Member Info for bigpunt

Nothing will change for the next 9-12 months, so this level of profitability wont be happening until 2026. Good time to buy

Needs to go through Parliament and FCA approval first though

Karv your comment about motor commissions is wrong. They have communicated through RNS and through their investor relations continuously, this FCA ruling does not apply

The obvious question is, what is the Gov'ts alternative? Great buying opportunity

Oleric you bought in a few days ago, why are now feeling anxiety? I suggest you go back and look at the note you prepared in advance of buying in again, and perhaps take up a hobby to stimulate the fraying connections in your brain

Small volume no evidence that someone knows something

BTR is fine but they are flush with student property which is a overly exposed to political factors. With regards to cladding / fund raise - obviously they would not increase their provision if a raise is on the cards, so there is a risk of overstatement when looking simply at debtors + cash - liabilities. If they are looking to raise, they will require a clean audit report and no increase in provision or they will be fooked

This is really starting to look poor for shareholders. Those that invested before AC came in are sitting with a chunky loss - I can't see how management come out of this with any credibility in tact.

1. The listing has achieved what? Nothing

2. Three months on from planning consent and what has happened? Nothing

I am sympathetic with the sales performance but management have been too aggressive in trying to grow whilst the domestic market really isn't there, and the overhead is now eye-watering. How a business of this minute size can spend £224k in half a year on 'exceptional' cloud computing costs is beyond me, but it's what we all expected when such a lavish CFO appointment was made

This is only a guess, but perhaps there is a perception that the DVM concept can be copied?

It looks a good deal. I'm assuming cost synergies are coming straight from the in-housed manufacturing of Dermantonics products. I hope they will report how both businesses are performing on arms length terms

I also assume they were given the run-around on the issued shares. The broker is regularly useless here and I imagine the CEO had to do all of the chasing. I hope he has learned his lesson

£100k p.a. interest costs for a £500k contribution, plus synergies from Dermatonics manufacturing, is really good business. There was no mention in the RNS of future engagement from the vendor so I hope they have the right person to run it

Belgrano, why would anyone at the helm of a listed company, that is running one horse in a one-horse race, be stupid enough to trade? Do not pass go, do not collect £200

25 October, paid 28 November

The final dividend is 12p which is a circa £15m return to shareholders. That is seismic however they have not indicated their policy for dividends which is a little disappointing and may discourage investors looking for income

The results and balance sheet compared to 2019 are broadly the same (with a slightly better balance sheet in my view), although finance costs are now double. On that basis, I am a very happy holder

What on earth is "cash profit"? And what follows is platitudinous nonsense. How can anyone have any credibility in a report that uses an oxymoron like it is recognised jargon

What is the obsession with the share price? When the company has a healthy consensus profit for YE 06/26 it will be valued according to appropriate earnings multiplier with an enhancement for the R&D pipeline. This is not for making a quick buck and any investor's position here will be allocated accordingly

Belgrano, you have pushed the line of croda making a speculative takeover for some time. Why would they bother lumbering themselves with all that overhead and what is now a diversified business. They just want to get on and sell

Directors have been in a close period since the HY. It is more important to look at the competitive environment for DVM - has anyone done any research?

Going downwards. Seems to me that uncertainty over labour government is causing the gloom. JDW is only overly-exposed on business rates IMO

SandD that is a very crude measurement of success for cards. One needs to take a holistic view based on a range of KPIs

John, JDW have positioned themselves competitively, such that there will never be an entrant to the market that will threaten their cost leadership position. Their firm position adds to the brand and customer loyalty imo. Moving prices around based on what the competition is doing, is quite frankly fickle