Member Info for Bachatanut

Methinks the longer this "sale process" goes on the more likely we are going to have the s**t diluted out of us the same as happened with Synairgen by a large cash injection in return for a majority share holding which will enable delisting the company so we won't be able to hold our shares in ab ISA.

GLA LTH and DYOR.

Is Kpa1 related to SpicyTuna or perhaps a clone even?

SpicyTuna,

What PRECISELY is it about ITM that would put Warren Buffet off investing?

SpicyTuna,

I bet Warren Buffet understands one thing a lot better then you do: DEPRECIATION IS NOT A CASH FLOW. If I recall correctly you have posted many times that a declared loss equals an equal reduction in cash. Naive or what?

SpicyTuna,

Methinks you don't want an extremely successful investor like Warren Buffet in the conversation (if your banging the same old negative drum saying nothing new can be called conversation) is because understanding what he says goes a long way to explain how why a lot of us aren't daft. Yes, we are taking a risk with ITM, but capitalism and the stock market are all about taking risk and the balancing effects of fear and greed. The following is from AI on Chrome. Not the best AI around by a long chalk I agree.

The famous sentiment "buy when everyone is afraid and sell when everyone is buying" was articulated by investor Warren Buffett, who said, "Be fearful when others are greedy and greedy when others are fearful". This principle reflects his contrarian investment strategy, which emphasizes emotional discipline and acting rationally during market extremes to buy low and sell high.

Please tell me why I am wrong to regard you as emotionally undisciplined rather than rational.

SpiceyTuna,

"The stock market is a device for transferring money from the impatient to the patient," was said by Warren Buffett. Any comment, please?

Possibly knock-on effect from the news released by Doosan in S. Korea on Monday and is now being interpreted in the UK as of major positive significance for Ceres?

WHAT ABOUT DIFFERENTIATING BETWEEN NANOCO'S FIRST AND SECOND GENERATION DOTS?

How long do the patents for the (vastly superior to first generation?) second generation last? Are the patents that are about to expire related to first gen? Have Samsung only received patent rights for first gen? Were the second gen. patents included in the PTAB of the litigation against Samsung which Nanoco won hands down?

If this is LG's first attempt to move away from East Texas seems reasonable to guess that it's because they're very concerned at losing so want to delay as much as possible. I suppose an alternative explanation is that one of their legal team has come up with an innovative tactic that his/her colleagues think is worth trying.

MOVE YOUR ACCOUNT A.S.A.P. Manyfishes is my advice. There's plenty more fish in ISA provider sea. For example lots of people seem happy with Hargreaves Lansdowne and I am happy at HBOS. I'm sure many others can recommend alternative ISA suppliers who give good service. I cannot see any rational justification for an ISA provider to tell a customer what they can do with THEIR OWN MONEY! There's no way I would tolerate that even before you arrive at the behaviour with respect to ITM. I agree with you that it does look odd and compared to competitor companies inconsistent.

Congratulations. You're definitely thinking "out of the box" there with a well reasoned argument. The sort of post I'm looking for rather than people slagging each other off or repetitively banging the same drum, especially when it's a negative drum. I always viewed Edelman's selling as taking the money and running. There is a saying: nobody ever went broke taking a quick profit.

Thanks Kooba and TW. When I was at uni. during a lecture in IP we were told that very often companies would take out "blocking patents". This is where they realise that there's more than one way to skin the cat so's to speak. Thus to both defend their investment and limit possible competition they make sure they have control of IP that they have no intention of using at that moment in time. Of course it also gives them options for the future. It seems to me that, as TW says, this is what the Samsung bar stewards are doing. I.e. they may well have no intention of using the IP they are acquiring from Merck.

Markets exist to discount the future as far as I am concerned. But over what time period? By definition day traders have very short horizons as they prove the adage that any fool can make money in a rising market. Somebody actually got a Nobel prize for Economics for proving that share prices can be modelled as a random walk! Of course they can if you fit a curve and look at the residuals! IMHO what SpiceyTuna knows but won't acknowledge is that most of us have a long term view of ITM that is positive and just bangs on and on about the losses that are posted and equates these losses with negative cash flow. The other thing he seems to prefer to ignore is the cash in bank and cash flow very near neutral at worst. I haven't filtered ST yet but I don't have any respect for his posts.

Kooba,

Possibly, but he still chose to post it. I'm looking/hoping for well thought out arguments from different points of view.

Terrorwit,

Your post 16:25 yesterday. Very interesting and well thought out IMHO. Thank you. Much better than many of your previous posts, again IMHO. Please keep it up.

Lejjb,

Interesting read but the big take away is that the article is five and half years old so the present day situation is probably more likely 20GW???

SpiceyTuna,

Booking a loss does not automatically mean negative cash flow. For instance depreciation IS NOT a cash flow. BP (for instance) have posted results in the past with losses and positive cash flow.

Kooba is right to point out that they might get a cash injection and THAT COULD BE VERY BAD NEWS for us small "retail" investors. I am one of the small investors in Synairgen (SNG) who, in my opinion, got well and truly taken to the cleaners. Studying the LSE sharechat page will show you what I am talking about. I think that there is a VERY GOOD CHANCE that we will be diluted to a horrendous degree by a "cash injection" from a larger entity who will then, as in SNG, delist the company. Watch this space!

In what way(s) are Bosch "way ahead" of Ceres on hydrogen? Do they hold patents?

With respect to Samsung deja vu. With respect to the plaintiff clearly got more back bone and common sense when it comes to facing up to big corporations.