Inaugural newsletter

  • Creator
    Topic
  • #3550
    Nick Hargrave
    Keymaster

    While being keen not to spam inboxes, at the suggestion of one of our members, we thought it would be helpful to occasionally provide a proactive update on MHM and the watchlist. Here is the first!
     
    Given this is the result of member feedback, the place to begin is perhaps to highlight the Suggestions Box forum on the discussion board for members to provide feedback and their thoughts for improving the platform. We are grateful for all constructive feedback as we strive to continually improve the value for members

    The eagle-eyed may have noticed that some additions and improvements have been made to the platform:

    Only the latest 4 memos are now available on the main dashboard, with older memos added to a separate archive page (Memo Archive – Moulton Harrox Members (mhmembers.com)) to make them all easier to view and access
    The discussions forums now show the latest posts at the top of the thread so it’s easier to find the latest commentary
    The Ideas for Research forum, previously in Daily Discussion, has been moved to its own forum so it is easier to reference the overviews and updates for those watchlist ideas
    The public site now houses our blog (Our Blog – Moulton Harrox Members (mhmembers.com)), where non watchlist specific thoughts will be posted. New blog posts will generally be highlighted on our LinkedIn page (please follow us here (https://www.linkedin.com/company/moulton-harrox-members) and Twitter feed (Nick Hargrave (@MHMembers) / Twitter), again in order to avoid inbox filling. If there is a preference, we can of course send out new blog post emails
    A testimonials section has been added to the public homepage (Home – Moulton Harrox Members (mhmembers.com)) – nice what the MoneyWeek journalist said about us in comparison to other market offerings! We would gratefully receive other thoughts to add to this and are thankful for those already received
     
    We hope that you are finding the platform useful and that at least some of the ideas have been interesting additions to your portfolios. As you will see from the latest blog post where we explain how we are focused on optimising returns in a market of opportunity, we are more excited than ever about the ideas currently on the watchlist and those we have in the pipeline to be published over the coming months, with the next idea due shortly. We are greatly encouraged by the price performance of the watchlist companies in this difficult market environment, where we don’t believe that any of the significant positive catalysts for these companies have yet to land. We have highlighted these catalysts in the memos, company discussion boards and Ideas for Research forum, but a selection to look out for over the coming weeks are:

    Avacta: potential AVA3996 licensing deal which would provide additional funding and essentially confirm the preCISION platform is working, and AVA6000 Phase 1a readout which could highlight that the company is on track to provide chemo without the side effects

    Bidstack: IAB in-game advertising standards finalised, allowing for a significant scaling of revenues through programmatic buying, although the market still awaits clarity on potential funding requirements

    Tirupati: completion of the CLN funding round, leading to the Mozambique acquisition closing and the new 18,000ktpa module coming onstream in September
     
    We would like to thank everyone again for their support during the launch of MHM – we believe we now have a valuable platform in place with a strong pipeline of ideas and an increasing level of related content. As always, if there are others you know who would benefit from the platform, please do pass on your affiliate link and invite code as we now look to broaden the membership and, in particular, scale the input and feedback on the discussion boards

  • You must be logged in to reply to this topic.