Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Reasons for selling out? Lowest SP and valuation in years?
Yup, I just sold out so its going to moon from here :)
Seems a bargain here.
Should be good for the business if they can't keep up with demand
https://www.dailymail.co.uk/news/article-11592247/Lemsip-shortage-hits-Britain-shoppers-say-cold-flu-medicines-shelves.html
Dipped a toe in today in anticipation of a better year ahead
RKT and ULVR updated within a week of each other and with similar stories - sales up at the slight expense of volumes due to price increases. Yet, the two shares reacted differenty with the city taking a harsher view on RKT which is contrary to my expectations.
RKT has much more exposure to OTC/Health brands which should be more resilient than food to economic headwinds. Sometimes this investing gameis bewlidering and there must be other factors - such as hedge fund involvement as there is with ULVR currently !
Bought a load @5571. Solid, global and defensive. Should be fine.
The reaction really looks to be well overdone now at 5606
Apologies, the last sentence of my previous post is wrong. As pickled Peck has pointed out there would have been decent growth in the Like for Like sales even without the currency headwinds.
But i still maintain that today's fall is at least in part due to the stronger Pound. That, and perhaps a move out of defensive stocks.
The results beat the analysts forecasts who would have surely taken the strength of the Dollar into consideration in reaching those figures.
I thought the results looked good so bought more before Wall St opened
Nope, doesn't make sense, the LFL figures are pretty healthy, the FX tailwin added a further 8% on top. Even taking that 8% away there was over 7% LFL growth.
Something in the results I am not seeing.
Thanks that does make sense.
It's because of the strengthening Pound. Fellow global consumer giants Diageo, Unilever and Coca-Cola HBC who make most of their profits overseas are all down by between 2.5 and 4% too.
The RKT 3rd Quarter results were massively helped by "currency tailwinds" according to the update. Take that away and like for like growth is non existant or even down.
Like you I am searching for a reason for such a large drop, Directors all bought in Sept as well. ??????
Seems like a sharp drop on decent results, am I missing something here?
First bullet point:
· Group like-for-like (LFL) revenue growth of 7.4%. Price / mix improvements of 12.0% and volume decline of 4.6% (volume down around 1% excluding Lysol, as the category continues to normalise). Continued broad-based growth and momentum.
7.4% towards the top end of the forecast range of 5-8%. Continued growth and momentum comment also seems positive. Revenue up and volume down surely implies improved margins ? Price/mix seems to have improved across the board also.
So, I'm a little confused at the drop.
SP should rise on good news of CEO direction, but for now see this dwindling lower.
It should hopefully outperform the FTSE on down days due to defensiveness
I’m looking at adding some AMGN next
GLA
With energy costs rising, more so for business3s; a farmshop from Wakefield has had to close due annual energy bill going from £20k to £76k.
What impact is going to do to manufacturing now?
I’m not so sure this is a defensive play at all?
thoughts
Pushed, I assume? Hope the payment for his failure wasn't as extreme as Mr Kumar's shocking bung.
suppose that’s just how CEO’s move companies “… family reasons”.. lol
i can see 5985p as a strong support level it might drop to and hopefully hold after this news.
The quicker RKT announce a longer term CEO the better for the company…
I will only rebuy more on a collapse to 5350p (20%) from my level i purchased.
GLA
you still buying more pictsloup???
i have an underweight on this, but i suppose no one knows where the next 12months is going with every month that passes..
My heavyweights are ABBVIE, VERT, MA, ULVR, OXY
Hope that was the real reason having only been there since 2019.
Would’ve thought there would have been more news on his departure than the usual family reasons.
You take a job, because it’s right for you and family. then it changes after 3yrs.
The only was is up from here.
GLA
Nothing is entirely, but Reckitt has a better chance than most.
I'm topping up when the next divi comes in. The Johnson mess is finally behind us, and we should hit £80 again soon.
https://www.dailymail.co.uk/news/article-11059173/Baby-formula-shortage-fall-experts-predict.html
Looking good going forward.
The market has now told everyone this is not about inflationary pressure, but Growth.
RKT , ULVR doing well.
We live in a different environment, so the cold remedy business will perform well along with DUREX. and everything else like it has for past 5yrs.
It’s a good stock that will help weather these times we’re going through.
I bought last week and will top up like i have been doing over last 15-20yrs.