Member Info for BlahBlahDoh

https://www.eetasia.com/xp-power-building-its-largest-global-manufacturing-facility-in-malaysia/
Approx £42M project to build XPPs biggest factory so far. 'Expected to be fully operational by the second quarter 2024...once completed, will employ approximately 1,200 people.'

No, we all expected the Texas inquisition. This delay is a real Spaniard in the works

Absolutely planetx! Good news continues. Brilliant performance in their first year, and managed to thoroughly outwit the spiteful Gresham House saboteurs who wanted to wind this company up. Well done to Helen Sinclair for getting investors out of their clutches into a much better managed group. She got sacked for her troubles, but should be seen as a heroine on these boards. Not many seem interested, but the future is so much brighter for the trust and it's investments now. NAV starting to climb again after a difficult period, but management still beat their peers and the main market.

RazzaB, what is your purpose in spreading misinformation? I've had Omicron. It is NOTHING like a cold. Some people get recurring, debilitating fatigue which can last for weeks, for me it was 3 weeks, and that was after being vaccinated 3 times for other strains. Again, nothing like a cold, more like flu++. Your lying BS could harm or misinform people, so why are you doing it, sheer malice or just deep, malignant ignorance?

"despite China's Zero Covid Policy" COVID is being exacerbated as a direct result of Xi's failed policy, not despite it. His refusal to import effective vaccines, and reliance on strict lockdowns has been a death sentence for many Chinese citizens. Lockdowns were a temporary measure, not a cure, and they very obviosuly cannot result in "zero covid". Vaccines are not a cure either, but a leader who refuses to obtain the most effective ones is unnecessarily condemning his people to death. In re-electing dangerous, ignorant Xi, the CCP has let the Chinese people down, yet again, and that's why so many of them are protesting.

It looks like JP Morgan closed their short position earlier in the month. GLG partners were down to 1.06% when they last notified on 10th November. 0.5% of that was from the end of June, when the price was around 2900, so it's still doing well, but the rest of it is probably underwater. These decreasing short positions certainly contributed to the rally.

Reported short positions can be downloaded, in spreadsheet form, from here: https://www.fca.org.uk/markets/short-selling/notification-and-disclosure-net-short-positions
The data is incomplete though, because the minimum reporting threshold is 0.1%, meaning you cannot tell when a position has been closed completely, but using the extra information on LSE you can make an educated guess

This article states that, as of 5 days ago, only MTN and Airtel had shown any interest in this year's auction. Since there are two lots, as things stand they would both only need to bid the reserve price to get one each?

https://nairametrics.com/2022/11/17/why-mtn-nigeria-wants-to-bid-for-another-5g-spectrum-this-year/

The article cuvio linked to points out that one problem with the second auction is that MTN, who already have a license, are allowed to, and intend to, bid for another one. If they won again, they would then hold a completely dominant position in the market.

Nigerian govt. apparently can't see any problem with that. Their reasoning is that the auction must be open and 'transparent', which completely ignores the actual issue - the glaring and obvious danger of monopoly and lack of competition which would, indisputably, be bad for the industry and bad for Nigerians in the long run. It seems like the main aim of the auctions is to maximise short term govt. revenue regardless of the long term cost.

"surely his target must now be even higher with the corrected data?"
metis20 already made that point as well, moany, you "numpty"! You should write for the IC?

"the numpty over at IC " Good old moany man, sticking the boot in over one mistake in a long analysis. Well done to StrictlyZinc (not Moany) for highlighting it, Metis (not Moany) for taking the iniative to report it, and ST for correcting it.
Although the IC article is a big boost, perhaps some of the rise is due to people taking an interest in where the POLB data is sourced? Still a potential goldmine underneath the crusted blarney

Decent final dividend of 12. 1p and the shorters are on the run. Big increase in debt for acquisitions, looks like Sage are in a growth spurt building up customer base, recurring revenue and margins. Underlying position looks promising

When "fund managers" buy, it's unequivocally good news, but when they sell it is not so clear cut, imo. There could be a number of legitimate reasons for selling other than because they think the SP will go down. But LO are even more difficult to gauge, because they are not just fund managers in the traditional sense, and their buying and selling could be coming from different parts of the business. Hard to predict market behavior, but it's a fair gamble to expect the price to rise in the "medium term" when either a court date or a settlement is ... guaranteed?

German insurance and finance group Allianz upped their stake from 3 to 4.25% (approx). A substantial vote of confidence in further growth from these levels. Outstanding performance from this company over the last few years.

"– this has been just another ‘false’ mini-rally and is likely over now. (Probably the best rally so far in that period).

I expect the SP will revert to descending next week/weeks."

Wrong yet again, Velo. Your wayward analysis has led you to deeply, almost comically inaccurate predictions here, time and time again. Your comment about "salivating" over lost opportunities seems like mere projection, because it is you who missed the opportunity offered here when the SP was around £15, just as you missed out in 2019. Both were golden opportunities. There is little point in following a share if you never commit. Aggressively insulting those who disagree with you isn't too smart either, why not just answer back politely? You might gain a better, more lucrative perspective. That's what a discussion board is for, not pointless name calling. Hopefully you are making some money on other shares, although not many have risen as far or as fast as this one, currently close to 50% in less than a month. Good luck.

Don't you hate it when someone calls you a "cult", like?
Just 'cos you happen to stick pins in a voodoo doll of Jay Y. Lee, people get all judgemental

"For me the trial date and result is key - Samsung can appeal all they like but damages will just accrue and accrue and eventually they will have to pay."

Agreed, especially wrt SP movement. The jury will also play a big part, if it gets that far. The inevitable appeal will be predicated around the amount awarded (assuming one is). Samsung's probable goal in the case now, in the absence of an unlikely dismissal, will be to produce credible reasons to trim any award, for use in settlement negotiations as well as appeals.

" adamant all will come out well"
I've never said that, as you well know Velo. It is funny how people like to put words in other people's mouths as if misrepresenting others bolsters their own position - it surely has the opposite effect, as it demonstrates a lack of self-confidence and a reliance on dishonesty? I'm not considering topping up now, but fortunately I already did so earlier, fairly near the low. As I said in a post at the time, the conditions seemed ripe for a change in SP trajectory. So far, so good.

The main risk here is to do with the lack of information from the company about the court case, imo, not the issues you are focusing on. The fundamental business strategy has been successful, but IF there is a problem with the roll out of new RF products then growth prospects may be compromised by an unquantifiable amount. This uncertainty may be the most weighty factor affecting the SP. The other issues: debt, retirement of senior staff, exchange rate losses, high wages due to covid, shortage of supplies, high freight costs, chaotic government, expected cyclical downturn in semiconductors, etc, are all important, but transient issues, imo.

The fact that so many issues weighed down on the SP at once, on top of the court case, gives considerable potential for recovery, imo, providing they continue to ease.

Have developments changed your mind about this one Velo, or do you think this is just a 'dead cat bounce'? SP movement suggests the shorters got this badly wrong again, just like Lombard and others did in 2019, but time will tell. I hope some readers (if there are any) took your comments with a pinch of salt and got on board around £15, because it has been a rapid 25% gain from there, plus a decent quarterly dividend.

If order intake is sustained into Q4 and component shortages continue to ease, this should have a lot further to go, imo, (and I'm "boring boy poster of the year").

"quantum" science seems like an unfortunate name. A very tiny amount of science, a bit like homeopathy perhaps?

Comparison with VOD is misleading. Look at existing long term customer growth record and growth forecasts for Africa generally and Nigeria in particular. What do you mean by dodgy? This is backed and largely owned by the enormous Indian Airtel conglomerate, seems safe enough, proven technology and business acumen, and highly profitable.