Kelt Smallpox - Low Cap Investor

1K posts

Kelt Smallpox - Low Cap Investor

@DawgDaisy

Portfolio reshuffle. Now hold from the lows: #sbds, #acrm, #zed, #snt, #metir, #earn, #ciz, #xsg . Locked into #nfx from much higher entries.

Katılım Mart 2020

250 Takip Edilen227 Takipçiler

Kelt Smallpox - Low Cap Investor@DawgDaisy·28 Nis

Three strings to the #xsg xeros bow. Any one should see a stunning rerate. Potential is huge with this one.

Delve Further@Delvefurther

We wrote about Xeros only last week at 1.3p. Delve believes the market cap is far too low. Take a read of our note and make your own judgement #XSG

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Kelt Smallpox - Low Cap Investor@DawgDaisy·23 Nis

@detector_trader Its incredible and very frustrating. Makes you wonder if due diligence is worth the effort. Might as well just blindly buy whatever ticker you see most on twitter during the day.

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Kelt Smallpox - Low Cap Investor@DawgDaisy·23 Nis

LTH in #acrm acuity, so im a fair bit under, but my recent average down in the mid 70s now seems prudent. Terrific update for a 1.7m cap with foundations now firmly laid, future mapped out and profitable. londonstockexchange.com/news-article/A…

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Kelt Smallpox - Low Cap Investor@DawgDaisy·22 Nis

Flurry of large buys at 9.25 today in #fin finseta and confirmation of more director purchases. Expecting big profits from down here overtime. Not a boom rocketship intraday bagger style though.

Kelt Smallpox - Low Cap Investor@DawgDaisy

Last few days ive picked up a few lots of #fin finseta below the placing price of 8.50. Made decent money from this in the csfs days and the set up is better now. Bod heavily invested. Very appealing for a takeover long term from within the sector.

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Kelt Smallpox - Low Cap Investor@DawgDaisy·17 Nis

#xsg waking up. Highly recommend research

Kelt Smallpox - Low Cap Investor@DawgDaisy

If 'skin in the game', cash in the bank and a couple of products that should reap income many multiples of the mkt cap are your thing, then i advise some weekend due diligence on #xsg Xeros. 1.25 to buy currently.

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Kelt Smallpox - Low Cap Investor@DawgDaisy·17 Nis

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Kelt Smallpox - Low Cap Investor@DawgDaisy·15 Nis

I really like #sbds but having gone against my head and bought some a while back, ive now exited at a very small profit. Best to wait for the raise to be completed and assess from there. I was expecting this to be at north of the .30 last time, but its not looking likely.

Kelt Smallpox - Low Cap Investor@DawgDaisy

I see #sbds is getting a good pump today. As per results, tread carefully and bank those profits. Expect an acquisition off the back of any rise, so not all bad news.

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Kelt Smallpox - Low Cap Investor@DawgDaisy·14 Nis

@iamTomOrange @detector_trader See it every time in snt when a micro cap multi bags. Theres a speculative scramble around for the next one where people can now afford a gamble. No news by cob Thursday and its back in the upper 5s zone.

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Tom@iamTomOrange·14 Nis

@detector_trader Maybe not a pump Tomorrow will confirm #SNT

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Kelt Smallpox - Low Cap Investor@DawgDaisy·14 Nis

Reminder for potential #snt sabien investors. 11.87 is the value set for COF, that does not include the expanding M2G business, which in itself is worth a c2.5m cap minimum. lse.co.uk/rns/SNT/propos…

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Kelt Smallpox - Low Cap Investor@DawgDaisy·1 Nis

Yawn #nfx I have zero faith in Dan, none at all. In fact, it's verging on suspicion and distrust. No more said. Hope I'm proved wrong.

DirectorsTalk@DirectorsTalk

Dr Dan Gooding on Nuformix’s NXP002 opportunity in idiopathic pulmonary fibrosis tinyurl.com/24rbumnu #NFX #RNS #Stocks #Nuformix #Pharmaceuticals #Therapeutics #Oncology #Fibrosis #DrugRepurposing #NXP001 #NXP002 #Investing #IdiopathicPulmonaryFibrosis #IPF

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Kelt Smallpox - Low Cap Investor@DawgDaisy·31 Mar

Expanded my #earn earnz. Average in the 4s. You simply dont get many companies that tick every box when doing DD on potential buys. Have a look at Mears historic price. Similar market, similar strategy, same person. I bought #yu at .75 (sadly sold early) and this has same vibes.

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Kelt Smallpox - Low Cap Investor@DawgDaisy·30 Mar

@iamTomOrange You know for certain he is still there? Maybe he is on a very part time, advisory role....access to his black book. That said Global Ltd might just become a customer now. Agree about those two trades.

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Tom@iamTomOrange·30 Mar

@DawgDaisy He still is there but look at the two trades they are the CLN gone imo

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Tom@iamTomOrange·30 Mar

#SBDS anyone in still?

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Kelt Smallpox - Low Cap Investor@DawgDaisy·25 Mar

@TComprador Absolutely not worth your time. These large groups are occupied by 'investors' paid to influence price movement or those after duping others in, post their initial investment, then exit within two sessions at a c10% min profit.

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TheComprador@TComprador·25 Mar

Are large telegram groups worth the time and effort? Private 10 person groups offer far better quality and intelligent interaction

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Kelt Smallpox - Low Cap Investor@DawgDaisy·20 Mar

@ianjam201 Expect it to fluctuate, maybe even down to the 4.50 region during that first week or so of April when placing shares hit. However, another million pound plus contract will form the bottom. The Bradford Council contract was 1.2m for only 90 houses. Big money out there

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ian roberts@ianjam201·20 Mar

@DawgDaisy Not noticed it before, thanks for flagging it up

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Kelt Smallpox - Low Cap Investor@DawgDaisy·19 Mar

#earn earnz now available below the 5p placing price announced last week to fund another acquisition. Again, bod went in heavily from their own pockets. Such a well run company and the revenue from recent contracts shows where this is heading. A behemoth in the making.

Kelt Smallpox - Low Cap Investor@DawgDaisy

#earn earnz plc. Two placing this year to fund acquisitions, one at 125% premium and other 44% premium. Both 7.2p with bod heavily backing each time. SP now low 5s. Similar story playing out as at #yu - which went up over 1,500% from those early days. Foundations being laid.

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Kelt Smallpox - Low Cap Investor@DawgDaisy·20 Mar

@ianjam201 The comparisons to bob holts previous plc, Mears, is uncanny. He took them from micro cap to a giant using similar strategy. Its one to lock away.

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ian roberts@ianjam201·19 Mar

@DawgDaisy Thanks, seems like a good margin for this type of business, picked up 75k shares today some showing as sells at 4.84p

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Kelt Smallpox - Low Cap Investor@DawgDaisy·19 Mar

@ianjam201 Gross margin 21.9%

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ian roberts@ianjam201·19 Mar

@DawgDaisy Do you know what sort of margins they are working on as i can not seem to find it anywhere. Thanks

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Kelt Smallpox - Low Cap Investor@DawgDaisy·19 Mar

'Aligning' is the key word here. #ciz certainly have the contacts firmly in place.

Cizzle Biotechnology plc@CizzlePlc

Proud of @CizzleBio. Their CEO moderated a major panel at #AVBCC2025 on “Advancing Cancer Diagnostics to Commercialization.” Big names from @carisls @AstraZeneca joined the discussion on aligning innovation, access & value in early #cancer detection. #CIZ lnkd.in/gVg9UmAn

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Kelt Smallpox - Low Cap Investor@DawgDaisy·19 Mar

Turns out the 1.20 range was the right time to invest in #ciz. Potential on both sides of the pond is huge here.

Kelt Smallpox - Low Cap Investor@DawgDaisy

Last few months in #ciz has seen rollout of a .co.uk page for patients and clinicians, an LOI with the NHS, private undiluted funding and now further patent protection this time in Canada. LTH's might have lost faith but I think these lows are the time to invest.

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Keşfet

@detector_trader @iamTomOrange @TComprador @ianjam201 @elonmusk @BarackObama @taylorswift13 @cristiano