Member Info for Fallingknife1

At 20 seconds in, Mike Read says, "Our results are out in about four weeks time".

Four weeks from 3rd July is 31st July, but he did say "about four weeks.

Ok I can give him some more leeway. I still expect Mid August but let's give Mike Read until Friday 2nd or Monday 5th in the interests of fairness.

Morning Teddy. I don;t want to unfairly hammer the company but I got the info on results from two posters on this board who said the FD and Mike Read said an update by the end of July. I can;t find the posts myself having trawled back but think Mike Read said it at a presentation. There is still time of course to release today and of course I may be wrong that they said it. However, if it is correct that they said it would be by the end of July and they don't release it it is an appalling way to conduct investor relations. Either that or they are working on another placing. Hopefully someone on here can confirm if the company did actually say by the end of July?

Down 55% in a month, still skidding and unable to apply brakes to the fall. Even James Bond couldn't rescue this as the world is not enough. A car crash of an investment.

Best of luck with your purchase Teddyl

So the FD said by tomorrow. We shall see. The silence of the Lambs?

Well in two elections London was given a BJ which lasted 8 years. In 2019 the Conservatives have just given the whole country a BJ but we don't know how long this BJ will last and whether the ending will be quite messy and sad so we will be reaching for the tissues. At least with this BJ the government is committed to putting a smile on our faces.
This gruff ole bear seems to have awoken over the last few days. The director sale must have been a small hangover in a tightly held share because I can't see why this rise would have occurred otherwise. But quite welcome obviously and I really think this bear is horribly undervalued.

HI the Lockie. I am not an expert but won't you have a tax implication if you sell? So maybe you could use your allowance by selling off worthless duds if you have them to crystalise losses or sell enough so you don't exceed your allowance. As for the outlook I certainly think GSK is going over £18 as it has had a slew of good news recently around HIV and we are certainly at recent highs.

Seconded Brucie. Brian did an immense job building this company and he worked right to the end really. FDP is very undervalued and all the rubbish written about it has proven false so far but certainly has depressed the price. I am hoping this sad chapter can be a springboard to moving on from this trading range.

with the return of capital. I thought the share was undervalued and saw no reason for it to fall to 232p. It has got a boost today but has been recovering strongly fora while. Turning 67 million benjamins into 1365m in 13 years is a nice bit of alchemy and no wonder the market is applauding it today.

I feel like LTG wants to progress but has hit a wave of selling. No real surprise after a strong rise but very short-term in my opinion. A useful buying opportunity for those can look through the current SP and understand that the company is now firmly undervalued.

stoned this one is looking rock solid today. Very good yield here so I don't know why investors aren't queuing round the block to invest.

We will see Matthew. Make or break year for Falanx. Whenever the news they have to show they are firmly on track here.

I would be surprised Teddy if they deviated that much from mid August. They might be working on a fundraise and wish to wheedle out some accompanying news to fire this up. They have already tried the acquisition wheeze so I expect some different flannel this time.

and now 25% below what seems a reasonable Target Price of 150p. I felt on the results the market had still not correctly priced in the turnaround here. Even after a 20% rise since resuls, I still feel it hasn't. Will 125p or 130p be resistance as we move into recent new territory.

Hi GB. I think RYA would be more exposed to Brexit than WIZZ. If Eastern Europeans stop flying to the UK then Wizz would also benefit. Sage might have some insight into RYA and EZJ. I am buzzing after today's update and indeed we have flown past my oft quoted target of 3700p. 4300p is my next target. You can see today how cash generative WIZZ is. I don't think it has fed into the SP yet

Especially as she bought almost the same as my holding of 6.1m shares at 75.6p a pop just over six months ago and now adds a cool 6.5 million today. 150p is bandied about a lot by brokers ( e.g Liberum Capital today) and while that is a good milestone, given no hiccups we can go further. I see this as a momentum play which will reward the patient investor.

Gary you could make an omelette here. Remember the blatant ramping that went on with any poster who cast any doubt on the company told not to post and was accused of being a deramper? You often get the company you deserve but I susepct most of these clowns are long gone with their ramping loot.

Going backwards again. I expect there will be some positioning ahead of results in case they happen to be good from these extremely low levels. They may well be looking to raise some finance soon so expect any good news to be dressed up in mighty fine projections. Let us have a clear and fair analysis here when results come, measured against the boards own projections.

The company has boxed clever by maintaining the dividend. I don't normally like seeing repeats but I am glad to see a flat divi on my screen rather than the divi policy ending up on the cutting floor. Those who were just viewing the company might well ditch their popcorn now and take themselves a stake in the company.

Agm continued.
The issue of getting the story out there came up. Lincoln said some media channels don't understand the business so it can be difficult when interviewed by them. Lincoln talked about what he does. I asked what St Brides do apart from sit behind me in the AGM. Apparently there was an article in the Standard recently.
I pointed out that every year at the AGM there are optimistic noises but the SP gets worse year on year. The riposte was with CPO prices at a 10 year low it was an industry wide problem and one of the major players reported a large loss last year. The board say the cycle will have to turn at some point.

Thanks Cat. Wow that is impressive without a pen. Mine has paled into insignificance. Good levels of details there! Really appreciated!