Member Info for CaptainSwag

"It’s why the LTIP price target baffles me. It’s so out of reach that there must be more to it, but I’ve no idea what it is."

i see nothing in their plans to justify that target. so i am going with occams razor - i think it was just thrown in to hopefully pump sp with jam tomorrow. i think salad man was aware that he had agm coming up with his pay rise.

unhappy that my holding is at a considerable loss - and that ncyt has the potential to do much better and regain my paper losses.

not trading ncyt - wish i had - but i know as soon as i sold it would rocket! murphys law!

good post infinity.
this war could go on for quite some time. i can see evraz being delisted. how long before they look to move to another exchange.
if evraz are still sanctioned will uk brokers be able to do anything?....

i am starting to think certs will give flexibility - prob what evraz are suggesting - and that leaving digitally might leave you in limbo. of course the isa wrapper will be lost but they might lose anyway if delisted and move elsewhere

globe - could not have put it better.

unfortunately salad man has been a disaster - but hey lets give him a pay rise.
the markets are tough and going to get a lot worse. salad will not cut it. wafting 3 figure million revenue with no substance to back it up ain't going to work.

need definite products/brand /target market strategy for base business

need to be cashing in on monkey pox - as a global responder

trader i think the mantra is more

this has dropped so much - it is surely going to bounce
seriously undervalued now
this is the lowest sp ever - must surely be coiling ready to explode up
the biggest bargain on AIM

unfortunately what goes down does not always go back up
can be like trying to catch a falling knife

" There is only MOEX this could trade on and I do not think that is a viable option for them."

what would stop them listing on an alternative market eg china?
if they get delisted from LSE then they could look to moscow or decide a more "friendly" foreign exchange.

i still contemplating - but slightly favouring certs. only because if they do list elsewhere - and i am beginning to think that might have to be a serious possibility if the war carries on - i think it will possibly be a real pain to then get certs from HL ...so you might be stuck in limbo for awhile, and also more expense. seems doing it now is free and relatively easy.

i will lose isa tax status...but if just kept for future dividends should be fine

i dont see evraz having my bank details as a big problem..i will use a dusty old one

all in all a big pain ...and i dont see how the evraz mess has helped the ukraininsans in any way

wad - i am not sure comparing sp off pre covid v now is relevant.

1) more shares - so better to look at market cap
2) market a lot worse and going to get a lot worse.
3) odx has damaged its own reputation - not just by not being able to sell a test in a pandemic but by being caught out with deceiving over placement
4) sold off a lot of their portfolio
5) probably a worse ceo - and that is saying something!

i would argue that they were a much better company pre covid with more potential

email - good point.

"How can UKR run out of weapons - ?"

i suspect ukr already pretty much ran out of their own weapons...so now are dependent on western arms - or more specifially us arms.

the question is how much usa can afford to dish out. if this interview was correct and the weapons that they are willing to give - not the latest top spec- run out. then ukr are up a creek.

stxx - it is still diagnostics though
just a set of more specialised and expensive tests

ps they seem good tests from my research.

"( as i know you won't be on here keeping a close eye every day wink wink )"

wad..don't worry i am not going anywhere. you will be able to rub it in if you make a mint! and say i told you so....and you know what i won't mind

hashtag here to see the story out

wad - personally i dont think there is a chance of 6-8p...not with the bucket shop flippers. i suspect they have been stuck in a lot longer than they expected..they will take a 20-40% percentage and then have warrants in reserve with no risk

"at some stage sellers have to be be exhausted."

with 26 trades in total today...it is not the sellers that are the problem....it is where will the buyers come from?

odx hit the limelight because of covid - do you think people are looking for food intolerance tests at this moment in time?

joe ...i think many of us thought the same at 4p and 3.5p

lets hope so

"There is NO mass mobilization of russian troops"

seen estimates of currently 200,000 troops?

"They can’t just hold onto them … no doubt they’ll end up giving you paper certificates anyway I expect."

sounds reasonable - but it is how long it will take...costs etc..i am not sure they will bust a gut especially as it will lose them business on those shares

was listening to a podcast with a different view on war in ukraine

said after the initial miscalculation that they would be welcomed as saviours - russia changed track..they are inching forward bit by bit destroying as much as possible...so you get either refugees or fighters....once only fighters left then you can wipe them out.

us can fight a precision war but not a mass war.....this takes time to train
said that usa won't be sending its top notch equipment - and will probably run out of the stuff it is willing to send by october. mass mobilisation of russian troops against troops with no weapons

russians will be putting huge pressure on germany - with fuel..which is really going to have to make them choose..

interesting perspective.

Good post...buy sell repeat.

The sanctions will potentially make a lot of dubious characters and countries richer. Whilst the west shoots its own foot off.

Wad...good luck.

Personally I would not buy in ...unless a quick trade ...before results. Remember they are only up to end of march...so even if big things have been happening and I doubt as no rns with big contracts...it is too soon to be reflected in my view.

I would wait for results and see how much tangible evidence of future earning potential there is. There will be some sort of pump...but if it stays along the lines of previous stuff on ft then it is still very dubious. Comparing last year to a covid year skews things...they have also muddied the water a bit with China...

so wizz air - restarting flights to moscow.
lots of talk of trade between western companies and russians via turkish back door.

for those who maintain no one will ever do business with the russians again