digital game publisher, Sports Interactive (part of Sega Europe). The contract gave Bidstack exclusive access to a number of the virtual billboards in Football Manager 2018, 2019 and 2020.
On a typical day, around 150,000 people play Football Manager, with an average time in the game of 4 hours per day. Based on evidence gathered during the trial phase, this generates around 25 million potential impressions per day.
The Directors believe Football Manager 2018 has an advertising inventory worth over £100 million per year.
Bidstack has agreed further exclusive contracts with other games publishers including:
Tower Studios (Sociable Soccer)
During the first-ever China International Import Expo (CIIE), held in Shanghai from Monday 5th to Saturday 10th November 2018 Tower Studios, who along with China’s sports game company Crazy Sports and Chinese mobile game company Migu Interactive Entertainment agreed on a deal to produce, license and distribute popular mobile games in China.
The Game Wall (WarGate, Racers Squad and Eximus) for exclusive access to native advertising opportunities in selected games within their portfolio.
Jon Hare CEO of Tower Studios said “We are thrilled to be able to partner up with such powerful publishing partners here in China. Crazy Sports and Migu Interactive Entertainment are truly supportive publishing partners and their affiliation with the Chinese Super League and China Mobile gives us access to the 100 million football fans here that use their live football services.”Childish Things (Cricket Captain)
The Game Wall (WarGate, Racers Squad and Eximus) for exclusive access to native advertising opportunities in selected games within their portfolio.
The Directors believe Bidstack has a strong pipeline of deals in advanced negotiation with other games publishers including:
How does it fit in with my research model, C. C. A. S. S. S. H.
GREEN = POSITIVEBLACK = NEUTRALRED = NEGATIVE
CAPITALISATION
I would ideally like this to be below £10m but it’s not far off and I’d expect to pay a premium for a company with first mover advantage in such a exciting market sector.
CHART
As they only listed in September there’s very little data to work off but the floated at 6p and its not far off that now.
ASSETS
Bidstack raised £3.5m on listing, which their broker, Peterhouse Capital, believe will take them through to profitability in 2020.
SHAREHOLDERS
The shares are quite tightly held. Over 26% are held by significant shareholders and over 25% are held by directors. James Draper the CEO holds 20.75%.
Both James Draper (CEO) and Francesco Petruzzelli have 7,500,000 options at the Placing Price of 6p and up to 15,000,000 at 20p.
SIGNIFICANT MILESTONE
There’s no stated date but Bidstack haven’t released and news since their listing on the 19th September. They have already entered into exclusive deals with four games publishers.I believe that it is only a matter of time before they announce, either an update on trading or another deal as they have a strong pipeline of deals in advanced negotiation with other games publishers.
SIMPLICITY
The business model is brilliant in its simplicity. Games publishers and developers achieve an extra revenue stream and it allows advertisers to accurately and effectively target a largely untapped market which does not adversely affect the gamer’s experience. Bidtack revenue share with the publishers and developers.
HEAD HONCHOS
James Draper – CEO & FounderInitiated Bidstack’s move into gaming space in 2017. Raised c. £1.2m in funding and secured its three-year contract with SEGA’s Football Manager title. Previously held senior commercial roles in advertising agencies and worked in marketing and advertising for clients in sports and b2b space. James owns 20.8% of the shares in issue at Admission.Francesco Petruzzelli – CTO & Co-FounderCreated Bidstack’s core AI powered API technology which integrates with games titles. Heads its technical development studio across the UK, Latvia and Ukraine. Previously a consultant to blue-chip clients and national governments on software related issues. Also founded Whaleslide and a separate UK-based software development house. Fran owns 3.7% of the shares in issue at Admission. He also owns 22.3 million options.Simon Mitchell – Chief Commercial OfficerA serial entrepreneur, having founded and successfully exited other early stage companies. He was an early investor in Bidstack and has followed his investment at every round. He oversees negotiations with game publishers and the development of ‘Bidstack labs’.Keren Tal – Head of SalesHas significant digital advertising experience, specifically in the programmatic environment. Spent eight years in mobile advertising, six at Apple where she launched the iAd network in EMEA and built the team and network. She led advertising campaigns for Omnicom, Essence and Publicis.
Like the biotech sector and resource sector, the tech sector has the ability to produce companies that can experience explosive share price action. I have been fortunate to pick 3 ten baggers in the last 3 years and two of the companies were in the tech sector, (the other in the resource sector).
One of those tech stocks was, EVR Holdings based in the virtual reality music sector. The CEO said on an interview I conducted with him that the launch of their app was delayed because they were waiting for the market to grow in order for its size to be big enough to support their business model. It’s still questionable whether this has happened. With gaming this isn’t an issue, in fact on the contrary, it is the world’s largest creative industry. Total revenues are bigger than the global film, video on demand and music industries combined.
The adverts, being natural and native enhance the gamers environment, making it more realistic, unlike traditional banner ads or pre-roll adverts that are detrimental to the gamer’s experience.
As yet Bistack’s technology has no real competitors and it would take time to replicate. In the meantime they are signing exclusive contracts with game publishers, creating significant barriers to entry.
With Bidstack’s technology game publisher’s can receive a significant extra revenue stream they wouldn’t have had and brands can accurately target a large audience they don’t yet have access to.
This all seems a little too good to be true so what’s the catch?
I honestly don’t know. Their broker Peterhouse Capital expect to see them achieve monthly profitability in October 2019 and be profitable for the full year in 2020. They also should have enough cash to see them to this expected milestone.
Peterhouse Capital say they have based these projections on very conservative figures. They only downside here is on them not achieving these figures or what I think is more probably is slower revenue generation but this is just speculation on my part.
Personally I can’t contain my enthusiasm for this company, I think their organic growth could be impressive and also see them as a genuine target for a big industry player. From this valuation I see blue sky potential but as always DO YOU OWN RESEARCH.
To add Bidstack (BIDS) to your Vox Markets Watchlist, click here and tap the, “Follow”, buttonTHE CONTENT OF THIS BLOG / WEBSITE (OR CONTENT ASSOCIATED WITH IT) IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BLOG / WEBSITE AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW. THE AUTHOR OF THIS BLOG MAY HOLD AN INTEREST IN THE STOCK FEATURED.
Michael Masterman, Chairman of W Resources (WRES) discusses the early start-up of production of tungsten and tin concentrate at the La Parrilla mine in Spain as part of a planned staged build-up to full mine production in 2019.
W Resources strategy is to build a European mining company focussed on delivering long term production of tungsten, a key strategic metal with strong market fundamentals. With five projects in Spain and Portugal, W has three tungsten projects: La Parrilla in Spain, Régua and Tarouca in Portugal; the CAA Portalegre gold/copper project in Portugal and the Monforte-Tinoca copper project in Portugal. With two large low cost tungsten mines in development, the focus is on the Fast Track development of La Parrilla and Régua.
Kiran Morzaria, Chief Executive Officer of Cadence (KDNC) provides and update on it’s lithium based investments and the lithium market.
Cadence invests across the globe, principally in lithium mining projects. Its primary strategy is taking significant economic stakes in upstream exploration and development assets within strategic metals. We identify assets that have strategic cost advantages that are not replicable, with the aim of achieving lower quartile production costs. The combination of this approach and seeking value opportunities allows us to identify projects capable of achieving high rates of return.
(Interview starts at 9 minutes 12 seconds)
Colm Cloonan, Finance Director of Tlou Energy (TLOU) provides an update on the drilling operations at their Lesedi coal bed methane project and touches on other parts of the business.
Tlou Energy is focused on delivering Gas-to-Power solutions in Botswana and southern Africa to alleviate some of the chronic power shortage in the region. Tlou is developing projects using coal bed methane (“CBM”) natural gas. Botswana has a significant energy shortage and generally relies on expensive imported power and diesel generation to fulfil its power requirements. As 100% owner of the most advanced gas project in the country, the Lesedi CBM Project, Tlou Energy provides investors with access to a compelling opportunity using domestic gas to produce power and displace expensive diesel and imported power.
Hayden Locke, Chief Executive Officer of Emmerson (EML) discusses the results of its recently completed Scoping Study for the company’s Khemisset Potash Project located in northern Morocco.
Emmerson’s primary focus is on developing the Khemisset Potash Project located in Northern Morocco. The Project has a large JORC Resource Estimate (2012) of 311.4Mt @ 10.2% K2O and significant exploration potential with an accelerated development pathway targeting a low capex, high margin mine. Khemisset is perfectly located to capitalise on the expected growth of African fertiliser consumption whilst also being located on the doorstep of European markets. This unique positioning means the Project will receive a premium netback price compared to existing potash producers. The need to feed the world’s rapidly increasing population is driving demand for potash and Emmerson is well placed to benefit from the opportunities this presents.
(Interview starts at 15 minutes 49 seconds)
Neill Ricketts, Chief Executive Officer of Versarien (VRS) discusses their plans to establish a manufacturing centre in the Jinan Innovation Zone, Shandong Province of China.
Versarien plc (VRS), is an advanced engineering materials group. Leveraging proprietary technology, the Group creates innovative engineering solutions for its clients in a diverse range of industries. Versarien has five subsidiaries operating under two divisions: Graphene and Plastics Thermal and Hardware Products.
Malcy
Oil & Gas Sector specialist Malcy talks about the following stocks:
David Ciclitira, Executive Chairman at Live Company Group (LVCG) discusses the launch of Bricklive Brickosaurs, a brand new LEGO brick touring show built by Bright Bricks, their subsidiary.
Brick Live Group
Brick Live is a network of partner-driven fan-based shows using BRICKLIVE-created content worldwide. It owns the rights to BRICKLIVE – interactive experiences built around the creative ethos of the world’s most popular construction toy – LEGO®. BRICKLIVE actively encourages all to learn, build and play, and provides an inspirational central space where like-minded fans can push the boundaries of their creativity. Brick Live Group is not associated with the LEGO Group and is an independent producer of BRICKLIVE.
Parallel Live Group
Parallel Live was founded by David Ciclitira in 2015 and owns the rights to promote BRICKLIVE in the USA. It is responsible for running and promoting those events through its US joint venture, Parallel Three Six Zero. The first event will be taking place at The Star in Frisco in January 2019.
Bright Bricks
Bright Bricks Ltd was established in 2010 and has built over 1,000 models made from more than 60 million LEGO bricks since then. Clients include major blue chip companies such as: Rolls-Royce, Google, BT, Land Rover, Warner Brothers, LEGO, General Electric, The National Gallery, Maersk and Lufthansa.
Shishir Poddar, Managing Director of Tirupati Graphite a graphite miner, producer and manufacturer talks about their business and their intention to list on the main market in Q1 2019.
“The Purpose of our existence is to provide our customers with good and services better than they expect, with a global process of operations and in the process, create values for shareholders, improve quality of life and contribute to the upliftment of society and to the building our our nation.”
The Tirupati Graphite Group has been a leader in Flake Graphite manufacturing over 2 decades. TCCPL, the Flagship company of the Tirupati Graphite Group was formed in the year 2006 and operates Graphite mines and processing plant in the State of Jharkhand, India.
(Interview starts at 10 minutes)
Russ Mould
Russ Mould, Investment Director at stockbroker AJ Bell talks about brexit and the following stocks:
Neill Ricketts, Chief Executive Officer of Versarien (VRS) talks about an order they’ve received to supply their graphene nano platelets for use in fire retardant aircraft interior parts for a major global airline.
Versarien plc (VRS), is an advanced engineering materials group. Leveraging proprietary technology, the Group creates innovative engineering solutions for its clients in a diverse range of industries. Versarien has five subsidiaries operating under two divisions: Graphene and Plastics Thermal and Hardware Products.
John Meyer
John Meyer, Mining analyst and partner at SP Angel talks about:
Hayden Locke, Chief Executive Officer of Emmerson (EML) the potential for a low capital cost of a port upgrade for their Khemisset potash project and the scoping study which is progressing ahead of schedule.
Emmerson’s primary focus is on developing the Khemisset Potash Project located in Northern Morocco. The project has a large JORC Resource Estimate (2012) of 311.4Mt @ 10.2% K2O and significant exploration potential with an accelerated development pathway targeting a low capex, high margin mine. Khemisset is perfectly located to capitalise on the expected growth of African fertiliser consumption whilst also being located on the doorstep of European markets. This unique positioning means the project will receive a premium netback price compared to existing potash producers. The need to feed the world’s rapidly increasing population is driving demand for potash and Emmerson is well placed to benefit from the opportunities this presents.
Danny Swick, Chief Operating Officer of Alpha Growth (ALGW) answers investor submitted questions.
Alpha Growth plc is a financial advisory business providing specialist consultancy, advisory and supplementary services to institutional and qualified investors globally in the multi-billion dollar market of longevity assets. Building on its well-established network, Alpha Growth has a unique position in the longevity asset services and investment business, as a listed entity with global reach. The Company’s strategy is to expand its advisory and business services via acquisitions and joint ventures in the UK and the US to attain commercial scale and provide wholistic solutions to alternative institutional investors who are in need of specialised skills and unique access to deploy their financial resource in longevity assets.
Andy Hollingworth, Chief Executive Officer of Toople (TOOP) provides an update on their trading which experienced a record month in October.
Toople Plc, a company incorporated in the UK provides a range of telecoms services primarily targeted at the UK SME market. Services offered by the Group include business broadband, fibre, EFM and Ethernet data services, business mobile phones, cloud PBX and SIP Trunking and Traditional Services (calls and lines) all of which are delivered and managed through Merlin, the Group’s proprietary software platform.
The Group is differentiated by its focus on creating business broadband solutions, with robust and reliable packages that will enhance our customers company’s. In addition, our vision is based on trust and transparency, with no hidden fees within our pricing policy providing customers with a clear understanding of cost.
George Roach, Chief Executive Officer of Premier African Minerals (PREM) explains the restructuring of their Zimbabwe minerals projects.
Premier African Minerals Limited (AIM: PREM) is a multi-commodity mining and natural resource development company focused on Southern Africa with its RHA and Zulu projects in Zimbabwe.
The Company has a diverse portfolio of projects, which include tungsten, rare earth elements, lithium and tantalum in Zimbabwe, encompassing brownfield projects with near-term production potential to grass-roots exploration. In addition, the Company holds 5,010,333 shares in Circum Minerals Limited (“Circum”), the owners of the Danakil Potash Project in Ethiopia, which has the potential to be a world class asset. Premier also has an interest in Arc Minerals that has a number of mineral assets in Europe and Africa.
(Interview starts at 1 minute 40 seconds)
John Meyer
John Meyer, Mining analyst and partner at SP Angel talks about:
Keras Resources (KRS)
Also mentioned is gold, cobalt and iron ore.
(Interview starts at 19 minutes 1 second)
Neill Ricketts, Chief Executive Officer of Versarien (VRS) talks about the Memorandum of Understanding they’ve signed with Tunghsu Optoelectronic Technology, covering cooperation between the parties, particularly focused on graphene industrialisation.
Versarien plc (VRS), is an advanced engineering materials group. Leveraging proprietary technology, the Group creates innovative engineering solutions for its clients in a diverse range of industries. Versarien has five subsidiaries operating under two divisions: Graphene and Plastics Thermal and Hardware Products.
(Interview starts at 1 minute 42 seconds)
David Ciclitira, Executive Chairman at Live Company Group (LVCG) give an update on their operations live from Korea.
Brick Live Group
Brick Live is a network of partner-driven fan-based shows using BRICKLIVE-created content worldwide. It owns the rights to BRICKLIVE – interactive experiences built around the creative ethos of the world’s most popular construction toy – LEGO®.
Parallel Live Group
Parallel Live was founded by David Ciclitira in 2015 and owns the rights to promote BRICKLIVE in the USA. It is responsible for running and promoting those events through its US joint venture, Parallel Three Six Zero. The first event will be taking place at The Star in Frisco in January 2019.
Bright Bricks
Bright Bricks Ltd was established in 2010 and has built over 1,000 models made from more than 60 million LEGO bricks since then. Clients include major blue chip companies such as: Rolls-Royce, Google, BT, Land Rover, Warner Brothers, LEGO, General Electric, The National Gallery, Maersk and Lufthansa.
(Interview starts at 8 minutes 42 seconds)
James Campbell, Managing Director of Botswana Diamonds (BOD) discusses how their Thorny River project in South Africa is advancing towards diamond production.
Botswana Diamonds is a diamond exploration and project development company that holds exploration licences in Botswana, South Africa and also interests in Zimbabwe.
(Interview starts at 22 minutes 7 seconds)
Hanno Pengilly, Chief Development Officer of Ncondezi Energy (NCCL) provides an operational update for the company’s integrated 300MW power and coal mine project in Mozambique.
Ncondezi owns 100% of the Ncondezi Project which is strategically located in the power generating hub of the country, the Tete Province in northern Mozambique. The Company is developing an integrated thermal coal mine and power plant in phases of 300MW up to 1,800MW. The first 300MW phase is targeting domestic consumption in Mozambique using reinforced existing transmission capacity to meet current demand.
(Interview starts at 1 minute 37 seconds)
Neill Ricketts, Chief Executive Officer of Versarien (VRS) provides an update on their letter of intent which was signed in January with view to establishing the “China-UK Jinan Graphene Industrial Park” in the Shandong Province of China.
Versarien plc (VRS), is an advanced engineering materials group. Leveraging proprietary technology, the Group creates innovative engineering solutions for its clients in a diverse range of industries. Versarien has five subsidiaries operating under two divisions: Graphene and Plastics Thermal and Hardware Products.
(Interview starts at 1 minute 50 seconds)
Sachin Oza, co-CEO of Reabold Resources (RBD) explains why they’ve made a £3m investment in Rathlin Energy for an equity interest of 37.08%.
Reabold Resources is an investing company investing in the exploration and production (“E&P”) sector. The Company’s investing policy is to acquire direct and indirect interests in exploration and producing projects and assets in the natural resources sector, and consideration is currently given to investment opportunities anywhere in the world.
As an investor in upstream oil & gas projects, Reabold aims to create value from each project by investing in undervalued, low-risk, near-term upstream oil & gas projects and by identifying a clear exit plan prior to investment.
(Interview starts at 12 minutes 40 seconds)
David Bramhill, Executive Chairman of Union Jack Oil (UJO) discusses their farm-in agreement with Rathlin Energy for a 16.665% Interest in PEDL183 which contains the Major West Newton Gas Discovery
Union Jack Oil plc is an onshore oil and gas exploration company with a focus on drilling, development and investment opportunities in the United Kingdom hydrocarbon sector listed on the London Stock Exchange AIM market (Ticker: UJO). Our strategy is the rapid appraisal and exploitation of the assets currently owned.
(Interview starts at 21 minutes 11 seconds)
Sachin Oza, Co-Chief Executive Office of Reabold Resources (RBD) provides an operational update on their onshore Californian assets.
Reabold Resources is an investing company investing in the exploration and production (“E&P”) sector. The Company’s investing policy is to acquire direct and indirect interests in exploration and producing projects and assets in the natural resources sector, and consideration is currently given to investment opportunities anywhere in the world.
As an investor in upstream oil & gas projects, Reabold aims to create value from each project by investing in undervalued, low-risk, near-term upstream oil & gas projects and by identifying a clear exit plan prior to investment.
(Interview starts at 2 minutes)
David Ciclitira, Executive Chairman of Live Company Group (LVCG) provides a company update ahead of their BrickLive event at the NEC over the weekend.
Brick Live Group
Brick Live is a network of partner-driven fan-based shows using BRICKLIVE-created content worldwide. It owns the rights to BRICKLIVE – interactive experiences built around the creative ethos of the world’s most popular construction toy – LEGO®.
Parallel Live Group
Parallel Live was founded by David Ciclitira in 2015 and owns the rights to promote BRICKLIVE in the USA. It is responsible for running and promoting those events through its US joint venture, Parallel Three Six Zero. The first event will be taking place at The Star in Frisco in January 2019.
Bright Bricks
Bright Bricks Ltd was established in 2010 and has built over 1,000 models made from more than 60 million LEGO bricks since then. Clients include major blue chip companies such as: Rolls-Royce, Google, BT, Land Rover, Warner Brothers, LEGO, General Electric, The National Gallery, Maersk and Lufthansa.
(Interview starts at 10 minutes 49 seconds)
Gil Holzman, President & Chief Executive Officer Eco Atlantic Oil & Gas (ECO) discusses the significance of the Guyanan President Approving their transfer of 25% interest in Orinduik Block to Total Petroleum.
Eco Atlantic is a TSX-V and AIM listed Oil & Gas exploration and production Company with interests in Guyana and Namibia where significant oil discoveries have been made.
The Group aims to deliver material value for its stakeholders through oil exploration, appraisal and development activities in stable emerging markets, in partnership with major oil companies, including Tullow, Total and Azinam.
(Interview starts at 24 minutes 49 seconds)
Matthew Idiens, Chief Executive Officer of Rose Petroleum (ROSE) talk about the U.S. Bureau of Land Management approving their application for the Permit to Drill a well within the company’s Paradox acreage in Utah.
Rose Petroleum is a North America-focused oil and gas company whose primary asset is approximately 80,000 net acres in the prolific oil and gas producing Paradox Basin in Utah, U.S.A., where it is earning into a 75% working interest. Using high-quality data gathered in a 3D seismic survey completed in October 2017, the Company has identified drilling locations in naturally fractured areas of the Paradox Formation with the intention of commencing a drilling programme in H2 2018.
(Interview starts at 2 minutes)
Alastair Clayton, Executive Director of Primorus Investments (PRIM) discusses their investments and what their strategy is.
Primorus Investments PLC has an experienced team of Directors who have been involved in the sourcing, financing, acquisition and sale of companies and assets in the small and mid cap markets. Combined experience includes a wide variety of industries and sectors with particular experience in financial services, technology and natural resources.
(Interview starts at 13 minutes 29 seconds)
Dom Ventura, Chief Executive Officer of Liberty Herbal Technologies, a company Ananda Developments (ANA) hold a 15% share of, talks about the launch of hapac® their patent pending technology for vaping medicinal cannabis happening soon in Italy.
The Company has been established as a company to invest in the developing market for medicinal or therapeutic Cannabis derivatives, or related products, including but not limited to nutraceuticals, dietary supplements and cosmetic products which contain Cannabis or hemp derived cannabinoids.
(Interview starts at 26 minutes 58 seconds)
Laurence Read, Executive Director of Europa Metals (EUZ) discusses their the recent extension drilling campaign on their Zinc, lead, and silver project in Spain.
Europa Metals is an AIM listed exploration company, their lead asset is the Toral lead zinc and silver project located in the Province of Leon, Spain. In September 2018 they updated their JORC (2012) resource on Toral with to 19Mt @ 6.9% Zn Equivalent (including Pb credits) and 24g/t Ag which contains 720,000 tonnes of Zinc, 570,000 tonnes of Lead and 14 million ounces of Silver.
(Interview starts at 1 minute 41 seconds)
Nuno Sacramento, Chief Operating Officer of Safestay (SSTY) discusses their latest acquisition, a hotel in Vienna which they intend to convert into one of their stylish hostels.
Safestay hostels are designed to appeal to a broad community of guests; from school groups, young adults and backpackers, to families and savvy business travelers. Safestay hostels offer great central locations, a range of accommodation options to meet different needs and budgets and amazing social spaces all within chic statement buildings with fabulous interiors and a high standard of facilities.
(Interview starts at 2 minutes 10 seconds)
David Sefton, Executive Chairman of Anglo-African Oil & Gas (AAOG) provides an update on operations and also discusses their financing facility.
Anglo African Oil & Gas plc is an independent AIM-listed oil and gas developer, incorporated in the United Kingdom, with an oil-producing asset in the Republic of the Congo. It owns Petro Kouilou S.A., through which it operates its interests in the Tilapia field in the Republic of the Congo.
(Interview starts at 29 minutes 28 seconds)
Gil Holzman, President and Chief Executive Officer of Eco Atlantic Oil & Gas (ECO) discusses their updates with respect of their licences in Namibia and Guyana.
Eco Atlantic is a TSX-V and AIM listed Oil & Gas exploration and production Company with interests offshore Guyana and offshore Namibia, where significant oil discoveries have been made.
The Group aims to deliver material value for its stakeholders through oil exploration, appraisal and development activities in stable emerging markets, in partnership with major oil companies, including Tullow, ONGC, Total and Azinam.
(Interview starts at 1 minute 35 seconds)
Miles Pelham, Chairman of Obtala (OBT) talks about their capital raise, proposed board changes, name change and strategic update.
Obtala Limited are focused on investing in and developing sustainable agriculture and forestry through their operations in Tanzania and Mozambique.
(Interview starts at 10 minutes)
Jeremy Martin, Chief Executive Officer of Horizonte Minerals (HZM) discusses the results of the Feasibility Study for their Araguaia Ferronickel Project in Brazil.
Horizonte Minerals plc is an AIM and TSX-listed nickel development company focused in Brazil. The Company is developing the Araguaia project, as the next major ferronickel mine in Brazil, and the Vermelho nickel-cobalt project, with the aim of being able to supply nickel and cobalt to the EV battery market. Both projects are 100% owned.
(Interview starts at 1 minute 47 seconds)
Simon Rucker, Founder and Product Director at Liberty Herbal Technologies, who are the owner of hapac® which Ananda Developments (ANA) own a 15% share of.
Ananda Developments has been established as a company to invest in the developing market for medical or therapeutic Cannabis derivatives, or related products, including but not limited to nutraceuticals, dietary supplements and cosmetic products which contain Cannabis or hemp derived cannabinoids. The Directors believe that this market is growing due to an increasing number of states in the USA, as well as other countries around the world, changing their laws to allow for products containing constituents of Medical Cannabis to be developed, approved and sold.
(Interview starts at 11 minutes 22 seconds)
Toby Hall, Chief Executive Officer of Minds + Machines Group (MMX) tells us what it was like to open trading at London Stock Exchange to celebrate the official launch of .luxe.
Minds + Machines Group Limited (LSE: MMX) is the owner of a world class portfolio of 32 ICANN approved top-level domains (gTLDs). The Company generates revenues through the registration and annual renewal of names by organisations and individuals within each of its top-level domains, sales being processed through the Group’s network of global registrar and distribution partners.
(Interview starts at 1 minute 17 seconds)
Wheelie Dealer
Full time investor Wheelie Dealer talks strategy and stocks. You can see all of Wheelie’s trades on his website by clicking here
Today Wheelie talks about the following stocks:
Ian Smith, Chief Executive Officer of 1PM Group (OPM) talks about the statement to be read out at their Annual General Meeting for the current year that states they are trading in line with market guidance.
1pm’s strategy is to focus on providing or arranging the finance UK SMEs require to fund their businesses and arranging vehicle and property-backed finance for consumers. The multi-product range for SMEs includes asset, vehicle, loan and invoice finance facilities. The Group operates a “hybrid” lending and broking model enabling it to optimize business levels through market and economic cycles.
(Interview starts at 1 minute 25 seconds)
David Smith, Chief Executive Officer of IQ-AI (IQAI) discusses why they filed a patent for gadolinium-free MR imaging of the brain and other organs recently.
IQ-AI is medical services and software company with two subsidiaries:
StoneChecker
Stone Checker Software Ltd is a health technology company focused on the development and commercialization of products to inform clinical management and to guide care for patients with kidney stones. The company is led by recognized experts in the field of clinical development and commercialization.
Imaging Biometrics
Imaging Biometrics develops and provides visualisation and analytical solutions that enable clinicians to better diagnose and treat diseases with greater confidence. Through close collaboration with top researchers and clinicians, sophisticated advancements are translated into platform-independent software plug-ins which can extend the base functionality of workstations, imaging systems, PACS, or medical viewers. By design, IB’s advanced visualisation software seamlessly integrates into routine workflows.
(Interview starts at 1 minute 45 seconds)
Richard Prickett, Finance Director of Landore Resources (LND) talks about the new gold occurrence along strike at the Bam gold deposit at their Junior Lake property in Canada.
Landore Resources is an exploration company that seeks to grow shareholder value through the acquisition, exploration and development of precious and base metal projects in eastern Canada. The Company is primarily focused on the development of the Junior Lake Project. Landore Resources has mineral rights to 5 properties in eastern Canada. The Company is headquartered in Guernsey, with an exploration office located in Thunder Bay, Ontario, Canada.
(Interview starts at 14 minutes 45 seconds)
John Meyer
John Meyer, Mining analyst and partner at SP Angel talks about:
Phil Cleggett, Head of Corporate Development at Emmerson (EML) discusses the potential for very low capital cost for electrical and gas supply at their Khemisset Potash Project in Morocco.
Emmerson’s primary focus is on developing the Khemisset Potash Project located in Northern Morocco. The project has a large JORC Resource Estimate (2012) of 311.4Mt @ 10.2% K2O and significant exploration potential with an accelerated development pathway targeting a low capex, high margin mine. Khemisset is perfectly located to capitalise on the expected growth of African fertiliser consumption whilst also being located on the doorstep of European markets.
(Interview starts at 1 minute 24 seconds)
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