The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust 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.
Aye but stupid wide spread to deter casual buyers
....and in keeping with recent tactics, they drop the headline bid right down (28) and then hide the fact that the actual bid is considerably higher (29.2)
Well we get 3 decent size buys so that buys now outnumber sells, but they wont raise the price.
Delayed sells to come?
Mates rates etc....if that was the case they would have surely loaded up at 10p
Mm’s walking this down to load up in my opinion, nothing guaranteed of course but if good news hits soon they’ll make a killing! All speculation of course
Well....nothing happened in first 10 mins, so a couple of largish (60k) sells were needed to get this moving lower once again. Undoubtedly being walked lower by MMs but who will blink first - profit takers/shorters or buyers wanting to get in for news?
I am starting to come to the conclusion that there is a licensee in the wings. Firstly the Edison report conveys clearly that future funding is intended to come from a licensing deal (hopefully they’re not referring to current 737 deal and rather a new 1801 deal). Secondly what seems to support this is the decision to only raise enough funds for effectively 1801 to finish phase 1. Hopefully they have a partner/buyer in the wings who is equally waiting for the results. It would certainly make sense to have had discussions with interested parties so that is not a drawn out contract discussion, while all the time burning our current funding runway. However the question is are the BOD actually actively out there engaging or are they sitting fingers crossed?
We have a couple they could include if they were interested !
Exactly. It has to retrace for another run towards 50 now. Same pattern at every 10s before the big news arrive.
...barring one small hiccup post April 24, it's pretty much 4 bagged the 10p placings... now you have to decide if this is the bottom of another dip before a rise to 50pish or the slide continues first.
Not continuously as you know.
This one has, since the 10p placing!
Share prices don’t go up in a straight line
The dilution alone would drag the recommendation from 3.04 to 1.91; however given that we are now nearly 12 months into testing of 1801 I would have thought a recommended price way higher than 1.76 would have been appropriate but we have seen nothing from PH to indicate they are actually in there batting for SAR so nothing surprises.
......agree Broker note with new target price reflects RF dilution.....tells me RF are out.....too late now for any bad news on trials....IMO very bullish signal.....Note.....you normally receive broker price target after news.....I think news is pending release.....My investment here is £20k.....GLA Reg
Good idea Bailiff - I am reading into that PH price that they must be anticipating a successful trial in Oz. They must know already in my view
I am guessing it just reflects the extra shares in issue since their friends RF did the dirty to us. Market cap forecast possibly the same but too uninteresting to bother working it out……having a beer in the sun instead.
Peel hunt need to go and whoever recommended them the lazy B@starts have done nowt for Sareum
* Sareum Holdings Plc : Peel Hunt cuts target price to 176p from 304p
(This was in a news bulletin for Kosmos energy today)
Downhill since the 14th May, must be a turnaround tomorrow!?!
Possibly the old trick od taking price down to mates rates just before stonking great news 🤔😎
This will soon be Sareum.
Fingers crossed GLA
Why are companies leaving the LSE?
LSE-listed companies' valuation is relatively low compared to their US counterparts. Initial public offerings (or IPOs – when private companies put their shares on sale to raise capital) on LSE fell substantially in 2023 as a host of companies opted for US listing for the chance of higher valuation and growth. Classic example here. . FO and stop undermining this company. It already has had to conduct trials in Australia. Can see why. Bunch of wasters.