Share Talk – Steve Shares 4th November 2016

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Welcome to Share Talk and Steve Shares. This publication is an interactive update on what’s happening over social media and the trending stocks that have made the news this week.

We highlight the coming news and events in connection to your investments and holdings. So if you think that a stock or share or a piece of news will be in the spotlight soon, let Steve Shares know by contacting me via direct message @slarratt1 or by Tweeting the hashtag below and tagging me in. It is easy, use the hashtag of #ST (Share Talk) and add your company’s ticker i.e. #ST88E and tag me @slarratt1 so I can see what you are wanting Steve Shares to feature and I can share for all to see.

Before i cover this weeks Steve Shares, i would like to offer all the readers an open invite to attend the Share Talk One year Anniversary Party, which i will be attending

Book Ticket Here

Tickets are being reserved quickly, please dont miss the chance to be part of an exciting evening.

Hosted by Zak Mir

   FREE to Attend*

26 November 2016.

Venue: Forest of Arden Marriot Hotel, near Birmingham 

Presentations from Kolar Gold, Regency Mines, Metal Tiger & Mkango Resources

MEDIA PARTNER

TipTV

Plus Special guests 

Steve Shares is here for everyone to have an equal voice over social media and not just within your individual discussion groups. The more readers that interact with this feature, the more news and thoughts can be known about your shares and their potential. Could your stock be a potential under the radar company that others could be interested in? Could it be a little unknown gem that you want to discuss or share a key piece of research on?

I provide a roundup of Share Talks activities over the last week.

Don’t forget to follow Share Talk and sign up to receive weekly updates on what Share Talk has to offer and the news views and opinions on what matter to you. This publication will also be sent via email so you can read at your leisure.

If there are any thoughts or suggestions direct message me @slarratt1 so Steve shares can add to and for you.

Trending this week

Firstly

Thank you for your feedback on the last publication of Steve Shares, @liamdillon_liam kindly put together a write up in regards to Tern Plc (TERN) this was met with several people joining in discussion and a group was set up for open discussions and exchange of information, so thanks to him and others and I wish you success in regards to your investment there. The round up of Oxford Pharmascience Group Plc (OXP) was also met with a good response.

Two additional write ups today for Seeing Machines (SEE) and for Alecto Minerals (ALO). A big thankyou to @chris_mullen for doing the write up on Seeing Machines

If there is any shares or people on social media that you would like to spread the news about or say thanks to let me know and I will cover these in ‘What’s on next’ in the next publication of Steve Shares

Whats hot? Whats not?

The regulars…

88 Energy (88e)

still awaiting further news in reference to the remaining 50% potential oil in place and details on the up and coming land purchase. What are your guesses in reference to these two pieces of news? Let me know on #ST88E and tag me in @slarratt1

Highlands Natural Resources (HNR)

Highlands natural resources holders are awaiting the next piece of news to see if the share price moves. What are your thoughts? Let me know your thoughts on #STHNR and tag me in  @slarratt1

CloudTag (CTAG)

Another week without news, I hope news comes soon for holders, the drop in share price has provided some with an opportunity to ‘top up’ I will be covering this story as it develops.

Trending this week

URU Metals Plc (URU)

URU Metals made an announcement this week on its Zebediela Nickel Project which is located in Limpopo Province, South Africa. Their Project licences have been renewed for an additional two years and the management seem to be conducting cost savings by consolidating the three prospecting licences into one to reduce costs in the future. Part of the announcement is a new programme for 2017 that includes drill testing potential extensions of the nickel mineralisation, infill drilling, metallurgical studies and the completion of an updated mineral resource. Talk is of a potential cash raise to fund these operations. Do they have enough funds in place? Is this a good share to be in for a long term hold? With the Nickel prices seeming to be on the rise is now the time to find those under the radar stocks that have this resource in play?

Your thoughts and comments please on #STURU and tag me in @slarratt1

Nu Oil and Gas (NUOG)

Nu oil and Gas this week has announced it has agreed Heads of Terms with PVF Energy Services Inc. They will work together to establish commercial production operations which contains the Garden Hill oil discovery, in Western Newfoundland. It is anticipated that the Heads of Terms will lead to the Parties entering into a detailed Definitive Operating Agreement within 120 days. The Agreement, which is expected to announce that PVF will assume responsibility for the operation of the licence area, and the associated operating costs. In exchange a profit sharing arrangement on any production generated whereby PVF will recover its operating costs after which it would be entitled to receive 40% of any subsequent profits, with the Company’s Canadian subsidiary receiving 60% of any profits generated.

Are you a holder? Are you happy with the deal that could be forthcoming? Do you see anyone else stepping in and making a better offer? Let me know on #STNUOG and tag me in @slarratt1

VAST Resources (VAST)

One of the most talked about shares earlier on in the year and now with two producing assets and a potential third to come on line. Share holders are scratching their heads as the share price has been halved in the last month. This week saw the announcement of the drill commencement to prove up their previous historical sampling that indicated that the tailings in place contain economic quantities of minerals, including 4,080 tonnes of copper, 6,640 tonnes of zinc, 3,100 tonnes of lead, 35 tonnes of silver and 309kg of gold in-situ. With the quarterly reports due soon and this potential news is now a good time to phase into Vast Resources? What are long term holders thoughts? When are peoples expectations of the sell off to stop?

Your thoughts and comments please on #STVAST and tag me in @slarratt1

My thought of the week

This week has seen the news that PM Thresea May cannot legally invoke Article 50 of the Lisbon treaty. What will this do to our economy? In the coming week we will see the news cover the American ‘Clinton VS Trump’ campaigns come to a close as their supporters go to the polls, how does this effect us? With so much media coverage and so called ‘uncertainty’ could this be the primary cause of the recent gold prices showing signs of recovery? Is there more to come?

 

Share Talk round up

 

Conkers Corner

@conkers3 spoke with the award winning journalist and broadcaster Robin Powell. Robin is an active campaigner for positive change in the investing industry.
Robin Powell was a TV reporter, producer and presenter for more than 20 years, working for Sky News, ITV and for The Sunday Politics show on BBC 1. He reported from locations including Baghdad, Soweto and Guantanamo Bay, and made award-winning documentaries on the Holocaust and on Britain’s Romany Gypsy community. He is the founder of Regis Media, which provides niche content and social media management for growing fiduciary businesses. For three years he was a consultant to Sensible Investing TV, for whom he produced and presented the highly acclaimed online documentary How to Win the Loser’s Game. He also works as a brand journalist and content marketing consultant for advisers in Europe, North America and Australasia.

Listen and gain insight into his investment journey here

Interviews and updates

Share Talk presents an article on what is a Stock Chart

Read the article here

Share Talk presents an evening with Jim Mellon

Read the details here

Share Talk presents an article on United States oil imports over the last 15 years.

Read the article here

Share Talk presents an announcement by W Resources (WRES)

Read the announcement here

Share Talk interviews Jeremy Martin the CEO of Horizonte Minerals (HZM)

Listen to the interview here

Share Talk presents an article on the beginning of the bank

Read the article here

Share Talk presents an announcement by Ferrum Crescent (FCR)

Read the announcement here

Share Talk presents an announcement by Greenland Minerals and Energy Ltd (GMEL)

Read the announcement here

Share Talk presents an announcement from Thor Mining (THOR).

Read the announcement here

Share Talk presents an article on investment trusts in the property sector

Read the article here

Share Talk Presents – Share Views oil shares expert Malcolm Graham-Wood talks about HUR SOU FPM

Watch the presentation here

 

What’s On Next…

Alecto Minerals (ALO)

Shareprice 0.0725p

MCAP £3.9M

Cash Approx £1m

6 Projects Exploration to near term production

4 Countries over Africa (Gold and Copper)

1.25 Million ounces of gold JORC code compliant measured.

Estimate of 6-9 Months on the path to production.

Proposed vendor financing ongoing with Xinhai to Design, Build and Operate the Zambian Matala mine, Agreement to be finalised very soon

1 – Kossanto East Mali Gold Project (LOI with Ashanti Gold Corp)

Ashanti to complete a Preliminary Feasibility Study to earn a 65% JV, Should Ashanti not complete the PFS within the option period it may instead elect to pay $4m to Alecto

2 – Kossanto West Mali Gold Project ( Randgold 65% Alecto 35% )

Randgold to restart work early November

Randgold to fund all cost up to and including the completion of a Pre-feasibility on the Project

3 – Karen Mali Gold Project ( Cora Gold 65% Alecto 35% )

Cora Gold will solely fund all exploration and development cost up to and including the completion of a scoping study and ultimately a Bankable Feasibility Study

4 – Wad Amour IOCG Project in Mauritania

The Company has defined two initial priority target areas comprising Chiron, where rock chip sampling has returned grades of up to 5.79% copper at surface, and Oued Amour, which has an 800m Cu anomaly and grab samples up to 1.2% Cu. In addition, two secondary targets, Tamourt and Gadel, have also been identified. The Board considers the Wad Amour project to be outside of its current focus, of near-term gold production, and is consequently inviting interested parties to tender their interest in acquiring or partnering on this project.

5 – Kerboule Gold Project Burkina Fasu (In JV Discussions)

Validity of existing Kerboulé exploration permits extended for a further three years to 16 January 2019

Extension is a crucial step to securing a potential joint venture partnership

Renewal and a potential joint venture is in-line with the Company’s strategy to maintain exposure to its highly attractive West African exploration portfolio whilst minimising exploration and development spend

6 – Matala and Dunrobin Gold Project Zambia (100% Alecto)

Alecto acquired the Project for an aggregate consideration of £1.54 million

The Project has excellent potential to be developed into production in the near to mid-term

25 year renewable mining licence covering 32km2, associated environmental permit and advanced resources

Matala and Dunrobin Gold Mines, have, in aggregate, a 760,000 oz Au JORC Code compliant resource estimate in the Measured, Indicated and Inferred categories at an average grade of 2.3g/t US$20 million invested in drilling and test work on the Project to date, culminating in a scoping study on the Matala deposit and a feasibility study on the Dunrobin deposit prepared by Coffey Mining Pty Ltd (‘Coffey Mining’) in 2013

Proposed vendor financing ongoing with Xinhai to Design, Build and Operate the Zambian Matala mine, Agreement to be finalised very soon

7 – Potential for up to $2m royalty income from two Ethiopian properties sold on a deferred consideration basis

Summary of short term news flow

1 – $15m financing agreement with Xinhai for Matala mine

2 – Joint Venture for Kerboule Gold Project Burkina Faso

3 – Operational update from West African properties with Randgold fast tracking fieldwork

4 – Operational update from Zambian Matala mine

Seeing Machines (AIM: SEE)

Seeing Machines Limited is engaged in developing, selling and licensing products, services and technology to detect and manage driver fatigue and distraction, including continued market development to secure sustainable channels to market for the product. The Company’s segments include DSS (Mining), Guardian (Fleet) and Other. The Company is also engaged in developing driver-monitoring technology to be incorporated into passenger cars; entering commercial agreements with partners for the development, manufacturing and sale of products into target markets, and research and development of the Company’s processing technologies to support the development and refinement of the Company’s products. It offers System in Package (SiP), which is a processor platform available for mass-market applications. It offers driver monitoring system (DMS) technology. Its product, Guardian by Seeing Machines, includes an integrated Forward-Facing Camera.

For 15 years we’ve been helping computers make sense of people. We’ve done this by giving machines the ability to understand where someone is looking and by allowing vehicles to detect if their drivers are paying enough attention or are falling asleep. Together, we’ve helped make machines smarter, simpler and more seamless to use.

OVERVIEW AND PAST

Founded in 2000 as a spin out from The Australian National University

  • Global leaders in Driver Monitoring Systems (DMS) technologies
  • 160 full-time staff – Australia, USA, Canada, Mexico, UK, Singapore
  • Technology commercialised in OEM and aftermarket transport safety products
  • Working with global partners to achieve greater market penetration
  • Building hardware, software licensing and royalty revenue streams
  • Close relationships with most automotive and truck manufacturers
  • Broad capabilities – human factors, machine learning, software, hardware
  • Building global aviation and rail businesses

PRESENT

Further anchored our position in 2016 as a leading operator sensing technology player in global

transport markets.

  • In the mining sector, we have transitioned to a licensing and recurring royalty based revenue model

driven by Caterpillar’s global Safety Services Division.

  • FOVIO, Seeing Machines’ automotive brand, is working with multiple global automotive OEMs and tier

one suppliers to bring intelligent driver-facing technology to the market over the next decade.

  • Repositioned the commercial fleet product from Seeing Machines Fleet 1.0 to Guardian and now

charting a new benefits and product led approach to global customer engagement directly and

through resellers.

  • The aviation business unit increased its market presence and confirmed customer interest through

the successful delivery of proof of concepts with aircraft manufacturers, major carriers, air traffic

control service providers and air force stake holders.

  • Rail partners, Progress Rail and Electro Motive Diesel, have completed 4 successful trials and are now

promoting technology as an aftermarket and OEM integrated safety technology.

  • We continue to develop and exploit our core IP to bring advanced head, face and eye tracking

technologies to market. The next phase of our journey will deliver applications that evolve from

sensing physiological characteristics into perceiving how you are.

FUTURE

Among other projects including Guardian, it seems the FOVIO chip they have developed is something that could go mainstream in Vehicles, depending on OEM Contracts.

Seeing Machines’ announcement today that it has launched its first generation ‘Fovio’ embedded hardware chip has sent the share price flying. The reason being it appears strengthen its technical leadership in transport tech for fatigue and distraction monitoring while also broadening its reach, towards a diverse range of Artificial Intelligence and ‘Internet of Things’ applications.

Lorne Daniel, analyst at house broker FinnCap, commented: “The latter is new, and hints at an even broader market than previously supposed. Current contracted OEM vehicle deliveries (assumed to mean GM 2017 CT6 Cadillac with SuperCruise) are on track to launch in 2017 as software; however, the FOVIO chips are likely to be used in the second generation rollout to the entire GM range as agreed in the follow-on OEM contract. Embedding the software in a chip reduces the cost and time to market for OEMs and their tier-1 suppliers, facilitating mass market rollout since driver distraction is becoming a critical issue for the industry.”

There has been no update on its automotive spin-out, although technical progress clearly continues. Ken Kroeger, chief executive officer of Seeing Machines, commented in the RNS: “I am delighted to announce the introduction of our FOVIO DMS Chip which, as a World first, further cements Seeing Machines’ position as global leader in the Driver Monitoring industry. The FOVIO Chip will greatly reduce the cost of DMS deployment, helping to accelerate not just our growth but mass market uptake of DMS technology in general. This product will become the key offering of FOVIO, our new stand-alone automotive business that is currently being structured and staffed.”

PARTNERS

Just some of the companies SEE is partnered with… Nvidia, Intel, Caterpillar, GM, JLR and Takata

Any news flow due soon in the stocks and shares that you are investing in? Let me know your thoughts and comments #stwon and tag me in @slarratt1 so I can know what is hot for news…

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