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Surely it's much more than an "accountant moving figures around"? They are saying the cost of delivery has turned out to be less than expected, which effectively means an upwards shift in margins? Looks like they are hammering home the inflection point from product development to profitable trading which is happening about now.

MCAP is only £88.6M, so it's a confident punt, if you'll pardon my language.

Presumably institutional: Cannacord or M&G maybe?

It's HBO Max doing the Harry Potter TV adaptations, btw, due to screen starting 2025/6:

https://eu.usatoday.com/story/tech/reviewed/2023/04/19/harry-potter-tv-series-max-everything-we-know-so-far/11687365002/#:~:text=Warner%20Bros.%20Discovery%20has%20officially,that%20arrives%20on%20May%2023.

Yes, it's going to be one TV series per book, so effectively a decade long promotion for the books.

Results show outstanding performance, yet again, and a proposed 10% increase in dividend. Wow.

Great news for CREO that their microwave ablation tool has been used against lung cancer lesions for the first time on a patient. Apparently this trial has been made possible by new screening techniques, a game changer in the fight against lung cancer. Potentially, this technology could obviate the need for chemotherapy and radiation for some patients. Congrats to all involved, especially heroic doctors at Royal Brompton Hospital

Spot on Maddox. Pretty bouyant. Remarkably, the all time high occurred more than 23 years ago, during the dotcom boom: £9.3074 (Feb 9th 2000) - are we nearly there yet?

Sorry 1eyed, I completely missed that, even with two good eyes ( :

Yes, long termers here are possibly underwater and 'waving', but for new investors it could become a shiny speedboat

The significance is how they've gone all in, very quickly, clearly seeing CREO's system as MUCH better than old methods in every respect - so not just a buy, but ongoing revenue. Assuming they successfully save money while improving patient outcomes, it seems like a no-brainer for lots of others to follow fairly swiftly?

That's tough OWLS, seems like you bought near the all time high. What could possibly go wrong, eh? At least you recouped most of your losses, plus a decent dividend. You may have got out a bit early, but probably just happy to see the back of this one for now (:

"multiples of the market capitalisation" was obviously untrue. Pretending otherwise seems like a weak, if not disingenuous, argument. It's not normal management-speak, it's specific quantification

That report is "issuer paid research", i.e. paid for by Angle, not an unbiased, independent assessment. Posting it without that caveat seems misleading, but presumably unintentional?

When someone responds, it's a basis for discussion, but when they just ignore you and instead indulge themselves in random predictions with no reasoning or logic, it makes the board dull and sterile. It makes you wonder what their motive is in posting here, because it's obviously not discussion

Are we having the annual offer rumour? Maybe Prudential want us back? A good fit for rapid expansion from their Asian base, with outstanding opportunities for cross-selling to an ageing population? ( :

@Robina. You imply that AAF is in a bad business sector and operating in the wrong region. So did you inherent these shares, or perhaps pressed the wrong button by accident when you meant to buy a diary? If so, there's not much point making cryptic comments on a discussion board, you may as well just sell up and buy a stock in a sector and region you actually see value in, or maybe a calendar?

I don't understand your reasoning, Robina. The attributes of the industry are no different from when you invested, they are intrinsic, not reasons to sell now. The pundits give reasons for their optimism specific to the stock, so if you disagree you should have solid rebuttal points, not vague suspicions. "Where it operates" is 13 different regions, more if you include the parent company, and it's the fastest growing population on the planet - most investors see that as a positive. If you see it as yet another vague, unspecified negative for some reason, then it seems odd that you chose to invest here, given the vast choice of investments available. Stocks go up and down for many reasons. Selling when they are down doesn't seem like the best timing, unless you think they are a basket case. I'd suggest there are obvious reasons why they are down now, very little to do with costs or geography, and obvious reasons for positivity too: just look at the growth and the dividend.

"That change is settling a dispute, being paid for it and validating the IP so we can monetise elsewhere over time."

The dispute was supposed to be about infringements of patents. That is what it was presented as, for years. Most of the money from the settlement came from a sale of assets, not compensation for infringement. The amount obtained for infringement was below even the low-ball expectations, which themselves were only conveniently announced after the settlement. Why settle for such a tiny amount? It seems, rather than validating the IP, they have sold a substantial chunk of it for peanuts. Why else have they given absolutely no information about why it was necessary, or what it consists of?

"Monetising elsewhere over time" is a vague hope, rejected by the market, and equating it with a transformational inflection point is plainly silly - it's a cynical attempt to justify failure by kicking the can down the road, yet again.

Noticeable how Pru got marked down dramatically more than other insurers, despite virtually no exposure. MMs must know roughly what the exposure is - over the last few years they seem to have actively looked for excuses to drop the SP, presumably to encourage churn?

Still waiting for those promised benefits from the strategic Asian focus... any minute now...

"wedded"? Not much of a marriage if they are cheating with another company. CMR surely have a huge incentive to bid IF the tools offer an advantage, it's an obvious way to target market share, which is surely their main objective? To dismiss it out of hand seems illogical

Credit Suisse cuts Prudential price target to 1,480 (1,540) pence - 'outperform'

That's an interesting thought Theorist, and you can see the temptation for either Intuitive or CMR to buy them out and gain an advantage over the other, if they offer a significant enough advantage. They are kind of in an arms race now to integrate the tools with their systems, it could conceivably lead to a bidding war, but I wouldn't bank on it. Robotic "arms", of course ( :