Member Info for ihalliwell10

https://twitter.com/SimeonPanda/status/1343998282813431809

Other than Boo is ahead of his brother in terms of buying traditional brands to boost sales.....

https://parliamentlive.tv/Event/Index/2425b417-ad43-4885-8a8e-9c47c48d2698

Does anyone now if CNC are in the 5G hardware market as I see this as a massive growth area for a UK business , its Nokia's strategy to go for this and the UK will need its own players.

CNC could really take off, stikes me that this is niche , but security in IoT devices is absolutely on point in terms of market growth, imagine hacking devices to gain access to secure areas..... CNC have the knowledge , skills, technology to play in this market and everything is now digital

Aha

https://shareprices.com/news/concurrent-technologies-sees-annual-revenue-profit-ahead-of-market-expectations-wfhey5lv4rhr92f

Any idea whats going on other than market realising that its a good company.... big contract perhaps or good numbers being announced ?

Divi hunters and value investors likely to be getting on board not or directly after any brexit outcome, I see vod slowly moving to historical levels of £2+ when I will set a stop loss and take divi's for as long as possible, this is based off of the long terms trend, possible movement higher if Vod re invent themselves in the technology space, like through wearables or 5G really does become the fix line replacement for broadband and the spun off towers business......which is where I see the real momentum coming from

This this looks like a good solid british company in an exciting area of tech, however, the share price and trading volume is so thin it doesn't seem to have much momentum.....

Sold on the basis that I think this will be taken private @6.40 hope I am wrong but with the market being as it is, I think I will be able to make a sound investment elsewhere in the coming weeks. Best of luck one and all.

Bargain price at these levels, steady upwards movement along with the UK economy especially through UK Gov spend on construction likely to accelerate through 2021-2024, expecting these to receive good press over the coming months.

Rastuss: I Completely agree, so when do we sell and whats the next copper play, I bought Saga recently as I like the recovery play for the holiday trade but I rejected any investment in PXC

extract re the price:

Save where set out in this announcement, the terms and conditions of the Acquisition remain unchanged from those outlined in the Original Announcement (subject to appropriate amendments to reflect the change in structure by which the Acquisition is to be implemented). In particular, under the terms of the recommended Takeover Offer, KAZ Minerals Shareholders will be entitled to receive 640 pence in cash for each KAZ Minerals Share, representing a premium of approximately 24.9% to the Closing Price of 512.4 pence per KAZ Minerals Share on 2 October 2020 (being the last Business Day prior to agreement having been reached with the Independent Committee).

The Conditions will be amended only insofar as required to reflect the implementation of the Acquisition by way of the Takeover Offer. The amended Conditions are set out in Appendix 1 to this announcement.

Only other comment, is regarding paying more for all shares if the offer is increased..... unlikely at this stage in my view, these guys wanted to get this out prior to it rocketing again and are pushing it through, it doesn't matter about the insignificant shareholders, 6.40 is looking a bargain of the century.

I've done some research on this business and wasn't really able to make a full assessment, it strikes me that they will run out of money over the next 12 months or so and I cant find a plan to fully finance the next steps of the evaluation of the claims that they have, on this basis I can only see share shocks ad they have to do share offers at half or less than the current share price, so buying these in the low 20s is where i would be tempted to get in.

I'm looking for a copper play due to the KAZ debacle.

5G critical for Vod, I'm banking on 5G take up being massive, due to home working and workers requiring a backup / second option to home broadband due to outages in broadband and massive additional use, all the children watching streaming/youtube/gaming over christmas whilst mum and dad are trying to have online meetings will set the wheels in motion for backup/alternative wifi with 5G heading the list, Vod need to put a rocket under the rollout

I think the gov need to support boo because it indirectly employes British workers where as the Chinese firm uses the worse kind of workers and pays little or no UK tax , that's the reason why the British gov and MPs need to wake up and support boo before boo decide to make the clothes elsewhere and move the business to lux to circumvent the tax to remain competitive .

It's a bit like the support the UK gov give nissan to aid big employers and in return it's great for UK plc.

If the British gov don't support boohoo then it will all go to China

https://www.telegraph.co.uk/fashion/brands/shein-stealth-chinese-brand-helped-bring-topshop-miss-selfridge/amp/

This really is our competition

Kaz is likely to surge beyond £8 in my view, based upon its under performance verses the copper price and other copper focussed miners.

think its a logistical issue now, how to inject the initial 2M people (1.5M healthcare & 420k+ care home), thats circa 4M injections and I think the initial burst of vaccine we have is 800k, I think its going to take until March to into the few levels of the priority list for candidates for the vaccine.

However, the interesting thing is that , if the risk is really by age and underlying conditions then, there is 13M above the age of 65 and probably another 5M underlying conditions , therefore circa 20M required to enable the NHS to cope in most scenarios, so thats 40M dose's and 80M injections.

The GP service current injects about (this is a guess) 30/40% (25M) of patients with the standard flu jab every year with no trouble, but these are mostly people that are able to go to the GP, so the real challenge is two fold, care homes and the volume in which the UK has access to the vaccine, 800k pfizer Dec, and then likely 10M Zenica (made but not approved) in Dec should be enough to cover a massive vaccination programme for Dec and Jan.

One giant risk that is screaming out , is that if the distribution of the pfizer vaccine is only deliverable in 975 sets then, hospitals likely to be first (NHS) , then the NHS staff likely to be the bulk of the first to receive it and we really really need it to not have any or at least very very mild side effects, what we really dont want is to lose any NHS staff even for a short period, because they are run thread bare as it is.

All in all, The UK is in a strong position, we just need the vaccine to do what it says on the tin and prevent hospitalisations and possibly infections.

Check back in a year or so and collect a nice gain on these, probably a medium term gain 3 years plus as well, especially if the vaccine is good and brexit gets a deal.