Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
hold for continuing divis and sit on the capital appreciation or dump them and by something else with a 4/5% divi.... like GSK, NG etc
Personally, I got in circa 114 over 12 months ago, seen it get to 140 and retreat, think this might be a continued rise to 160 + but I dont want to see 110 again, although even when it dipped I had collected two divi payments.
These of course could be a hold forever, but with the large debt pile a divi cut could always be lurking.
DYOR
looking at this for compounding divi growth in my sipp, got he wiff of a 10 year income stock about it
suspect when the private equity has had chance to crunch the numbers , the unilever offer will be dwarfed by a better offer and the share price could surge here, I think there is a fair chance in the coming weeks that a US offer of $60B+ for the consumer part of GSK, which might prove too much to turn down, hopefully that means a large return to share holders plus some growth, timing here critical to be able to extract maximum value.
Sold out enough stocks in the past just as they took off, I will hold GSK to the end of this consumer cycle for DIvi, sales, capital growth.
DYOR
straight to the bottom line, better profits, big special divi, bidding war (could break out), splitting of company (sum gain across the two new co's) , whats not to like about GSK,
Reminds me of the £23 days.....
DYOR, long term hold and collect for me.
Plus a trading update and the payment of divi this week, big week for vod , let's hope for good results and margin maintenance.
Be great to finish the week at 134+ , need to go above 140 before ex divi to ensure that vod maintains progress , I suspect that this will come under pressure to be taken private this year even with it's debt pile
DYOR
drops from peak of 5700+ to 1570..... almost normality, in which case the shipping costs have almost gone in terms of peaks.
This will ensure Boo returns to better margins in 2022,
DYOR
5th of feb or the middle of May for dumping these and buying back then... potentially
Any evidence ? or a customer ?
Don't get me wrong I do think the hype will be enough to get this moving upwards but, a paying customer, a MOU from a protentional customer, a third party evaluation on the patent is something that is required for me.
IMHO
I just think the importance is seven figures added to the bottom line for expediting existing plans is key, because at the minute I think there is a lot of chat/hype/hope, but no evidence of any tangible progress.
DYOR
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Looking cheap, seems the market believes that they have softened the logistics / returns issue and made good progress over the festive period, up 6%.
fingers crossed for Boo to have done the same
DYOR
I'm a seller at 140p (missed oppo last year) with a view to buying back at 110, rinse and repeat
pick up the divi as well, would represent a cracking year,
if only I could time it right.....
DYOR
I top sliced these recently but expect them to do well over the next period.
DYOR
I'm tempted to add to my 2021 holding to, I must admit these are getting pretty much everything right thus far, I think 2022 could be a bigger year than 2021 at this rate, well backed by IIs to fund the next stage this year, a real contender for another doubling in size this year, with further acquisitions.
I think we will see £1.20 fairly soon, and with news beyond, best and simple thing about SRC is that with each acquisition they can tweak numbers to show growth without anything organic going on, with organic growth (which I think the EU/UK is going through in build/construction) as well, means this is a double bagger for me.
DYOR , considering adding to these below £1.
This looks compelling to me, in terms of a finished product that solves a real problem , most importantly its easy to use and speeds up analysis both of which are key to moving quickly to get ideas into vaccines at pace.....
https://lablogic.com/life-sciences/instruments/phasefocus-livecyte
DYOR
This could represent my first ever triple purchase of a stock on the way up.
DYOR
The Group is also currently working with several major contractors on significant commercial and infrastructure projects.
Seems to me that the II's got a bargain in this at circa 80p, nothing here to suggest that SRC is on its way to continued growth, I wonder if there is an even bigger acquisition in the 2nd half of 2022, with Goldman on board raising money shouldn't be a problem, I also think that raising cash through a placing will be coming to fund the next stage ( hope us small investors are included).
DYOR , this will be £1 by Jan and continue from there.
I'm thinking the same, 30% upside from here
https://twitter.com/Dorothy_Perkins/status/1469346742143438848?t=vuaLeVE239iFsTmIaPenSw&s=19
Sales or returns going well, either way DP seems to be trading well.
CNBC stating a large amount of call options , which I think it IIs loading up to bake in the 6% Divi and potential 36 month growth story here.
Could be the start of the begining for VOD