Member Info for ggplyr

Decline in share price rapidly

This drop is expected when the CEO dies, not really sure who else would run the company. The existing antibodies will still get royalties, but the company wil

Vix high again, great for plus

House of lords debate summary (the closing remarks rather than the whole debate)

Ban on disposables

Possible tax on vapes, but strong consideration that it needs to be cheaper than cigarettes

No flashy branding on vapes/liquids

Reduced flavours of vapes.

Any regulations that apply to nicotine vapes (e.g. no marketing/branding etc) will also apply to vapes with zero nicotine

Crack down on illicit vapes

Possible licencing of shops to allow them to sell vapes/vape products.

I didn't actually catch anything that said they would stop people after a certain date of birth buying vapes like they are planning with cigarettes

All in all, not bad for supreme, probably not massive growth, but at 44 percent gross profit vaping is a cash cow and in no danger of drying up for many many years

Good find feeks.

Nothing really to suggest to much impact for SUP.

They are ready for no flashy marketing, no marketing is also a barrier to entry for not yet established vaping brands if they can't advertise.

Ready for the disposable ban.

It would be nice to know how long the contract is for the elfbar and lost Mary distribution is.

If the government ban smoking in pub gardens but allow vaping, that got to be fantastic for vaping suppliers

Down a bit today, nervousness about possible vaping ban in pubs etc perhaps

If you wouldn't mind checking out another 249 Greggs this might approach a decent sample size.

My tea leaves were slightly green today, so Unilever will hit £50 on the next 5 working days.

Myb

Bioventix has a higher margin and return on equity

Keystone law is decent too.

Then lots of tech companies tend to be similar.

Of course this is reflected in the share price of these companies though.

@ lemonade regarding "Plus500 continually has to invest in acquiring new customers to replace the churned ones who lose money or are kicked off the platform"

The Average User Acquisition Cost (AUAC) KPI is misleading.

The calculation is all marketing/advertising spend divided by number of new customers. This implies that there is no cost of marketing spent against existing and old customers, this simply isn't true.

For example, im a plus 500 customer, i used to see keifer sutherland promoting plus on a TV advert, on occasion this tempted me to go back onto Plus. Same as all the youtube adverts i get for plus 500. These are a cost which are directed at me, a existing customer, which may make hop onto plus to take a position.

What's my point?...some marketing spend maintains active customers, it doesnt have to invest in stock/inventory. it would be better to focus on return on equity or margin rather than marketing spend

@Sea, regarding "I believe the US business was 10-15% of revenues in 2023, so should reach 30%+ in 2025"

I think you are just making up numbers for the US business.

I agree with lemonade here, if it was at this level it would be reported separately, not to say it wont be come year end.

Taverham, not much has changed though. Only that this financial year is "above expectations". We have no idea how much above,.so a 5 percent rise seems fair.

If you believe in the company hold tight, at the current pe the buy backs are good value. It's a buy and hold company.

How do you know directors bought more this morning?

The VIX is up, markets are dropping. Great for PLUS.

Time to top up

Energy switching not happening any time soon. Often just stopped that for another 6 months at least

After reading all LTI and Fleccy's correspondence so far i have learned a few things.

However, at present i am team fleccy

Not as bad as i thought but not great set of results, down on Q1.

Quidco's gross margin is declining a lot, its a low margin part the business to start with.

Prepayments need some explanation, its up nearly 20% since year end and prior year to £12m. I wonder if they are prepaying the cost they incur for the "free days out" promotion over a year. I also didnt need to buy anything to qualify for a free day out, so internal controls need some work.

Any ideas why the drop today?

My money is on a profit warning this update.

I'm sure they could pick out worse companies. and yeah, you know what you get with grid, a dividend paying company financed by excessive debt.