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"Companies worth about £100 billion are on the way out of the London Stock Exchange so far this year, either by being bought up or via moving the main home for their shares overseas, and experts fear there is much more to come."
"Research by the Evening Standard and investment bank Peel Hunt shows that companies worth over £26 billion have already agreed to be sold in 2024, to other listed firms or private equity."
https://www.linkedin.com/posts/peel-hunt_crisis-time-the-london-stock-exchanges-activity-7189633773209042946-TZZ8
An interesting post on LinkedIn from broker Peel Hunt today, showing how UK stocks are being hoovered up, many by foreign companies/competitors. This is because the majority of UK stocks are very undervalued compared to other markets, especially USA. As UK investors we all need this to change, preferably sooner rather than too late.
"There is no doubt that the UK has some great companies - this is clear from the number of people who want to own them. The Darktrace news today means that 21 UK companies are being bid for in just 4 months of which 12 are FTSE 350. At this rate there won’t be much left. There is no point whistling to keep our spirits up - the answer is real and rapid change, such as pension reform, a British ISA and removing stamp duty."
https://www.linkedin.com/posts/charles-hall-38a5b015_bhp-buyout-of-anglo-american-deals-another-activity-7189539136427499520-45ml
Worth a read of the article below. It's about how undervalued UK listed companies are.
INVESTMENT UPDATE: THE NON-PATRIOTIC CASE FOR UK EQUITIES
Pessimism about UK equities is widely held. If it’s based on misconceptions, this could be opening up an opportunity.
By Oliver Jones, Head of Asset Allocation
17 January 2024
https://www.rathbones.com/knowledge-and-insight/investment-update-non-patriotic-case-uk-equities
Market Cap a paltry £31.50m.
Fully funded
A further £1.5m expected in Q3
A fuel that should (based on it's many merits and cost advantage) go global with the marine and power markets, and more
Huge partners and clients
Back in 2015 (pre COVID, pre Brexit) this would be £120m MCap or more right now IMVHO.
No wonder so many companies are looking at leaving their London listing or are being acquired by foreign companies that see how undervalued the UK market is. Tyman bought out by a USA competitor today. Ocado being pressured by a big shareholder to move it's listing to New York. Brokers doing everything they can to get the UK market to fair value vs USA etc, I hope the market recovers over this year and if not then over two years. If we want max return on our investments, something needs to happen with the market too.
I don’t know about dollar bills 💵 but that was one heck of a trading day 😋
Onwards and upwards c’mon QED
Another good day for the SP and just what I hoped for post-fundraise, steady growth on minor news snippets. Hopefully this will continue to 2.5-3p before the big news drop re. MSC/Cargil/QED agreement, which could hopefully see a 100%+ increase, taking us to 4-6p range. Everything crossed it's onwards and upwards from here and the OO does indeed signify the last chance to buy-in at 1.25p or lower!
Great news on the Valkor front. I must admit I was not expecting anything, especially on a Friday. The way I read the last RNS is that we should expect more updates over the coming weeks and months now. That domino has been pushed which should start a cascade of events which ultimately will be a big milestone for Quadrise, once they get receipt of payment from Valkor, not only is this a major milestone for the company and actual revenue in the bank, but could open up more doors in America. Those yanks have a lot of dosh and when it comes to sales……making your first is always the hardest.
Once the company can prove they have a solution, real world data and a happy customer, it enables them to market something & bag new business/deals, galvanises the team whilst improving environmental credentials of all the parties involved. Who knows this Utah project could evolve into something much bigger for Quadrise! In addition, if we start making money and steadily progress towards commercialisation, it means any underhanded tactics to try buy our technology on the cheap will be off the cards when we have cash flow. Not getting ahead of myself, but if things start to go our way for once, then the potential for growth on our very small MCAP is mental. We’ve got money in the bank and I hope we start to get a flurry of good news and tangible progression from here. GLA Basher