Member Info for Apeirogon

Takeover price is only at last summer’s levels

Time to buy. Journalists write about what happened not about what will happen.

He ought to have addressed why the business plan is so cautious/conservative. Is it a regulatory requirement not to pump when raising funds ? Seemed very unimpressive vs the potential.

30% owned by the founding family. Typically families only sell when there has been a messy divorce. I would never expect a takeover for this company.

The team has developed a proprietary AI system to provide coverage on small and mid cap stocks that are often ignored, alongside hand written analysis on popular stocks.

From the horse’s mouth… jeez - you couldn’t make that up

Anyone know what caused the -6% drop at the open ?

Realistically a peace deal will settle currently occupied territories as they are. FXPO will remain in UKR territory and trade will resume somewhere close to pre-war levels in a couple of years.

The big risk is political/legal. I would assume that international pressure on Ukrainian courts - and actual legally enforceable shareholder rights - will mean that those problems go away. My 5c worth.

Only a matter of time before another bout of takeover speculation for this jewel. Standard Industries own 10%. They will come back for more and we know that UK PLC as a whole is cheap by international comparison.

You do realise that SimplyWallStreet pay peanuts to clowns to write click bait ?

The economic reforms in Nigeria will eventually come good. The short term shock of removing oil subsidies and devaluing the Naira are stoking inflation and hurting PZC but give it time to adjust and being in Africa’s second biggest economy will pay off. The demographics in Africa and potentially for growth are in stark contrast to Europe.

How did Camelot get so many shares at 363p ? The market barely touched that level.

Https://www.proactiveinvestors.co.uk/LON:POLX/Polarean-Imaging-PLC/rns/1426006

Latest RNS showing financing needs and path to profitability.

What did I miss yesterday?

I wouldn’t put too much on anything any of the Vox people say. Even the fund managers they interview are only pumping their businesses - the returns are readily viewed on line. Mediocre.

Does anybody have any information on SOS’s first physical store ? I was expecting some news in the first quarter

I like the 360p valuation that they had pegged

A positive headwind ? You mean a tailwind

The Put buyer is simply hedging the Delta and Vega exposure within and against a basket of risk. They won’t necessarily have anyone on the other side of the Puts per se.

If you buy Puts your downside is capped at 100% of the premium, so it is a known. Qube are a mathematical trading shop who will have more bells and whistles hedging the puts than you can imagine so I doubt they will be losing anything.

A record quarter with revenue of £14.3m, up 23% year-on-year (Q3 FY23: £11.6m)

Gross margin 58.3% vs 56.8% in the prior year

Like for like gross margin, which excludes the increase of wholesale, was 60.7% vs 57.3% in the prior year

·

Net cash of £7.7m as at 31 December 2023 (£7.3m as at 30 November 2023)