The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Surprised dish didn’t RNS that:
“Serial ramper and pain in everyone’s neck has stepped down from his/her duties on LSE.
Much to the relief of everyone this BB can return to normality where there is research done on the company, once RT leaves as well it could be a quiet place meaning each post is actually worthwhile rather than just rampy/derampy bs”
It would be good to see Tom buy some shares. A ceo aligned with the company would give a bit of a boost at times like these.
Of course not Jsmith. But as I’ve said before I’m not invested as wanted funding secured first, but in my opinion that hasn’t been achieved yet.
I know Jsmith but you seem to have zero confidence in dish
Jsmith.
You’ve had plenty of chances to take some cash off the table, I suggested you do so back at 2p. You only have yourself to blame if you over invested in the first place
My thoughts would be take out what you have left before you lose it all.
But then part of me thinks you either aren’t invested or actually have peanuts in here and what you post is all for show.
I’d rather not know what you paid him £200 to do
Well Bob, is that was an investment manager who handles most of your portfolio and you get him to do some execution only speculative punts and asked him to just have a look at the rns then that makes sense.
But financial advisers will not touch direct stocks, they will put you in ETFs or some active funds but will give you to a discretionary manager if you want more of a portfolio.
He must be a crook to be charging you £200 to read an rns of a company he probably knows nothing about.
Don’t forget the recent one Trend:
My £200 financial adviser told me this is a quality business
Js smith, what do you think this means:
A Venture Builder model benefits from a leaner management team and has a low cost base with its core focus on technology development where the various businesses are privately funded.
That to me says bye bye telesales and bye tom
What is paying for financial got to do with anything?
A financial adviser will help you with pension planning, retirement, tax etc. Not tell you if dish is a good investment. lol
I guess the question is Jsmith did you plan on buying an illiquid vct that will take 5/10 years to realise any gains, whilst either having to stump up cash to help fund the start ups or face mass dilution when they go through various fundraises before their product finally turns cash generative?
Because that’s now, in theory, what you own.
As an idea of how this works look at Augmentum Fintech, nearest you get on the public market without being a proper vct
Pivot, pivot, pivot, pivot and sweat equity
Was doing a bit of weekend reading and thought of you jsmith:
Loss-Aversion Bias: Do you have a stock in your portfolio that is down so much that you can’t stomach the thought of selling? In reality, if you sold the stock, the money that is left could be reinvested into a higher-quality stock. But because you don’t want to admit that the loss has gone from a computer screen to real money, you hold on in hopes that you will, one day, make it back to even.
I’m not saying I believe Tanya, but I wouldn’t expect them to give you the name of the takeaway at the end of the day that’s personal and would give a rough location which I wouldn’t be comfortable giving.
The big problem dish have is the communication. They just shouldn’t have said “news next week”, otherwise it gives false hope to people like Jsmith.
Keep the expectations lower then you can over achieve on the news front
Actually there is harm in it Bob. You’re suffering from confirmation bias and won’t acknowledge any negatives about your company.
Tanya I’ve got ytd as up 30.91%
3month change down 41.82%
12 month change down 52.94%
More interesting than that, but we could see 50 day MA cross down passed the 200 day MA which is a bear signal
Jsmith, tanyas sole purpose in life is to wind you up.
Why don’t you two just block each other. Or do you both enjoy the company
Good now we can start to see what shape dish are starting to take and how many restaurants move on to dish to go.
Following on from that it’s disappointed that some of these restaurants have been in a trail period for 2 months and we haven’t received any information on how much dish has achieved for them
Okay bash, I’ll put my issues with the placing etc to one side.
The funding deal is a good one, but only if they manage to get the money. My concern for dish is the lack of usage the current app gets and how dish are going to convince restaurants to sign up and pay money if they aren’t driving any business to the restaurants.
If they can succeed in this and get the funding over the line then I can only see dish going from strength to strength