Member Info for 1pencil

Both Marshall WAce and Qube have large long positions in Ulta..

https://www.cnbc.com/quotes/ULTA?tab=news

Https://www.cnbc.com/2024/04/03/euro-zone-inflation-march-2024.html

Covered in earlier posts:

Franklin Resources, Inc. [NYSE:BEN], one of the world’s largest investment managers, is better known as Franklin Templeton.

https://www.franklinresources.com/

Powdery mildew seems to be an almost fatal disease in grapes the world over, causing significant damage to crop yields, even the smallest infection can make its way into the final product through taste. Fungal resistance is also a major issue as covered in the Agrii pdf below, p4, p5 highlights the use bio stimulants in this regard:

'The final group of organic fungicides are elicitors such as Romeo and the bio stimulants that can have similar incidental affects

as a result of their use, such as Innocul8 (formerly PREtec)'

'Whilst the number of plant protection products in UK viticulture is shrinking annually, with less modes of action available to rotate chemistry than there were historically, there is increasing demand on growers to maintain the efficacy and quality of the products that are available.

Integrating a variety of organic, physical acting and elicitor-based products not only allows you to improve pesticide efficacy, with shorter harvest intervals and novel modes of action, but also helps preserve the efficacy of the other more site-specific products we use every day, to help produce a healthy, high quality crop of grape'

Also worth mention is the recommendation for ProAct under Grapevine Nutrition Programme, p22

Reference material:

Grapevine Powdery Mildew: Fungicides for Its Management and Advances in Molecular Detection of Markers Associated with Resistance

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8307186/#:~:text=Grapevine%20powdery%20mildew%20is%20a,the%20quality%20of%20the%20wine.

End of financial year for many, not so much the trackers which are US based but a lot of established holders might want a transfer to lock-in tax losses.

FTSE crossed the 8000 mark, Dow could be next 40000, bull run into 24/5 ?

..ruse didn't last long, *good effort though..

* terrible effort, more transparent than a sheet of air..

lol

...steady now..steady ..7,990 ..

— nda accepted and both fru*****inib and sintilimab granted priority review, following breakthrough therapy designation in july 2023 —

— first regulatory filing for fru*****inib for use in combination with a leading immune checkpoint inhibitor —

par for the course, prop traders mark it down on any good news, try and dampen momentum while working buy orders.

it would be nice if they marked it down properly, then we can all load up lol

Caixin survey shows China’s March factory activity at its most robust in 13 months

https://www.cnbc.com/2024/04/01/china-april-2024-caixin-manufacturing-pmi.html

Part of the quote contained brackets which cut the bottom half off.

Couple of weeks back there was a LinkedIn post with folks from Agrii UK visiting PHC in Spain, bit puzzled by this as completely different climates and more focused on fruits.

https://www.linkedin.com/posts/plant-health-care-uk_agriculturasostenible-cultivossanos-citricos-activity-7174139541350453248-vwtl/

This may help explain;

Agrii's Vineyard Toolkit catalogue (p14) below features PREtec aimed at powdery mildew on grapes:

* Inocul8 contains zinc and manganese formulated with innovative PREtec™

When combined with the dry flowable sulphur treatments, both rates of PREtec™ peptides helped vines to almost completely contain the powdery mildew infection. All treatments resulted in significantly reduced powdery mildew severity compared to the untreated control *

https://www.agrii.co.uk/media/bsabu0ca/vineyard-toolkit-2023.pdf

Needless to say grape production is a huge market, this is set against a backdrop of increasing regulatory and consumer pressure to reduce chemical residues, especially in wine.

Plant Healthcare ZERYA Certified Pesticide Free Produce partnership in Spain.

https://zerya.org/en/

Couple of weeks back there was a LinkedIn post with folks from Agrii UK visiting PHC in Spain, bit puzzled by this as completely different climates and more focused on fruits.

https://www.linkedin.com/posts/plant-health-care-uk_agriculturasostenible-cultivossanos-citricos-activity-7174139541350453248-vwtl/

This may help explain;

Agrii's Vineyard Toolkit catalogue (p14) below features PREtec aimed at powdery mildew on grapes:

- Inocul8 contains zinc and manganese formulated with innovative PREtec™

When combined with the dry flowable sulphur treatments, both rates of PREtec™ peptides helped vines to almost completely contain the powdery mildew infection. All treatments resulted in significantly reduced powdery mildew severity compared to the untreated control (P

Couple of weeks back there was a LinkedIn post with folks from Agrii UK visiting PHC in Spain, bit puzzled by this as completely different climates and more focused on fruits.

https://www.linkedin.com/posts/plant-health-care-uk_agriculturasostenible-cultivossanos-citricos-activity-7174139541350453248-vwtl/

This may help explain;:

Agrii's Vineyard Toolkit catalogue (p14) below features PREtec aimed at powdery mildew on grapes:

'Inocul8 contains zinc and manganese formulated with innovative PREtec™

When combined with the dry flowable sulphur treatments, both rates of PREtec™ peptides helped vines to almost completely contain the powdery mildew infection. All treatments resulted in significantly reduced powdery mildew severity compared to the untreated control (P

I thought this paragraph from interims was encouraging on destocking, strong sales to actual customers but distributors running down stock levels.

'While our sales to distributors declined, sales by our distributors to growers (on-ground sales), increased for various products, including 9% for FASTAND, 35% for Employ, 29% for H2Copla, of which 27% is for sugar cane processers. These are all Harpinαβ products. Sales of our first PREtec product, Saori, increased 38%.'

China will make it easier to move capital in and out of the country and promote financial market deregulation, a senior forex regulator said on Friday, as Beijing seeks to woo foreign investors amid heightened geopolitical tensions.

https://www.cnbc.com/2024/03/29/china-will-further-enhance-capital-account-opening-fx-official-says.html

Crafty, fair amount of detail on ZYN when Phillip Morris publish their numbers, links below:

https://www.lse.co.uk/ShareChat.html?ShareTicker=THG&share=Thg&thread=FEB75330-AEA7-4CC2-91C6-A00BFFB2DB10

Still investing but in the right areas:

¤ Growth rates in digital media and transformation markets remain above those of traditional, analogue markets. We are mainly focused on these two digital markets and are at the heart of developing trends around AI, Quantum Computing, the Metaverse and Blockchain for marketing.

We are starting to see traction from our AI initiatives: clients are engaging us for workshops, audits and strategic advice and almost all our presentations and new engagements involve AI in one way or another. Our approach was recognised by Adweek, as we won their inaugural AI Agency of the Year award in 2023. In early 2024 we launched Monks.Flow, an AI-centric professional managed service and the initial response is encouraging - we believe this product will be an essential differentiator for us as clients move from testing to full-scale adoption of AI.

The Company has key partnerships with AI technology leaders such as Google, Nvidia, OpenAI, Runway, AWS and Adobe and we are working closely with them to develop and implement use cases. Media.Monks are a NVIDIA Service Delivery Partner, which guides the migration of Brands and Industries to AI-powered workflows and compute.

We are transforming the marketing services landscape through our adoption of NVIDIA software platforms throughout Monks.Flow.

We could see 40k on Dow, 8k FTSE in the next day or two, pundits will be calling the next bull run with lower rates as backdrop..

Usual noise but watch out for a bull market unnoticed, FTSE is close to starting with an '8', US markets already there..

You ceased to have a short position of 1% or more in the shares, or the percentage level of your short position in such shares decreased because:

any other event (you must briefly describe the relevant event in the Supplementary Information box)

Yes, good news indeed, also noted Deutsche Bank have moved to a small net long position, this is unusual for them.

https://sc.hkexnews.hk/gb/di.hkex.com.hk/di/NSForm2.aspx?fn=CS20240322E00161&sa2=an&sid=344192&corpn=HUTCHMED+(China)+Ltd.&sd=28%2f03%2f2023&ed=28%2f03%2f2024&cid=0&sa1=cl&scsd=28%2f03%2f2023&sced=28%2f03%2f2024&sc=13&src=MAIN&lang=EN&g_lang=en&