Member Info for Bluechiplet

In fairness, if I remember correctly, the Dubai contribution was only 3% of T/O last year.

Nothing about this on my account either (HL account)

...and timed no doubt to build on that foothold as the opening of the second runway nears.

A genuine query this.

Why is RM Funds making such a big deal about the way Gore Street is run given that they only have a holding of some 4.4%? If I'm not happy with a company/share's performance I move on to somewhere else. Given that they 'lost' the vote, albeit with only some 70% voting 'for' the board (though I suspect that might not be so unusual with quite a number of companies these days) I'd have anticipated the action might have been to review their holding. Can't help but feel their action is not entirely being driven by 'in the interest of share holders'. Any thoughts?

Potentially an interesting article in this morning's FT online about the Elliston Institute of Technology funding Oxford University's Vaccine Group to the tune of £118. It states that the money will be used to fund “human challenge trials" where participants are infected under controlled conditions. The Institute is also due to open its £1bn+ Oxford campus in 2027. One would have thought that this might be relevant to HVIVO.

Just a passing thought but, am I the only one to have noticed that it has been extraordinary sunny for the past 3 months. If only I could find a share that might benefit from this...

I agree with the comments on this share having further to go, I have always considered it undervalued. But in terms with the pre-covid price comparison there was a somewhat significant increase in number of shares issued during the pandemic, so that the prices aren't directly comparable. About 149m shares in Dec 2019 and around 214m today.

Bad as the news is, the fact that Haleon are hiring a new sales manager does suggest that they don't yet regard the product as a 'dead duck' and that just maybe they do believe that the approaches taken weren't as effective as they could have been?

Am I missing something here?

NbR (nitrile rubber) was first developed in 1931, according to wikipedia. What is it about the NbR developed by SYM in 2011 that makes it so special?

Agree, not great news. My hope, no doubt misguided, is that most of this is already priced in. After all the share price has already halved for what should be a 'safe' haven in turbulent times.

The same thing happend with Amryt Pharma in November last year. Barclays at that time said they couldn't hold Nasdaq ADRs in an ISA Account. From what others have written this may not have been quite accurate. I then checked the position regarding selling and rebuying in a SIPP account (not with Barclays). I was informed that you can hold ADRs in a SIPP, but that you wouldn't be able to trade them as per a 'normal' share. I chose to sell Amryt, rebought in a nominee account and waited for them to be converted to ADRs. That transfer was pretty straighforward. The subsequent drop in the Nasdaq has meant that actually the better plan would simply have been to sell the holding! Also, just to note, there are tax implications with such holdings held overseas (assuming they go up...lol)
I forget the precise figures, but from what I remember Amryt justified the transfer to remove the cost of the dual listing and that c90% of trades in any one day were on the Nasdaq exchange.
Sadly, I suspect more companies will choose to follow Abcam simply because there is a far larger market in the US for trading shares. Given this possibility, I equally suspect more brokers ( and regulators) will in time facilitate the process to transfer holdings in order to not lose out on investments that move overseas.

Thanks Dartron for the informed analysis. Helpful.

My view is that these are impressive results, unquestionably so, with much to look forward to in the medium to long term.
I can't explain the fall in profits, but as a passing thought, there have been ongoing issues with the Becton wharehouse element of the business, mentioned in several of the past RNS statements. The Becton problems are again only mentioned in passing, linking poor performance to high street retail sector issues. But I've yet to find anything that quantifiies the level of loss in this part of the business,. It would have had to have been pretty substantial to have had an impact across the business as a whole. The 'smoothing' of turbulent times across the business also seems to have had some impact on the level of cash flow. So I'm not surprised by today's fall, particularly given the CEE exposure, even if it has to date been well managed.

Humm... what some guys don't understand is that optimistic forward metrics are not quite so meaningful when there has been, and still is, a global pandemic, a war and most likely now a dose of stagflation. KGH has certainly been hit by today's RNS, I'm sorry for existing holders of the stock, from my perspective I'm even more sorry at the collateral damage to GTLY's price!

Not that anyone is likely to care but, In my view in spite of ANIC's excellent focus on the (E)nvironment with unquestionably huge potential benefits and currently limited exposure to (S)ocial, I find the G(overnance) element is making increasingly uncomfortable reading. Sufficiently so that I'm out.

So, should we find ourselves in a world with endemic covid, in some months or years to come, one might expect that the focus for investments might return to examining what companies actually do. Given that YGEN's progress with developing a global capability in NIPT testing warranted a share price of 13p in mid Novemeber 2019, well before anyone had even heard of covid, it does seem rather odd that the current price doesn't reflect this. Also odd, is that few seem to appreciate that roll-outs were inevitably slowed in the midst a global pandemic, who'd have guessed? Whilst annoying that the share price is falling, it does at least allow for some topping up.
Just a thought...

A couple of sentences from an article about Paragraf in yesterday's FT:
Graphene start-up wins backing from UK Treasury and CIA-linked firm Cambridge-based Paragraf aims to commercialise material acclaimed as a wonder by scientists and engineers.
The UK government and a venture capital fund with links to the CIA have taken stakes in a Cambridge-based start-up aiming to commercialise the use of graphene in electrical devices
Paragraf claims to be the first company to develop scalable technology for the mass production of graphene for the semiconductor industry. The company has raised $60m to help build commercial operations globally this year. Among the new investors are the UK government’s Future Fund

Glad to see I'm not the only one wondering why this is at the price it is. I don't own any shares in it, regretably so given the rise over the last three years. But I do have Gateley, which have done well, but sit on a P/E of about 20 when KGH are currently on 100+. Both companies have announced half year results, GTLY £62m revenue and £8.1m adj Profit, KGH c£60m T/O and adj profit c£7.6m. Revenue growth not that different 23% vs 29%.
So, why the 5X higher P/E ratio for KGH? Equally, alternatively why is GTLY so 'cheap'? Both companies have had the same relative P/Es for the past 3 years too. Any ideas?

Ok, so online sales fell between June and July in the EU and UK. Is anyone in any way surpised by this? Consequently, one presumes, the share price in ITS falls this week. Yet this is on the back of reported c80k buys and c28k in sales in the last 3 days. Doesn't this seem just a little odd?

Maybe the company won't succeed, though a 225% year on year rise in web traffic stats for Q1 suggests otherwise; and that before including the sales through JL, Next and M&S - none of which started till Q2 last year.