Member Info for lampedusa

they are also big holder of boo

https://www.youinvest.co.uk/shares-and-markets/research/what-clients-traded

Thg are listing lot of vacancy's lately . thers is high employer turnover reading on Glassdoor

https://www.thisismoney.co.uk/money/markets/article-10075989/Shun-overhyped-shares-Hut-warns-investing-guru.html

what is driving us lower ? is it Sarta
is it payment for Sarta 2.6 vs 3.4 a month earlier

"QD2 is unlikley to be successful imo (i would love to be wrong on this) i suspect that genl had to commit to qd2 in order to get the deal on Sarta"
this sound bad if true , why cant they hand back the field?

no RNS for Sarta and QD was supposed to be last month

see debt reduced to 280m since year end by 20m but cash was reduced by 88m even with higher oil price and higher productions

Looks like we going to meet GKP soon

https://www.forbes.com/sites/ronshevlin/2021/07/13/apple-and-goldman-sachs-to-launch-apple-pay-later-a-buy-now-pay-later-service/?sh=1ae22a1660e5

Milan
sales did not grow also in the PS sector if you read the November RNS and we did not hear since there has been any improvement . Also Loop share price went down a lot leading to the November RNS so might do same now ( insider deleing?)
Loop did not provide any good contact win or upgrade forecast since than , only Jam tomorrow - think better to Waite for the next RNS

end of last year AFT share price was A$ 118
Clearpay put option was only $67.840.000 ( from the link below) and we are values now at about $110m . Clearly AFT doesn't agree with this valuation
https://afterpay-corporate.yourcreative.com.au/wp-content/uploads/2021/03/Afterpay-Limited-Half-Yearly-Report-HY21.pdf

but what matters for us is the UK part of the business and there is Hugh gap between TSL and Afterpay how much our stake is worth

no its tomorrow the 25th

issue here is competition and low barrier entry
a few retailers start offering themselves BNPL
Paypal also came in

https://www.calcalist.co.il/markets/articles/0,7340,L-3827336,00.html

put Marom not in a very good light
https://www.calcalist.co.il/markets/articles/0,7340,L-3827336,00.html

Diversified Energy Co PLC 10.65%
Genel Energy 7.95% taken from II Quick Rank toll

we are second best div company in the energy sector , just wandering how risky is the div . surly if they manage to pay it with oil price halve of what its now than will be able to pay on current year ? or am i missing something?

sadly investments did not dry up after Vodaphone case in 2012