Member Info for Henners007

RNS promptly issued by the Company 9th October 2023

"Response to recent developments in Israel

BATM Advanced Communications Limited (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, confirms that it does not expect the tragic recent developments in Israel to have a material impact on trading."

Buildworker - Brutal. The U.S. is possibly the most regulated market in the world. Sneeze at the wrong time and you get sued for billions of dollars. FUM will want to ring fence their reputation and product as far as possible. Patience until mid 2024 required.

Tessian sale announced two days ago. INOV off the starting blocks and into second gear......................

Todays announcement means that VOD are selling a non core part of their business for c25% of the entire market cap of the company. Bonkers. I recall in the dot com boom shares trading on astronomically high p/e's and market scribes observed this was the new norm. Well it wasn't. Vodafones p/e today is 2.04!!!!!!!!!!!!!!!!!!!! (is that enough exclamation marks?) when we revert to mean - which the share price will eventually). The rerating could be sharp and long - heres hoping.

Barchid,

Not sure you are missing anything at all! The markets are pants and anything touching the U.K. shores has been hit harder than most. Brexit, Covid, two wars and a pending (change of government) U.K. election. Whats not to like.

With MUT, I console myself with the Reversion to Mean logic, a healthy and increasing dividend paid quarterly plus chunky share buybacks. I have been around the investment industry for many years and I can never recall so many companies buying back their own shares. There appears to be a genuine disconnect between intrinsic value and share prices. Barclays has a net asset value somewhere close to £4 and its shares trade at 130p - Ludicrous. GMAA recently announced a sale of part of their business, for very close to double the market value of the whole company immediately before the announcement. Shares rose >60% on the day. Many similar unloved, undervalued other examples exist. As always patience with a capital P and a huge spoonful of belief and confidence!!

Ahananda - Please amplify and how you see this working in practice

Stockmarket truism - "Reversion to Mean". Hammered into me when I was learning as a graduate trainee at Lloyds in 1977. Never fails.

There are at least a couple of lively souls on this bulletin board!! (but perhaps no more).

Average annualised longer term return for MUT very close to 8%. Current 5 year annualised return very close to 2%, reversion to mean indicates there should be some upward dynamics soon....................................

Those dog days are gone!! Intrinsic value from underlying assets still to be realised + ongoing share buybacks for some time yet.

It's fascinating how many listed companies intrinsic value is totally out of kilter with the share price. Hence why there are so many share buybacks ongoing in markets. Praise to the BoD here for realising some of the hidden value in Gama. Pleased I was on board - & that was only because my son works for the Company!!!

I saw and heard this aswell lse1111. Very positive news indeed. There is clearly many dots still being connected with positive news flows anticipated over the next 6 months. I am not a behavioural psychologist. Barder appeared particularly chipper in the Proactive interview given his somewhat languid demeanour.

Certainly not the time to sell, when the shares trade at a conservative discount to NAV of over 40%

My apologies Bottom Feeder for puncturing your raw nerve...........................................

Your figures were inaccurate - FACT.

Please provide me with private contact details and I will gladly devote time to running through your previous email to correct your anomalies.

Like you I am long and strong of this share.

Agreed. Those financials were excellent. Share price has become disconnected from fundamentals (for whatever reason). That will change as time passes. While IOF are a one trick pony, they are very proficient now at what they do best..........producing Iodine and complimentary related products. More confident about their prospects than ever. Debt eradicated and new processing plants can be financed from cash in hand.

Bottom_feeder Please establish your "facts" carefully before putting fingers to keyboard. Your numbers are absolute tosh and therefore misleading to readers peeping into this chatroom.

The financials you claim were clearly informed to the market by RNS on 22nd June 2023 and 17th July 2023.

For the elimination of any doubt perhaps you would be kind enough to cut and paste your earlier message and correct your errant figures. Kind Regards.

You will not get a response to those points raised. It is inside information. At least not ahead of the interims release.

South African investors like property. They understand it. It offers them an opportunity to invest in GBP outside their domestic market with a current yield very close to 7% while awaiting capital appreciation. What is there not too like? Being listed in SA provides easier route to market. Unexpected turnup for PHP but appears a sound rationale.

All the really important activity is taking place beneath ground level. No satellite will pick that up!

Also due to material changes to accounting standards. Profits from policies written now recognised over life of policy. Smoothing of profits at a higher level moving forward. Completely outside LGEN’s control.

Absolutely correct Banzai. The article is self explanatory in a very matter of fact way. Can't wait for the next RNS to pop up on my alarms. And yes I am long and strong of the stock.

https://hbw.pharmaintelligence.informa.com/RS153806/A-Phenomenon--Futuras-Eroxon-ED-Gel-Gets-Off-To-Flying-Start-In-The-UK