Member Info for latpulldown

That's now £1.4Billion to £1.5Billion for Moonpig v £115M market cap for CARD.

BP did well for me from 196p but the one thing I have learned is to sit out on it every time it gets close to Bernard Looney updating the market.

He might wish to expound green energy and his plans to transform the company into a green energy giant but the market itself finds it hard to rationalise as it will cost to buy and develop new businesses and what with any profitability sacrifices from oil derived revenues along the way.

I shall maybe look to get back in once it goes ex-Dividend and the price settles. That being for the quiet period until BL's next update nears.

Things are now heading the right way in the UK regarding Lockdowns and vaccinations rollouts and yesterdays statistics were as good as I have seen them with all the vital ones falling.

Most of that has to be attributed to present Lockdown measures . What should then follows on is a vaccination effect a few weeks later when the injected vaccine has had time to build up the bodies immune response in those who have had it. Even greater efficacy then comes with the 2nd jab.

There is no doubt Israel is without doubt trailblazing on the vaccines rollout and also in monitoring it's rollout. This article on their research popped up on the BBC website last night. Spend some time and look carefully at the significant reductions that have occurred in infection rates, hospitalisations and mortality.

It is those that will get us to "Unlocking" and reopening stores and backed by further vaccination rollout.

https://www.bbc.co.uk/news/health-55706855

Price set at £3.50 for an initial opening market cap of £1.2 Billion. No doubt a premium on top of that for the public to buy in.

Or they can have a slice of CARD, complete with 1022 Uk stores, Concessions in over 440 Aldi stores, Concessions in 356 Reject Shop premises in Australia, 2 websites, warehousing and a full operation that generated £65 Million profit and paid dicidends pre-pandemic. Market capitalised today at only £118 Million. Less than 1/10th of Moonpigs starting valuation

https://twitter.com/CityAM/status/1356522436817276929

https://www.dailymail.co.uk/money/investing/article-9209527/Silver-prices-jump-eight-year-highs-Reddit-traders-pile-in.html

https://www.dailymail.co.uk/money/investing/article-9209527/Silver-prices-jump-eight-year-highs-Reddit-traders-pile-in.html

Probably this Clintek

https://www.bbc.co.uk/news/health-55706855

Thanks for posting NoFear

so

750,000 received both jabs and thereafter
531 tested positive for coronavirus and leading to
38 hospitalisations and
3 deaths (and with those they could have contracted the infection earlier).

Now that is pretty compelling evidence and the rest of the artiicle lets you see the importance of getting that second jab.

Is there anybody out there still doubting that we should have a "vaccine effect" to kick into our daily statistics. After todays UK statistics we might actually just be witnessing the start.

Control it, Cure it, Reopen doors.

I'm happy with my holding because I was sitting waiting today and you had to be quick but I got what I was after.

Moonpig's flotation is priced somewhere between 310p and 350p and if it starts tomorrow from the upper end of that range it will be valued at £1.2 Billion pounds. Given the prestigious names buying in to the IPO and the amounts, for instance Blackrock, I suspect it will be oversubscribed and will reach a good premium to that. All for two websites. One in the UK and 1 in the Netherlands.

CARD are presently valued at less than 1/10th of that for 1022 Uk stores, Concessions in over 440 Aldi stores, Concessions in 356 Reject Shop premises in Australia, 2 websites, warehousing and the full operation. Yes past performance should not be taken as a measure of future performance but these are exceptional and unprecedented times. One day you are trading, next you are closed. Fully reopen things will imho trend back up to where they were previously.

I am never really bothered what others think, just merely if I see the share as undervalued and with potential for a good return. It is hard not to see that with CARD and Moonpig only serves to highlights that even more.

Maybe my following assidiously the effects of lockdown and the vaccine rollout give me confidence in the shoops reopening and for good or maybe in the background I know that when the £200 Million RCF was agreed there was actually an accordion facility of a further £100Million built onto it.

For me, and given several other dates over February there is a sensible months breathing space in there to let things develop, whilst exploring a range of other options.

My money is on an easing of lockdown for non-essential retail in March (and well beyond the end of April quoted by CARD) for I think that there will be untold pressure that builds on the PM and Chancellor to get things opened up again. This time around, and unlike the last time, there are now effective vaccines.

My book cover on here is closed for a bit until the next chapter.

"A market cap of £115M at 33.25p for a company that made a pre-tax profit of £65.2 Million (to 3rd March 20) and was paying dividends in my book is not a bad risk reward scenario, particularly as lockdown and vaccines seem to be working and having the desired effect.

You name me any other business that you can buy into right now that offers you the potential for a profit worth more than half the entire market cap of the company."

Compare its valuation and profitability with that of Moonpig tomorrow as it is its first day of dealings as a listed company tomorrow.

I'm happy now with my holding and the way vaccines are rolling out and it's time for me to close the screen and look back in periodically.

Bulletin board tonight is weird. Sometimes it shows a post, sometimes it doesn't. Sorry for the amended repost.

Today's stats are brilliant.

The infection rate is now noticeably under 20K per day
Hospitalisations are falling
Deaths reported today are 1/3 of the peak (1820). Even allowing for weekend reporting it is down week on week.

Even the cautious side of me is imho thinking "inflection point".

Control it, Cure it, Reopen doors.

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

Crumpets I have to agree with you and we are now looking at establishing our very own means of production within the country to further protect our supply and also to share. Two already being produced in the UK and Valneva set for production out of Livingston in Scotland also.

Very Upbeat

9.2 Million got first jab to date.
9 in 10 over 80's now vaccinated.
1 in 60 adults vaccinated in 1 weekend just past.

On Vaccines
First disclosure of another 40 million vaccines ordered with Valneva
We should have in total ordered over 400 Million doses of vaccine (UK population is only 67 M)
"No regrets" approach to ordering vaccines
Valneva vaccine will be manufactured in Livingston in Scotland
Shows the importance of the UK working as one.
UK supply chain is protected.
MH’s plan is to protect every UK citizen as fast as he can but also to be generous to all around the world. We will protect UK supply but do our part to make these available around the world.
Astra Zenica is the only one that is available to the world “at cost”
Enough supply to meet the 15th Feb deadline (MH + Stephen Powys – Very Confident).

On Genomic Sequencing we are also leading and informing the world.
105 cases South African cases in UK
All those cases they have ensured are self- isolating.
Enhanced contract tracing also implemented with all they have associated with.
They are also knocking on doors testing people in named postcodes associated with the SA variant. “Surge Testing” is what they call it.
Important all self isolate / lockdown in those Postcode areas.
Stay at home unless absolutely necessary to leave.
The Aim is to break the chains of transmission.

3 vaccines have been effective against the SA variant at levels greater than the standards set by the WHO. Most likely booster shots will help safeguard against these. No evidence that it causes more severe disease.

We are getting 1 step closer to a return to normal life but still work to do.
Stay Home + observe Hands, Face, Space etc

It is not slightly naive at all and I could turn that completely on it's head by stating that your comments may be the ones that are naive. It is actually what is said in the company statements and why would you have things well underway if you don't need it because lockdown gets lifted lifted. I actually think that I may have worked out what is happening around the wording of the liquidity RNS but shall keep it to myself.

The Daily Coronavirus stats for today are imho the best I have seen on all the numbers that need to reduce.

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

The reported daily (new) infections rate has been routinely falling but under 20,000 is about 1/4 or 1/3 of the peak where it was between Xmas and New Year.

This time lags to hospitalisations, albeit some of those can be long stayers due to effective treatment and therapeutics. It also time lags through to mortality.

Copied across from the CINE bulletin board.

Today's stats are brilliant.

The new infection rate is now noticeably under 20K per day
Hospitalisations are now falling
Deaths reported today are 1/3 of the peak (1820). Even allowing for weekend reporting it is down week on week.

Lets see how upbeat Matt Han**** is at 5p.m.

Even the cautious side of me is imho thinking "inflection point".

Control it, Cure it, Reopen doors.

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

Today's stats are brilliant.

The new infection rate is now noticeably under 20K per day
Hospitalisations are now falling
Deaths reported today are 1/3 of the peak (1820). Even allowing for weekend reporting it is down week on week.

Lets see how upbeat Matt Han**** is at 5p.m.

Even the cautious side of me is imho thinking "inflection point".

Control it, Cure it, Reopen doors.

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

A market cap of £115M at 33.25p for a company that made a pre-tax profit of £65.2 Million (to 3rd March 20) and was paying dividends in my book is not a bad risk reward scenario, particularly as lockdown and vaccines seem to be working and having the desired effect.

You name me any other business that you can buy into right now that offers you the potential for a profit worth more than half the entire market cap of the company.

They don't need to raise money until the end of April. It says so in the RNS's and I popped up previously. I think it is more to do with the PM's road map and putting in place some form of contingency just in case.

Its a good risk reward scenario from here because the market valuation presently equates to only two times what the annual profit was prior to pandemic.

That's cheap if stores get to reopen and permanently this time.

Managed a nice top up and happy with that.