Member Info for Globex

Https://www.cnbc.com/2026/06/30/anthropic-says-trump-admin-has-lifted-export-controls-on-claude-fable-5-and-mythos-5.html

Great to see momentum continuing here.

You don't know that stake is all in one Fidelity fund because it does not specify.

All we can say for sure is that the stake falls under the Fidelity umbrella, as I mentioned.

That has to rank as one of the worst RNS I've ever seen. And I've seen some bad ones.

Hidden behind a very bland title insurgents closing in, illegal mining out of control, 700 unauthorized individuals entering daily(!), contingency planning being carried out - can only mean a full shutdown because this is a completely unviable situation.

Then they announce government withholding $28.3m VAT going back years which unsurprisingly has a "materially negative impact on cash flow". I don't know how the shares haven't collapsed.

This is Fidelity btw, definitely a good sign to see a big beast like that increasing their stake.

Bonkers low market cap, I'm buying in here. £4.7m cash, £1.7m net profit, EPS 12p, debt free, even pays a dividend. Can't ask for much more at this price.

Overall we've had a superb year here so far, naturally we're seeing volatility after such a dramatic re-rate, similar with chip stocks globally. As they say, nothing goes up in a straight line but certainly can't complain after seeing 150% in 12 months. What separates out ENSI to me from the larger chip stocks is the growth potential from this very small market cap. You only have to look at valuation metrics of other fabless semi-conductor names in US to see where this could go.

It's not delisting no. Shareholders defeated it. They cancelled the GM the day before it was due to take place.

"sine die" = postponed indefinitely.

Halfords +15% today on results. Cycling strongest growth segment. Bullish e-bikes outlook. Suspect we're on for a good year here.

Like selling £1 for 50p but good luck to them

Bit of read across from Segro getting an offer today. We must be closest peer. These data centres and warehouses in prime locations in demand, that's for sure.

I took a look at that firm on companies house. The debts on it were staggering circa in proportion to size, ~£13m. Their model appeared to be get goods on credit, hope for a sale, reimburse creditor from revs. Seems when volumes didn't materialise, creditors came knocking. When business die, more often than not it's debt that does it, as we know.

As much as similar products, Tandem model fortunately very different, with owning everything, from stock right down to buildings. Not even a mortgage. Could be a good opp for us, in the event of administrators' firesale, to pick things up on cheap. Fewer others left standing to compete against.

In other news, I see Simon Bragg continuing to buy.

Significant demand on buy side here now, can comfortably sell 100k shares at 41.5p+.

So far playing out as expected, and with start of Q3 only just over a week away, potentially much more to come.

Very impressive stuff.

I was going to quote a bit from this, then realised everything about it is quoteworthy, so I'd only have been pasting the whole thing. That'd be a bit silly of me.

Firmly believe this has all the signs of being a giant in the making

(Replying to you in new thread). Something to note is that the two largest shareholders have batched together but in reality it was more nuanced. Firstly, that in addition to for/against, the likelihood (or otherwise) of abstention of one of them was in itself a data point to factor in. In the same way that not all PIs vote, nor do all IIs. Secondly number of shares. On both counts, it was the company's largest shareholder who deserve real credit. Hats off to them.

The kicker with that as far as the trust goes is it might force Anthropic to push back their IPO date. Consensus appears to be forming around it being 2027 now, rather than later on this year.

When it does go public, will be prime profit taking moment here. I'll certainly hold out for that. Aside from SpaceX, and with OpenAI growth stalling, hard to imagine a much bigger IPO story for rest of the decade.

Absolutely no stock available to buy at present below 40p. It will be interesting to watch what happens next. Potentially into breakout territory next week.

Fits in with the culture of management. They clearly don't like reporting responsibilities that come with running a plc, or acting in shareholder interests.

Major shareholder page still in breach of Aim Rule 26. Also note January AGM footer. They had a deadline to have engage with dissenters which would have conveniently fallen post-delist, had they won. Now they are forced to engage with shareholders - from both that AGM and this latest defeat.

Unfortunately for them, this is not going private and they have been served with a stark reminder they are answerable to the public market.

Happy GM day! Oh wait, they lost and ran off with the ball.

Going back to yesterday's white flag RNS and this bit: "explore further options and allow for further constructive engagement and dialogue with shareholders."

Be interesting to see how this plays out. With retail dominating the register here, could they have realised in future they'll need to start consulting with the little people who actual own the company? Could be. Milkwood too the dark horse here. If they want, they can now play this board like a banjo. One way or another, changes are coming.

Lol Kooba, that just about sums that up. The total way he misread this, along with everything else, and actually the extent to which he fundamentally misunderstands how the public markets work in practice, is quite a spectacle to watch.