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No contest today.....CLSN down 8%, sms up 1%.
SMS debt free
CLSN ex PE loaded with debt and future sales by PE.
There are negative stories running about smart meters (not SMS per se)....time to sit out until the trading update in FeB 21.
crazy spread on here, 4%
Wasn’t that the one with soft warning on future revenue growth?
Chart looks interesting but am fairly fully invested (albeit a bit available after taking some out of SMS)
Chart looks interesting !
I have part sold SMS today.....
And invested in CLIN ahead of results (Thursday I think). The last trading update was positive, so may get a quick return.
yeah happy to keep a good position but I think it's 3rd time or more that i've sold a chunk for 10% gain so I guess that's the right thing until it reaches £8 or something. I also have some in Calisen now
Funnily I was looking at your posts and saw you post on Clinigen (not sure when/if you're in it) but I made 50% or so on that earlier in the year, interesting company.
The dividend is rebased to 25p for FY 2020 (quarterly payments - don’t know why, two would be cheaper). Expected to increase by 10% for next 4 years. Further gains expected from reinvestment in meters and batteries.
FY trading update on 2 Feb 2021......
The dividend plan should provide a solid underpin and there is no debt to worry about for a few years.....if lockdown returns there should be less downside here.
Buy if the SP retreats in Oct-Jan.
Sold my trading portion again at 662 but it could push on (have a decent chunk remaining so happy if so)
"well done all holders", that'll be me and you then ;)
Doubled profits and a huge one off gain providing liquidity for future expansion.
SP now responding...decent uplift...
Prospects also look decent....a buy for me.
It looks better than expectations I think
The update indicator of the RNS was not working for me.....although there is one there.
Let’s see what Mr Market thinks in a few minutes....surely has to be positive.
look solid to me (let's see!)
Thanks for reminder I need to note that down
Interim Results due next week (Tuesday). These should be good, but the likely trading update will be more important for the market...foundations appear solid, so the sp may move up.
Still here also added some more Calisen at 159, can't buy even £1000 now, so illiquid
I bought a bit of Calisen at 164. would have done more but have a fair bit in here. just a trade
Calisen not making progress. (Too much debt and PE hangover).
Much prefer to be in SMS for a while.
V volatile day.....out of nowhere it just leapt 5%
Just bought that chunk back again meanwhile (c.610)
fair I need to take a look at calisen but am also reassured by size of ceo holdings and buys even after last results
I agree calisen has a lot of debt....always a risk with a PE float.
The market view would be that Calisen is 40% down since float whereas SMS has not suffered during Covid.
Once calisen has worked off some of its debt, it may become more interesting...will watch and maybe buy there in a couple of years but that depends on how SMS progresses.
Sold that chunk (about 25-30% of my holding) again at 649, easy gain in a week, keeping the rest like last time.
I prefer SMS given lack of debt and large CEO holding. Added back what I sold at 650ish at around 610 recently.
At first well received, but then fell significantly.
PE still has a stake to sell
What do we think is best?
Sms or calisen?