The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Afternoon Stokey, I would recommend, The Europa hotel, close to waterfront and great pubs nearby. Also book yourself on a trip to giant’s causeway, around two hour away, we called at Blackbush distillery on way back. Hope this helps, enjoy the crack!
The next Roadshow is in Belfast on 10 March 2021. I hope that the current Covid restrictions are relaxed to allow travel as I will be booking my hotel room to attend this event. Does anyone know the nearest hotel to the shipyard and is there anything worth seeing while I am over as I might stay a couple of nights.
Need more ships for our borders soon imho
I'm not expecting massive revenues for this accounting period.
What will be interesting are the post accounting period and forward looking statement. Curious to see current cash balance too
Next month we will get the accounts for the year to 31 July 2020. We know there will be some revenues showing on it the question is how much will the revenues be. A good set of accounts with a reasonable level of revenues which would have been depressed by the impact of the Coronavirus should lead to the much awaited revenues or else Tango 1 has agreed to get the drinks in.
Cap,no worries glad your invested and awaiting the rerate on contracts pending
Stokey,yes very true ,this is massively undervalued imho
The current MCap for Infa and the LOI which was signed earlier this week was for at least one vessel for £385m. So the MCap is less than 10% of the contract price. Assuming a 20% margin it is less than the margin on the contract. How long does everyone think it will take before the market catches on how cheap the shares are. I think it will be next month when the Annual Report and Accounts come out as they will show maiden revenues.
There are no elves because they have to elf isolate.
You could be right Tango, lol. I wasnt just negative without providing ideas though. I'd did suggest that they could have a busy elves post some day. Maybe elves on a ship, or even better, elves working on a ship.
I think they upset with TTNY LOL
I did sent her a message to please post more pictures on more channels. I think it was with Oceanex Connaigra where there was quite a lot of activity that was highly appreciated. Probably they are working on bigger things.
Stokey yes interesting that ..
I nte that both the H&W and the Infrastrata twitter feeds have been quiet for the last week. Is the person who normally posts the tweets on holiday?
Indeed rerate possible
Or has experienced an epiphany that this company is serious and will presently become significantly more valuable
Strange price action this morning. Normally, the presence of the large seller keeps the quite days in check and under pressure. Either he has upped his price for selling or has done for now.
Something pushing it up imho ,maybe leak
I hope you continue the streak, Tango
I must admit I love positive RNS's to come out at about 12:30 on a Friday to get the weekend press. :-)
Maybe they have got a signal of the audited accounts??, But with the job creations maybe a contract is ready to drop...
Tango1 In relation to your 10.27 post it is either that or a leak about the next contract which may not be a LoI. I do not know anything I am just making a WAG.
Quick, say something about the sp being far too low...see if you can influence a rise :D
must have read my post LOL
Huge spread that will deter all action IMHO