Member Info for BlahBlahDoh

A bit rude calling us "Members" Manu ( :
Bit early for a declaration of the "final" divi too - not due until next March
Barring any shocks It should be in the region of 12.35p - reasoning is declared dividend policy, history of absolute adherence to that policy during extreme conditions, proven ability to pay, and more than adequate coverage.

Fair play to UBS, who have been saying "buy" since June, when the price was about 80p:
https://research.ibb.ubs.com/openaccess/compliance/750771782461_1_new.html

Today they raised their target from 127p to 141p

Were you formerly known as Nostradamus, your majesty?
Is your target still $50bn MCAP, or have you made up a bigger number, I mean recalibrated your projections based upon the expanded business footprint.

Well Gresham and their supporters have succeeded in wrecking the company, and it's now going to be run down under Harwood over 2 years. Lousy outcome for all: the Gresham group will now have to wait for their cash, Harwood get no fees, and small investors are simply shafted with no choice in the matter. So much for treating other investors fairly, but at least Gresham won't be extracting enormous fees from the company any more, thanks to Helen Sinclair - she was the one really looking out for investors, and it would be really interesting to know the details of how Gresham colluded with other shareholders to force her out.

Company in best shape it has ever been with multiple promising and highly active projects. Eccentric SP action, market spooked by potential supply chain issues?

Thanks Lobo, this looks consistent with all the previous arguments we have seen from Samsung, lacking technical credibility and looking like they are just pretending to misunderstand. They surely must know the technology in fine detail, in order to employ it successfully, or even to make their case, so their line of questioning looks knowingly misleading. That seems like a desperate tactic. Hope the PTAB see it that way!

I think it's that and more, DA, payments processing AND other financial services probably including banking accounts for people who have never had one before, in addition to the mobile revenue, and yes, very likely an absolutely huge moneyspinner. It also potentially opens up a whole range of services in places where people have not had them before across the continent. The recent appointment of an African CEO was very important, imo.

Thanks Paul, what great news. The process may be complex and nothing is guaranteed, but it doesn't sound like it will take all that long: "Final approval is subject to the company satisfying certain standard conditions within six months."
https://www.sharecast.com/news/news-and-announcements/airtel-africa-gets-approval-in-principle-to-operate-service-bank-in-nigeria--8423934.html

Final approval would have the likely outcome of providing substantial and growing revenue for the rest of the century, in the fastest growing population in the world. Which is nice.

Edison initiated coverage of Creo Medical last month. They value the company @ 240p based mainly on the CROMA platform. "Creo Medical products are in a large and lucrative market. Conmed estimates the GI endoscopic technologies market is approximately $3.0–3.2bn with the RF energy-based surgical device market at $2.7–2.9bn per year."

Recent fundraising to accelerate commercialization seems to have soured sentiment, and is probably the reason the SP has been heading south for a few months now, but unless Edison are drastically wrong, a turn seems inevitable soon. Anyone want to call the bottom, or are we already there?

"Revenue and bookings for the nine months to 30 September (9M21) are ahead of our expectations and we have revised our forecasts to reflect this, with EPS upgrades of 2% in FY21 and 3% in FY22."

https://www.edisongroup.com/company/xp-power/

SP briefly hit 5600 this week, for the fourth time. It seems like pressure is building on that ceiling as results relentlessly continue to exceed expectations.

Not quite right Morbox. M&G own a chunk of ELTA, and now own the equivalent piece of the spin-off Hostmore. How easy it is to write that, but look what a dogs dinner the RNS system makes of conveying such basic information. The architects must be so proud.

"Interesting that they believe the SP is not at its true value. I would challenge why we are not seeing more director deals if this is the case?"

Maybe they mean it's too high Skeletor? It has more than doubled this year ( :

Another sharp spike this morning, makes you wonder if a big player is having a nibble?

The significant B2B deal highlighted by John Harrington here, gives an indication of the potential of the digital content:
https://www.proactiveinvestors.co.uk/companies/news/207636/bloomsbury-trading-in-line-signs-b2b-deal-with-the-icaew-207636.html

The clock struck one, the mouse ran down the CEO.
Hey diddle diddle

Breaking with a long held tradition, this company appears to have accidentally put someone competent in charge? It's most unsettling.

Only 82m shares in issue. Many of them may be put away and forgotten, leaving the MMs short when there is demand, but suddenly awash (relatively) during a bout of profit taking?

The traditional business is doing extraordinarily well, but the relatively unnoticed digital strategy is the real gem here, long term sustainable growth with significant international possibilities. With that in mind, it's possible sellers may be taking profits far too early, but hopefully they'll use the cash to buy some books ( :

I think even "very good" may be an understatement Paul, the numbers look extraordinary. Margins, revenue and EPS all fabulous, costs reduced and customer base continuing to grow strongly apart from the severe one-off hit in the biggest market: "customer base growth was affected by the new NIN/SIM registration regulations in Nigeria ...excluding Nigeria, the customer base grew by 13.7 per cent." https://guardian.ng/business-services/nigerias-32-4-revenue-growth-boosts-airtel-africas-operations/

This is a sensational start for Segun Ogunsanya as CEO, and the sustainability strategy indicates a healthy corporate ethos: https://www.proactiveinvestors.co.uk/companies/news/964552/airtel-africa-lifted-by-new-sustainability-strategy-964552.html

Continental hub established in Kenya.
"Apart from Kenya, the firm has operations in Cameroon, Cote d'Ivoire, Ghana, Togo, Uganda, Zambia and Nigeria with all these offices directly reporting to London...
Prudential Africa chief operating officer Nick Holder said the firm is counting on Nairobi’s strategic position to expand its network to 20 more countries in the continent in the next year."
https://www.the-star.co.ke/business/kenya/2021-10-28-prudential-moves-africa-offices-to-nairobi/

Apologies, I mistook the record date for the ex-div date. Thanks Bazzaman

Another great set of results with strength across the board. It seems that a lot of demand has come early this year and fallen into H1, as clients seek to avoid supply issues, so the spectacular, record breaking first half should be taken in context. There is an investor presentation on 4th Nov @ 12:00

Interim div 1.34p. Paid Dec 3rd, ex-div Nov 5th