Member Info for latpulldown

Am I the only one watching and thinking that it seems a slightly bizarre trading pattern in HMSO at the moment. Almost as if the Market Makers have switched off any algorythmic buying activity just to see who can be enticed into selling without. I thought the same yesterday at many points. Not complaining but it just seems evident when things dry up and nobody seems to be selling. All at the flick of a switch.

The key M00la is vaccine self sufficiency for the UK and keeping it rolling out in the backgorund and then in that way all the unlockings of the Road Map stay permanent and irreversible. The Telegraph last night seemed to think (as I do) that there could be authorisation of the Novavax vaccine in a few weeks time as there has been a rolling review program ongoing. The PM's announcement yesterday, combined with the Moderna vaccine arriving and our own output of the AZ vaccine clearly sets us up for that now.

Still not getting too many sellers. Back to 42p and 43p relatively quickly you would think?

BlackRock increasing its stake along with counting down to shops re-opening 10p.m. closing and a nice Scrip dividend should assist the overall mood.

Bit of enhanced activity in the last hour scraped it over the 10 mill volume M00la. Some I think were being sold to try and entice others to sell but not getting any real interest, other than buyers.

Just watched the PM's Govt Briefing and very interesting comments on two fronts.

Firstly on the Novavax vaccine. The PM confirming that it is already in production on Teeside and is awaiting MHRA approval. 50 to 60 Million doses of that particular vaccine on order. The significant new bit was the mention that the UK Government have enlisted the assistance of Glaxo Smithkline to fill and finish the vials of the vaccine in the UK at Barnard Castle. Full vaccine now being manufactured and bottled in the UK. (The latter part was meant to be done in the EU) The paperwork went to the MHRA about a week or two back so imho approval by Mid-April and watch for an instant restart of 1st Vaccinations thereafter. Master stroke that should see us completely self sufficient with vaccines moving forward.

Second point was Chris Witty acknowledging that reference April 12th on the Roadmap that the figures were all pointing in the right direction.

I think the MM's might struggle to see 10 Million traded today unless they take the brakes off. Lots now in favour of owning the stock and not many selling imho

*Shops looking firmly set to reopen on the 12th April
* Can now stay open till 10p.m. on 6 days of the week.
* Permanently and irreversibly reopening in the UK. (Vaccine roll-out backed)
* Nice Scrip Dividend being offered up.
* NAV at circa 82p.
* BlackRock now having increased their stake.

That's good news Gusto1.

Good Predictions Gusto1.

It's been a good weekend what with Robert Jenners comments on shops being able to reopen extended opening hours till 10p.m on 6 of 7 days. Then Boris Johnson's comments that in a few days time he is going to have a haircut and a pint and can see nothing in the data to alter his Roadmap plans. Al Fresco pubs Roadmapped to reopen at the same time as Retail.

Today we just hit another landmark with over 30 Million now having had first vaccinations, 2nd vaccinations climbing also and all the key data metrics are as good as I have seen them. Hospitalisations down, Infection rates have taken a noticeable dip again and the death rate today I think will have surpassed anyone expectations (only 19 deaths).

Imho: too cheap for permanent and irreversible reopening of UK shops and this time all backed by a highly successful vaccination program that is clearly working.

https://coronavirus.data.gov.uk/

Encouraging political rhetoric this weekend.

Al fresco Pub Opening is the same day as the reopening of Retail

https://www.dailymail.co.uk/news/article-9409209/Britons-hit-parks-beaches-throw-caution-winds-ahead-Happy-Monday.html

It does seem to be pointing to a reopening on the 12th April.

Longer opening hours should equate to more revenue and profit potential and increased payment of rents.

https://www.dailymail.co.uk/news/article-9408471/Shops-stay-open-10pm-six-days-week-boost-high-street.html

"Shops able to open until 10pm when Covid lockdown measures ease, says Robert Jenrick
Non-essential retailers are due to reopen from April 12 as part of the next phase of reopening in the Government’s lockdown roadmap.

Shops able to open until 10pm when Covid lockdown measures ease
The Communities Secretary said the move would make the return to high streets safer and give recovering businesses more time to trade".

https://www.standard.co.uk/news/uk/coronavirus-latest-live-uk-pub-vaccine-passport-covid-laws-b926374.html

Not going to argue over a fraction of pence. The MM's did well today to get scrape 17 million traded as there were many times it was static for a bit. Plus side they were happy to let trades go through all the way to mid to high 33p's and 34p, so someone was after them at that price.

Just in perspective and to pick on a few I have interests in. By comparison MCRO rose over 8%, CINE rose over 7%, Glencore, a very recent, rose over 6% ,but above them all my BRH shares doubled today from 56p. The market was blue absolutely everywhere, even airlines.

Not though on HMSO it would seem with us 1 week closer to permanent and irreversible Non-essential shops just reopening and something beginning to flow again which all businesses like and that hasn't been there for a long time - Money.

Gusto1, it's implausible to think that they don't watch the bulletin boards (intensely imho) so best not to goad them.

FYI there should be new easings of the restrictions coming into effect on Monday 29th March which should give us some pointers towards the 12th April for reopenings. Rule of 6, Golf courses reopening etc.

Have a nice weekend.

Thats my 56p "trevors" doubled.

Banked and let the rest roll.

Sets things up nicely for EC approval and then the sky is the limit for who will partner.

Indeed.

Platinum standard.

Well done MR Smythe.

Lots of derampers now kicking themselves.

I think it is just the market makers trying to accumulate what they can for as low as they can. They are not getting much though at these sp's.

Its like giving a £10k car away for £4k with an NAV of 82p

Plenty tasks at home to be getting on with and other shares to watch.

Nice bluer day all round on about 40 stocks I follow. Only one is showing red and seemingly coupled with lots of low volume (MM) trades putting it there. Leave them to it. If they are trying to collect shares then they are not getting many.

It's hardly surprising with a Net Asset Value is 82p per share.

Lets get to reopening and then lets start to improve on things. That shouldn't be too hard, going from all Non-essential shops closed. To all open. Cash in tills, revenue, profits and rents paid.

Slow and steady wins the race and a nice dividend yield in the background compared to Bank interest rates.

So you should be.

*Results are out the way
*Line drawn in the sand
*Reopenings to come in the US and UK
*Should be permanenetly and irreversibly in the UK
*Funded till the end of the year
* Full slate of movies to show.
* Warner Bros "no show" dispute resolved favourably.

I'd say when all has appeared quiet Mooky has been very busy