Member Info for 1pencil

Don't rely on spell chequer lol

'comparisons'

Had a chance to watch the full video this morning, some general points of interest, overall ver informative about current issues/benefits and length of time getting to this point.

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Productiveity increase (14 min) between 21% - 25%

Areas passed drought 2018 (14.30 min), good comprasons with/without use of H2COPLA

Sugar cane, the more stess plant receive the better it responds (14.55)

Acompany article in Coplacana magazine pages 38/39

https://www.coplacana.com.br/revista-coplacana/revista-ano-6-no-34/

A big climate change stress test is coming for Amazon sellers and suppliers

> Amazon and other major companies from Walmart to Apple face growing consumer, investor, and regulatory demands

to reduce carbon emissions.

> Suppliers are often the biggest component in total emissions, yet niche manufacturers and contractors face financial

and resource limitations.

> Supply chain partners, which in Amazon’s case include third-party sellers, unable to meet climate change standards

can risk losing business.

https://www.cnbc.com/2023/10/14/a-climate-change-stress-test-is-coming-to-amazon-sellers-and-suppliers.html

Not that long ago whole bunch of PDMR buying;

The Company received notification on 26 September 2022 that Colin Day had bought 18,000 ordinary shares of £0.25 each at an average price of £1.5097 each (for an aggregate price of £27,174.10).

The Company received notification on 26 September 2022 that Rupert Faure Walker had bought 98,408 ordinary shares of £0.25 each at an average price of £1.5648 each (for an aggregate price of £153,988.84).

The Company received notification on 22 September 2022 that Rupert Faure Walker had bought 96,949 ordinary shares of £0.25 each at an average price of £1.5839 each (for an aggregate price of £153,556.75).

The Company received notification on 21 September 2022 that Rupert Faure Walker had bought 4,643 ordinary shares of £0.25 each at an average price of £1.4369 each (for an aggregate price of £6,671.53).

Barrons is another good site, this has some overlapping info but benefits from fund fact sheets also.

Again, there is a delay of a month or two but look at Third Avenue Management in July, under 'Institutional ' holders

https://www.barrons.com/market-data/stocks/sfor?countrycode=uk&mod=searchresults_companyquotes&mod=searchbar

Morningstar is all over the place as they give no specific dates unless you subscribe, Fintel has the actual SEC submissions which are 100% accurate if a little delayed.

Click on the square with arrow for each entry, this show the both the sub date but more importantly when the threshold was crossed.

US institutional holdings are at an all time high, add in the 10% or so from last two TR1's

https://fintel.io/so/gb/sfor

What price did you sell out davey..lol

Bit of volume yesterday, market makers switched positions as a result, it could be the overhang has been taken up.

Markets for small caps very tough, bouncing along the bottom but expect things to change once rates start to fall.

That was a pretty strong move NASDAQ, double daily volumes against a weak main market, ended at the highs too.

It wouldn't surprise me in the least if Hutchmed were in play with the likes of Astra

Detailed presentation with interesting acknowledgement of shareholder support, mentions London and profitability.

The general tone of comms has gone up a notch imo, building momentum into 2024 with further partnerships and registrations.

For once the analysts got it right, markets did go up HK around 2% on back of bank stimulus.

Shorts trending down with another drop NASDAQ this time, can be very few if any reasons to go short, reverse and long is the name of the game..

Could end the week starting with a 3..who knows..

Closed in US bang on where UK closed, China is gradually coming out of post Covid dip - analysts calling markets up from here, US sanctions are largely priced in and fairly limited in scope.

New factory opening should help with margins generally, time to back off on R & D/CAPEX and benefit from past expenditure.

Yes, the Reebok deal was the stuff of folklore ..

Long list of Pentland brands sitting on Ingenuity platform, what next ?

New York state has 16 stores alone

https://www.scrapehero.com/location-reports/JD%20Sports-USA/

It would be cool to see one of the JD sites added at some stage:

"Pentland Group acquired 45% of JD Sports Fashion plc from its founders, John Wardle and David Makin, in May 2005.[9] Pentland Group is now the majority owner of JD Sports (55%), which has 2,500 retail outlets worldwide, including JD, Scotts, Size, Blacks, GO Outdoors and Millets in the UK."

Many funds, in fact most small caps have had consistent outflows/redemptions leaving managers no choice but to sell part of their holdings, this is what Marlborough said in their recent update (PHC shareholder)

"As history repeats itself, a vast £11.9 billion was paid into cash ISAs in April, the largest ever

recorded, on top of £5.8 billion paid in during March."

High interest rates are luring investors away.

(Pentland Co) Canterbury of New Zealand Au

Joins New Zealand

https://www.canterburynz.com.au/

Johnson & Johnson Vision eyes more innovations, investments in nation

Peter Menziuso, company group chairman for Johnson & Johnson Vision, said during his recent visit to Shanghai: "China is one of our top markets for growth. We will continue to support investments in China."

https://www.chinadaily.com.cn/a/202310/10/WS6524a4a0a31090682a5e7a43.html

Bayer plans to invest more in China

"We can see a lot of innovations in the country … In the pharmaceutical area, new medicines that have been introduced in the United States and Europe can now be also introduced immediately in China,"

https://www.chinadaily.com.cn/a/202310/11/WS6525f2dda31090682a5e7d85.html

If not done so already, have a listen to the excellent IMC interview as it touches on many of the points below.

Oct 8 (Reuters) - Bristol-Myers Squibb (BMY.N) on Sunday said it will acquire cancer drug maker Mirati Therapeutics (MRTX.O) for up to $5.8 billion, diversifying its oncology business and adding drugs it hopes can help offset expected lost revenue from patent expirations later this decade.

https://www.reuters.com/markets/deals/bristol-myers-squibb-acquire-mirati-48-billion-deal-2023-10-08/#:~:text=Oct%208%20(Reuters)%20%2D%20Bristol,patent%20expirations%20later%20this%20decade.

Increasing sales by 3 x fold would increase profit whilst retaining an almost (not quite) fixed cost base.

In rough terms, most of the costs have been absorbed in R & D over a long period, registrations have been another hurdle - all of these factors are now diminishing whilst sales are increasing.

Some investors understandably have run out of patience, hopefully these will be replaced with new holders such as Newlands.