Member Info for Apeirogon

Many thanks. Executive level opinion.

Do you have a link to that ?

Pharma is only exempt temporarily. Trump badly wants all the big companies like Pfizer who pay zero US tax to start paying stateside

Robert Bosch has 91bn annual revenues. This stake is worth less than 17m. You can either say it’s a rounding error and they’ll just dump it or it’s so meaningless they may just wait. Hard to say.

Hensoldt - maker of various optronics devices for warfare - has doubled in 3 weeks. EUR 9.3bn market cap.

Medicare is 20% of total US health spending but let’s not let facts get in the way.

The UK’s Food Standards Agency has selected Mosa Meat and BlueNaLu to join a 2year regulatory sandbox.

Trading at very close to ZERO Enterprise Value (accounting for Cash on balance sheet)

Imminent means about to happen

Immanent means close to God

Goodbye Mark Crossley, hello Joe Ciaffoni

Morgan Stanley announces 5.3% stake

There really is no need to be so rude. I was highlighting a piece written in the WSJ with information therein.

WSJ reporting that US chicken farmers don’t want bird flu vaccine (hits exports) but egg producers are screwed without it. A dozen eggs costs $5 up from $1.30 in 2020.

Great news for Onegobio

Bloomberg reported 50k prints at 5.52 and 5.53 yesterday

This is a company that needs to be taken private

At some stage… maybe not today , maybe not tomorrow… but soon. The supertax on North Sea Oil & Gas will be cut.

Paul Johnson asking the question in today’s Times. Calls will become louder.

On a weak day… up 4%

Peel Hunt 960p from 720p

There was a Betaville Uncooked alert on Vistry takeover recently. Any thoughts on that ?

Adam’s choice of figure-hugging flesh-coloured top was …. Shall we say inadvisable ?