Member Info for Krustysmegma

First post, new home of former JLEN holders. GLA.

Yep, suspect this site will disappear in a few days but you'll be able to see JLEN historic data on HL & possibly other platforms. Over to FGEN...

Can't see anything Sid, pretty relentless selling this morning though fairly small volume. One or two buys this pm so perhaps some are buying the dip?

Naz man, come on! The bid is still 0.60 & the ask 0.70, so nothing has changed! It's just the MM's want you to think the SP is collapsing to encourage you to sell cheap. Next they'll show the mid at 0.70 so you think it's flying & pay over the top. Oldest trick in the book, except no-one is falling for it. Don't be the one Naz, you'll regret it. This could be the year of the "£6m profit", or next year, or the year after...

One to be aware of, at the recent AGM shareholders voted in favour of changing the company name to "Foresight Environmental Infrastructure Limited", new ticker will be FGEN. No date has been set & no doubt another RNS will appear ahead of the change, just a heads-up for anyone who may have missed the AGM minute.

Feels very much to me like potential licensees have been saying "ah yes, but does it have...?" and SAR is busy ticking them off a list.

Just listening to the TPFG presentation on Investor Meet Company, confirms target 12p final dividend and expects c. 21p full year for next year.

Thanks B-K7, that's helpful clarification re Licensing division. I'd already pencilled in 12p final dividend which would be very welcome if confirmed. Would like to add here when funds available.

Shocking. There'll be nothing left to liquidate at this rate. Not sure JH will make much difference either.

Excellent interims as expected following the recent trading update. FY results will be interesting given the usual second-half weighting and the impact of merger/acquisition. 6p interim dividend in line with expectation. My only question would be around creation of a division for licensing when it is such a small proportion (4%) of current turnover but perhaps there are plans for rapid growth, we'll see.

Attracting a candidate of the quality of Ben Dodds to be the new CFO is no mean feat and clearly shows the standing of the new, enlarged Group.

I'm not surprised Nick. I honestly don't understand the logic behind large institutional investors voting to liquidate assets at this point in the cycle. Everyone knows they've been struggling, but many still pay (or paid) a decent dividend, so why not keep collecting & wait for things to improve? Bonkers in my view.

My portfolio seems to have loads of them Nick, unfortunately...

VSL - in managed wind-down, has issued and redeemed one 'B' share and no doubt more will follow.

RMII - is tendering for up to £20m (about 1/5th of the market value) at NAV, which is an interesting option.

API - nothing returned to shareholders yet as disposals being used to pay down the RCF first.

I can't say any of these looks attractive to be honest, but have a look & see what you make of them. Of the four, TENT looks to be the best IMV, but who am I to say?

Spot on SD235, good call. Looks like the Milkwood stake-building has forced them to declare their hand.

VSL XD today for 1.89p hence the drop.

Milkwood will have my support if they try to prevent the wind-down, and I suspect there are significant numbers of investors who would also be supportive. Just hope it's not too little, too late at this stage.

From the Great Ideas feature 2-page article in today's magazine, under the heading "Why Foresight Solar Fund is beginning to radiate optimism":

"Based on its full year 2024 target dividend of 8p, Foresight Solar offers a bumper 8.6% yield and a share buyback programme of up to £50 million..."

Currently yielding just over 3% here.

Same here Laz, and it enabled me to buy back more shares when the price came down. The combination of top-slicing and the give-away 10p placing have left me with more free-running shares than I could ever have imagined holding, plus money in the bank. I guess we might never see £3 again though, judging by the number of holders who would settle for less than that if a buyer came in. That's not my preferred option (I would happily accept some dilution to see 1801 through clinical trials, accepting the inherent risk of failure), but the consensus seems to have moved to that position now which may affect my strategy going forward.

26.5p interim, equivalent to £16.5m, so looks nailed on to be two equal payments of 26.5p totalling 53p & £33m. Positive numbers, all looking good to me and SP mildly positive on a very negative day for investors in the wider market.

You'd think so, based on that comment.

I'm in RMII which is also in wind-down, they've opted for a tender offer to shareholders @ NAV. I'm not saying that's a better way of doing it, but it's given the SP a bit of a boost.