Member Info for bestintown

Trendz, I think that we will have to wait until 1st March to hear how many shares we have been allocated according to the RNS "Announcement of result of General Meeting and Open Offer" .

Just looked at my ii account and saw that my subscription cash has been paid over.
Unable to get a live Sell price.
Lets see what happens later today ............

Viable, do you know for certain what new patents have been lodged iro pathogen detectors?

Looking more closely at the presentation of May 2020 (https://www.graviscapital.com/funds/gcp-infra/literature) that explained the sensitivity of the value of some investments to the electricity prices I see a statement that " sensitivity analysis shows that under further adverse price moves, a number of loans start being impaired, particularly in the Company’s biomass investments". Further down on page 14, under "Challenges", the comment "Restructure of loans on two biomass projects expected shortly ..... Performance challenges at one other asset". Maybe these have crystalized? Although I would expect the impact of any impairment would be reflected in the latest NAV of 104p reported for 30 September.
Either way I don't believe that electricity prices will remain depressed in the medium term so this remains a good long term investment that currently yields 7%.

NAV dropped again at end Q3 - now down to 104p - as a result of lower electricity prices. But this is hardly new information .......

Agree Gulfharbour that Ulvr seen as a safe haven but sales of disinfectants will continue to boom well into 2021 and so I expect continuation of solid revenue growth. This should give a boost to the bottom line if not offset by adverse currency movements as happened in Q3. Certainly I see current SP level as good entry point and recently topped up my holding although I push the Buy button a little too early!

Let's see if the AGM produces anything that's newsworthy

Today, 30th July, the share is ex-dividend.
I took the following explanation from the SEC website:
"When a company declares a dividend, it sets a record date when you must be on the company's books as a shareholder to receive the dividend (......that's 31st July as mentioned in Keller's original announcement). Companies also use this date to determine who is sent proxy statements, financial reports, and other information.
Once the company sets the record date, the ex-dividend date is set based on stock exchange rules. The ex-dividend date for stocks is usually set one business day before the record date. "

Today, 30th July, the share is ex-dividend.
I took the following explanation from the SEC website:
"When a company declares a dividend, it sets a record date when you must be on the company's books as a shareholder to receive the dividend (......that's 31st July as mentioned in Keller's original announcement). Companies also use this date to determine who is sent proxy statements, financial reports, and other information.
Once the company sets the record date, the ex-dividend date is set based on stock exchange rules. The ex-dividend date for stocks is usually set one business day before the record date. "

Fear ..... and lack of any new contracts wins has undermined this share.......but last years Rights Issue and the expected recovery of the Amounts Recoverable On Contract (albeit that the majority was with one unknown customer) should have secured the immediate continued operations

dl77, I agree that IMB should be faring better. I really hope/expect the eventual rally will be strong (and maybe sudden)!

I suspect that Milton is overweight in KMK following their recent merger. They are rebalancing their portfolios because of that and not for any issue related to KMK operations. But as always DYOR

I have no new information but the stated objective was to raise GBP2billion from asset disposals by May 2020 which can only come from sale of the cigar business. Using these proceeds to reduce debt and/or return to shareholders should bolster the current (low) price.

Back to the Placing Price of 25p in February.
Happy New Year and every wish for success in 2020 to all LT Holders here!

As a LT holder I was amazed that the recent Placing (1.5p) was made at such a premium to the then prevailing price. It suggests that the Company is undervalued by the general stock market.
Also I was very encouraged to read how management will spend the extra funds to improve the Company's production capacity and lower its unit costs. It really looks promising.
So can someone explain why the current share price remains below the Placing price?

Correction: this was WPCT!
And there is an other new broom in town .... I expect our new Government to take policy decisions that support British innovation and enterprise - precisely those companies that were supposed to be in this portfolio. And yes I know someone will tell me that Woodie invested poorly and blindly but I have hope that some of them will be winners.

Canoncan, agree that the contract awards are slow but analysts reckoned that the order book was $100mln at the time of the Rights Issue. Subsequently I read an article by ii that estimated Kromek needed annual turnover of $22mln to breakeven, so maybe it is already three-quarters of the way there with whats on order. It's not unreasonable that they'ii manage the other 25% in the remaining time. So I think the company will be around in 5 years from now.
That's not to say that the SP will be very much higher than now, but it gives plenty of scope.

OD, agree with you that Schroder will steady the boat but can you clarify the final sentence of your post so that we understand its meaning. Thanks.

5eights, I only read your post now so missed the report on BBC. I didn't see anything listed in the newspaper - therefore I'd like to know what programme it was that featured Woodford and what was its conclusion.

IT, "...and even one that undeniably works, Proton or whatever its called, now may not actually make money"....neither at this moment does Netflix or Uber but the market gives them a high value................ who knows where WPCT is going...... its just the high risk component of a balanced portfolio......