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ShareProphets – Down Under Permission Makes this Car Battery Hunter Worth a Look
by Malcolm Stacey, ShareProphets
Hello Share Swampers. The world is changing. And part of the move is away from fossil fuels, including petrol. So it makes sense for armchair tycoons like us to look for companies in tune with this growing trend. Cadence Minerals (KDNC) is one such firm.
It looks for lithium and other minerals which are used in electric vehicles. Not just cars, but lorries and buses, too. And the company has just had a bit of good news. It has a joint venture in Australia with an outfit called Hastings Technology Metals.
Hastings has just learned that Steve Dawson, Western Australia’s environment Minister, has granted a permit for the Yangibana Project. And Cadence owns 30% of the Yangibana North, Gossan, Hook, Kanes Gossan, Lions Ear and Bald Hill North Rare Earth Deposit which form part of the Yangibana shebang.
Cadence claims its probable that the deposits have reserves of 2.1 million tonnes containing 1.66% rare earth elements.
With approval given, it probably clears the way for other permits to work nearby fields in which Cadence also has an interest.
The Yangibana Project includes the development of five open pit mines, an on-site processing plant for the ore, storage facilities, access roads and supporting stuff, such as accommodation, offices and an airstrip.
Should you do some of your own research and buy the shares, you’re not just investing Australia. Cadence also operates in Greenland, Nevada, Mexico and Czecoslvakia.
Now it has to be stressed at this point that my colleague on this beautiful site, Gary Newman points out that lithium is not that rare a mineral. But having said that the batteries it feeds could need loads of the stuff, if electric vehicles using lithium batteries become the norm.
And now let’s talk about it in the Punter’s Return.
Original article here
Malcolm Stacey, ShareProphets – You’ll Need to Be Brave to Invest in this Gold Explorer – But You Never Know
Hello, Share Travellers. Though the Footsie is moving up, there’s scant news to keep things bubbling along even faster. As usual, at this time of year, more traders are on hols with their kids and volumes go down. So by way of a change, may I bring to your attention ECR Minerals #ECR a gold explorer in Australia. Sounds risky – and of course it jolly well is…
Link here to view the full article
The Tray Now Standing on Platform BigDish #DISH could Head for Brighter Prospects – ShareProphets
by Malcolm Stacey
Hello Share Munchers. Now here’s a novel idea for the technological age. You’ve heard of Late Rooms which began as a way of filling empty hotels at the last minute. Well, BigDish (DISH) aims to perform similarly for restaurants. The company helps to fill tables at quiet times by offering quickly applied discounts.
Folks can get these bargain meals through the BigDish app or its website platforms. In return, the restaurants pay a fee for every customer. The share rose by 17% this week. This was on the news that a new BigDish platform has gone live in Swindon. Reading has also been added as a new location
. Then BigDish comes to Taunton in a few days time. Winchester is also on the list. You may have noticed that most of these towns are within commuter distance of London. Earlier this month, it launched in Basingstoke and Exeter. Brighton will come soon. In fact, the company plans to expand throughout the UK.
So we could be looking at an early opportunity to take part is something which becomes really tasty. Though we shouldn’t perhaps get too carried away as all good ideas attract competition. And it could be from a firm with more expansion money.
Nevertheless, BigDish has a good idea here. And it should help overcome the trials that mid-range restaurants are said to be going through at the moment (like Jamie Oliver’s). In fact, the more restaurants struggle to put bums on seats, the more BigDish could flourish.
The share price has shot up since mid-April, but as expansion continues in what seem to me like wealthier southern areas, it’s possible that the share price will climb on each new location. After all, it doesn’t require too much dosh to keep adding locations. It’s not like buying a new lorry every week.
And now let’s rejoin the Punter’s Return.
Link to the full ShareProphets article here
ShareProphets – Do You Feel Lucky, Punk? This Small Gold Explorer May Hit the Jackpot – or Not
By Malcolm Stacey – ShareProphets
Hello Share Turners. Say what you like about Fulham-based ECR Minerals (ECR) it is a mining company which likes to keep its shareholders up to date for every step of the way. It seems to me hardly a week goes by without it posts some news or other. The danger is that we tire of reading everything and consequently miss something which is important.
ECR describes itself as a precious metals exploration and development company. Its exploring for gold in the state of Victoria, Australia. Now you need the mining expertise of my brainy Shareprophets colleague Gary Newman to understand this company’s many pronouncements.
But it seems to me from their latest bulletin, that recent exploratory drilling may be encouraging. It points to a possibility of accessible gold at its Black Cat holding in the state of Victoria. ECR’s wholly owned Australian subsidiary Mercator Gold Australia Pty Ltd has 100% ownership of the project. I believe some deeper drilling is now required.
The Black Cat area has not been mined before, so I suppose anything might happen. But the company’s CEO Craig Brown said ‘I’m delighted with the positive outcomes from this programme. As well as some encouraging grades, the drilling has provided important geological information which may help vector further exploration in the project area towards achievement of ECR’s prime strategic objective, which is the discovery of a multi-million ounce gold deposit.”
Well, that’s not exactly mind-blowing news, and you can expect him to be optimistic. But imagine the jump in share price if a ‘multi-million ounce gold deposit’ is found out there. As always, there is a huge investment risk in exploring for gold. And the safer way to invest in the big glitter is choose already successful miners.
But if you’re not adverse to highly speculative punts (though I am) and you only consider a small outlay, then ECR might be worth some further research.
Unlike the Punter’s Return.
Link to ShareProphets article here
Take a Look at Prairie and You Might See Greener Grass on the Other Side – Malcolm Stacey, ShareProphets
Hello Share Splurgers. The name Prairie Mining (PDZ) might give an impression that it’s a green company. Yet it deals in coal. But this coal is ideal for making coke, and from school days I think this is a cleaner alternative to the stuff we burned to keep the ‘frost flowers’ from the inside of our windows in the ‘fifties.
Since I bought into Prairie in December, the shares have risen from 30p to 39p. Which is up by about a third. Not bad. But I have grounds for believing that the jolly action isn’t over yet. Luckily, Prairie was one of my Shareprophets tips for 2018 and I continue to have great faith in this lot.
Coke is used to make steel. You’ll be aware that sales of steel, so depressed a few years ago, are making a comeback. It’s all this structural work being done by the emerging nations. As well as big projects in the developed world – including that big new rail plan here in Blighty. But that was known when I bought the share. What has given further impetus since then has been an RNS this month saying Prairie had been talking to a big polish miner called JSW. The idea was to co-operate, though this has yet to be confirmed.
According to rumours, JSW might even buy Prairie’s coke mine in Debiensko – it’s valued at £350 million, but there’s no firm word from Prairie on this story. And also China Coal is also interested in Prairie. Enough, it seems to order a bankable feasibility study – once again China helps to boost a share price.
I’ve not heard that either of Prairie’s two big mines are yet producing the black lumps in commercial quantities, but they will be doing that soon and, ok, investing in miners isn’t always hugely successful for private shareholders like us, but this one does seem to harbour the possibility of becoming a bagger of some kind (if all goes to plan).
And now to the coal fire in the Punter’s Return.
Link here to view the article on the ShareProphets website
Fancy Doing the Okey-Cokey with a Miner Called Prairie?
by Malcolm Stacey – ShareProphets
Hello, Share Sweetners. I rarely bring a developing miner to your further scrutiny. I prefer to leave all that to my mining expert colleague Gary. Also, I’ve been burned quite a lot by disappointing mineral and metal finds in the past. But any road up, let’s have a look at this one.
Coal miner Prairie Mining (PDZ) seems to have a good chance of success in the next few years. Based in Perth, it focuses on Poland. The firm claims it could eventually have one of the most advanced coking operations ‘in the Northern Hemisphere.’
Coke is used heavily by the steel industry. And we all know, from plant closures in the UK, that steel-making is currently not the most profitable undertaking in the world. There’s too much competition, including interest from our friends in China.
But manufacturing, construction and heavy engineering all need steel, as does the car industry. So coke, which heats up the raw material, is always going to be in demand. Can you imagine, for example, how much steel will be needed for that new HS2 rail link?
Prairie has a coal project called Debiensko, which in January will start producing a slightly lower grade coking coal than that of its other site, Jan Karski. The Karski mine is set to start producing next year also.
Both locations are at the centre of industrial Europe and have excellent access to infrastructure. The reserves at both mines have been estimated at $3.3 billion. Which is big compared to the company’s present valuation. Though one should be aware that such estimates, especially in the mining game, can go wrong.
Prairie shares are now just over 30p. In March they were over 40p. This is not one of those mining shares which aims to serve a market which may not be all that big. Coke is vital for manufacturing. There are signs that the developing world, especially, is going to be making and building many more machines, buildings and heavy plant.
But, as with all miners, there just may be hidden snags along the way. And you should be aware of those risks.
As we all are in the Punter’s Return.
Link here to the article on the ShareProphets website
Malcolm Stacey, ShareProphets – Tom no likey this medical pioneer. But I do…
Hello Share Rattlers. Quite a few of my friends face a grim Christmas. They are undergoing radio and chemo treatment for cancer. Is it me, or is the number of cases growing even faster than normal? 
I am invested in a few companies that are fighting this scourge. One such outfit is Feedback (FDBK). This is a tiny Cambridge company (worth about £4m) which helps to diagnose cancer on computers.
Its product is Tex-Rad, a software system that spots medical abnormalities on scans. These features are not always spotted by doctors because they are so small. The advantage is obvious – cancers can be identified at a very early stage when they are most susceptible to treatment.
The professor behind the system tried it out on people with liver cancer and came up with results he describes as ‘quite remarkable’. Well, perhaps he would. But the fact is that the system interests hospitals in various parts of the world. Revenue is growing.
However, the stock is not very liquid and the spread can be eye-watering. I’ve held my stock a long time and am still slightly down.
The system has not yet received all the official go-ahead it needs. But it does expect to get a European licence. It hopes to get permissions in the first few months of 2017.
I think we may see a placing fairly soon to raise money to commercialise the product. But you have to expect that with very small companies which find something which is potentially big. Soon the company expects to announce a new product which looks for evidence of tumours in the lung.
This is probably not the safest punt in the world, but that is the nature of medical pioneers. And the rewards, both financial and the satisfaction of helping people who face serious ill-health, may be worth taking a risk for.
Free Xmas drinks in the Punter’s Return tonight. There is a charge for the glasses.
I should note that in September Uncle Tom commented on some negative feedback on Feedback, so you might want to also look at that also. See the full article here
I’m Banging on About this Cancer-Zapper, Again – But It’s Still on Course for Share Success – Malcolm Stacey at ShareProphets
Parts 1 and 2
by Malcolm Stacey
1) Hello Share Crafters. In the past I’ve probably written too many pieces on
a medical share which I like. During that period, I’ve seen the shares rise from 2p to 17p. Sadly, the share price has reversed back to 6.5p. And the worst of it is I bought a shedload more shares when they were around 10p. I refer, of course, to that darling of the bulletin boards Advanced Oncotherapy (AVO). I haven’t featured the company for some time now and it’s probably worth an update.
OK, let’s look at the good bits about this interesting company. Advanced is convinced that it has the answer to a real – and it seems to me – a growing health problem.That is cancer and especially cancer in harder to get at areas, like the brain.
It is working on a system which zaps cancer cells with proton beams. Other companies do this, too, but the advantage for Advanced is that its system will be much cheaper to run and take up less valuable clinic space.
It is confident that it will be able to demonstrate a full scale prototype some time this year, before beginning commercial production in 2017.
I’ve been hearing what the chief executive Dr Michael Sinclair has to say. He argues that the medics and scientists working on the project could all be doing something else in their chosen field. But they are concentrating instead on this proton beam zapper. He says, and I believe him, that they would not do this for a technology that was not absolutely worth it.
He claims all those involved – and their names are well respected in the global fight against cancer – have one aim: to reduce the cost of treatment, especially among children. Probably to earn a little money for themselves, too, I expect.
The company has completed a significant fund raise and has in place alternative routes to extra finance should it be desired. However, it is not expected to be needed.
I have may have invested rather more than I really should in Advanced Oncotherapy. But it appears to be on track in doing what it has to do. So my money stands a real chance of doing the world a heck of a lot of good.
Unlike the Punter’s Return.
Link here for the full ShareProphets article 1
2) Hello Share Slickers. I’ve already featured the bulletin board darling, Advanced Oncotherapy (AVO) this week. But as I’ve currently spent a large wodge of time researching this interesting share, it would be a waste not to bring you a bit more info and opinion on a stock which has risen like a rocket and fallen like a brick. I think that fall has been overdone and punters are possibly waiting in the wings for a bit more news before they return to the stock.
That’s the trouble with Advanced as far as I can see. News of late has been thin on the ground. And when now’t happens there is normally a decay in share price.
The company is expecting to deliver ‘news’ during the third or fourth quarter of this year.
It presently claims that the cost of its proton beam cancer treatments are a fifth of some other proton machines. They will also take up far less room. And Advanced also makes claims in two other areas.
One is that its system is very precise. This means that cancer cells can be targetted, while cutting down any damage to healthy cells around the tumours.
Another important area of benefit – and I don’t think I’ve mentioned this before – is one of safety. The prototype will be installed in Harley Street, the medical centre of Britain. It will not be bunkered in a remote location, which is required by some other existing devices.
Advanceds proton beam system will not just be weighed against existing proton beam machines, but should also be able to replace existing x-ray treatments. Some of these around the world are rather antiquated now and so safety becomes paramount.
The size of the cancer treatment industry is huge. Advanced says it hopes to gather to it 10-15% of that market in the next 10-15 years. Also, though it is a relatively small company, it has some big partners in the med-tech industry and they will not want it to fail.
However, and I can’t stress this too strongly, Advanced is a pioneer and investors must be aware that risks usually accompany pioneering ventures.
That’s what we say in the Punter’s Return.
Link here for the full ShareProphets article 2
It’s Him, TYM! Mining for Toothpaste and Telescopes and Possibly Worth a Punt – Malcolm Stacey, ShareProphets
Hello Share Swingers. A little miner called Tertiary Minerals (TYM) has graced my modest blog on Shareprophets before now. In the past, it’s been a big winner for me.
I well remember being at Tom’s pizza emporium helping to prepared hand-outs for the big 2014 UK investor Show when I spotted on my laptop that Tertiary shares had been moving ahead from 7p to 12p. I asked Tom’s advice – as one sensibly does when he is on the bridge – and he said sell ‘em.
(Well, I rather think he did, as we were both distracted at the time.) Anyway, just before the Stock Exchange closed and in the last day of the financial year, I hit the sell button. And that advice turned out to be very sound indeed.
Because after that, Tertiary Minerals hit a consistently downward slope. I bought some more when it hit about 6p, expecting the usual rally. But then came the commodities crisis, and most miners took that big hit, which remains with us to this day.
However, Tertiary Minerals has had good news of late and the share has been putting on weight. Of course, the share price is so low now, that I am still running at a loss on my second acquisition. But given the importance of what it produces – fluorspar – I rather think the upward splurge is not yet over. (Tom Winnifrith wrote recently that there could be another placing in the offing and therefore is not supportive.
Fluorspar is used for many applications, including iron smelting, steel and aluminium products, glass things. toothpaste, telescopes and Teflon which stops your eggs sticking to the frying pan.Tertiary Minerals (TYM) is the only listed fluorspar company based in the UK.
It has three sites where it hauls the stuff out of the ground. All mining shares have to be treated cautiously these days, but it seems that Tertiary has dug out a niche for itself.
The company issued a drilling update this week about its MB project in Nevada. The JORC (Joint Ore Reserves Committee) estimate for the site grew to 86.4 million tons last year. According to the management, the size of that deposit continues to grow.
The little miner also has two big projects in Scandinavia, and there was more bumper news this week when the Swedish authorities gave the green light for a mining operation in in that beautiful country.
Little of the potential of these projects seems to have found its way into the share price. We can’t live without Fluorspar, they tell me, so my Tertiary shares are staying in my bag for the time being.
While I’m staying in the Punter’s Return. God bless.
Visit ShareProphets here
Malcolm Stacey’s share tip of the year No 1 – buy Advanced Oncotherapy
Malcolm Stacey’s share tip of the year No 1 – buy Advanced Oncotherapy
By Malcolm Stacey | Saturday 26 December 2015
Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.