Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
My recommendation would be to do your own research, the last place you should be seeking financial advice is a BB. With your approach you might be better of sticking it on the 2.40 at Haydock...
This BBC news is full of holes and very disappointing as it is setting off all sorts of hares. The immune system has two basic levels, innate and adaptive. The innate system consists of antibodies that are always being produced and circulating, patrolling if you like, with a variety of common antigen sites, so that it is the first of the mark if antigen from a foreign body invaded and it ramps up immune response. If the antigen is novel or rare, then this system will take time and you will get a more serious infection. The important point for innate antibodies is that they are always present at high levels in a healthy immune system, produced by a subset of B white cells.
The adaptive system is where having been infected by an antigen, a different subset of B Cells produce a specific antibody targeted for that specific antigen...now the immune response is in full swing. These antibodies will stay at high levels as long as exposure is continued, but if not needed will fall again as it is inefficient to keep pumping out specific antibodies...over a lifetime we would just be a big bag of antibody otherwise! However the B cells retain a memory so that the response will be faster if attacked again.
A poor analogy would be innate antibodies are your “homeguard”, always on patrol but not brilliant at a big invasion. But once they set up the alarm and first response, the adaptive antibodies, the “special forces”, are produced and hopefully destroy the invader.
So, why is the bbc report poor? Because 1) the study has not tested the same group of people to see if their antibodies are declining and how fast. They have tested a new group, so there are many factors that can alter the level, the first batch may just have had more people with antibodies. Even if it is the case that antibodies decline rapidly after infection, it still does not mean you will get infected again due to the B cell memory, or it may be more mild whilst production is ramped up again.
So basically we have to have a lot more evidence from studies to work out how long antibodies hang around and then when they do decline how long it takes to mount a second immune response. So again the news is producing a whole load of unnecessary speculation and panic! But this may still help us of course!
Upomega...I don’t think you’re in any position to talk about dribble coming out of mouths...
Watching lynthip throwing a bit of science around and coming up with a thought is like watching a monkey trying to get his hand out of a peanut jar...
Andy, given you can barely write, I think I will give your advice a miss...I have a 5 year old that communicates better.
Max, you don’t understand why people would take profit out of a share?
Watching...How can you be “locked” out of a share? You can buy any time...you might miss a bit, but that’s balanced by making money as you go rather than sitting on it. Not for everyone but it’s a quite legitimate way of doing things, not that incredulous really.
No opportunity here now with second wave fears, the “next week rise” hoped for never appears... but good luck to all holders
The parasitic fly that is JR has moved here now. Please be careful with him, he will come up with delusional numbers. He is dangerously stupid, he has been on many shares, sxx, avct, tom, eua to name a few..this is nothing to do with this share, just him, he likes to join a share, put stupid numbers out, and he is shameless.
Has he mentioned £50 a share yet? His other trick it to annoyingly come on at 16.40 and “announce” the share price, like he is some sort of expert...just beware of him please.
It’s fine, it’s down just under 5% from close, which was a high, and the FTSE is down to 5888...that’s all it is. Over the week it is likely to be in high sixties.
Hosai...so you are saying there are some negative and some positive reviews. Insightful, thanks...you’ve helped here enormously...
Canute, if you think postings on heat affect the sp in any way you are deeply deluded. Your post highlights the bias, if you post constructive concerns you “spread fear and disorder”, so no room for that, only post nice stuff...is that what you want? I want nice stuff and subversive stuff, then I will make up my own mind. Facts would be better, but in any event every comment and opinion is of value, which I can act on as I see fit. Why are you so worried about opinions that differ from yours? Surely you don’t want a BB that only says we will all be millionaires tomorrow? If you do then you’re screwed...
This is AIM, we all want this share to do well, but there is risk...attacking always winning because he puts forward reasoned arguments with insults is useless and achieves no end, these people look like Trump refusing to open their eyes to any sort of counter-argument. I can’t see anything wrong with AW’s points, politely and reasonably put, other than I don’t agree with them. But to just tramp (or Trump) them down just makes people look irrational...use a reasoned argument if you have one. I think it is useful to have a check/balance to keep me wary, then I choose to keep in until other info comes available. I’ve seen derampers, he is not one, we really don’t want this BB as a dangerous echo chamber...
Barchid...unpaid rent is less of an issue as the pub can be converted to a foundation agreement where Marston’s take control and 80% of the pub income is taken rather than rent...like for like they typically are more profitable. On the whole this balances out and is a bit better.
You are quite correct about the estate valuation, particularly the big new builds...
Hi Barchid, I think you are asking for my input on tenancy debt and beer wasted? I wouldn’t give info that is not in the public domain, but debt has been relatively low and not a big impact. This is mainly due to the ability to switch a tenancy into a retail or foundation (types of franchise) agreement which tends to mitigate business failure cost as these retail agreements are more profitable like for like for the low turnover, wet led tenancies. So debt right off has been fairly small. It that was in a stable, well controlled environment where agreement conversion could be proactive. The current situation will be more reactive and need to be faster paced if tenancies start faIling...debt will rise from unpaid rent and the vacancies hard to fill with competent operators. I would estimate that the tenancy and leased division would be £1million behind budget for the whole year, conservatively...i.e. this is the profit loss compared with if all was normal.
The beer loss due to wastage...if you assume 10 days stock holding, with draught beer being 75% of the wet turnover, then you are looking at £2k per pub at cost as a general average for T&L pubs and also the franchises...For 900 pubs or so. The Managed pubs have a lower % of draught beer but higher stock holdings, a guesstimate would be £4K per pub for 600 pubs...a chunk of change. I would stay clear of any specials involving steak and ale pie...