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On all websites their products have the highest reviews - says it all!
Reading this forum has made me feel shameful for taking profits. Still have a small holding that I can hopefully watch go to the moon, but was feeling uneasy with having significant unrealised paper profits that could remain unrealised.
At this moment in time it is wise to mine valuable cryptocurrencies, but if bitcoin isn't adopted by governments what happens then - bitcoin will continue nonetheless whilst governments still will require their own digital currencies. When I first read through Argo's admission documents I had the initial idea that Argo could mines on demand for banks, UK governments and so on - what do people think about the feasibility of this happening?
Was really interested in this business that does important work.
But put off by admission paperwork showing current liabilities exceeding current assets, loss-making, and Root Capital (I think) owning c50% of the business whilst also lending it a loan at 8% pa that has been consistently rolled over despite being classed as a trade payable (payment falling within 1 year).
Feels like the raise via IPO might be masking these problems, simply fulfilling the purpose of giving Root Capital its return and keep the business treading water in the hope it can be profitable with scale, which is a shame - but I am probably completely wrong
Especially compared to its peers it's undervalued. The 5+% dividend is great, especially considering the demand drivers (e.g. old ageing population) and pipeline. I haven't mentioned the likelihood of being a key player in the covid vaccine scene, as the CEO explained they are simply not the first but does not mean they won't be a major player. For instance their partnership with Vir is aiming towards producing a more effective, potent vaccine that is resistant to any virus mutation - this seems like a good approach for long term value. Their adjuncts are likely to be key for any other vaccines made as well as their own.
Their pipeline is strong with heavy focus on infectious diseases and cancer, and I think as R&D spend comes to fruition the share price will re-rates in anticipation of growth. And all this plays out with the safety of a solid dividend.
GSK know what they are doing - I am still not convinced the consumer healthcare company spin out will be any good its own but time will tell.
My average is 1391.60, and my aim is to use the dividend in this to invest elsewhere or reinvest in GSK if it remains undervalued.
Have been slowly accumulating a position here for the long term - think we will see stable dividend and slow growth with eventual re-rating. If anyone has a spare hour then the most recent earnings call seems very positive. GSK seems to have a such a strong pipeline coming to fruition over the next few years. Whenever the market faces an inevitable sell-off at some point maybe next year defensive GSK should hold.
It seems re. the spin-off: they are in no rush to split the consumer healthcare company, and they want to do this without incurring significant additional costs, instead funding through divestments and debt. I think that GSK will come out of the split stronger, having used the profits to fund its R&D for its next growth phase. I am not sure how good of an asset shares in the consumer healthcare company - might even be better to self this off straightaway rather than list separately, but 2 for 1 offer always nice.
Award Winning/
Inspiration Healthcare Group plc (AIM: IHC), the global medical technology company, is pleased to announce that it has won the AIM Transaction of the Year.
In June 2020, Inspiration Healthcare announced the acquisition of S.L.E. Limited for a consideration of £18.0 million which was raised by way of a Placing and Open Offer to certain institutional and individual investors by Cenkos Securities. S.L.E. is a leader in the design and manufacture of ventilators and capital equipment for neonatal intensive care, treating premature and sick babies. S.L.E.'s products are sold across the world through a distribution network built over many years.
More news/
nspiration Healthcare Group plc (AIM: IHC), the global medical technology company, is pleased to announce that "Project WAVE" has been granted a patent by the European Patent Office and can now be validated in individual countries within the EU.
"Project WAVE" is a novel technology used in a respiratory device for neonatal intensive care which was acquired under licence by Inspiration Healthcare in 2019 from a major US West Coast University. The project has been granted a patent by the US Patent Office which was announced on 25 March 2020.
On 16th November 2020 it was announced that the UK Medicines and Healthcare products Regulatory Agency (MHRA) has cleared project WAVE for clinical testing which is expected to commence in the new year at the Trevor Mann Baby Unit, Brighton & Sussex University Hospital (Royal Sussex).
Neil Campbell, Chief Executive Officer, commented: "As we continue to move forward in the development of Project WAVE this is another milestone passed and one which both protects our IP and the investment we have made to ensure that this technology soon becomes adopted in hospitals, and we remain confident that once this happens, we will begin to see improved medical outcomes using this novel technology."
Little movement in this so far - apart from down. They have cash, pay a dividend and have multiple offering. Think it's good value for such a small market cap.
With many strings to their bow like TCAT (wonder how proprietary this is, although do they say that the largest music distributors are customers for this) and very small market cap, could see this multibagging over time or being acquired by one of the larger song funds (hipgnosis / round hill).
Looks like a tasty uptrend, hopefully I've not jinxed it.
The company is well-run with a clear strategy to achieve growth. Cash rich, profitable enough to commence a dividend, and market cap only around £50mn. Hopefully they can make well priced acquisitions.
Even though the P/E is around 20, it could easily achieve growth, not just in earnings, but in its earnings multiple.
Rough calculations/
Market cap currently around 500mn
Revenue for this year nearing 300mn. Profit c150mn
conservative 10x multiple on earnings 1.5bn
3x current value
Uncertainty about reduced demand for product with time understandable given the vaccine, but testing will be needed worldwide alongside the fact that the business will deploy capital it accrues to earn more from covid and other ventures, acquisitions and partnerships.
Forecast cash balance end of 2020 350mn
I was tempted to sell half my holding still while I had significant profits, but looking at the chart it might consolidate around 700-800 for a while, then increase with earnings rumors and reports.
All IMO
profitable company, with cash balance and fairly priced given the industry is going to grow
recurring predictable revenues
massive offering: music licenses, anti-piracy offering... men&motors
clever purchasing approach of buying some a percentage and retaining rights to buy the rest - can follow the money
As these shares in Erris Gold are privately held - will they still be held in my broker account? Or are we posted this information?
Hi all, been a holder here since 4p - originally invested purely on the basis of the gold assets, so recent developments seem like a bonus I think).
My question is how do we receive or hold the Erris Gold shares? I have not received any information from by broker, and as I understand the new gold entity won't be listed.
With HSBC being hit from all sides with the global recession, covid, Trump and China, it has really taken a beating. I think as LTH it will do great. With China posting better numbers and Biden favourite to win the election it looks like things should improve for HSBC, as well as probable dividend reinstatement.
Sales numbers, adjusted for covid, were still strong. Company paying a dividend showing it values shareholders and is also financially healthy. There will be a backlog of work plus return to additional work will lead to increased revenues given time.
Medica's position as market leader has many growth drivers most notably: not enough radiologists being trained, and the continued increases in volume and reliance on imaging within healthcare (with many drivers of this including reduced cost of imaging and also healthcare guidelines stipulating imaging as part of diagnostic processes). Ultimately this means the teleradiology gap that Medica operates in is growing, and Medica (as the UK market leader) is best placed to capitalise on filling this growing gap.
Slowly creeping there. I think the UK growth will be easier given less competition for commercial property as well. But anyone who takes the time to read through the company's investment documents will realise what good investment potential is here - the business seems extremely well run and planned out.
I noticed this company trades at less than half its NAV (based on most recent balance sheet figures) c£9m market cap versus c£20m net asset value. It's profitable with negligible debt. Why is this trading at such a discount?
well run company with all the demand drivers still present and growing in magnitude. any dips I look to continue to build my holding
I think IHC have the perfect plan for growth without compromising business health. And yes, that's a capital idea to email him!
I have also been tempted to add more here. Volume is low, but this company is doing all the right things. It's clear in its long term aims to grow revenues to greater than £100mn through targeted acquisitions.
The only negative I can stretch to lies in their long term aim to be the leader in specifically neonatal care, with most health plays being based around the growing ageing population narrative. They say they expect an increasing number of births (such as premature) requiring their services and products, but, even if this is not true, as the world gets wealthier most likely more resources per birth will be mobilised anyway, thus still creating compelling growing demand for IHC.