Member Info for Couerdelion

Didn't he say that it's morally wrong to profit from a national crisis?

Small float. Presumably there aren't any sellers at this price yet.

Surprisingly no mention of the growth in North America which was their largest market. And Europe's 111% was from a previous earnings figure of £3k while Asia's was £11k. We really need to see the annual results before we can judge if there is any money to be made here.

Presumably 0.425 EUR?

I'm afraid you'll be reinvesting dividends at the prevailing SP.

There's an easier explanation for the 30% discount which is that this is what the market would take and I wouldn't be surprised if some of the new money will be itching to get out at the first profit-taking opportunity. There is very little evidence yet that the company can generate cash to cover its overheads let alone any prospect of a money for shareholders.

Tiresome speculation added to factual inaccuracies. Do you even know what the cash position of the company is now?

And don't forget there was never any explanation for how Cliff got all his GNIP shares.

Hardly new developments. It was less than 5 months ago they were raising £300k for platform development and now they raise another £350k for platform development. It's probably safe to assume the raise will be paying for Opex.

...funny how we don't get an RNS link here in the TEK discussion board but they felt that the news earlier this week was worth of an RNS.

"looks lije the rats are leaving the ship" - a 17th Dutch saying translated crudely as meaning that unhappy passengers have disembarked and that they woeful cries can faintly be heard as the ship sails into the distance.

"Does not have the skills, education...." or you can just look at the recent history of the company and its ability to generate and increase profits. That history suggests to me that the BoD know how to oversee a growing company and we can presume that they will continue to do so. Even if the dividend stalls from here, you're getting close to 8% and there's plenty of upside on the SP just to bring that down to more normal levels.

OR you gamble that the growth story has finished suddenly and you're left only with a 8% yield. Hardly a doomsday scenario.

Markets appear to be otherwise engaged so stocks like these can drift on small volumes or from strategic shifts in direction from institutions. Once all the noise has disappear, those holding onto their shares here will get their rewards.

Looks pretty good. They may even have beaten their EBITDA guidance though they changed it several times so not sure. FY26 Revenue guidance up and the short term loan should be repaid soon.

Can't see any of the negatives so it's about time we saw this rerate towards 8-9p.

Thanks Kensal. Only real issue there is the increase in OPEX but I'm assuming that can be offset by revenue growth in the next year.

Looks fairly good but I guess we will have to wait for the final numbers. Still lots of cash sitting around.

So where are the "details of the Capital Reduction" that they mention in the RNS. In other words, how is the Share Premium Account being reduced exactly.

I'd like to understand how the revenue and margin can increase but the EBITDA and PBT are showing large reductions. What are the additional costs hitting the profits?

I am not a fan of artificial rental price controls for the simple reasons stated that it reduces supply. I'm also not really a fan of social housing since this too creates an artificial supply side impact of rents, albeit one that apportions subsidised proporties in a queuing system. But cutting supply side constraints like planning rules is the way to go as it addresses the fundamental problem that there aren't enough houses. As for 1970's comparison, you might also want to compare the average household size.

Not that this will have any real impact on LGEN - but then this board seems to have evolved into one covering wider political issues.

I'm not passing up these sorts of prices.

Both RNS's appear to raise more questions than they answer. For SALT, I'd be intrigued to know what sort of research the company has done into the market for a fibre/salt ingredient as the two components don't appear to me to have any natural fit.