Member Info for BodRuncie

The problem for ITX isn't that the raw materials for itaconic acid have increased in price, it's only the Tango Clown's tariff war.

If ITX have any sense, they will import the raw materials from China to their European operation, then import them from Europe to the USA, bypassing the more onerous tariffs.

It's how Trump's best mate over in Russia bypasses most sanctions.

LIO seems to have been excessively impacted by the recent tariff idiocy, even compared to other Asset Management firms. It has dropped further, and hasn't recovered anything.

Other companies like POLR also saw net outflows in the most recent period, but the share price actually bounced on the update because so much negativity was already priced in, and the outflows weren't as bad as feared.

LIO has a good spread of coverage, and I particularly like their exposure to Japan.

At the current share price, LIO currently as a yield of a whopping 21.5% Even if the dividend were trimmed a little, it's going to be a huge payout. Take advantage while you can :)

It's always a laugh when a wannabe pedant tries to correct someone's language skills and makes mistakes in the process.

Cheers :)

@punter.

I'd rather Bo et al just got on with their actual job of running the company than spending bandwidth making videos to hold the hands of nervous PIs.

Trump is a businessman, but he has always been siht at business. How many bankruptcies has he had? 6!!

Including a casino. Let that sink in. Casinos stack the odds in their favour. There is the old expression "the house always wins".

And Trump *still* managed to go bankrupt running a casino.

I wouldn't put any faith in there being any kind of economic genius behind this. He's a rampant narcissist surrounded by yes -men oligarchs. He doesn't have a scooby, and certainly doesn't care about anyone else.

How is this being manipulated?

I am very wrong on my price prediction today, and very pleased to be wrong :)

Keep up the excellent posts, everyone!

This will be heavily punished today. The market is punishing companies that release good, profitable results at the moment. It's even harder on companies with widening losses :(

The company is profitable and cash-flow positive, so they don't need to raise any money to keep the lights on. Further downpayments on previous acquisitions (I think they're all fully paid off now except the recent Aquaflow one) will come from FCF.

Regarding acquisitions, React Mgmt have said recently (Jan IMC presentation, iirc) that they are not going to be raising funds in the market because the share price is so low. The company would prefer to use banking facilities, IF there were something that caught their eye as synergistic AND earnings enhancing.

I don't think PIs or MMs are predicting a fundraise. I think you are pessimistic because the share price has drifted lower, as have most shares in the same time period.

I'm heavily invested here, but I know through experience that when there's a chance to sell themselves ITX never take it!

I'm not getting my hopes up about the next presentation being transformational. It will be the usual one step forward and one step back, with the promise of seeing tangible improvements in the *next* set of results.

I predict we'll be back to the usual emotions of: underwhelming energy from John and Laura, the market not seeing the potential, and needing to keep holding our shares for a longer amount of time to see any real return.

But I'd be delighted to be wrong!

There's no overhang. Anyone who bought into the placing at 0.20p and was looking for a quick return has already had it, and then some.

The recent sp action is just a mixture of AIM drift, PI impatience and whatever the hell is going on in the USA to crash the rest of the world's markets.

The biggest red flag for me is that the h2 results fell off a cliff, but the company hasn't acknowledged it or addressed it. David and Daniel, who have previously been very visible at results time, are nowhere to be seen.

Something has gone very wrong and PIs are being kept in the dark.

I had a full-sized position in TRX and had high hopes that 2025 would be the year of profitability, but sold out at a slight loss after the fy results when the red flags started showing.

The company bought the property because they can pay the same monthly outlay by purchasing it as they would by renting it, but this way they end up with an asset at the end of it. A sensible business decision, imo.

I just take it to mean they are flagging up to the market that they plan to keep increasing the divi each year.

"Progressive dividend policy" is a buzz phrase at the moment.

I'm very pleased with the results and the outlook. Increased dividend, now yielding 4.5% which is a great bonus to receive while holding.

I'm also baffled why anyone is selling off at this point. Impatience?

TST is really under everyone's radar. Happy with results, great prospects, a decent divi payer too.

Market share basically doubled from 1.4% to 2.7%!

This is a key point. It shows YU's increased revenue (up 40%) and increased EPS (up 10%) is not a case of "a rising tide lifts all boats", this is YU claiming market share from the bigger boys, and managing their business efficiently.

Looking forward to increased divi too (2nd payment up 10%).

But coming back to ITX, the main problem is that they just aren't RNSing any good news, outside of optimistic statements in the TUs.

AIM stocks tend to drift when there is no news, but they need those rare moments of respite when concrete good news is announced.

A mention of being "well-positioned for future growth" in the last TU isn't the same as achieving that growth (with solid £££ (or $$$) revenue ).

I want to see actual numbers in the FY24 Results in early April.

The Orange Dictator is bad AT business, and bad FOR business. He's a bully who sucks up to other dictators.

He doesn't care about companies or stock market investors, only what he can personally extract from them.

I added this morning. If there is a seller offloading volume into the good news, then the "artificial" drop is the best time to buy.