Member Info for JDF7

Let's see if LIO's sp will ever break back above £10, given the challenge with declining AUM, the move into passives and the continued coolness to UK equities. It now seems like a dream that the SP was once above the £20 level....

Jamesss, sometimes the market just moves slowly in its repricing....

Mr.B, I'm not sure if the market it will see it that way. ..but let us see...

Carmzy, some would think your description of the current government is still complimentary, given how shockingly poor their results, behaviour and rhetoric has been for a good while. Thankfully, PRSR have different timeframes and factors that can hopefully carry them through any remaining mess that Ministers may unleash before the forthcoming election

BEZ and its BOD are a good outfit. The sp may have space to run up further and the focus on returning excess capital make it worthy of consideration as a buy

Good to read all this. Thanks for sharing, Early Bird. I've been in for a while, just waiting patiently

Brings to mind that dictum: "In the short-term the market is a popularity-machine. In the long term, it is a weighing-machine". Let us see where the EXR sp goes as 2024. Hopefully, a transformative upward change in income will come to fruition.

I'd like a combination of additional lucrative contracts, a biggish income impact from Lenovo and a speculative talk of a buy-out from a major US tech outfit to see EVR multi-bag or at least get back to the levels that it once was

Not a bad director's buy, adding to the existing holding. Director signalling quiet confidence in PRSR

LLumax, I reckon the increasingly likely cash-raise will be at a quite stiff discount to the current sp level. Hope I am wrong.

Cut 600k shares from my holding. Will see what I do with the remaining balance by end of month.

Nick, thanks. Understand better now. I've always thought BEZ are a very professional yet proactive company. I particularly appreciate how measured and detailed they are in their RNSs, focused on performance and not on hype or promises.

Most PIs are in for the medium- to long-term, so the sp movement since start of year isn't really a worry

Bentley, mcap around £7.5m as of today versus reported cash in bank of £6m at end of year (so probably closer to £5m now). So I would not say its priced to go bust. My implicit concern is that for all MIRI's busyness, have they struck agreements that are financially transformative? A cash raise is coming and it will not at a price that pleases PIs, imho

In the ongoing absence of news about the financial value of agreements or plans to address cash diminution, I expect the SP to drift down further over the months ahead. That said, I miss the 'this should be at least 3p" pumpers and the 100-bagger believer.

The sp was over £12 this time last year. But I remember when it was over £21. Let us see what the new strategic proposition is from the management and if any exceptional performance by LIO's funds can be delivered to stem the AUM outflow and take the sp halfway back to former heights. It is not a crime to dream....

I guess a question to be faced is "Do you think the CEO had at least a 5-fold increase in income in mind when he spoke of being focused on a substantial improvement in performance in the current year?".

Bentley, in contrast to the market and in the absence of any details on the financial parameters on MIRI's agreements with Tier 1 partners, how are you approaching financially valuing the company?

Meta were quite clear yesterday in announcing their results that they would be continuing for a good few years to come with their investments through Reality Labs in VR/AR....

I'd want a pretty steep premium to current sp to be happy about MILA being swallowed by Liontown. Let us see what the gold results look like from Liontown's first cores and hope the sp doesn't fall much further before then