Member Info for Ant1986

Decent ride for those guys and under 3% means they can easily trade out in the next few months.

This is pinned to £1.10 and any talk of 90p would mean a significant discount to NASDAQ list price, which I would suggest is doubtful.

Increased their short position to 1.12% yesterday - not great. Obviously they think they will have their day.

They don't pour in millions in an afternoon. Just chill, it's a bloody good company. NASDAQ info next - watch the market react to the timeline/detail of that!

Institutional Investors aren't stupid - they have experts to advise, it doesn't need to be simplified. Did you not listen to how sophisticated the questions were from the capital management companies? Not exactly a random person off the street.

Snap, ha-ha!

Give over, it's not a commercial presentation, it wasn't made to raise cash or the share price!

"The Society for Immunotherapy of Cancer (SITC) Annual Meeting & Pre-Conference Programs brings together stakeholders across the cancer immunotherapy field to advance the science, discover breakthroughs and educate the world on cancer immunotherapy.

As the largest conference solely focused on cancer immunotherapy, the Annual Meeting & Pre-Conference Programs provides international leaders from academia, regulatory and government agencies, as well as industry representatives with a multidisciplinary educational and interactive environment focused on improving outcomes for all cancer patients."

I hardly understood much, but I take their word that if they are looking at manufacturing capability, it's probably pretty commercial!

Too many cynics and critics.

Interesting presso - analyst focussed on how many capsules can you make, not if it works. 2-3 years into market. Pretty impressive.

It's not news, you know? It was at year end.

https://www.ddw-online.com/gut-feeling-why-microbiomes-holds-so-much-promise-for-targeted-therapeutics-8042-202011/

I don't really understand the short positions here - a stock with an agreed strike price of £1.10 already and presenting next week? Seems madness? What am I missing?

Yeah, it's basically thrived and is perfectly set up to move onto bigger things when the economy recovers. 250-275p my price target, but no reason why it cannot reach all time highs now, especially with more e-fulfillment contracts.

LIBERUM RAISES WINCANTON PRICE TARGET TO 350 (340) PENCE - 'BUY'

Given the year, to be only £20m off last year's revenue is brilliant!

Dividend payment has also been reinstated and the company is growing with its recent contract wins.

Back to 300p I reckon - should be a nice jump today, especially given £150bn stimulus package just being launched.

Yes, I'd like to see 250-275p based on the following comments:

During the period, Wincanton secured notable contracts including:

· A dark store and online home delivery service for Waitrose

· eFulfilment operations with Dwell, Loaf, The White Company and Wickes

· Additional transport services with Morrisons

· A new distribution centre to support further Screwfix growth

· A renewed contract for all Asda operations

· A significant PPE storage solution to support the NHS

The Group is expected to have a net cash position of approximately £60m at 30 September 2020 (net debt at 30 September 2019: £14.8m).

Very solid given its history, the historical share price, and given COVID.

Stepping into customer fulfillment opens up huge opportunities - a move into OCDO AMZN's space.

Looking forward to seeing how Wincanton are getting on, especially with the Waitrose contract. Total game changer for the company, starts on the same tracks as OCDO, but with more depth of contacts already established (more retail contracts in place to fulfil)

Have my eye on that 55p area short-term - the asset sale is a big deal and Hive is going to only keep rolling out.

The engineer stuff needs sorting though, becoming a bit messy, to say the least.

Not good at all. Timing is awful (in a sense)

What about the end of furlough, mass unemployment and the greatest recession ever? Short as a buzz cut here .

China aggressively countering the drop - if Copper returns to 5700 - 5800 or more, plus those stella results and divi at the end of Feb...boom! :D

Well, it looks as if the copper price has hit a reasonably "flat bottom" - on our recent results and the winds settling, we should fly past £5-£5.50 in reality. I think the panic is certainly subsiding.