Monday 29 September 2014

Investor Seminar - RMPC




Tom Winnifrith kicks his seminar evenings off tonight down at his RealManPizza Company, I think a few will be surprised how good the food tastes ( I know I've eaten there ) I also find it hard to believe that folk prefer to sling mud rather than doff their caps to the guy for rightly pointing out what a piece of shit QPP was when it was valued significantly higher.

Anyway these things will always be a bi product of dumb private investors who remain steadfast in believing in Peter Pan, Santa Claus and Leprechauns whilst they have their heads buried firmly up there arseholes. I read that some have made threats to kick off at his event (Classy) I can't wait to see that as Fela the boxer (I mean chef ) was Liberia's knock out king... Before swapping the gloves for the dough!!!

Life's to short and hammering frustrations out on those that were right seems such a misguided action, but hey I guess that's the downside to money,loss and a lack of understanding

Keep your pecker up

Doc

Sunday 28 September 2014

DocsLaymanChatter XXVII


As one opines the weeks events from the small cap markets we also consider the wider global events which directly and indirectly affect sentiment and momentum. When we talk about civil / political or religious unrest we think about problems in both the Middle East and the old Eastern bloc, both regions have rarely been at peace for more than five minutes however this has caused money to move into a tighter herd which is my explanation for the seemingly pansexual rises we see from time to time in aim companies.

I was asked about WRN and the forum chatter of £2 '' would I buy or could I see the upside potential from here '' - Oh boy! was a favourite catch phrase from one of my favourite childhood T.v shows quantum leap... If we look at the quantum mechanics or the phenomena of WRN its very very hard to find logical reasoning for buying stock now, however I'm a keen advocate that logic can be profoundly damaging to investor/traders so look for technical and fundamental formula to validate a buy or sell position and the truth is V+M-T= Avoid (Volatility+Manipulation-Traders=A)

The markets are full of shares and if taken in by them will give you a 2 day feeling like you're sailing on the love boat and then a lifetime aboard RMS Titanic as the inevitable iceberg collision takes place. There is no doubt that you can make money in such fervent demonstrations within the market but managing one's expectations has to always take priority.

This week I approached the concept of '' New Money '' entering the markets, are we seeing an increase in private equity spending or are we witness to a relaxed attitude form institutions!!! however the general consensus is '' Simply the herd are avoiding dangerous pastures and now channeling into the same environment which is the spearhead to some bumper rises in the small cap sector. Whilst analysts predict the worse (yet again), I'll be sticking to the program and moving into the small caps with a clap of excitement. Why? well the volume increase in a bundle of small cap resource stocks tells me there is a game to be had so consequently I'm happy to sit at the table until the violins are played, at which point we can reavaluate.

The alliance are now in full swing as bombing raids over Iraq and Syria are ramped up, Islamic state are the new enemy now that Bin Laden has expired. Jeez even Al Qaeda are calling for the release of British aid workers and the FBI have identified jihadi John. '' Oh how things change '' - Syria's president Assad is now not an evil pumpkin slaughterer of his own people, he's the head of a state under attack by I.S. Fuck me we were arming these rebels 12 months ago (from the west) now we are dropping 300lb bombs on them, If you're confused then you have every right to be!!! The world has gone mad....

Mx Oil: Had a significant pull back as private investors speculated on timelines, I believe there is far more newsflow coming than has been credited so on this basis I see Mx Oil as company likely to really catch a few out by surprise. The PSA process will not simply be '' we have signed '' The company has steps to take to secure the agreement but also a deeper level of transparency and value should come from this. If Mx Oil get a tiny fraction of something then the SP will react well... That's quoting a well known oil analyst who shall remain unnamed.

Sound Oil: Investors were left mesmerized by the companies big cap feel as they formally focused on its institutional support who have entered the register at a 75% and 25% premium to the share price, Badile alone is worth over double the SP today and with high end valuations of $1.7bn
Its no surprise that meetings with Mid cap and industry majors are becoming a somewhat regular event. Watch these closely over the next 3-6 months (Edison,ENI anyone)

Nostra Terra: I'm not going to focus too much on Nostra as I do believe that the investor base wanted bigger and more controlling assets which would return greater rewards, by doing so you have to accept that fast tracking costs money (Nobody likes it) but thats the way E&P companies run at the bottom end of the markets, this is no exception. Click here for my full thoughts

Westminster Group: Have been under the cosh from lack of expected contracts and a world recognised epidemic Ebola breakout. As much as folk want news just count how lucky we all are not to have to endure poverty or fatal infection of disease. I fully expect news to flow nicely once the epidemic has peaked as I believe the contraction of infected will recede quickly, this is a well run company however natural disasters or breakouts like this are unavoidable.

Now some of those companies that can sink you quickly: Leni Gas & Oil is well and truly overvalued, Hurrican Energy maybe carrying out a funding drive so beware when taking positions over the next few weeks - Lots of talk at the Oil Barrel of awkward moments when asked about the situation, Worthington Looks far too choppy to get into the water, Kalimantan Gold need funding immediately and in my opinion we will see more of the HH (Horse Hill developments investment companies) placing into the drill excitement - watch out you have been warned here


All the best


Doc



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Saturday 20 September 2014

Docslaymanchatter XXVI







This week has seen some significant swings in the markets but nothing quite as fascinating as the Scottish referendum. I say this not because of the number voting or the result but simply how intriguing people are, even today folk believe that decisions like this are made by the people! It has been my opinion for a long time that minority capitalist communities control everything other than anarchy which is something that every regime in history or across the globe fear most. This is normally the start of change but in the modern western society we really are to well trained to revolt so in short we abide by decisions made by the few to control the many.

One man one vote is rarely ever successful as this concept is reliant on the democracy they live under being fair and honest '' I mean c'mon really '' - Enough of my opinions lets look at the markets...

In last few weeks we have seen a real uplift in the horse hill excitement which has helped the flagship UK Onshore oil play and associated companies as their share price rise like a salmon in spawning season. With this in mind and with a success of a discovery beneath them Union Jack Oil is showing real signs of picking up over the coming weeks more to follow, click here.  (to listen to the ADVFN podcast.)

The pounds been under the cosh from the Scots referendum aswell as macro economics fealing the heat from economic events, the brent price hasn't done any better however this is rumoured to be the end due to the majority vote strongly favouring the Union remaining whole.

Interestingly the markets showed renewed strength from the IPO of Alibaba and its instant hit with investors leaving early investors significantly up. This reminds me of the Royal Mail IPO which triggered a pretty good run from October 2013 '' Lets see if mid September is the trigger to the 2014 run '' surely all this money sloshing about shows some confidence.

Mirada: Mira announced a new contract this week, I have followed this story for a little while since my old pal Tom Winnifrith flagged it up at 11.75p with a 24p target price (I agree with Tom), I bought a little stock as the leaks from the city were good, needless to say the CEO released news mid week yet the windy markets didn't bubble with excitement. This lead me to connect with the CEO (Phone call) which can be heard here. I think you have to look at the bits investors have missed. I expect more news and soon

African Potash: The company announced decent initial results from its first hole drilling from its Lac Dinga potash project, however this was off the back of a very slight delay which i believe is the crux behind us not seeing a bigger market reaction, again this caused me to probe Ed about their findings and push a little on where he see's the companies recent developments. The result was typical of a decent guy like Ed Marlow  you can hear it here. Things look to be progressing very well as expectation appears encouraging for hole two (which is well on its way), The CEO is in country next week so lets see if we have more for folk to look into. The markets are driven on anticipation and expectation....

Union Jack Oil: Ujo is slowly becoming a household name as its share price has gently increased over the last few weeks, we accept that all great movers need multiple stimulatory factors so here are a few. UK Onshore is brimming with confidence (Look at HH) Union Jack have reported a discovery which will be worked over in a couple of weeks, also Union Jack expect the spud from its next investment asset. The company have secured a big chunk of cash, with acquisitions of near term or producing wells being the order of the day. The primary reason is demand, this little oiler was crabbing along for over a year and suddenly they can raise huge sums of cash against its market cap coupled to a significant increase in volume '' These metrics are enough for most '' - I also take great comfort from my old mate Zak Mir backing the technical aspects as the shares trade above the death zone of the 200d SMA.

Inspirit Energy: Insp have secured a major trial deal with house hold name Calor Gas Ltd, with big rumors of a deal with a top 6 energy provider the markets and investors seem to be surfacing to hear more on its mCHP boiler, with new blood (Flow) joining the company it seems that a bigger and widely anticipated deal is on the cards.

Mx Oil: I have high hopes from Mxo over the coming weeks & months but for those of you who need convincing moving early into Mexico will prove pivotal in business, then take a look at the private equity slipping $500,000,000 into Mexico click here Or to hear my own thoughts click here.

Sound Oil: Interesting developments occurred this week with Sound Oil's conference call being put back, this is a typical news move and I'm banking on it being good, If not we are meeting the company next week one to one so can drag him over hot coals or pat him on the back. Feel free to join us click here.

http://docslaymanschatter.blogspot.co.uk/2014/09/investor-meeting-london-25th-september.html


All the best


Doc



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Friday 12 September 2014

Investor Meeting London 25th September 2014




Those investors with an ear to the ground will be aware that Sound Oil are presenting at the 67th Oil Barrel Conference in London on the 25th September 2014. There are other company's presenting but for me Sound are the main attraction.


 The Conference kicks off at 9am through until 1pm. Morning coffee and lunch will be provided free of charge. This should give those that attend ample opportunity to mingle and mix with the Company's in order to glean or answer your questions. Whilst I accept that it may or may not be some folks cup of tea I'm in town simply for one company '' Sound Oil '' thus since my open dialogue with Brokermandan (who himself was keen to attend) we went lobbying Sound Oil regarding a direct investor meeting with their team, after the Sound Oil presentation. It's a Golden opportunity for investors to actually sit down with a drink or a beer and speak man to man or woman (whatever) with their Top Brass. These opportunities do not come along very often.

The company as some may recall at the 42nd OB blew the socks off investors when the shares were exchanging hands at the equivalent of 70p old money so whilst some question '' Is this the right time to buy '' I'd say historically folk would of snapped your arm off. The reality is the markets are a very different place now to then, however the junior Oil and Gas space has felt about as warm a climate today as it has for a couple of years. On contacting Sounds' investor relations team and also dropping a call in to James Parsons regarding the extra circular meeting, I can confirm that the CEO, after a slight arm twisting would be happy to join and buy us all a few drinks (Let's be cheeky and ask for lunch)

Whether you're an investor in Sound Oil or simply a retailer with an interest in the markets why not join us on the 25th after the presentation in the city. If you're unable to make the Oil Barrel or are perhaps not interested then we will be meeting at around 11.30am through lunch to around 2pm

I understand the CEO has a busy lunch in the afternoon so should be around for an hour just before Noon. Yesterday my old buddy @BaronTrading confirmed he would join BMD and I, this should provide a great platform for us to discuss all manner of topics additional to Sound Oil thus giving air time to market theory, Company's of interest and general chit chat coupled to the feedback from JP's time under the spotlight at the OB that morning.


Email: Investormeetings@outlook.com  to be added to the meeting list.


Bests


Doc


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Sunday 7 September 2014

DocsLaymanChatter XXV

 



After an extended summer holiday this year I don't feel I have missed a thing! which was the feeling I had anticipated prior to making the decision to throw a black spot into the last 5yrs following things extremely closely. I believe over the next few weeks I can fill in the necessary gaps but accept If I'm adrift on a meaningless chapter in the markets particularly as the last 4 summers have been shite then I'll have to live with my decision. Well Its good to be back and enough of my waffle....
 
I'd like to draw attention to a few compelling pieces in which we see the agadoo type business conducted by our old friend Peter Landau, I'll be carrying out my own due diligence on these articles but it looks compelling to say the least. '' Whilst long term investors are diluted into oblivion the Landau related company reeps $70,000 p/m (click here) '' You have to be shitting me....
 
The other piece I believe reveals the possibility of how business could be conducted away from the prying eyes of retail investors comes in this article: '' Potential illegal requests (click here) '' you have to be shitting me...
 
The cold hard facts sadly are most private investors are lacking slightly in their research and this is down not to the lack of intellect,effort or will but the very fact that people apply trust,logic and legality to the way these companies are run which are listed on the smallcap / aim market.
 
This is fatal and has wiped billions from small retail (private Investors)  accounts leaving tens of thousands of people feeling unlucky, inadequate or worse in serious trouble '' wake up now to the unethical market practices '' use examples and evidence of bad practices by making a mental and physical note to yourself that this is a corrupt,dark and sometimes dangerous environment to house your hard earned cash.
 
Without wanting to continue with the Edward Woodward like approach there is some life and prosperity within Aim. '' This is the challenge to us all '' to root out and find the flower which blooms in adversity, As I roll into my second year of this blog we shall look at such companies by reasoning and understanding their appeal. Likewise we highlight the Japanese Knotweed of the markets whether this be a director,company,nomad or adviser that demonstrates rogue practice/s.
 
Leni Oil & Gas: Very Odd move by David to step down, after the company has been on an unprecedented PR drive whilst releasing a bakers dozen of RNS's in close proximity prior to the exodus of the chairman this leaves an unpalatable question as to why? (This is ignoring the flannel public statement fannied to investors) - make a note as i feel we maybe revisiting this...
 
UK Oil & Gas: Sadly the company failed to make the best of the strong technicals which were aligned to a pivotal part of the companies development, The lack lustre PR drive or poor attempt to show the action at HH through a 3 second video on youtube left many disappointed. Lets not get carried away and take this as all bad news as its simply a step back or setback. The likelihood of an oil discovery is good and if the truth be known I'd say we are very likely to see some success at HH however the momentum has been struck off a little, I watch for the rebound prior to speculation on news.
 
Nostra Terra: Announced last week that they are taking a bigger step into the E&P game, this is monumental for ML and the Ntog team in my opinion, often the company stick with a tight binary outlook leading to reserve,recovery and revenue on a smaller basis. If things start to liven up in Wyoming then I'd expect a further shift to the upside of current levels.
 
Gulfkeystone: The international community as well as western press are now firmly posturing toward the fight against ISIS and whether David Icke believe's the Islamist State is nothing more than a propaganda tool in order to hoodwink the west similar to WMD the long and short of it is most western civilizations can't take seeing heads literally rolling on TV or in the papers, as JFK once said:
 
''Mankind must put an end to war before war puts an end to mankind''
 
On this very basis I see a cavalry like ending which will result in GKP returning to 150p+ however we watch in anticipation and offer a deep regret to all those poor folk affected by the extremist believes peddled as the muslim religion, '' This is not the case and most who follow the Muslim faith do not condone this sort of behaviour ''
 
I will this week be looking much harder at finding the next big mover so please follow me on twitter here: https://twitter.com/DDS_Doc_Holiday


All the best

Doc


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