Member Info for Hogbog

Yes some decent buying first thing at a very low price. The smaller Vela investments are doing well, CDT will have news, but for this last quarter the report will I guess focus on some tiny sell offs and news of those portfolio businesses that are doing well. Let’s see ( in 6 to 12 weeks ).

I’d prefer them to be paid in shares an£ I’d prefer any comp to be performance based. But then we’d be a company with a REMCO and external reward advisors and these latter two things would cost more than their salary or fees. So, as said previously it is not the biggest issue here. Do I wish they’d invest? ABSOLUTELY THEY SHOULD.

It’s a reasonable concern. I actually suspect they could not sell CDT at the times we’d all have liked due to delays in the conveyancing process between various intermediaries and national boundaries et c. My belief is that CDT will have news, and that will uplift its price quite dramatically giving the board opportunity to sell at good profit.

You’ve taken my “ever positive” spot on the board, good for you ( seriously). I’m hoping my positivity returns. The sun is out and I’m spend8ng s9mewhere on Monday, not sure where yet!

1) new strategy

2) full enterprise sale at true value

3) massive external investment

One of these needed soon, plus a massive CDT bounce and calculated sale/placing of those shares needed.

Retiring at age 100 otherwise.

I’m afraid my usual ( highly questionable) positivity is expiring rapidly. Aaaagh!

Aside of course from almost get a £15m investment and getting a very good deal on the CDT purchase. The former sadly did not come off, the latter did and could ( could) still be transformative. It is a symptom of our collective disappointment that we focus on the directors pay and the chairman’s fees. Suspect no one bats an eyelid at the ( many times higher) salaries and fees at all other investment businesses. Hardly a serious concern. The cash position, constant frittering away of decent investments, the failure of the £15m deal, the lull in the CDT price ARE serious concerns.

Like others, next Monday I have a dilemma about averaging down or staying away. Jury’s out…..

Just a detail for those assessing trades so far today, there is £13k of buys currently stated as unknown, so it gives a little more balance to the trading tally.

For me it is a safe and low risk positive step into the world’s largest market. It is the most profitable market too due to the primitive approach to public funding of healthcare. For those concerned with ‘under sharing’ of info with shareholders remember any material news will have been embargoed until the RNS. The only way to avoid is to get yourself ‘inside’ but then you cannot trade. Can’t have it both ways. I’m happy with this RNS and have bought some more at this below placing price point. GLA.

Know the sites very well, historically poorly run and underinvested. A backwards sales philosophy and offshored the wrong products, low pay, low investment, high labour turnover, the ‘virolens’ project burnt a mass of cash, the China site was sub par, the Sweden hub very costly, old Stadium leadership retained and continued flawed approach, Boston business starved of key posts and investment, could go 9n and on. Headlines s9met8mes hide l8ng standing reality.

Genuinely ‘BigDave’ they *really* are. I work in reward and know my salary stuff!! lol all you like.

Suspect it is simply a file recycle and someone too lazy to change the file name. Nothing more.

Clutching at straws going on…

True but there is good active buying and the ISA close, new ISA, new SIPP, ‘ buy in to get divi’ movement will continue for a few weeks so I’m remaining optimistic. Their significant trimming of loss making factories and big salaried downsizing will pay off in time. So glad they ditched that old Stadium purchase. Buying that was a catastrophic decision by someone.

CDT closes at three and a third so that’s ‘ok’. Volume steady and reasonable. With news it flies to $5, $8, $11 and higher. Still less than our max cap of $15 ( remember that?) and a long way below $25 top price ever made by CDT. Point being it could go *quite* high. At that point I hope we still own our block. Serious upside potential. Remaining positive. And to AndyCo on his directors wages comment, keep in mind they are pretty low as investment company comp goes. Tiny in fact.

Good disruptor news at Tribe Tech today, see the Vela twitter feed. April 6 a good SIPP or ISA opportunity for long termers to average down and newbies to buy in. Alternatively Leeds Building Society have some good interest rates on offer…..

Mr Brent needs to share some news to keep us all away from the building society.

Just listened the post RNS interview on Directors talk and his description of the plans for the placing proceeds, and the clear next four milestones in the company’s development seemed sensible and reasonable to me. I’m not a medical research scientist but I did not see anything tha5 would support some of the concern I’ve read about on this board. Has the placing lost me money or value short term…..yes thousands of £. But I’m still backing the mission. Hope others will too.

I’m glad the raise was a notional value higher than current SP having been savaged by placing sand discounted issues elsewhere. This is mandatory RNS on something already announced so no excitement for sure. Invested companies trundling along ok, need something transformative though and/or action on the CDT news or at least it’s SP jumping somewhat.

I’m thinking I could retire on my various shares round about age 112 at the current rate.

Rather overdue. Be nice to get over 200 soon.

For investee newsflow see the twitter feed. Virtually daily!

Investment company news is 90% investee news.

Indeed.