Blog
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Zak Mir interviews Patrick Southon, CEO of Gaming Realms
Zak Mir interviews Patrick Southon, CEO of Gaming Realms. https://zakmir.files.wordpress.com/2018/01/gaming.m4a Key points discussed Colour on recent licensing deals Competitor differentiation Future growth strategy Potential dividend payment addressed Exit strategy For more research on Gaming Realms visit http://www.alignresearch.co.uk/cpt-company/gaming-realms/ Gaming Realms is a research client of Align Research. Align Research & a director of Align Research own shares […]
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Gulf Keystone – post new Shaikan sales agreement commentary
Post news last week on the new Shaikan sales agreement, the market seems slowly and begrudgingly to be accepting the continued rehabilitation of Gulf Keystone Petroleum and the transformation thereof of the company’s cash flow profile. Looking at the RNS last week of the renegotiated crude oil sales agreement we believe the market continues however, […]
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Red Rock Resources SOTP valuation increase post Steelmin news
There was good news this morning from Red Rock Resources in an update on Steelmin Limited in which it was revealed that is restarting a ferrosillicon and silicon metal smelter complex in Bosnia, funded by a back-to-back finance deal through Red Rock. Apparently, Steelmin has signed a Structuring and Placing Agreement with a Luxembourg investment […]
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Mayan Energy – increased NPV value post Asphalt Ridge news
An operations update from Mayan Energy yesterday brought good news from Asphalt Ridge, the Utah heavy oil sands project which is being developed by TSX-listed Petroteq Energy Inc. Mayan is a 17.6% shareholder in Deloro Energy LLC which has entered a joint venture with Petroteq acquiring a 49% stake in Asphalt Ridge for US$10 million, […]
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Obtala – Shares remain significantly undervalued despite rise following upbeat Q4 update
By Richard Gill, CFA Shares in Africa focused agriculture and forestry company Obtala (OBT) have bounced back from recent lows following the release of a positive trading update for the three months to December 2017. Following good momentum continuing in the final quarter the company expects record revenues for the year, with contributions having been […]