Member Info for BlahBlahDoh

I may be wrong, but there seems to be some confused thinking about how complex data on databases can be integrated with real-time data available on a wearable device, to produce a prediction. Structured defragmented data has inherent value, no doubt, but how does that value link to wearables? If prediction is the connection, that would seem to require a massive breakthrough in Artificial Intelligence, but for AI to even have a chance of personalised disease prediction, it would surely need DNA sequencing and bodily fluid analysis, in order to map an individuals characteristics with any precision onto any hidden predictive patterns potentially present in highly technical medical databases. Wearables have nothing close to this, just a very restricted set of approximate real-time data, inadequate for linking to a database in any meaningful or accurate way. Standard measurements like temperature and heart rate are useful for broad conclusions about current health, but not for accessing the type of complex patterns hidden amongst the labyrinth of data points on a typical scientific database. I'm calling BS on this one, but I'll be delighted if CF can prove me wrong, and I wouldn't put it past him to be able to sell it to someone, BS or not.

The idea appears to be predicated on data from human challenge studies, which presumably have data rights defined in the contracts. That means the data doesn't yet exist. When it does, it may give some useful stats about the average participant's reaction to the virus, or maybe not. Blood pressure and temperature stats are probably already well known, so they must think the HCSs can provide something more specific, something unavailable elsewhere? Whether any 'wearables' makers will be interested at all remains to be seen, but right now it seems more like an interesting possibility than a defined asset with realisable value.

Airtel already have (had?) a deal with Moneygram rivals Western Union, and also WU are reportedly bidding to take over Moneygram. Covering all the bases?

"Open Orphan gatekeeper company to fast track any vaccine"
Don't think that is accurate KTRB. The vaccine referred to, Chadox covid-19, has been in phase 3 trials since May in 19 sites in the UK, as well as a 30,000 patient trial in the US and other large programmes around the world, such as Brazil and South Africa. Contrasts well with the Russian vaccine which doesn't appear to have completed even phase 1 on any convincing scale. It's not impossible Orph may have contracted some of the work anonymously either directly or indirectly, but to describe them as gatekeepers seems somewhat misguided? Funny to see Trump effectively promoting a vaccine, and a research group, from outside the states - making Oxford great again? Lead scientist on this project is Sarah Gilbert, btw.

"One option being explored would involve the U.S. Food and Drug Administration (FDA) awarding “emergency use authorization” in October to the potential vaccine, which was developed by Oxford and licensed to AstraZeneca"

https://www.reuters.com/article/us-health-coronavirus-usa-trump/trump-administration-considering-fast-tracking-uk-covid-19-vaccine-before-election-ft-idUSKBN25J0OD

The Jenner Institute, part of Oxford University, seems to be emerging as the leading vaccine project? Well into phase 3 now, I believe, but awaiting early results from various international testing centres. Don't think OO are involved?

Don't be silly, viruses don't have nationalities. Pretending they do is dumb as a broken Trumpet. In terms of "forever", ONE expert (singular) described it as eventually being similar to 'flu, as opposed to smallpox, which was ultimately eradicated by Jenner's breakthrough.

https://www.youtube.com/watch?v=9fNKSOYSP1w

Is it? I thought once I'd bought them they'd just keep rising. Wot a swizz. Perhaps if I keep commenting, on a daily basis, about how there is a seller, who's finished multiple times, but keeps selling, only you can't tell if they are sells or buys, but once that seller has finished, which they will any day now, only there might be another seller, then they'll go up again?

MF don't say how precisely they arrive at a 7% dividend, apart from stripping out the special div. It seems to be based on the previous financial years dividend (less the special) of 11.92p paid in May? If so, that only related to the 6 months since the float in October, so the real historic yield was higher. The policy is to pay out roughly 1/3rd as interim and 2/3 final - if followed this would result in a final of 12p on top of the announced 6p interim, i.e. much more than 7% yield at the current share price.

List of Institutional Investors here: https://markets.ft.com/data/equities/tearsheet/profile?s=XPP:LSE
totals 46% (throwing shade on my earlier speculations).

Perfect timing is elusive, but you came pretty close with that sweet last entry point AAS. Looking good for a substantial second profit when you call it. Nice!

Apologies deepjoy, I DID take that out of context, in fact I didn't even read it properly, so I should probably be subject to a barrage of criticism and shaming on this board. Nevertheless, I'm surprised at your confidence that you can prove reasons for SP movement by looking at charts: to my mind they only show historic prices, not reasons, let alone clues to future performance. Your blanket dismissal of fundamentals during this period is equally discombobulating. I'm staggered and gawping at your sheer audacity. At least you didn't take issue with my final, apparently indisputable contention.

I don't understand talk of "poor SP performance" when it's trebled this calendar year. Makes me wonder how your other investments have done. Ultimately, it IS about profitability, and the massive rise partially reflects the perceived turnaround from previous loss-making positions across the businesses. The huge increase in traffic on the board shows that "sentiment" is high too, probably accounting for the rest of the SP gains so far, and the flaky volatility due to frenetic and indecisive short-term speculators.

It's not just coincidence that Moniman's moaning parallels the rising SP - he is clearly somehow fuelling it, and I urge him to continue.

Surprised there is no discussion here about the dubious Russian "vaccine" being touted, Trump style, by Putin and the Russian health minister Mikhail Murashko. This could potentially affect OO's business? Ironically, they have dubbed it Sputnik-V, subtly admitting that it is more about being first in space than reaching the moon - first to get official approval rather than being a safe and effective vaccine. According to Moscow's own Association of Clinical Trials Organisations, it has only been trialled in combined first- and second-phase tests on 76 people! No third phase at all!! Further doubt arises from a failure to share any data about it, but it is based on adapted strains of the adenovirus, a similar vaccine approach to that of AstraZeneca, who for some reason abstain from skipping that inconvenient third phase and boosting straight into orbit.

Joking aside, if it fails, as seems highly likely given it is more or less completely untested, it could damage public confidence in vaccines, both inside Russia and elsewhere, making control of the pandemic even harder.

"The negative outlook on Prudential's ratings reflects the diminished diversification of the group's earnings, capital and cashflows following the planned sale of Jackson. Moody's anticipates the ultimate full disposal will only take place in the second half of 2021, or later" Yet they haven't reduced the rating.

"Moody's will continue to monitor developments in the group-wide supervisory framework by the Hong Kong Insurance Authority, which could be beneficial for the credit profile at the holding company level by including the holding company within regulatory oversight."
It seems unclear precisely what this means, or why it might be beneficial, but presumably anticipating technical changes as a result of the now even more emphatic Asia-centric future? Possibly even hinting at ultimate relocation from London?

https://www.lse.co.uk/news/PRU/moodys-unchanged-on-prudential-view-despite-jackson-sale-decision-hcrvi1s1vegehfq.html

Good points skid35, the headwinds are real, but the undervaluation you refer to, relative to p/e, might be seen as a positive, as it amounts to inbuilt pessimism over future earnings, thereby offering considerable potential upside in the event that anticipated worries are not realised. While logic may suggest that the long-term drivers are generally unfavourable, a lot depends on how they are managed - M&G management seem highly competent so far, and certainly don't lack confidence or ambition. They are targeting more profitable lines of business, for example, and pushing into new territories. Whether they are smart enough to continue thriving only time will tell, but as jatw said, they seem to be emerging stronger than some rivals, so there may well be some shape-shifting as the landscape is transmogrified post-pandemic, and post-Brexit.

Not sure about holding "forever" (visions of mad old geezer clutching M&G prospectus on deathbed), but as a divi play they are surely only a long-term sell if they prove unable to maintain the dividend policy. They seem to have passed at least their first tests on that score with aplomb.

Prufund sailing into Europe by year end. Avast me hearties!
https://uk.reuters.com/article/uk-m-g-results/mg-plans-savings-push-into-europe-as-first-half-profit-tops-forecast-idUKKCN2580ON

6p interim divi points to 18p total by year end - slightly below some estimates, but yield still above 10%+, quite incredible compared to the rest of the market.

"resilient" made the RNS headline: so proud.

I would hope for a mention of "resilience" at least 4 or 5 times? Crank up the the resilience-o-meter.
How about that Frozen property fund: will they sing a new toon?

"expects XP Power's earnings growth to accelerate from its 9% five-year average to 15%, which its analysis showed should drive a re-rating"

They are targeting 5130p, or 20% upside from current price. Always nice to hear a positive guess (@:

https://www.sharecast.com/news/broker-recommendations-/broker-tips-xp-power-hummingbird-resources-rotork--7600671.html

This investment keeps shifting and narrowing and is soon to be a pure growth play, focused almost exclusively in Asia for the foreseeable future. Focus brings more risk, but hopefully more reward too. Hong Kong regulation increasingly means CCP rules, a rather shakier legal framework than hitherto, slanted more towards politics than justice, Pru will have to learn to dance. A gradual build up of African investment is probable and prudent for the future, in line with demographic predictions.

Surprised at the market reaction: presumably it was expecting worse, but the headline numbers are pretty bad!
Looking ahead, Jackson provides fuel for the growth engine.

https://www.ii.co.uk/analysis-commentary/prudential-another-spin-gets-investors-excited-ii513170

Yes, and well over 100% in a year. I think the market probably marked these down too much during the cyclical downturn due to crippling uncertainty caused by the trade wars and Brexit, so to some extent the SP has been lagging and playing catch up with a remarkable commercial turnaround in the companies markets, coupled with lucky (or brilliant) management decisions. I wonder whether the latest SP action may be due to the company becoming more visible, less risky and finally "investable" for institutions?

Looking forward, this seems to have become a COVID-19 play through a boost in medical sales. That could be a long-term enhancement to the revenue stream, and potentially a source of large and valuable new customers. In addition, a new wave of external technological changes seems to be generating yet more demand. So maybe it is a little early to be looking for the exit, as more growth seems to be on the cards? On the other hand, taking a profit can never be wrong! I'm sticking, fwiw.