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Microcap investing, SW1 cheap company 100% earning growth pa for 2019 and 2020
nipper
post Posted: Sep 18 2019, 07:56 PM
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Posts: 6,453
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QUOTE
CropLogic, an underperforming micro-cap, has been placed on the ASX watch list after failing to disclose newly-appointed director Stephen Silver was banned by a US regulator for unethical practices involving Australian securities. The public naming and shaming is an unprecedented move by the ASX, which demanded the $27 million company release the information or the exchange would otherwise do so.

Companies on the so-called watch list, which is usually private, have their announcements vetted by the ASX Listings Compliance team before their release to market. Because of potential delays, any market-sensitive announcement requires a trading halt.

ASX chief compliance officer Kevin Lewis said in the letter that "the manner in which CropLogic has responded to ASX’s queries [is] unsatisfactory". Mr Lewis also said the company had not – as it claimed to have done – complied with the ASX's Corporate Governance Council’s principles and recommendations around director checks and disclosures. "The CropLogic matter is the first example of a new supervisory protocol, whereby ASX will require a company to inform the market that it is on ASX’s watch list due to unsatisfactory responses to ASX queries," ASX spokesman Matthew Gibbs said.

Before setting up his advisory firms, Mr Silver worked in the US and was suspended by the US broking body FINRA from dealing with a member firm for six months after accepting a settlement with the US regulatory body. In accepting the fines and settlements, Mr Silver did not admit or deny the findings. Mr Silver most recently established Evolution Capital Advisors and was previously the principal of Hunter Capital, another micro-cap adviser which advises CropLogic, among others. During the year to March 2019, CropLogic paid Hunter Capital $55,000 for consulting services and another $222,307 to capital raising services.

LTL Capital, a company owned by Mr Silver, owns 8.8 per cent of CropLogic. The company also owns shares in Victory Mines, Kleos Space, Gasfields, Thred, Golden Mile Resources and others.

Evolution Capital Advisors
Hunter Capital
LTL Capital,
Victory Mines,
Kleos Space,
Gasfields,
Thred,
Golden Mile Resources


💥🔥🛑🧱🔗⛓️📉



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
Nopoo
post Posted: Aug 21 2019, 12:58 PM
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GOLD is trading Up $1500

This advanced gold jr is in it's low price range.

Buying Opportunity ?


GYA.V / GYNAF Guyana Goldstrike to Drill Marudi Gold Project


https://tsxpennystocks.ca/news-feed/791-guy...di-gold-project



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Nopoo
 
nipper
post Posted: Jul 3 2019, 05:20 PM
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Opportunities and Risks in Microcap Land

https://www.livewiremarkets.com/wires/navig...microcap-market

.... 5 managers share their ideas (gotta sign up to drill down further)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
Nopoo
post Posted: Apr 30 2019, 02:30 PM
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Posts: 125
Thanks: 4


"2018 was a truly pivotal year for Benchmark Botanics. We were issued our License to Import and License to Sell from Health Canada. The Company completed a $2,000,000 Private Placement and entered into a Trademarks License Agreement for use of the "The Bulldog" trademark in Canada. In addition, Benchmark signed a definitive agreement for the development of 4 acres of greenhouse operations in Pitt Meadows, BC and strengthened the leadership of the Company with the addition of a high-profile director and a well-known industry leader," said William Ying, Benchmark Botanics President and CEO.

"With this foundation in place, the Company is transitioning into a period of significant expansion with product sales, facility expansion, additional facilities being constructed, and the Asia Pacific Nutraceutical strategy being implemented. Taken together, we have strengthened our value proposition in 2018, and will be well positioned for the next stage of our growth in 2019."


https://benchmarkbotanics.com/




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Nopoo
 
Nopoo
post Posted: Apr 18 2019, 08:03 AM
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UNV.V - Universal Copper Closes Private Placements, Appoints Advisor

#copper #stocks #investments


https://tsxpennystocks.ca/news-feed/765-uni...vate-placements


http://www.universalcopper.com/




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Nopoo
 
nipper
post Posted: Apr 16 2019, 12:50 PM
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Posts: 6,453
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From 01 Jan 2019 to end-March 2019, the 5 "hyper-growth" , so-called WAAAX stocks, currently in the Small Ordinary Index XSO, have gone up 49.89% in an equivalently weighted basket, compared to 14.65% for XSO stocks as a whole, for the same period.

Naos Small Cap Opportunities Co. (NCC) looked at forward looking FY20 consensus numbers and reckons the valuations are "rich" versus the broader market, S&P ASX300 Industrials Index (XKI) = 13 EV/EBITDA

AfterPay (APT) ....... 69 EV/EBITDA
WiseTech (WTC) .... 45 EV/EBITDA
Xero (XRO) ............ 45 EV/EBITDA
Appen (APX) .......... 27 EV/EBITDA
Altium (ALU) ........... 34 EV/EBITDA



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 

sentifi.com

Share Cafe Sentifi Top themes and market attention on:


nipper
post Posted: Mar 30 2019, 03:47 PM
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A real plus but a few problems with using managers to bring investment success in microcaps.
https://www.sharecafe.com.au/2019/03/26/mic...-february-2019/
.
QUOTE
our microcap managed fund universe [is] up to 28 and our total universe including microcap focused LIC’s to 37
...which I find is an astounding number

- The manager is likely to work harder and drill deeper with a set of investment disciplines

However, the diversification of a fund must impinge on returns. And, if a large stake is accumulated in what turns out to be a dud, getting out may be difficult (if not impossible)




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: mullokintyre  
 
Nopoo
post Posted: Feb 16 2019, 05:50 AM
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Posts: 125
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Cannabis Producer $BBT.C Benchmark Botanics Appoints Agriculture Expert


#cannabis #stocks #marijuana #investing #MJ #microcaps

https://web.tmxmoney.com/article.php?newsid..._symbol=BBT:CNX




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Nopoo
 
Nopoo
post Posted: Feb 15 2019, 02:44 PM
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Posts: 125
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Guyana Goldstrike Inc.

2019 News Release


Guyana Goldstrike Reports Assays of 3.28 g/t Au over 4.20 Metres and 1.29 g/t Au over 12.60 Metres in Trenches TTR-18-11, 12 and 13 at Toucan Ridge, Marudi Gold Project, Guyana 14 Feb, 2019

Guyana Goldstrike Reports High-grade Assays of 23.59 g/t Au over 0.60 Metres within 3.60 Metres of 4.82 g/t Au in Trench TTR-18-10 at Toucan Ridge Area, Marudi Gold Project, Guyana 05 Feb, 2019

Guyana Goldstrike Announces Second Discovery of Quartzite-metachert (Host Rock) Northeast of Toucan Ridge, Marudi Gold Project, Guyana 29 Jan, 2019

https://guyanagoldstrike.com/news/2019-news-release



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Nopoo
 
nipper
post Posted: Feb 15 2019, 08:21 AM
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Posts: 6,453
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QUOTE
’The poor performance of the NCC portfolio was driven by two factors, the first being clear short term negative earnings surprises from three core investments and the other being a noticeable lack of investor appetite for investing in micro-cap businesses, leading to a significant valuation de-rating which has even affected the best performing businesses.

Timing can be impossible to predict, but starting the year from a lower multiple base, together with what we believe is excellent business momentum in the majority of our core investments, should in our view, set the NCC portfolio up with a much stronger return profile over the next 12-24 months.’
or .... we picked the wrong ones



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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