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I agree about NASDAQ, given the geography of their revenue base, where the ad advertisers are, even the podcasters are all US. Pretty sure Stuart was in NY at the last IMC.
Interestingly at the last presentation I asked 3 questions, 2 were answered one wasn’t. The one that wasn’t was about given all the previous takeover rumours/talks/bids, whether they still considered themselves a takeover target. All my questions were pre submitted and the other 2 were answered 1st and 2nd. Read into that what you will.
The eCPM figures are always down in Q1. They explained that in the last Investor Meet Company. I would expect them to bounce back to $55+ in the coming quarters.
There’s another Investor Meet company presentation today at 1500 if people haven’t already registered.
All they did was sell their LTIP shares, they still hold the same number of shares they held prior to exercising the LTIP. A non story
Believe their could be a buyout on the cards. Ruffer LLP seem to be dumping and DBAY buying. DBAY were involved in the Caretech buyout a while back. Hoping for a takeover at a premium to current sp.
I didn’t manage to catch the presentation, was there any mention of the updated weighted pipeline?
Why’s there always one of these types in every BB
People losing their s**t because the company issued less than 0.1% of the current shares…
Yes PKO prices are up but if makes up such a small portion of sales that it won’t realistically move the dial. So suggesting that PKO is up but sp is down is a mute point.
I thought they wouldn’t RNS contracts under £1m?
Elrico, lots of people talking about the margins but are they not hugely impacted by OOs fixed cost base? Therefore when the covid trials were delayed to the back end of last year it’s impacted the bottom line.
I’m honestly unsure why people are surprised, this information has been known for months, I’m sure Finncap reduced their 21 forecast last year.
They stated in the most recent RNS that the majority of equipment should arrive from China/Italy within the next few weeks. And that they should be able to ramp up to 50% of production capacity in June.
The one thing I'm not sure about is how much they could generate for the cashews. I tried to do some research and it looks like RCN (Raw Cashew Nut) goes for over $1000 per tonne. i couldn't find how much shelled goes for. But I think it's a fair bit more.
Be good for the company to post prices achieved etc. In their twitter posts/RNS like they do for CPO, PKO PKC
Does anyone know what the current cashew rev. Is? I believe we’re still around 15% capacity, trying to work out what we could be generating if at 100%.
Longer shot but anyone know what the margins are on the cashews?
I think the tide will turn here soon. 2 very near term catalysts in commencement of high season and arrival of cashew plant equipment. Couple that with spiking CPO prices and higher extraction rates and we’re off to a winner! Just have to wait…
Bad news for us consumers but should be good news for DKL
https://www.bbc.co.uk/news/business-61193141