Icarus
Icarus
We tend to forget that Icarus was also warned not to fly too low, because seawater would ruin the lift in his wings. Flying too low is even more dangerous than flying too high, because it feels deceptively safe. https://twitter.com/speciallyicarus
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Voted on a straw in #Insider Buying for Smart Parking Limited by Scherobi
an hour ago
#Insider Buying

SPZ - quite a history of Directors buying on-market

With the company reported as having a Top 20 holding 73%, there is a multi-year trend of Directors buying on-market.

Especially interesting around September 2020 when 2 x 1m parcels were bought at only 10cents / share yet in 2018 and 2019 purchases were made at or around today's prices.

Taking this on board in conjunction with the on-market Share Buy-Back announcment and around 25% of the shares held outside of the top 20, this IMO is another sign for share price support.

 

 

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Voted on a straw in #Bull Case for Dubber Corporation Limited by GetSmart
8 hours ago
#Bull Case

Notes from the Webinar presentation that occured on the 2 March 2021

Capturing conversations is mandated

  • Direct capture and retention requirements (7 years)
  • Data discoverability and protection
  • Response times
  • KYC Obligations
  • Proof of “Good” & quality communications
  • “Best Interests” obligations
  • Proactive monitoring demands
  • Security & fraud detection
  • Reporting of suspicious activity

An integrated approach to continuous compliance

  • Requirement #1 - Capture : Unified Call recording compliant with data and privacy regulations in the capture and storing of voice data
  • Requirement #2 - Know : Voice Intelligence Cloud alerts, reports, manages data to regulatory standards
  • Requirement #3 - Report & Respond : KYC, NPS and key word search and reporting with easy to access, accurate records of every conversation

...

 

 

 

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Voted on a straw in #Company Presentations for St Barbara Limited by Bear77
8 hours ago
#Company Presentations

03-Mar-2021:  St Barbara (SBM) Presentation at BMO Capital Markets 30th Global Metals & Mining Conference

[I hold SBM shares.  This presso gives a good overview of the company and the investment proposition.]

Voted on a straw in #Company Presentations for Mineral Resources Limited by Bear77
8 hours ago
#Company Presentations

02-Mar-2021 (6:18pm):  MIN Presentation at JP Morgan Global High Yield Conference

Mineral Resources (MIN) is a company I have held at various times and done very well out of.  They look expensive to me currently, but many, including Guarav Sodhi from Intelligent Investor and Mark Moreland from TeamInvest believe MIN are the best run and highest quality mining services contractor listed on the ASX, and own them - even ast current prices.  I wish I did, but I can't bring myself to pay these prices.

 

Voted on a straw in #New Work/Contracts for MACA Limited by Bear77
8 hours ago
#New Work/Contracts

03-Mar-2021:  St Barbara appoints Macmahon as new underground mining contractor at Gwalia

SBM have appointed MAH as their new underground mining contractor at their flagship Gwalia mine in WA, replacing Byrnecut, a private company who has been providing that service for many years.  In their report last week (Tues 23-Feb-2021), Macmahon talked about their huge tender pipeline, and it is reasonable to expect them to win a fair percentage of those tenders, particularly with gold miners (like SBM), as Macmahon are now the leading listed gold mining contractor in Australia, both for underground (UG) and open pit (OP) mining.  I hold SBM and MAH shares.  MACA (MLD) and NRW Holdings (NWH) are the other two listed gold mining specialists, but the two with the highest percentage of gold miners as clients (as a percentage of their total revenue, meaning the vast majority of their revenue is derived from gold mining) are MAH & MLD.

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