The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Morning Razorman
Yes - BGO feels like a good place to have money - though it has still been a rollercoaster since I first bought in c. 2 years ago... BGO has ended up being my biggest position so happy with the current rise, but having learnt the hard way at WSG, I'm slicing some profit as things move up. Would be good if they produced a trading update alongside the AGM on Friday as I suspect they will have greatly benefitted over the last 3 months from 'Stay at Home' globally.
Sportstrader - can I enquire where you glean the "£48-50m revenue for hvivo before they needed to recruit" from?
Iviskos - now one of the Dodecanese Flying Dolphins:
https://e-ferrytickets.com/our-highspeed-ferries/
CFQD Fine Color Film trademark has now started to be used in the US, with a statement of first use submission dated October 2019:
http://tsdr.uspto.gov/#caseNumber=87224079&caseType=SERIAL_NO&searchType=statusSearch
http://tsdr.uspto.gov/documentviewer?caseId=sn87224079&docId=SPE20191008141835#docIndex=5&page=1
(Trademark was applied for in 2016, but not used in the US until second half of 2019).
Can’t date this article (albeit google suggests it is about a week old).
Suggests that “ Quantum MicroLED will appear in 2020.... made possible by the cooperation of Plessey Semiconductors and Nanoco Technologies..... Plessey Semiconductors guarantees that the production sites are located in their own factories for new technology and are working on 200mm silicon substrates. And mass production starts from 2020.“
https://ko.ihappynewyearwishes.com/3464-quantum-microled-will-appear-in.html
Countdown is indeed on....:
http://euro-ops-group.com/
Just worth putting into context who the various shareholders are re: sign off of the deal between MPS and GPHA...:
MPS is a joint venture between Ghana Ports and Harbours Authority and Meridian Port Holdings Limited, which is, in turn, a joint venture with Bolloré Transport and Logistics and APM Terminals as the two main shareholders.