Member Info for gggg21

Addition here. Will expect to some large purchases now.

https://app2.msci.com/eqb/gimi/stdindex/MSCI_Feb24_MicroPublicList.pdf

Last few at 0.055 big gaps up to fill

Wholla. Great rns

In your words “Get them while u can”

“Their costs are too high and margins may come under more pressure now”

They have reduced that cash spend considerably and are continue to do so. Take note of the reduced burn. So my point is valid.

Take a look at proactis takeover around £70m with 35m of debt etc. take a look at iris acquisitions. The so called “bad news” you’d expect is priced in now given drop of near 30%.

Net assets worth more than current mcap as I said.

Back in here. End of 23 they had 15.1m in net assets. So current mcap is less than this. Disjointed and wrongly down. I wouldn’t be surprised to see this being took private soon or approached. Move cash to one side from update. Company is valued at 5.5m? lol. So their IP, contracts, recurring revenue and annual fees are worth nothing basically.

There’s a number of stages before hand out and about so can’t be exact on them. Clontarf are in Bolivia or just on their way back.

Amazon and meta absolutely flying. New all time high on Nasdaq now with futures up a further 1.1% after close of 1.2% up and ftse futures up 0.75% markets should be gooooood tomorrow

Oh hello https://www.chinadaily.com.cn/a/202402/01/WS65baf78ca3104efcbdae915d.html

https://www.bnamericas.com/en/news/bolivia-launches-tender-for-lithium-pilot-plants

Starting to rise again. Expectation of sanofi milestone payment very soon now

Boom for audioboom

Https://x.com/forexlive/status/1742840833399816395?s=46&t=klceItdHWWIeRy0yz3tFOQ

Hey everything is doom though and desperation.

Not surprised desperation is always one of your first thoughts ;)

Eh. Col? Did you just see next results? Stop listening to bbc. U.K. economy about to overtake Germany. Already passed france.

Full price sales during November and December have been better than we anticipated.

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In the nine weeks to 30 December, full price sales1 were up +5.7% versus last year. This was £38m better than our previous guidance of +2.0% for the period.

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We have increased our full year profit before tax guidance by £20m to £905m, up +4.0% versus last year. Of the £20m increase, £17m came from the sales beat to date and £3m comes from an upgraded forecast for full price sales in January.

1. Full price sales are VAT exclusive sales of items sold at full price in Retail and Online plus NEXT Finance interest income. They exclude items sold in our Sale events, Clearance operations and through Total Platform. They are not statutory sales.

Initial guidance for the year ahead:

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Guidance for full price sales on continuous business to be up +2.5%. After accounting for the effect of recent acquisitions, we expect Group sales, including subsidiary companies2, to be up by +6.0% see page 4.

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Guidance for Group profit3 before tax for the year ahead to be up +5.0%.

Lovely. So cash and assets near double mcap. But when quiet as I banged on about. Well done those adding at the silly prices. Nice to see a U.K. pharma constantly deliver now

Will slowly build here. Could be telling that no director buys occurred as they could be in closed period with milestone payment very close as mentioned couple weeks back.

Https://uk.finance.yahoo.com/screener/insider/First%20Lucre%20Partnership%20Company

Interesting article and true. The next results will show profit because of the 15.9m and no doubt the next milestone payment from sanofi. So could be around £20m in revenue….add the cash and assets currently hold and an mcap of now less than 20m is kinda silly. Only retail shorts on this trying to get it down. Will keep adding as this will jump up quick shortly.

Agree with that. Looks like double bottom in. Squeeze time.

Amazing how that one short opened this morning has pushed it down but so difficult to buy.