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I wonder if a rather partisan Manchester vs London view here from CityAM re C4X/Who?
Still waiting.... Not too promising for tmrw?
I think MM needs help tbh but as it’s from the people he least trusts it’s hard to make that happen and prob doesn’t agree anyway. The Chairman should be doing something about this but we hear/see nothing - maybe unwell still. Just have to be patient.
Great to see useful links/data rather than the pointless ramping/de-ramping that happens on most BBs.
Thanks, was a good read and why I access BBs.
Really want to believe what Jumbo says but he’s been sooo positive soooo often that I wonder... And the talk of £5 elsewhere is nonsense for a long time so going to sell 50% before results I think.
These ones below off 'LSE Trades'? Yes interesting but interestingly don't show on my L2 between 10.05 and 10.30am so wonder if were done earlier? Or can someone who knows L2 better than me tell us more?
Surprised this BB so quiet (esp. today) or is CABP just so below everyone’s radar?
15-Jan-24 10:17:13 85.00 96,358 Buy* 84.70 85.00 81.90k O
15-Jan-24 10:16:13 85.00 492,861 Buy* 84.70 85.00 418.93k O
15-Jan-24 10:16:13 85.00 -589,219 Unknown* 84.70 85.00 -500.84k O
15-Jan-24 10:16:13 85.00 589,219 Buy* 84.70 85.20 500.84k O
Yes I think as LTI's all see the huge potential but so often it’s hyped up by disreputable companies/CEOs who pump up the share prices with nice RNSs then deliver very little and just raise more funds. I was a private company CEO and my investors would have fired me for that many times over!
Yes good news - I was going to average down but been bitten by too many AIM Life Science companies - hope N4P is solid.
Probably worth asking oneself why MM/they obviously want to keep him on the BoD. Maybe a look at history helps...
Voted NO online - took 30secs
Agree - doesn’t need to cash out as not short of a £M or two and won’t give up his 600p baby as you said - market/KLSO/PE pressure will hopefully make him act more like a CEO than an MD. Having said that as I’ve said before on here Mike Ashley does ok!
Yes that’s odd unless they want everyone to fully digest before tmrw.
Haven’t read thoroughly yet bit on the face of it £9.8m (albeit a one off) and a MC £11.16m is compelling.
Get the point but Angus Monro resigned in Aug 2020 though no doubt still has a good connection to the company/Directors. Maybe makes it even more compelling a theory...
Just watched y’day’s investor session with Chris Yates, the CEO - refreshingly knowledgeable, professional and measured vs a large number of the CEO sessions I’ve seen on AIM. ABDX looks to be in an excellent position to grow the business significantly using the strategy outlined. MC would therefore appear to be conservative at £13m (10.3p).
I believe someone just sold 100,000 at 310p
To me this is just like the situation with Sports Direct and Mike Ashley. Eventually a sensible value will out but may take years and I suspect unlikely a buyer like Apollo will get it because MM wants to keep/run his baby and that seems incompatible with how PE operate. Frasers now 4x the Mkt cap from when MA was going through all the governance issues. Maybe MM will relent and agree to let someone have it if he can keep one of the divisions but he’s not hard up for a £M so not sure why he will do that. Until the mkt has control over the shares he is in control so either way it’s going to be a long haul for us LTH like myself (I have 100k + shares).
To me it’s so small an investment it’s worse than nothing.
What we need now is some projections on market potential numbers so we can calculate the potential future revenue & thus mkt cap. Does anyone have experience from similar markets of how many might be bought per year? Also what is ABDX’s margin - 20%?
I’d say more than ‘could be’ - the CEO should be all over Sbry, Morissons, Aldi, Lidl, Asda etc. But having worked with these huge retailers in a past life I know it will take some time though this deal with the #1 Supermarket by size (3500 locations in total) will be a strong factor. And then there is Boots, Superdrug etc..... if this catches on as I’d expect we are talking big numbers.
Wish I could "Pump & Dump" to this effect....