RE: How well is Shell really performing?15 Jan 2022 07:01
RDS and BP are clearer on their transitional strategy and perhaps to some extend are at times penalised by some for this (harshly in my view). The Larger US integrated Oil Companies are also clear and are lagging in the transition, but more actively supported politically. Ultimately they will have to change…. It’s a bit like the US, Germany, Australia and China wrt Coal…. Self protection and driving their own proffered agenda at the moment is accepted when done by big players.
Buy backs and reduced gearing are the levers RDS favour, a small % increase on dividend values is likely but a second tier driver IMHO. CAPEX is still constraint deliberately so debt reduction will inevitably come, all good news for the mid term…. Long term investment back into the business will have to resume, even if it’s only for for the cash cow LoB’s to fund the transitions acquisitions.
Charting has its place but the skill is in the interpretation of the right ones…. I have only an amateurish exposure, but in todays digital world a whole host of experts, models, trend analysis, interdependencies etc are touted as indicative of forward SP direction. Take a view and make your call…. Plenty of hot air around, some good insights to consider as data points.
It’s risk v reward and indeed, CBX is an educated gamble for me….. But I think there are handles and choice points to prevent a total loss, I’d hope most on this BB were sensible enough not to lose everything.
The Company is a start up, finding their feet, have made mistakes, but seem to have a product that could be well received if marketed correctly. My money stays on this horse for a few months longer at least….
RE: GREAT NEWS, READ ARTICLE FROM BLOOMBERG (CBG PREVENTS COVID 19 ) IF THIS GAINS LEGS , THEN CELLULAR12 Jan 2022 11:42
IF this indeed helps, I’d really want the board to shout it from the rooftops (assuming it’s peer reviewed and validated) and not be quiet…. Even if it’s prelim data and plays on the fringes of CBX’s offering, they should be capable of framing a positive story.
Come on CEO, let’s have a bit of you and your vision in the open.
CBX is a quality product and is aimed at a premium sector, it’s no where near a bargain bin candidate. The early products have in general positive response which is great, Feb needs to build on this and further establish their brand and niche. I’m expecting them to deliver still (IMHO).
Not gonna happen just yet….. The company needs to get sales going and establish themselves first, they are way off this in my view. Forward planning is always essential and I expect they have considered this and other sectors, but first things first.
Windows, I remember an article I read which looked at Gross margins of some cannabinoid Companies (albeit not just lab based products), they were also mainly US and Canada based… Bottom line was (if I recall) an average of 30%…. I expect CBX will be at least this.
The nervous and easily influenced will react too quickly, both buy and sell…. I think it’s ok to just expect clarity and delivery to be in line with prior commitments ( unless issues are openly and proactively addressed and clearly explained as to why any change occurs).