LSELondon South East
IIIInteractive Investor
DTMdiscussthemarket.com
RLE Richygm
16 Sep 2015
Re: Results look good... Well, they went down like a lead balloon!
MUBL BOWOOD
16 Sep 2015
Cap Reduction It appears to me that MBL is tidying up its Balance Sheet and getting ready for a sale. Its possible this is being done at the request of a potential RTO candidate and perhaps the 14% shareholder is involved. Assets worth twice the sp
PRG Guitarsolo
16 Sep 2015
Mothae - Positive Technical Study I read with interest the RNS yesterday of the technical study at Mothae. I'm no geologist so much of the technical stuff went over my head. However, it seems to me that Stephen Grimmer and co were pleasantly surprised by the technical data at Mothae. That's certainly good news and would suggest that, once mining commences, we should see a good supply of diamonds and crucially a number of the larger stones. That was the good part. The bad part was an indication (or revelation) that the financing is not so far progressed as I had thought. Is this Philip Manduca playing one potential lender off against another to get the best deal? Or is financing proving to be more of a problem than anticipated? Hmmmm. Anyway, the RNS says that there should be another update by the end of September (re the financing). If that all falls into place, and the funding is at a good price, then there may only be another couple of weeks before the price starts to rise. As we get towards the end of the year there will be (i) funding in place with minimal dilution to shareholders (I hope), (ii) all the infrastructure and kit ready to go, (iii) mining commencing at Lemphane and Mothae in Q1 with now better than expected technical data. That should, and I emphasise should, get the price moving. I am surprised it hasn't already but this may reflect the funding uncertainties. Guitarsolo - holding, not buying, but only because I already have enough sunk into this not because I don't believe in the potential here.
ALK Loldemort
16 Sep 2015
Sad to see it go On March 11, 2015, looking for a safe-ish home for a bit of cash left over after making more important and sensible investments, I bought 7892 shares at 21.375p for a total of £1,699.86 including commission. Needless to say, those well-researched, 'sensible' investments are now underwater while ALK has been in profit since more or less day one!Oh well, I'll collect my thousand-and-odd pounds profit -- though I wish I had put all the other money in here as well -- and like most people, I think Balfour Beatty have swooped at exactly the right time and got themselves a cracking little bargain.It's been a nice board to read, too -- so unlike some of them.
ALK Misty Creamybib
16 Sep 2015
Henderson Have Henderson approved the offer? I would be tempted in their position to reject it.Other than to re-invest monies elsewhere why would anyone sell the shares in the market at a price below this. Surely it's a good bet for an arbitrage hedge fund.
ALK hewhodares1
16 Sep 2015
Re: RNS ~ Takeover Offer You can't blame the Alkane board for wanting to take the money and I assume a healthy remuneration package but at 36p its undervalued, I just wish they had the balls to hold out for a better price 40 - 45p .... all is not lost, there may be a counter bid....
ALK Misty Creamybib
16 Sep 2015
Wow! Bought into this on 10th September 2015!
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