Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Sure there's a bunch of holders over at DARK who aren't that happy with £6, given it was knocking on the door of £10 not that long ago. Solid example of a SP decimated by short sellers, only for the company to be snatched up by US PE for a bargain. Perhaps these PE companies are in cahoots with the PE giants.
The market doesn't know - this is the well-documented problem.
Worth listening to the Peel Hunt podcast - available via one of MM's linkedin posts.
Cheers for now.
Perhaps whoever controls the robots has got the bank holiday dates mixed up.
*If politics were involved who would want to invest in China or the USA. Biden or Trump can hardly be cited as great leaders, they are a couple of old codgers*
Of course politics is relevant as economic policy is developed / led by the political party of the day. If those voted into power are incompetent idiots, this will be reflected in policy or lack thereof. The recent Truss debacle provides salient evidence of this.
Both Biden and Trump (and their respective teams) have done a good job with the US economy.
Xi, not so much with China.
*People need to get off the Brexit bandwagon as its history and the UK is still muddling along.*
Not quite sure what you mean here, but it's not history unfortunately. Brexit wasn't a destination that would suddenly be arrived at, it's a description of a process and renegotiation of an extremely important relationship - neither is complete and what has been done so far has been handled with extreme incompetence that has had meaningful implications for the UK economy.
I'm also not particularly happy with muddling along. I would like good quality leadership able to put forward a decent plan to boost economic growth and successfully implement it.
There is a catalog of reasons as to why investors are shying away from the UK and/or picking off undervalued companies.
A seemingly never ending period of economic stagnation/decline/uncertainty, political turmoil and incoherence, poor/incompetent leadership, Brexit fallout, no plan to boost growth meaningfully.
The political situation here is dire, with the middle ground held hostage to what were once fringe/extreme views.
Even if Hunt comes up with a plan, there's nothing to say it will be a good one. Indeed, history suggests the opposite.
Not sure whether this has been posted here or not, but it links to a previous discussion about the problems of the UK stock market (in our case valuations):
https://news.sky.com/story/hunt-calls-dorneywood-summit-to-boost-flagging-uk-stock-market-13123808
Nice and balanced but not much new.
Thanks for posting.
Actually agree with Simon in this one - unless the hedge funds reduce I think we’re stuck in a range for a period. Very disappointing because the company is clearly in a materially better place than it was at double this price last year.
Patience therefore is key (and perhaps trade a bit if you can).
GLA
I think there’s a further dimension to shein listing - security and their relationship to the CCP. Sure that will be the subject of some Garrick club meetings. Not quite the same as tic tok but you can see the way the wind is blowing re the harvesting and use of data.
Tiring isn’t it? A little like the SP movements. I do think a full year of steady progress will cause the market to take notice.
If an offer doesn’t appear before then..
Responses here*
Don’t respond and it will soon move onto plague another BB.
Not a complicated program to produce - 9-5 each day - sow confusion, fear through gibberish. It’s fed however by the responses where. I too am guilty of that of course. But not of late.
Point seems to be to notify the market that Frasers has been forced to take up more physical shares, as April put options expire.
“He basically new about the strangest of timed RNS and was NOT wrong about the release date”
Well, the options were, Mon, Tues, Weds, Thurs, and Fri - throwing a dart at Tues means there’s a good chance of being right - particularly given Tues-Thurs are the most typical days for TUs.
Anyway, what really matters is the content of the update.
Analyst call for a P1 TU is a little unusual isn’t it? Particularly, when they just had a Q&A.
That said, I suspect it will be slightly underwhelming as of most THG updates to date. This is a marathon, unfortunately- unless of course a bid comes in.
GLA
With you on this call out, B1nky.
I also think:
1. Investing101 is Cityspy; and
2. Cityspy has no more insight than you or I.
Thanks for posting.
I challenged the Homebase nonsense a while back and we can all see, it was nonsense.
But then there is a lot of nonsense posted here .. I can see a stupid post below, about chopping off people’s limbs, for god’s sake.
GLA
Hoping they can hold onto it, personally.
Also, I would be amazed if the BOD hasn’t already received a bunch of ‘highly preliminary / indicative’ proposals/offers, in the last 12 months. But despite the sense these articles give, the turnaround seems to be progressing steadily, so why sell? (if they don’t need the cash to stay alive).
GLA
Good post sj74.
Jamesss - I’ll try and dig out an article or two when I have a moment. It’s not a conspiratorial complaint - there are some real problems with the LSE which need pressing attention.
“Why do we think the London Stock Exchange is not offering fair value and how in the world do we fix it?”
Numerous articles documenting the struggles of the exchange to value dynamic tech-based companies - particularly those orientated to growth. I’ve posted a bunch of these before (probably find some links looking at my posting history). Not sure the US is the solution necessary. There’s a review of the London markets taking place at the moment in an effort to modernise. Hopefully may make some difference - here’s to hoping.