Member Info for Gloucester10

If people actually took some time to look at Moderna, they would see they have an entirely new approach to drug development with mRNA (they have a web site that explains it). It's why their covid response was so quick and effective. As it is applied elsewhere it could become game changing. I guess that's why they are in the portfolio. Feel free to wake up and smell the coffee at anytime.

That discount is disappearing. Nice to see.

Should be helping move the NAV and share price considering OCDO multibag performance of late (acknowledge it was massively down but that was yesterday's news :). Still at 20% discount to NAV.

All you need is a bit of patience - best to accumulate at a discount and wait - assuming you don't need the cash. Instead fill your time with useful stuff rather than checking share prices every 10 mins. The returns will return and this time, don't forget to lighten up near the top when you're 2 sigma overbought :)

Just needs to clear 160 and it's off to the races. I guess this is less popular than SMT as it's the smaller companies it goes for. Still SpaceX is a core holding (7.8%) and that'll IPO at $150bn in a year or so:)

It's just a general trading consensus that things that get overbought tend to correct (or move sideways for a while). It's not worth having a debate on it. Things could still continue upwards into overbought territory and if you're in this share for the longer run, its probably not worth bothering with the view. The market will do what it wants anyway and there is no predictability to todays market otherwise we wouldn't be buying this fantastic growth share in the first place. Trade it at your own risk in my view as you'll fail to get back in at the level you want and miss the upside.

Most of SMT's top 10 have the potential to be game changers in productivity which could support the growth required to cope with the global demographic changes happening. It's been battered over the last year and seems fairly hated and so it feels that the upside is much greater than the downside. I looking for a SpaceX based ride from here :)

Nice to see a director buying a good quantity of shares.

Normal value delivery service resumed after a temporary intermission.

This seems to be a "basket case" study. Is there actually a market out there for the product at all?

I wouldn’t call 21.7% small. But impressed with the response. Roll on the penny status.

I wouldn't necessarily think it would drop back to those levels if results continue to be positive. Surely Paloma would probably hold their 21.7% , guiding with their board positions, and hopefully Rock gets back on course after a couple of years of drifting downwards. Let's hope for some returns at last and some FOMO rather than FUD.

I've read that message a few times and I can't tell if you are being positive or negative for ROCK. I even queried ChatGPT and it said 'Based on the information provided, it is difficult to determine whether the situation described is good or bad for the stock price. The statement primarily focuses on the dynamics of the market and the actions of market participants rather than providing a clear indication of the stock's direction.'

... there seems to be no catalyst for a change of direction so why would it? Where's the promised land gone?

At least a few specific numbers now - do they improve your view on Cordel yet?

Some numbers as well that look exciting. Roll on.

and a bit of buying for once

Seems like partnerships continue to work well with expanded scope being put in place again.

Another partnership to keep things chugging along and improving the outlook.

Great to read that they seem to be developing interesting solutions and developing partnerships. Ideally leads to a few more sales.