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Hi Holla, he was a very successful fund manager who, I think I'm right in saying (others will correct me if not) took a position in SCE on behalf of his fund/s but also built and continues to build a personal stake in the company.
On another note, has anybody received any confirmation yet around share allocation? I was expecting it might be today.
Muggins, you're of course more than entitled to your own definition of success and disappointment, but like others here, I certainly don't share it. There is a long-term growth trajectory and the pauses and dips that may punctuate that long-term trajectory and outlook don't really phase me at all. That's because I'm an investor, not somebody who is only here because Ladbrokes is closed and I need to measure share price movements over very short periods, which appears to be the case on a number of BBs at the moment.
You're welcome. Google have millions of little elves who update hundreds of billions of pages of other peoples' content to reflect every insignificant event that happens. It's how they make so much money. because elves don't have the same employment rights as humans. With your masterful grasp of how it all works, you should really think about investing in some tech stocks. Good luck to you, but seriously... educate yourself.
Absolutely. ST have been clear that the many processes which lead to a superior product cannot be reverse engineered. If somebody else wants a piece of the carbon ceramics / performance end of the market (which, remember, is absolutely dwarfed by cast iron/ mass market, it would be far easier and almost certainly cheaper for them to buy ST at a premium than to go through the expensive and lengthy process of establishing themselves as another alternative. I'm not advocating that, by the way!
Spotify, well I am invested here and it depresses the hell out of me when a response to a document called UNAUDITED INTERIM CONDENSED CONSOLIDATED FINANCIAL STATEMENTS is a comment saying 'What I really like is it is ALL AUDITED'. Stock-picking is hard enough at the best of times so it must be especially hard if you cant read or, more likely, cant be bothered to take the few minutes required to understand the most elementary facts about what you're reading. I realise the comment wasn't yours.
Fevertreeman, agree with your assessment but I also think the concern is mitigated by the lead in times on new contracts, often giving 18-24 months for the business to make the necessary investments in capacity/capability, prior to needing to go into production. There is a plenty to like here, that's for sure.
Good affirmation to get this correlative effect this morning. In some respects the more interesting thing will be to see how LOAC performs when US markets open.
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Just the latest in a long line of very silly remarks that have no basis in fact, knowledge or reality, I'm afraid. This same poster informed us four days ago that NM had 'lost the plot' for even tweeting about gold, now apparently it's 'our only option'. Making categorical, melodramatic statements based on nothing at all other than the passage of a few more hours appears to be a compulsion. Thar news will come in good time.
Thanks Eliot. Anybody who reads an article like this and still believes its likely that the delays here are specific to Oracle Power rather than much larger machinations in which everything gets caught up... Well, there's just no helping those people.
To build on what DavidLaw has posted, there is also a particular set of circumstances at the moment thanks to the enormous sell off in the spring, which means that there are arguably some seriously undervalued large-cap and mid-cap stocks that carry much less risk but with plenty of proven scope for 20%/30%/40%+ growth over the next 12 months, via little more than a shift in general sentiment and outlook. Take a Standard Chartered, GSK or Tesco for example. There is arguably therefore no need right now for IIs to take the sort of risk perceived here - in short, there's value almost everywhere you look.
It's also true that you can look at large numbers of share BBs and find PIs who believe the rest of the world is mad for not jumping in with both feet!
For clarity, I'm not talking DVRG down in any way - this is my largest holding by a distance and I believe there is a strong and prosperous future for all holders.
THEMANWHODOES, whilst I agree with you, for some individuals it will be about opportunity cost. The longer they are here, the more they may perceive/believe that they are missing out on opportunities elsewhere and would prefer to take their chances there. A dangerous game to play but each to their own. Plus, unless you guys can see something I can't, we're talking about small numbers here. It may be 1,000,000 shares, but that's only just north of £5,000!