The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Given CLDN is a very well managed IT with a proven
track record, this looks very tempting near current SP levels.
N/m.
Market data comment from France
Nick, the business has debt with different maturity rates,
so issuing new debt (bonds in this case) is part of the process - I assume some
of their debt is coming to maturity over the next 12 months or so.
In terms of share prices, a cycle low is usually made
while fundamentals continue to worsen, so understand your view.
What I'm just unsure on is how much weaker trading for MSLH may get..
it may not get any worse and current financial estimates will be borne out,
but personally I would like to see one more update before buying -
yes I may miss the low in the meantime.
MSLH made a very ill timed large acquisition and geared up the
balance sheet just as the cycle rolled over, now tbf this acquisition
may pay off longer term. A key to the valuation is whether Marshalls
will require an equity raise to navigate the next 12-18 months?.
Just to be clear I am not suggesting that will be the case.
This may be a cracking recovery play for the next cycle,
are we at the cycle low yet... unlikely in my view.
* world's largest producer of spirits with a fantastic range of brands
and a very strong record of brand building. Consumer preference for
spirits continues with a move away from beer and wine - DGE does own
Guinness, which continues to grow.
That's a brief summary of my Buy case, however, as always DYOR.
Very unlikely to be short. He has a long history of making these type
of calls - if you want to judge a poster then do so by their results.
Strong Buy on a 2 year view.
I very rarely click a Buy rec on any stock.
Possible further downside for DGE if wider equity markets
sell off hard and/or Diageo trading does not meet consensus estimates.
I bl**dy hope so as holding a fair lot now.
At the time of this post.
N/m
Once again today, same pattern in falling back from around £32.
A share ATM and the observation of lower highs and lower lows
is valid - it's only a pattern until it isn't..etc.
It's a chunky cut to FY pre tax guidance.
A small amount
BUT, very disappointing to see a lack of BOD buying at these levels?.
If lower levels become available.
Unfortunately completion will be a lengthy process so we may
see more than a few fat % moves in the meantime.
SKG can move very quickly in either direction as we already know
and have seen time and again.
It's the delay on the countermeasures order because of quality checking
that the market took fright at - it appears there is subcontracting
and it's not within their direct control.
Given what happened at Avon Protection recently perhaps the market
is in no mood to give CHG the benefit of any doubt.
This ATM looks a much less significant issue that is hopefully rapidly resolved
and confined to the details provided today.
Yes I've just bought a few back, out early doors and missed
today's low price and the pre open announcement.
I sold a few up to £30, I had not expected the SP to hit £33 recently,
was surprised at that. May be more volatility when US markets open.