Thoughts Moving Ahead...

As of the 1st September (today) I shall be open to working on projects which create shareholder value and stimulate positive expectancy, this will not come from working as an IR/PR relation to a company but more open to discussion which leads to a winning formula. I anticipate some people will question this announcement and statement so for the avoidance of doubt I DO NOT work with or in any capacity formally with public listed companies currently but more importantly DON'T want to be ring fenced from considering an extended idea pathway which may-well lead to positive expectancy / returns. Having worked tirelessly for 5 years within the aim markets and much longer within the wider markets, I believe the winning formula is not to act as a conduit or mouth piece for companies but more offer a solution translation between the retail and corporate disconnect thus affording both worlds the opportunity to interconnect.

There will be NO paid for promotions nor will I deviate away from the current method of working within the markets as an out & out investor. I have found personally that remaining a lone voice in the face of prosperity or adversity as the crux to securing credibility which appears to be in scarce supply within the London Markets. I want to reiterate this is not to suggest things will change but more allows me to remain transparent to followers etc in my idea's of helping to harness value for listed companies and its shareholders. During my time there have been many many offers to align me with certain operations within the City which in turn I have never felt compelled to engage however as time draws on I have passed up the opportunity of input as I've never felt there was the acceptance to do so. I now feel a sense of clarity which may enhance my ability to find solutions & success from my experiences.

I hope this message is open,clear and to the point. '' Ultimately I'm an investor running a majority held (retail) Hargreaves Lansdown broking account looking to compound gains from a well structured strategy '' which now involves the potential to engage ideas which lead to enhancement.

 

All the best

 

Doc

Meeting With Prospex Oil & Gas

This week I had the pleasure of meeting Ed Dawson of Prospex Oil & Gas, I found Ed to be quite an affable yet cautious man who clearly didn't want to talk out of school, so on this occasion I became a good listener. The company raised £1m and is currently capitalized at £1.02m which kind of suggests the risk has been taken out of this aim cash shell, so whats PXOG and Ed planning for the future?

I talked about the attraction to aim cash shells from my own previous decent track record with Oil & Gas shells, none more so than UK Oil & Gas or Mx Oil (formerly Astar Minerals) The catalyst to great returns are a clear and concise outline of what the company intends on doing to trigger value creation for shareholders, particularly those bonkers enough to get in early.

Rather than waffle on in a sales pitch manner I prefer to look at the facts, Dawson and Co. come from an institutional/hedge fund deal flow background, the impressive back story of creating a $100m deal with industry majors or a consistent year on year place on the hedge fund podium at RAB capital it became clear that the guys at PXOG are more than well positioned to have a fair crack at progressing Prospex Oil & Gas on.

The simple way for this to happen would be to vend in some attractive assets and bingo '' we have a result '' however Dawson wasn't to willing to let the cat out of the bag on how this would happen other than to remind me that he doesn't want to piss on the chips of people who have been prepared to back the company in its embryonic stage of the cycle. The early move advantage often comes from showing foresight which is where I am personally as a shareholder of Prospex, some can argue that this motivates me to give a one sided appraisal of the situation but to be brutally frank there isn't actually to much we know right now.

Its important to understand the strategy -

To acquire meaningful assets with high impact near term deal flow not dilly dallying with shooting seismic for the next 18 months. (Check)

It's important to understand the Boards back story -

This comes by the virtues of historical success, ED worked successfully in finance & management of Junior O&G companies whilst holding a keen analytical eye on what works against what doesn't. (Check)

Getting a sense of capability and Viability -

Does the company have the capability to make this transition in tough markets and is there enough interest to build. (Check)

The surrounding influences within the company -

The management team has a historical (combined) Billion dollar deal flow from seed to sapling sized business before well engineered moves into the junior natural resource arena. (Check)

(Note) - Whilst I hold a bullish outlook on Prospex I do however understand the need to move things along, I feel confident that a deal will be done sooner rather than later however in light of transparency I would suggest should the company not secure a deal this year then they are at risk of becoming another modest cash shell wasting space on aim.

I'll be talking more about PXOG in due course.

All the best


Doc



https://twitter.com/DDS_Doc_Holiday


http://docslaymanschatter.blogspot.com/

Featured on SP.com
http://www.shareprophets.com/

Subscribe free for a daily share tip.
http://uk.advfn.com/one-free-share-tip/

Featured on VTM.com

www.valuethemarkets.com

Featured on Ofst every day.
http://uk.advfn.com/one-free-share-tip/tipsters


(These are but opinions derived from my own experiences and thoughts and are not adopted as a statement of fact)

DocsLaymanChatter XLI

As a kid I would sit watching VHS videos with my dad, the ones that your mum doesn't like you to watch but the ones all dads love to share with kids. I remember a particular scene where Johnny had gone into the forest with deputy Kern hard on his tail with his group of deputies, Col.Trautman walks in as the official, sent from Bragg to bring their man home. 

Company leader to identify Baker Team - Rambo, Messner, Ortega, Coletta, Jurgensen, Berry, Krakauer confirm! This is Colonel Trautman. Talk to me, Johnny

The story goes of John Rambo an ex- Vietnam war vet caught up by the snare set by his own government, now left in limbo aimlessly wandering state to state without purpose place or need. C'mon you all remember the film and the story line... 

During the past couple of weeks this scene or movie resonates with the markets more than anything, gang banging corrupt officers! Blood hungry dogs, a broken system with a government that seem to have forgotten them. At some point normality will return but with China in Crisis and Greece between a proverbial rock 'n' hard place then It's no doubt fair to say we can expect a choppy summer and potentially a turbulent continuation during 2015. 

Regardless just how good the Jedi mind tricks are, or in fact the Mr Buffet beating snake oil sales man peddling the Italian princess's clients, we as private investors have to measure whats dictating the markets price action. We must treat the markets with contempt, believe little to nothing while trying to insulate against wipe out protecting capital being the paramount ingredient to keeping us in the game. That said unless you intend to take a 2-3 month break then you have to try to yield some returns from the markets and I believe this will come by identifying the weakness in a turning peer group/commodity. I believe resource stocks with finance already secured are now basking in shallow water leaving a spear fishing session worth consideration as the chase the ace of junior resource stocks kicks off over summer . (manage expectations and don't steam roll into the markets, rather take a measured outlook) 

Kodal Minerals: After hitting the markets at 0.90p a wham bam thank you mam pump took them to the dizzy heights of 2p, today sits at a near 95% loss. The company has some cash, operational news pending and crying out for some love. Consistent updates,momentum and support are needed, when this comes in you have the recipe for value creation. Kod is one of a string of cheap looking stocks that should the micro mining trend flare up again then I see plenty of upside. 

Noricum Gold: Have been on a roller coaster 12 months in the market however with a decent cash position circa £900,000 coupled to an expectant work program / update leaves investors more interested in Fridays session ( closing 17% higher ) NMG have already drawn the line in the sand with its recent results released 9th June. I've personally backed this one for much of 2015, I remain moderately confident.

Nostra Terra Oil & Gas: After announcing a new chairman (Ex-GKP Financial controller CFO Mr Ainsworth) the company has more recently announced a JV partnership with the U.S second biggest private company. Yet shares remain stuck range bound at 0.145-0.20p should any slight weight of positivity drop one way or another on the scales of success I can see Ntog growing stronger.

Prospex Oil & Gas: A small funded shell, furnished as one (if not) the cheapest aim vehicle, Pre- Pxog the company was a washed up gold mining company who's board managed to crash the business however with a completely new outlook and setup Prospex are searching to acquire / reverse value accredited assets into the shell. The Board have £1m cash of a £1.1m mcap which smacks of a embryo MXO / CEB in the making. 

AIM is a very tricky place, great when you are winning but terrible when taking heat, I advise all investors to protect capital, understand the markets mechanics. I also urge investors to carry out as much due diligence in the people they support within the alternative investment markets, yet again today BMD pens a piece of diatribe and nonsense. The modus operandi has been well reported and the cack handed 2 suddenly fall into the arms of Miss Whitford, you see they cannot progress single handily and with the markets not taking the same line of bait twice the boys have to capitulate. Now that doesn't fit the remit of bad boy Dan from Manchester so a gentle bonding over some Ellerton dirt will do the trick. 

Prickles and nettles will never stop stinging, its apart of the makeup but should you be able to make a clear path you have a chance to succeed, history cannot be erased however the future can be changed i wish Miss Whitford the best or luck and damn I'd love to see Sefton shareholders get some of there loses back, if this means BadmanDan and Snake Oil making money by virtue then so be it but be under no illusions of who tanked the SP while financially hijacking others for personal gratification using there public presence.  

Note: It has been suggested that I am the Kaiser soze of Aim, masterminding short squeezes while working over dozens of aim stocks!!! I still await any evidence of this or a long threatened expose, '' You see folks bullies work to either cosy up to you or destroy you '' please remember who was invited to Annabelle's ( and refused to sit at the table of greed ) or who helped Mr Levi only to then be attacked when failing to capitulate with cheating and shafting UK investors.

Keep your pecker up Folks....

All the best


Doc



https://twitter.com/DDS_Doc_Holiday


http://docslaymanschatter.blogspot.com/

Featured on SP.com
http://www.shareprophets.com/

Subscribe free for a daily share tip.
http://uk.advfn.com/one-free-share-tip/

Featured on VTM.com

www.valuethemarkets.com

Featured on Ofst every day.
http://uk.advfn.com/one-free-share-tip/tipsters


(These are but opinions derived from my own experiences and thoughts and are not adopted as a statement of fact)

Potential Scam Being Operated - Beware

Warning!!!! Please share, don't become a victim of this scam. 

It is understood that a man with a beret on looking militant accompanied by a weedy looking fellow wearing a pinstripe suit and '' Krays '' like glasses are rumored to be in the Trafford Centre operating this scam, one victim reported. 

'' Today I was walking through the Trafford Centre when I was approached by a smartly dressed man with a che guevara mask on  who asked me if I would like to smell his cheese. As he asked this he gestured his hand towards my nose which was in the extended palm position. Being a lover of cheese I saw no harm in taking the man up on his kind offer. 

As he brought his hand up to my nose what I hadn't noticed was that his other hand was in the clenched fist position at the base of his extended palm (see picture). When his finger tips reached my nostrils I could neither see or smell the cheese and it was too late to retract as his now perfectly aligned fist of the other hand was now traveling towards my nose at speed, which then struck me with considerable force.'' 

There was never any cheese! This was a scam to catch me off guard and punch me in the nose.
No matter how much you love cheese do not accept offers to "smell my cheese" off of people you don't know and for fucks sake never believe everything you hear in share world either. 

Keep your pecker up folks

Doc 

DocsLaymanChatter - Midweek Special

As the markets become a mine field of lies,deceit, and dishonesty private investors feel the unsolicited wave of uncertainty rolling over them. The markets are rigged folks, the excessive level of corruption never really hit home until the anchors are slammed on the markets and things start to go in the wrong direction. Now before everyone runs out and hits the sell button you have to consider where in the cycle is your investment and will a drier liquidity level significantly change the game for you? 

We know that the markets slow down, we know that private investors are often stifled into selling at the wrong point and of course we know just how green private investors are. This leaves people with a conflicting sense of what they need to do against actually doing it. One has to take preventative actions however the bulk of the investment community start to take such measure right at the pinnacle of change and on the wrong side of a trade or investment. 

Never find yourself buying or selling on emotion, never find yourself allowing wider factors affect your day-to-day decision-making and for crying out loud, KnowTheGame folks... 

Capital protection is paramount as this is the foundation to what gives us the ability to invest / trade. Never lose sight of how valuable your capital is. 

Whilst the last 3 weeks has presented the shitty end of the stick towards private investors we must all remember that the markets are built by design to draw us into making the wrong decisions at the wrong time... hail a sucker rally or best a pre Grexit pump!!! I expect the heat will come back at the end of summer but a few bright days before could well be on offer. 

Don't expect miracles but use each and every roll of the dice to improve your personal position - '' Money can buy you a good dog but it can't buy you a wag of it's tail '' 

Savannah Resources: SAV recently announced a deal that all LT investors new it could secure, naturally any lag of news forces the impatient to exit on any sniff of interest however Rio Tinto is a little bit more than a flim flam deal so I expect to see many more twists & turns 3p area looks good value on what we know now against last week. 

CEB Resources: Came out of suspension among a lot of speculation with the SP getting anchored by the placees taking there fill and moving on, personally I see another MXO in the making and whilst this is exciting it all takes time. I have added to my already significant position and will intend to scale in further as news / deal flow should be pretty encouraging. Whitby is no stranger to value creation with his last shell running from $1.6m to $600m market cap.

Afren: Is the company under the watchful eye of aim, are we seeing the death role playing out of a celebrity investor name taking his place briefly on the podium or is it literally a pre crash rally to allow the boys out??? - Time will tell but I see folks making some money out of AFR over the coming weeks but it won't all be clean money. 

Keep ya pecker up 

Doc 

Investor Meeting Manchester to Join the London '' Get Together ''

The investor meeting in Manchester has been delayed and re scheduled for later in the summer, Both sets of attendees are invited to join us in the city in late summer. 

The event delay has come by way of overwhelming demand for London and the flexibility shown by investors with a serious interest. If they /  you are happy to travel to the city who am I to argue with that..

The last company to attended an InvestorMeeting in Sept. 14' has watched it's shares rise significantly, We hope to deliver a company with a strong and pragmatic outlook to match or exceed last years event.

Further updates shall follow here.

I.M

Note: We appreciate their maybe a small number disappointed thus will look to try and schedule again for autumn. 

How the TiT's intend to work on AIM

Hey Folks,

Some of you will be aware that I've personally shown some concern Re: the recently announced new (subscription based) tip TiTs / blog site. Let me be clear about my rationale behind showing resistance towards the concept!

As I believe 90-95% of punters on aim are losing or struggling to break even, I feel that this concept preys on the weak and vulnerable, winners won't pay for this information but somebody at a loss would (or in fact say anything) if they thought it could help recover lost life savings. To suggest you are the closest thing to inside information is reckless and misleading, the pitch is based around charging you £10p/m for privileged or worse insider information. The practices within the aim exchange are positively shocking as we see on a day to day basis thus naturally sites like this have been born out of a '' Do as we please attitude '' which is immoral, unethical or illegal.

As I show resistance to the concept, I myself have thrown my head between the foot & ball, yet again picking up more additions to the doc holiday hater bus. Frankly i see this as a compliment that injecting hours of time to try to steel or hijack my credibility (built up over years within the markets) as flattering, but proclaim -

I will not be deterred no matter how hard these agenda's are pushed, this is the oxygen I need to carry on in a market which I see as bent,corrupt and habited by ruthless scoundrels trying to invent new and ingenious ways to climb the greasy pole...

Self promotion and prophecy comes in all guises and I myself accept that running a blog (like this) or acting as a small cap market commentator could be viewed as contradicting to this piece, however I believe showing a consistent responsibility from consistent winning results as a far cry from running shotgun over a weak or displaced community.

Often the analogy '' Winners focus on winners & Loser focus on winners '' is quoted.

I tend to think winners can lose and losers can change, but you have to show dignity,humility and most of all a commitment,drive and motivation to become comprehensive at what you do no matter how improbable an idea it may first seem. The aim markets are a mystery to many which makes securing a solid foundation similar to navigating the horn or Africa - Pirates ahoy, but in time you reap what you sow...

I want to stress new ideas and holistic thinking is not something I've ever been against (regardless of bogus claim)  I have a good record of helping people with new ideas, although not all ideas thought up in a pub are good ones. I believe that the concept of charging for something you shouldn't or may not even have is wrong, creating a new site to compete with others (or better work alongside) as a great idea, we all need to start somewhere.

For those behind the idea? Well some have a checkered background, Others have none - This is not a personal thing just a simple rationale behind my thought process. I genuinely wish the team at TiTs or the California Joe blog all the very best in promoting and selling the idea to the private investing community or the wider corporate fool however as the dragons den saying goes '' I'M OUT ''

At least until we have a more responsible attitude shown towards the product and its people, the testament of time will tell....


Keep your pecker up


Doc