Member Info for 50glass

Informative article re IWG's estate and the competition published on line today and. presumably. in tomorrow's print edition.

Smart move, paying next to nothing for others exploration, to significantly strengthen the reserves.

What appears to have attracted 1607 Capital Partners, LLC, is not just the existing 20%+ discount to stated NAV, but also the considerable upside potential in several of the companies in which Crystal Amber is invested.

IC have, today, issued an Alpha report.

Simon Thompson, Investors Chronicle journalist, has just published a positive article.

Last week's half-year report:
"The Board proposes to consider dividends for 2020 once the results for the year can be forecast with reasonable certainty. "

https://citainsp.org/2019/12/18/new-general-safety-regulation-eu-2019-2144/

A capable, world class, management team who are well placed to emerge as one of the winners in the engineering sector. Committed to strong R&D aimed at delivering future success. Several gems in the portfolio of businesses, which will likely be sold at hansome profits to generate funds to pay down the debts.

USA annual death rate, ex Covid-19, is c. 2,400,000. UK and other Western European countries experience is increasingly pointing towards Covid-19 having little effect on annual excess death rates (the vast majority of those who died would likely have died from other causes within 12 months). Whilst Covid-19 is deeply unwelcome, it's medium and long-term effect on mortality rates is modest.

Gives me confidence in the future.

Quite apart from all the positive news on existing products and services, the following caught my eye:
"The Group is also in the advanced stages of development of unique solutions that are expected to be commercially released in September 2020 in anticipation of a second wave of several respiratory pathogens, particularly flu and coronavirus."
I'm not sure how far the sp can go in the next six months, other than well above 100p.

An addtional authorative source: https://www.eia.gov/outlooks/steo/report/prices.php

Positive news today.

Now up to a 27% stake. Clearly they must have great belief in the company.

Hurricane represented 15.5% of CA's latest disclosed NAV, so today's decline in CA sp is right in line with those metrics.

Please don't feel sorry for this investor. Delighted we got out of Costa at high price and now looking forward to us gaining appreciable market share in both UK and Germanyas consumers respond to strong brand, impressive marketing and great budget accomodation. Travel Lodge are on the ropes with some owners of their hotels threatening legal action to recover unpaid rents. The small, mainly family-owned, hotels have limited firepower.

Investors Chronicle Alpha report today makes an interesting and informative read.

Excellent that the BoD has recognised the retail investor in their placing programme.

Today's disclosure of their share holding led me to the following in their Q1 letter to investors:
"Whitbread plc, a leading UK hotel company, owns Premier Inn as well as Beefeater, Brewers Fayre, Table Table and Bar+Block. It currently has approximately 800 hotels across the UK and has opportunities to expand into Germany. Whitbread has a great history of capital allocation and a strong balance sheet with virtually no debt. COVID-19 is negatively impacting its business as most hotels in the UK have temporarily shut down; however, its strong balance sheet will help it endure the current crisis, and Whitbread will continue to grow once the economy is back to normal."

Probablt is this approach to trading: https://www.investopedia.com/articles/trading/11/automated-trading-systems.asp