Member Info for Johnnydurex

Yes can't wait to see "Air India flights cancelled due to aircraft seized at JFK" on the news..........

The shame of it

Interesting Mr Wise departing BIDS but remains Chief Priduct officer at Oracle -- if Oravle bought out BIDS there might have been a conflict of interest

Pauses are normal - having topped up at 42p I am laughing

Thank you Jupiter

India is a sovereign power undisputed- but they need,foreign investment and acting unfairly such as retrospective taxation doesnt look pretty in their shop window. Similarly countries that make commitments under bilateral trade agreements and then back out of them is not at all classy.

Slater will be adding- just follow the money - simples

Dont knock those scraps

I think you're right and I expect we will soon learn about the other opportunities BIDS proprietary technology could be used.
If the momentum continues in reverse generation a fundraising might not be imminent although I accept more funds are going to be needed

There will be some good news in the coming weeks to help support the SP prior to the placing

FDA approval is pivotal- however all the leading cancer universities and research suggests the future of cancer treatment will be greatly enhanced with the Parsotix system and Andrew Newland is a smart guy.

We dont need a dividend as the capital appreciation even from here covers this many times over. We will see the impact of Ocado at results timd plus a stronger bricks retail offering coming into fruition This will be driven by pent up demand from all the oldies desperate to return to the shops and the reduced competition

https://www.theguardian.com/business/2021/jan/21/next-drops-bid-to-buy-topshop-after-arcadias-breakup

3 years to go back to pre covid levels - that would be disappointing. A lot of revenue is reoccurring - just growth will have taken a hit. I'd expect 50% from here in the SP by next Christmas at least

Nobody could have expected growing sales in clothing and home. Like for like food up by 2.2%
Take up of M&S products at Ocado continues to be strong it will be Ocado that will drive up profits this year, but °next years costs will also be lower with significant clothing from 2020 in storage.

I'll top up if the price falls buf mot convinced it will.

Are we likely to see a dividend in the current financial year ? Any idea on how much?

The consensus is £2.75 but brokers notes are an educated guess at best .

Great result!

One day Rodney we'll be millionaires

It's a regular occurrence PGH is cheap right now - the SP wont take off imminently but when sentiment changes it will drift back up quite quickly I suspect. I like the business and its debt free, cash positive with recurring revenues.

https://www.guerillainvesting.co.uk/2020/12/08/westnewton-twist-fold-or-hold/

Any chance ?