focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
sl, i prefer mtfb as cleaner punt on phase 3 success for iclaprim...but i am no expert on biotech
well done on omi..much better than shg so far
nfl, looked a little more under the bonnet of hvn and not that comfortable about lt cf before wc..and in particular the drops in current asset net of all liabilities..last year was horrid, but the longer timeframe hardly reassures..perhaps the poor performance was mostly caused by the german outsourcing business?..interesting to see interims
OMI..not quite my bag, nfl..self funding dev plan too sensitive to pog imv..gl ..bought hvn this am (tiny punt) cos like emr it is cheap
all good with yr picks..well done..i fancy building in shg during this lull in pog
don't follow GLEN...sorry..suspicious of management, debt and business model?
well done, nfl (again) on ntbr..buyers returning..on weak day to boot..60p++ if nothing nasty round corner imv
watch out on 7dig..placing?
tks, sl
tks, sl..working bank hol w/e sounds a bit rough
nfl, sl..what's yr reading of rio??...looks to be pricey on fundy stuff (factoring in too much recovery too quickly), but the charts??
yep..you have had cracking 2016 by all accounts..that's why i'm here lol
HSP: decently big bod purchases..4 directors over £400k announced yesterday afternoon..excellent statement by bod previous day .....v v cheap on nav..nearly a net net (and wd be soon if plan executed)..plan's ebit makes mockery of bombed out sp.. ..stars aligned imv
the fundy narrative for gdl is so horrid that i wonder whether this isn't chasing shadows: plenty like nfl seeing a self reinforcing upward trend... ..beware the precipice
nfl: redt & hsp??
poo..but my bearishness is a little unhinged when it comes to oil lol ..ntbr: volumes are still low and a trading update may land so doing nothing now i've halved my position..might be persuaded by huge buying vol
hsp? huge upside if bod executes/delivers ...the charts are not so positive?
COS, SL??
well done nfl ...you sure are on a hot streak
avo looks pricey in the bombed out bio space