The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Well here we are in Q1 2022 and expecting some prelims shortly. Thus far indications are positive and working on the fact that we have two cracks at this, predicting a happy quarter.
Fellow shareholders, the worth will have been worth it.
On a slightly different note, just recovered from Covid, in the over 55 category and hoping to go for a run tomorrow (not sure what my energy levels will be like)...
Hi, this was the article
https://uk.finance.yahoo.com/news/type-shareholders-own-most-number-094819369.html
Since institutional investors own more than half the issued stock, the board will likely have to pay attention to their preferences. It looks like hedge funds own 16% of Synairgen shares. That worth noting, since hedge funds are often quite active investors, who may try to influence management. Many want to see value creation (and a higher share price) in the short term or medium term. Looking at our data, we can see that the largest shareholder is Hargreaves Lansdown Asset Management Limited with 18% of shares outstanding. With 16% and 8.8% of the shares outstanding respectively, Polygon Global Partners LLP and Polar Capital Holdings plc are the second and third largest shareholders.
On looking further, we found that 52% of the shares are owned by the top 5 shareholders. In other words, these shareholders have a meaningful say in the decisions of the company.
Most investors have been sitting on the side lines waiting for the next RNS, this allows a small amount of trades (relatively speaking to alter the SP) and the market is then driven by request for shares.
This is a fundamental problem of AIM as your dealing with highly leveraged SME's. When they come good though as SNG are doing, you will make a tidy profit.
Hi Patxaran, Hydrogen is the ultimate winner at Cop26 and PHE solve a massive problem with plastic waste, hopefully with more plants across the globe plastic will become a commodity product and we can clean up our oceans whilst producing energy.
Personally I have been buying more shares and recommending PHE to others as the SP will rise significantly once plants start to come on line.
1. We are waiting on 2 x P3 results, the first should be around Christmas time, although there were hints in RM's talk yesterday that SNG have seen good results thus far in their chosen setting
2. Polygon and Polar capital between them own 23.1% and there is probably another 7% kicking around under the TR-1 criteria of 3%. At 30% they would have to make a bid but Polygon are most likely to continue to build their position while the SP remains low (much cheaper)
3. Synairgen utilizes a natural substance found in the body so is not the same as other concoctions that try to stop covid 19. This is likely to be a massive win for the more skeptical among us that won't have the vaccine
4. Synairgen have money to scale up and are doing so already, looking at issues like glass vials that are in short supply
5. The Pfizer pill is based on you taking it before you get ill, in reality how many people test before they are ill? SNG is targeted at when you get ill, making it much more useful.
All in all I would say as an investor things are very positive, the Pfizer pill caused a blip in the SP but this was so short term if you blinked you missed it. This is because those investing took advantage of the opportunity to buy stock cheaply as smaller investors panicked at the news.
Synairgen will be worth billions if the P3 results pan out as expected (nothing to suggest otherwise) so I'm sticking with them and fully expect just rewards within the next 3 months.
Well it finally seems that the world is taking note that hydrogen is the way to go! PHE should see an increase after their presentation but the partners now need to take this globally.
Every country has the potential to produce Green hydrogen (UK wasted over £500m in green power last year) and every country has plastic waste. Hopefully the governments scientists will get behind hydrogen battery cells and incentives for hydrogen fueling so that the EV companies can then plan a switch away from large expensive and non-environmentally friendly batteries (waste after 10 years, limited lithium) and we can start to look at better cores for hydrogen fuel cells using less rare materials.
Oh and maybe someone can tell Lord Bamford that his JCB hydrogen engines although good won't cut the mustard with the NOx fumes they will pump into the atmosphere.