Member Info for Chelsea11

Definitely a 99% probability that 99% of posters have 0% interest where it came from.

Not too hard I hope, or they’ll bend the cardboard 😂

Suspect opportunities have already been identified and are potentially already in the pipeline undergoing due diligence. I expect at least one M&A announcement in Q2/Q3.

A good debate on the meaning of universal. However, whilst wearing a hat as a pair of pants is not impossible, wearing a pair of pants as a hat has shown to have greater efficacy.

I would assume universal, is just a substitute for off the shelf.

Better to be presenting / speaking to an audience who have chosen to be in the room for that topic, than smiling at folks wandering post your poster, looking for refreshments. Big difference imo. It’s a talk, 30mins allocated for it and another big chance to impress / raise the Company profile. Don’t care what the market thinks of the RNS today!

I agree Ray, although I suspect the “show us the money” quote made by EE didn’t mean this week 😂

Burble - your viewpoint would align to what Cossery said previously about focussing on core.

Yes I’m sure that was it Dracula 🙄

Jatw - lots of different words in your response but seeing straight through that, you are saying the exact same thing I posted previously ie. you have no confidence in the growth and status of the Company in the short, medium or even long term. In response you have simply underlined that.

But you remain a Shareholder!

PS: My user name has nothing to do with football.

JB1 - thanks for sharing with the BB. Much appreciated.

Jatw you say “ they are operating a small company in some small market niches and I dont see anything here to change that even if they do increase sales by low teen % for a few years”

Translates to you having no confidence in the growth and status of the Company in the short, medium or even long term.

Are you actually a Shareholder here?

I also believe references to 10+ years etc are a little misleading in respect of what has been achieved by Lindy and her team. The Company wasn’t really well funded until Redmile came along in late 2020.

Greater clarity……

https://www.londonstockexchange.com/news-article/DSM/result-of-meeting-special-dividend-announcement/16406474

Wasn’t the Downing wind down blocked by Milkwood?

https://www.morningstar.co.uk/uk/news/AN_1712161896305451400/downing-strategic-wind-down-blocked-by-new-shareholder-milkwood.aspx

Can’t deny there is risk attached to M&A. However, there can also be reward that propels a company forward, rather than treading water (and the SP doing the same or worse). From what we’ve seen since Dec 22, they seem to have got it right with HL Healthcare.

Wouldn’t class Earol as a small brand Jatw, hence why they bought it and as I previously said, there was hint of further M&A activity from Jerry Randall. That would be in addition to any in-house product development / launch which they say is “ready”.

Hopefully this brings in some PI’s who are unsure what to do with their £20k ISA allowance this tax year. Also in general, yesterdays positive update will have been shared across various other media sources and has had 24hrs to sink in.

Thanks Krull.

I’ve watched and Jerry Randall appeared convincing when talking about the strength and direction of the business. It caught my interest when they spoke briefly about M&A and I got the impression there will be some activity in 2024.

It’s only been an hours trading!

The Results are as good as the Trading Update indicated. No nasty surprises at all. I wouldn’t have thought 40p+ is too far into the future.