The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Good news on the RNS today with Liontrust increasing their holding from 12.57% to 15.37%. A very substantial holding indeed , showing their confidence in NASSTAR's future. We wait to see an appropriate lift in the SP. I hope!! JJ
The Motley Fool's article today takes a look at Strix Group. Points out that Neil Woodford has a 9.2% stake. Roland Head goes on to say that Strix could be a star performer in the years ahead as their market share in single server coffee machines increases and achieves a decent market share. "Analysts expect group earnings to rise by around 4% this year, to 13.7p per share. This puts the stock on a forecast P/E of 11.8 with an expected dividend yield of 4.3%. In my view this could be a good long term dividend-growth buy. ". I,JJ , agree. Today the share are down 1.20p to 160.6p. A Google entry point? Shall have a word with my son ! Regards. JJ
News today of collaboration with a leading global consumer product company based in the USA to develop a new range of coffee machines using Strix's patented technology. Mark Bartlett the Chief Executive commented " ---- with the support of a global sales platform,this move into a new segment opens up an additional market opportunity for Strix, which to date has been focussed primarily on water filtration systems and heating technologies for tea drinking,rather than coffee". This can only be good for us LTH shareholders. JJ
Noticed on Friday last the two large sales jointly of 6.6m shares at �1.44m. Thought will be interesting to see the sp on Monday. Now Wednesday. Strangely nothing. Don't know the buyers Northern Trust/MI Discretionary Trust,take it it's not Northern Investors Investment Trust. Any views anyone. JJ
Can fully understand. These last few weeks have been so frustrating and must admit I have felt like chucking the lot and looking to one the better small company trusts to let them do the work. But and there is always a but ,I have done it before and ended up missing involvement with these tiddlers. All the best CM I shall miss your well considered posts and hope to see you again on another.
Seems today Dotty is the only statue of mine not have been dumped upon. Worked frustration off in the woodland where the pigeons left me alone. Still over the years have found investing in these AIM shares interesting and have often missed out by selling to soon. Having said that sold one yesterday that was too much based on hope for a 30% loss. Only ones left now are long termers,sod the pigeons. Best wishes all. JJ