BOWOOD
08 May 2018
Re: Don't forget Hello izzy - At the half year we were told that the rig was being prepared to be delivered which is a little different to being prepared for delivery. So on that basis there is a customer. But in any event the value of the investment in the yard and MGR is not in the sp. Massively undervalued.
izzy bear
08 May 2018
Re: Don't forget Hi BOWOOD, it's not just about Amed, there seems to be a lot of undervalued companies on Aim, who the big boys are just not interested in, you know I totally agree with you that Amed is under valued, there are orders for the shipyard, the Copper mine investment , money in the Rig, and of course the out standing loan they made, As you so rightly say, one bit of positive news would without doubt push the share price Northward, the problem I see is No Buyer for the Rig yet, No new orders for the Shipyard, and no Copper coming from their other investment, the fact is there is no money coming in other than the interest on the Loan,Amed needs news and quick, just something positive to woo investors.
BOWOOD
05 May 2018
Don't forget There are tax losses of more than £7m which could be of interest to any potential predator. Plus nearly 50p of assets make this a much undervalued company.
BOWOOD
04 May 2018
Re: Overlooked Quite an interesting post on LSE - all about asset value.
BOWOOD
04 May 2018
Re: Overlooked May have posted a bit too soon - seems to be a fair bit of interest.
BOWOOD
04 May 2018
Overlooked I feel the market has overlooked AMED. Cash, loans to MRG and other cash receivables were well ahead of the £3.2m MC at the half way and completely ignores the $13m investment in the yard JV and the $500k copper mine investment. They have been very quiet but I suspect there could be some positive news at the finals to be announced later this month.
BOWOOD
04 Apr 2018
Chairman Not the best choice IMO
BOWOOD
27 Feb 2018
RNS Perhaps we a due an RNS will the sp up 40%
BOWOOD
27 Feb 2018
News Looks as if there could be something to break - buying started yesterday and seems to continue
BOWOOD
20 Feb 2018
M/C Still no news of the rig but interesting that the mc is equal to the cash and loans held on the Balance Sheet with the value of the rig in for nothing which is likely to be worth £Ms.So still well undervalued despite no news from the company.
BOWOOD
18 Feb 2018
Re: Selling Cannot say I blame you issy as there appears to be a lack lustre effort from the company to keep the smaller shareholders in the picture. No doubt the larger holders are kept in the loop and there may well be something going on but they tend to ignor the small and loyal holders. Good luck and no doubt will catch up on another board.
izzy bear
17 Feb 2018
Selling Well Bowood, reluctantly I sold all my shares in Amed and took the loss, re investing theproceeds in N4P , which has risen sharply over the past few weeks, and could be a multi, multi bagger, should there be some good news from Amed, then I will reconsider my options.Good luck with Amed
izzy bear
31 Jan 2018
Re: Buying In my opinion, past losses have been attributed to money tied up in the rig, the loan and their investment in the Copper mine, With rising copper prices, a move to increase their copper mine investment could be on the cards, , as increasing their stake before production at the mine, could be a good move.With regards to the yard, it hasn't been redundant, and it may not have been as busy as it would have liked, but one or two orders could soon change that.There again BOWOOD, you could be right in your assumption there could be a major investment lined up, and as per usual, small investors are the last to know.Nice rise tod
BOWOOD
31 Jan 2018
Re: Buying I feel what is crucial here is the complete disposal of the existing rig which will then free up cash for the JV. Then what to do? Sell the investment in the JV, take the cash and pursue other investments or stick with the yard. I am sure there are already plans known only to the BOD. Perhaps there is a major investment lined up or the coming together of AMED and another which needs the rig to be sorted. There are well heeled and influential investors at AMED and the listing with an MC of about £4m that is imo considerably undervalued. So with the position of the rig settled more investment will ensue and the sp should move substantially higher. Timing is the problem so one needs to add now.
Oh Wise One
31 Jan 2018
Re: Buying if an acquisition is sealed, then I would expect QIC to maintain their 61% holding as they are invested @ 50p. All the top four shareholders, including Mena who bought in at 100p, are invested for the big ticket orders. I expect management to deliver in due course, but do not rule out a predator wanting to buy our yard. The pressure to complete scrubber re fits is going to be immense in 2018.Time for pi's to buy/accumulate, as some have today.Interesting to note also, that both LEG and AMED are up today. LEG own 192,307 shares in AMED. Any link I wonder re news pending?
