Member Info for BlahBlahDoh

I can understand alphabetical order, I just choose not to. If you prefer reason, other posters are available. That BlahBlahDoh has let himself go.

Trading statement is great, with a useful hard-nosed stripping out of profits purely attributable to COVID-19 still leaving a great leap forward in underlying growth, and it sounds like more to come. Dividend has obviously been permanently scaled back from previous levels, not necessarily a bad thing as it has allowed debt to plummet and should help R&D spending which is vital for the companies continued progress, but seemingly at odds with the very different attitude towards executive pay and bonuses. Investors can hardly complain about overall returns in a plague year though. Good luck all!

Best wishes to Chair Mike Evans, off suffering with stress, and good luck to acting chair Fiona Clutterbuck. Tough times we are all living through. Hold on for better days.

Presumably no-one was interested in purchasing Nanoco because they knew that the IP was worthless if not protected from Samsung, hence subsequent events. Samsung have not so far denied appropriating Nanoco's IP, but not explicitly admitted it either, AFAIK, focusing instead on whether the patents hold water. The fact they want a delay to study the patents might suggest they are not sure about that any more, but almost certainly it's just a delaying tactic - neither option seems to show confidence in their line of defence.

Just because Samsung put out a QD TV, it doesn't follow that Nanoco must have known, straight away, that it was made using stolen tech. They probably imagined, like every here, that Samsung were an honourable company, otherwise they would never have collaborated with them in the first place.

XP power appear on this list of 41 growth stocks for 2021 identified by Peel Hunt, but they are the very last one mentioned:
https://www.ii.co.uk/analysis-commentary/41-growth-stocks-2021-ii514651?utm_source=newsletter&utm_medium=email&utm_campaign=NEW-DLY-ENGAGE-ii_afternoon_round_up_060121%20(1)&utm_content=newsletter&spMailingID=11746377&spUserID=MTIxNjc2Mzg5MzQ0S0&spJobID=1671380225&spReportId=MTY3MTM4MDIyNQS2

Some might say selecting 41 stocks is cheating, and Peel Hunt should be disqualified from opinionating, but I applaud their bonkers numerical eccentricity and find their eclectic free-range assortment rather amusing.

XPP trading statement due on Tuesday - hoping for another power surge as the dark poison of US protectionism and trade wars start to be purged, vaccination gets turbocharged, and healthy trading returns.

Interesting comment within a piece about Elon Musk's wealth:

"Daniel Ives, an analyst with Wedbush Securities wrote: "A Blue Senate is very bullish and a potential 'game changer' for Tesla and the overall electric vehicle sector, with a more green-driven agenda now certainly in the cards for the next few years."

Expected electric vehicle tax credits would benefit Tesla, "which continues to have an iron grip on the market today", he added."

https://www.bbc.co.uk/news/technology-55578403

(electric vehicle charging hubs are a big potential target market for IES)

btw, I know we're all DYING to make a joke about the band slightly changing one word in the title of their song to "Wells", but it's so wrong, it's beneath us. Must... resist

SP back to pre-pandemic levels. Don't blame it on the moonlight, blame it on the K-pop.
Big question now is - can Michael control his feet?

I fully expect Mike Wells to dance with these pretty boys:
https://www.prudentialcorporation-asia.com/corp/prudential-pca/en/media/media-releases/we-do-well-together/

Don't let us down Mike

Absolutely amerloque - the company was primarily created to commercialise the unique seeding process developed by Nigel Pickett even prior to 2000, with zero involvement or interest from Samsung AFAIK. I think Novoselov's involvement was only relatively recent and fairly minor, but the prestige of their shared institutional background is certainly world class. Funnily enough, Samsung have sponsored the Nobel prize, another example of their dubious "tentacles".

"Note that Nanoco technology evolved out of research performed at Manchester University, where the discovery of a process for developing two dimensional nano materials resulted in Nobel Laureates for two university scientists, Andre Geim and Konstantin Novoselov."

Not sure why Geim and Novoselov are relevant here? Nanoco was formed in 2000, graphene was isolated in 2004.

Dead funny where he refers to "infectious DECEASE data" followed by a long ramble about how great the wearables industry is. Seems peripheral to spend so much time discussing an industry ORPH currently derive zero revenue from, and one they conspicuously failed to break into last year, despite similar breathless off-target enthusiasm. Hopefully they'll make some sort of progress this year on becoming a DATA company, as sold to original investors, but the main action for ORPH now appears to be elsewhere, with virology business exploding in all directions for the foreseeable future. It is interesting that AstraZeneca have invested heavily in rare diseases though, seemingly on a similar tack to CF circa 2019, identifying a huge, largely unaddressed market.

Year is dying and we're still breathing, meanwhile, ORPH grew exactly 444.44%
- in your face 2020.

When Samsung stood on Nano's windpipe, it was nothing personal: just business as usual from the charming Lee family.

At this stage, phantom revenue from Dow or Merck seems like the ghost of Christmas past, rather than future, but maybe, just maybe, they can change their Scrooge-like ways and send us some figgy pudding.

yuk yuk yuk
- notorious BBD

Welcome smezbay. A genuine concern may be that Sage's software is mature compared to some of it's rivals, and new companies may find new software the natural choice. So while it's true that new companies will spring up where old ones die, the competition for their business could be fierce. Sage do have the advantages of scale though, and have survived for a long time through canny marketing and adaptability. Also, they are focused - their big pile of cash can be used for R&D and marketing initiatives. So you could take the view that the dip in SP is due mainly to increased uncertainty over the future, rather than any real problem with performance or strategy. If the EU trade deal holds, it ends at least one worry for struggling SMEs.

So first, you're suggesting that the liars at The Sun are a credible source of information, and then you're going even further and concluding merely from their use of the word "had" that the ethics committees must have already reached a decision but somehow forgot to announce it. It's admittedly not quite completely impossible, if you squint and bang your forehead on a desk, but why not just wait for the real approval? It shouldn't be long now as the first phase of the study starts next month, unless Boris has had another of his sudden mood changes, fwaah. He's probably a bit flighty after celebrating the glorious achievement of reducing EU fishing quotas by 25%, by 2026: rejoice!

Not sure these sales are directly relevant relevant to the margin issue. Margin reduction means lower prices. The market seems to be seeing that as a weakness - a defensive move to dissuade clients moving to rivals, but Sage say they are taking action to maintain growth. By selling off slower growing assets, they free up cash to deploy as investment for faster future growth - in product development and marketing, for example. This gives flexibility, but increases uncertainty. There may also be a suspicion that the growing pile of cash is for acquisitions.

Even by African standards, Nigeria's current government seems cackhanded. Supposing this weird crackdown is really necessary (frankly, they have more important issues to deal with), the way they have done it seems unintelligent and counterproductive. Hampering their telecoms industry will be absolutely terrible for the wider economy, and there seems little benefit from this for the Nigerian people, so you have to assume it's the usual personal corruption and power games at play.

At the end of the day, Nigerians will still love smartphones and want the service long after this government has gone, and this potentially creates a rare opportunity to grab market share from rivals and illegal operators. It also adds another barrier to newcomers, and may even push up margins.

Must be an absolute nightmare for CF and his family moving to London in these dark times.
Hope we see sharp focus and some more stellar deals next year from the clever wee fella.