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.
So 66 to 62, no momentum. and yet mould is happy to go like this nonsense. farcical
Never seen a share like this. utterly no positive mometum. fundamentals have improved but toxic nature and standard listing shows why shorts not only dont close, but actually increase.
this will go on forever until material structural change. hopeless until then as ever
Gonna be Nutrition..
Schroders article paints a similar picture about the decoupling of UK and US stock markets. All of the UK FTSE indexes has gone sideways or backwards for about the last 20 years whilst the US markets have surged to all times highs despite Covid 19 pandemic and the war in Ukraine... A fair few companies delisting, moving to US listing or being taken out by Private Equity buyers as the UK markets grind to a halt despite recent FTSE 100 high water mark. JMO ADYOR!
https://www.schroders.com/en-gb/uk/intermediary/insights/six-charts-that-show-just-how-cheap-uk-equities-are/
The best place to vent your frustrations is the AGM, no hiding place.
Good for your short though!
So on tuesday we got to 66p and rejected to 65.
wednesday rejected 65, down to 64
today rejected 64, down to 63
never has any form of momentum or bang
How weak is this crap
Pulled by IG crafty...now you see 👀 it now you don't.
Different cultures, the yanks will love all that stuff.
Agreed Cong. If the plan is to list (anything) in the US and the plan is known to the II’s, it would explain why no one is encouraging him to refrain from posting or tone-down his posting on LinkedIn.
Yorek, was just about to mention that, would have been interesting to hear a bit more how Americans view him personally.
That last bit from Joshua, about the US 🇺🇸 not being phased by MM’s commentary on LinkedIn, as opposed to the UK 🇬🇧 Media, financial & business worlds hating it, is really interesting. Maybe he is playing to his audience after all….
Seems the upgrades are starting, HSBC
105p now uplifting to 120p.
My God is he boring 😴
I think we could have made that video in 30 seconds
UK markets undervalue companies 💰💰💰
Thanks for posting though 👍
Https://youtu.be/CwKllJ_mj3c?si=vMbDO-gujjYoVHCE
Video: Is Britain Falling Behind?
Contains a lot of information on valuation which backs up the material discount of British stocks compared to the US and the EU.
Here's the thing, no matter how much the app usage has grown beauty saw good growth whilst nutrition declined so you can't yet see any evidence of the app usage changing the performance of the business and that's what counts
That’ll do 🐖
700k shares bought / sold at 4.03pm
Forget the last post
Seems to be working OK
Also seems to be a lot of high value trades going through today
shorts closing out ?!
Unusual to see it so quiet
I think you're right there Phil... Direct, straight to the consumer. Slight hit on margin, so does this now mean the saving on advertising is being spent elsewhere or is that being used to compensate the drop in margin? I appreciate we're now into the 'unknown' but it's all food for thought.
I appreciate all views as it helps build a better picture or assist others. Right or wrong.
Glanbia have the benefit of being vertically integrated too, all the way back to the farms. Shows in the nutritionals, they are able to charge a premium as it's the better product.
That alone shouldn't be a THG killer in the sense the sector is big enough to accommodate premium/mid/low end brands. The challenge is if you're not Glanbia you're buying whey from general wholesale. No barriers to entry there, anyone can do it. Result is an explosion of competition of brands in the mid to low end, and it becomes a race to the bottom.
The data suggests the complete opposite to your oppinion. They spoke about this on the call yesterday, so I would point you in the direction of listening to that.