Member Info for barchid

The 4 for 1 split proposed today could attract new buyers in to JIM. Although it theoretically has no effect on the valuation of a share it historically tends to make them rise above the pre split level as buyers seem to prefer a lower priced stock.

Boards
Oh Lordy that Wurzels you tube was worth paying for the Aperios just to dull out the sound !
Mark you one of those guitarists looked very similar to Roger Daltrey, who I suspect would've enjoyed Helga to the fullest, after the Zider....

Sorry, should also have said that figures quoted were from March 2020.

I do understand where you are coming from, but the valuation is interesting.
The first investnent was made in 2007 and across 4 of their managed funds (including 3 EIS funds), total cost was £906,255 but as 99% has been written down in these funds current val is £9,062.55, so it intrigues me that the fund raise is being made now. I have always felt that the making of investments into co's after your own (advised) investors have taken the initial risk in your own funds is a bit of a snake pit compliance wise, even more so with their previous board structure & major investments by the unlamented cabal of Woodford & Barnett/Invesco. Excellent news their holdings have been largely unwound.
I suspect I am not the only one with this view as the shares trade on about 50% discount to (probable) nav. I have no view of the current management other than I'd prefer them to be more transparent especially with PI's, but given MERC invests mainly in tech / biosciences companies I would also have hoped for better performance. Compare them to Oakley, say, a generally well regarded VC company but largely consumer facing & the differences are obvious.
BoardsofUK need not worry too much re his Gummidge headphones, the Sonoma's sell 2 or 3 a month (target sales 30-40pm) & if he fancies the Aperios they retail at about $15,000 a unit !
No wonder they are looking at the auto market !

Just to flesh this out a bit in the investors report it is said under recent developments ;
"WA speakers have a very rapid response to input signals & exhibit no ringing. Possibly perfect solution for noise cancellation, which is being rolled out across a substantial part of the auto market. Early days but has potential to dramatically increase value of the technology".
But they would say that before a funding round I guess ?
Hope this helps.

Am impressed that you would fit WA on your Capital Ship, I'd have had you down as a Blaupunkt chap ?

fairdealer
As we are well aware, home delivery has 2 snags for a company that will soon be taking 40% from the breweries and hoping for profits from 1300 or so pubs, the first should be obvious to Omaha pensioners, ie Amazon might disrupt the pubs & the second is you can not plug the brand new Tesla into the charger in the supermarket car park for everyone to admire. Other than that your mention of C Reeve did make me smile.

sorry it is being deleted by the mods. try vox........

Podcast from **********

That is pretty much what they said but there is a ********** podcast on Poarean issued yesterday, worth a listen.

It is in fact an old one which has just come up again but it is amusing to listen to

Are you all aware there is a vox markets podcast out yesterday with 3 companies, 3rd one on podcast is Block with Paul Hayward speaking ?

The level of discourse has improved since scarecrow days, that's for sure !

@FD
Re genius, a flat battery perchance ?

@Fair Dealer
Exactly so !

YoYoMa
5.6m shares traded yesterday, you were dead right that perhaps someone had a sniff of the CMA result, that volume and todays news was no coincidence was it ?!
Great spot though, thanks again for alerting us

Some good news at last !

@Falling
They have done really well recently, I'm hanging on but will add to them on any significant fall back. Discount has narrowed considerably, currently under 5%.

YoYoMa
A very astute suggestion. TBH I'd not noticed the size of trades today (4.52 mill by 14.30) but someone is certainly being v active. Looking at funds who could be sellers, perhaps taking a view on a further closure of English pubs later this week as per media stories; Slater has 2%, a lot of them in his income fund, possible he bit the bullet? Otherwise it's NFU, very long term holders usually, or Staberdeen & M&G in UK other than nominee a/cs.
Whatever the reason, your post is wildly more informative for investors than remarks about petrol in asda, etc etc.
Thanks for drawing our attention to this high turnover.

Better still, Helga Geerhart from 'allo 'allo would surely be just the ticket ?