Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
Not something not right here.....is the correct double negative statement. ;-) I'm long, strong and very happy to wait. Counter cyclical, counter oil grenn economy, decarb messaging, global warming accelerating....what's not to like in this little gem under a bushel. Can't wait until the US comes on stream after the share consolidation. It will have its day that's for sure.
It's small investor trading activities. Don't worry the only way is up here in SP terms . Direction is accretive and further news driven through H2.
Hi Verney. A few predictive texts there. What I mean is that US investors are less short term natured investors and they generally value R&D businesses more highly so its a natural path for the likes of ITX to value maximise its share capital by accessing the US market.
I think they must do it PDQ if they believe it would increase market demand (reasonably) for the shares and defend against a hostile low ball offer for the company. Otherwise they are not maximising shareholder value which is the primary objective of company directors. Just look at all the UK to US listing Transfersand dial lists as a broader example.
Correct JD but it does remove a significant barrier preventing a large mass of US investors from investing in ITX. So supply and demand theory points us to a share price accretion in the next 6months, all other factors kept constant.. if you think otherwise maybe sell your shares.
Pro.....my simple advice to you is that knowledgeable investors can also lose their shirts from time to time let alone share apparent technical novices like you. If you've not lost your shirt yet on this stock I would advise you only invest a max of say 10% of your at risk investment capital on SNG. At this price it looks quite attractive but its volatile for sure as you will have seen in the recent past and that should inform you more than comments on here...you need a portfolio strategy for this one.
Thanks Thorndon. Good searching my friend. Momentum building for sure...I like the following eco dishwasher customer review: Great product!
Review by Karen C. on 15 Jun 2022. review stating : "Great product as are all of 'Homethings'. Performs better than my previous eco wash liquid at a competitive price. I really like the fragrance free option as this has always been my preference but difficult to find. I am now getting this on subscription as will never go back to other supposedly eco products which produce so much plastic waste."
I saw some interesting patterns in my tea leaves today as most days! But joking aside its quite probable given all the prior announcements and facts surrounding SNG plus some minor background resurgent jitters on continuing Bxx.x variants arriving. One day the pesty microbes will become worrisome again its a matter of bio-self propagation and ticking clocks.
Share price up trend since April clearly tracking towards year end expected performance now. The share will also benefit from portfolio de-risking brought by new adds and increasing customer diversification. I think the pipeline looks very strong given JS comments at the webinar and not over playing it conservatively as expected. All looks great for next 12months and leverage from increased share access in USA
I also think the share aggregation is very accretive as it opens up a massive new US share buyer population which marries to ITX location and key customers and visibility there
All seems pretty good to me given the insightful forward looking statement from Jon. 50% CAGR. Cashflows are strong brand intensive and v. stable and defensive. So SP should easily grow at 50% pa same rate.
In the short to medium term SNG001 is a fantastic agnostic insurance policy for viral defence globally that's for sure (big economic downside protection policy) so I'm waiting patiently for the commercial and governmental traction to build...whether that's catalysed by ACTIV2 ++decisions and other freebie trials or interested parties wanting a licensing deal or a buy out..it will happen
Invisible to the naked eye, mutation creeps on; humans' heads in sand or in glasses of fridays favorite tipple,. Genetic evolution never sleeps, it's only a matter of time before another major viral breakthrough then panic again and more mask wearing shortages in shops..and vaccines left behind as pretty useless. Hope not but is that our future??
If we are expecting a catalyst announcement of a new supply agreement for example that drives the SP
If you expect a medium term re rate on the share price in 2022, then why burn and issue share values at lower price per share? Just wait then you get more cash per share by waiting. QED
Very investable rapidly growing business. Everyone will now see this. 12p target for year end with prospect for more if transformational order in new large market drops in
BA2 is now 34.9% in USA
A wise mentor once taught me (William!)—whenever you see exponential change—#BA2—it’s safe to assume among 3 things:
??Something new / different is driving it
??It must be either faster/better/stronger
??Something new will likely occur soon
Figure @DrWilliamKu #COVID19 https://t.co/iZAHc1UAfX
4) another worrisome thing is that reinfection % rate has also begun to recently spike in England ??????????????— coinciding with the surge in BA2 and cases— Especially worrisome since UK is surging after a recent BA1 Omicron wave. This is the stuff that I ponder at night why. https://t.co/0RtAod2fFm
Sorry can't seem to link it but I'm sure you will find it!