Member Info for Bazzaman

https://twitter.com/Eskers1/status/1409532769915518992
GLA

Martin's next presentation update is 6th July AJ Bell webinar through Shares Mag.
GLA

https://twitter.com/SquawkCNBC/status/1407329366061858819

Jefferies believes for the next five years, BtR to drive ~15% of WJG's rev growth
However, a potential disposal of at least some of WJG's sales and lease back assets and the change of its Residential business to a Partnership operation could more than double its Return on Capital Employed - brokerage
GLA

Sounds like a deramp...
As soon as £10m RNS drops (maybe tomorrow), CF is then free to buy. The SP will start to work northwards IMHO.
GLA

Cramer (CNBC) sold most of his bitcoin yesterday so guess others are following suit. Hold for Gold IMHO.
GLA

I found SLP through ST's 2018 bargain shares portfolio as well. I subscribe to IC & Alpha and also Stockopedia which is the bible for stocks IMHO. The small cap value report is OK but Paul is an accountant and has a retail bias. I like the investment club as well. ST has also written a couple of interesting books and in his most recent one 'Successful Stock Picking Strategies' he explains the formula he uses to research for his annual bargain shares. I then use his idea to add to the screens in Stockopedia which often flag up the companies that he has selected, which like Velo I find very useful. There are also some interesting books to read like Phil Oakley 'how to pick quality shares', Stephen Clapham 'the Smart Money Method' and my current favourite Max Gunther 'the Zurich Axioms' which I think Velo recommended on here a few weeks back and is probably one of the best I have read.
Good luck with your plans.

https://www.thetimes.co.uk/article/our-flu-drug-is-not-to-be-sniffed-at-says-poolbeg-pharma-chief-jeremy-skillington-0dvllns6b
Looking good, GLA

DBD, agree 4p to 5p sounds about right.

The news in the next few days is not Poolbeg but OO.

https://www.dailymail.co.uk/money/markets/article-9693379/MARKET-REPORT-China-slams-brakes-commodities-boom.html

CF's opening words, 'we are going to have a sensational 2021'. Cash flow is king, we have spent money on the spin-outs hence the drop from 20m from last Xmas, I'm guiding the market on the $1bn market cap by Xmas.
Should be a good update tonight.
GLA

No, it closed on 15th end of day.

Q1 H1 results are due 30th September

Would be good to get visibility on how the analyst session went at 11am. SP hasn't responded either way since.
GLA

Each Covid Human Challenge Study volunteer gets £4,500. Don't know how many have participated yet but 1000 volunteers costs £4.5m. More questions than answers really so far.
GLA

Good article.
While there are uncertainties and risks to commercialising AxisBiotix-Ps, we believe the current market capitalisation doesn’t fully reflect the potential financial rewards.
GLA

Analyst briefing at 11am, see whether SP turns upwards following the briefing. CF always indicated H2 2021 weighted, under promise over deliver. I'm in this for the long run as expectations are high, just disappointed with the cash position at 31st May. CF will get his shares cheaper now, could buy today now results are out. Next RNS should show director buy, let's hope it's a lot.
Good luck Strictly, as you say nice profit. I'm sticking around for a lot longer (average 13p ) not being greedy just think there is a lot more to get from this share.
GLA

Not sure where support level is but this is dropping fast

SP down 5%