Member Info for helloDave

We are in the moment of a big paradigm shift, with the "west" (US/EU) lacking real growth, and new economies of Africa/LATAM/India with their vast populations now being the focus of growth by moving billions of people from poverty to middle income status.

If you want to make 10x gains over the next 5 years , then focus on the emerging economies of LATAM/Africa/India. This is why BRICS is a very serious danger to the US/EU, as it allows Russia/China to gain massive economic growth opportunity from supporting the emerging economies of LATAM/Africa/India in their transformation.

The sheer vast space, natural resources, and populations of LATAM/Africa/India is the real play on a macro level, with the US/EU/UK now in plateau mode.

The other issue facing the US/UK specifically is that multiculturalism has hollowed out the soul of the nations, meaning that the populations have no loyalty, as such expecting the population to roll up their sleeves to improve the lot of the nations is very difficulty. The US is addressing this with flag waving and MAG, however the UK has not, with a lot of smart UK youths now looking to move aboard, with the UK becoming filled with third world migrants that have no skills and are heavily reliant on the welfare state.

The UK needs to become more agile and look to the Nordic cousins on how to be a small and hyper focused economies. The issue with the UK is that its trying to t play the volume game to equal market strength the same as the US/China/India, by using mass immigration into the UK, however this has completely failed with the vast majority of non-EU migrants being a net drag on the economy. As such, the UK should to reduce the population burden and become an export country, exporting both made products and services.

Looks like it will land back in the 80's for a moment with profit takers jumping before the xmas break

Big picture for corporations is to now treat the UK as a market and not a HQ location.

better to move operations to the EU and USA for the largest market integration and set up channel partners in the UK to deal with the scraps

A total of 88 companies have delisted or transferred their primary listing from London’s main market this year with only 18 taking their place, according to the London Stock Exchange Group.

This marks the biggest net outflow of companies from the main market since 2009, while the number of new listings is also on course to be the lowest in 15 years as initial public offerings remain scarce and bidders target London-listed groups.

https://archive.ph/9V2Bf

Africa is the next big growth market. Strong entry now and make 20x profits in a few years.

The EU/UK/USA/China/Japan/South Korea have reached plateau, however the 1 billion Africans that can be raised out of poverty = $$$ Billions

@pedro61 thank you.

Looking through the trades it appears that the real sellers have cleared and its now just auto-sellers in accumulation.

With the dividend about to get announced would expect a lot of holders to load up at this level

A lot of hunger for this share, fair value shows bargain at this price, expect big move upwards:

04/12/2024: Asúa Inversiones, S.L. increased their holding from 6.651% to 10.001%

Consolidating the available shares.

Launch of a new low-cost control in less regulated markets has been successful. The Billi division is performing well, with positive sales growth in Europe and new product launches planned. The Consumer Goods division is expected to deliver revenue in line with the previous year. The Group has strengthened its balance sheet and leadership team to support long-term growth.

Strix intends to reinstate the FY24 final dividend to be paid at the start of 2025.

Strix Group Plc successfully placed 10,935,700 new ordinary shares at a price of 80 pence per share in June 2024.

Looks like autos are being used to shake the tree and someone is loading up on the back end.

easy takeover target from here.

As I said on the the 11th Dec, it was a nice buying opportunity :)

The tech that the company has with IP and fabrication is worth £££, and we are now seeing tech companies more to own hardware to ensure they are future proofing for AI / VR etc.. as such can easily see this get acquired for circa £300 to £500m

Well, this will be a nice buying opportunity when it drops a bit more once the seller is clear

Yeah, let it drop a bit more, it looks like one fund is trying to clear

IQE key product: https://www.iqep.com/products/rf-epitaxial-wafers/

"Development in compound semiconductors for sensing is very active and will continue to focus on scaling technology that operates over a large spectrum (from deep UV to LW IR). Advances in this area couple fundamental materials development with volume semiconductor manufacturing. The engineering and enablement of these materials require control on the atomic scale using a technique known as epitaxy. To date, the leader in this area is IQE, whose current product roadmap is aligned with the intelligent world of the future."

Article: https://www.electronicdesign.com/technologies/embedded/machine-learning/article/55134558/iqe-making-smart-devices-intelligent-the-intersection-of-ai-and-compound-semiconductors

"The compound semiconductor industry is well-established, having formed an entire ecosystem, with its own equipment for crystal growth, wafer manufacturing, front-end manufacturing, testing and packaging. According to recent market research by our company, Yole Group, the value of compound semiconductor substrates is rising at a compound annual growth rate of 17 percent over the 2023 to 2029 timeframe, to reach US$3.3 billion"

Article: https://compoundsemiconductor.net/article/119943/What_does_the_future_hold_for_the_compound_semiconductor_industry

Looks very leaky, like someone people have got a heads up on bad news and dumping

Looks like they are gearing up to be taken over:

1) Mark Cubitt being made Non-executive Director and Chair-elect, part of the team that sold Wolfson Microelectronics plc until its sale to Cirrus Logic

2) Andrew Nelson increasing his holding from 3.388% to 4.015%

3) Chief Executive Officer and Chief Financial Officer, Jutta Meier, an award of 860,092 share options subject to a three-year performance period to 31 December 2026 (the "Performance Period") === Golden Handcuff or payday on takeover.

4) sale of its decommissioned site in Bethlehem, Pennsylvania, receive $2.5m immediately and a further $3.0m before the end of the year. = Reduce debts to increase company value per share

Could see this as a easy £300m takeover based on assets, Apple agreement, and market growth

What fund is on the sell side, everyday they are offloading £50k worth of stock

They bought brands to keep relevant, but the hip parade are looking elsewhere

@Laura2022, looking creaky, that 2m sell today at 13.40 :/

There is a sell of 551k shares showing on yahoo finance at 16.04 today.

Considering that every day there has been an end of day sell of 55k shares for the past 10 days, it looks like the seller has finally off loaded their share and the market has eaten them all.