Member Info for Laughton

"Baillie Gifford Schiehallion private trust"
Isn't it? Is that different to MNTN?

You've missed those - they were back in April.

That would be great - if it can work.
But where are you getting your info re number of orders placed?
Do you think that ITM announces every order they receive as they receive them?

Half page ad in Mail on Sunday today for "Postcards from the Baltic" - 15 nights departing Tilbury August 29 and "Coastlines of Croatia" - 22 nights departing Tilbury September 2. Twins, Deluxe and Suites available for both.

OK - it's nice to hear and I'm no doubt being overly downbeat but, in the scheme of things, 2MW for a factory designed to produce 1GW of production capacity a year is pretty small potatoes.

Or have I got that all wrong??

ITM is a big holding for me and has been for a long time so I'm definitely not trying to talk down the prospects.

This was a BUY tip from Simon Thompson in IC many years ago (in Taptica days) so wouldn't be surprised if he has something to say about these results today or tomorrow.

https://www.telegraph.co.uk/technology/2021/08/18/chinese-buyer-welsh-chip-factory-warns-investors-deal-risk/

Sitting back, happily watching the SP gently rising.
No need to jump up and down - the people in charge are doing their job turning the company around and as more people come to realise that then the SP goes in the right direction.

"I drove a hydrogen fuel cell electric car. EVs make more sense"

The whole review was focussed on the recharging experience.

But isn't that what we all already knew. Someone (Shell, ITM, Government, Toyota) needs to get a lot lot more charging stations out there for hydrogen powered cars to become a realistic option.

I'm sure insurance profits will be good but not so sure that Aviva is a good comparison. They're able to return all that money to shareholders primarily because they've been selling off subsidiaries.

https://www.youtube.com/watch?v=C-KCa-Brywk

"Half page in telegraph £43,500 "

Ha! I've spent 40 plus years booking advertising space in all the national press. That may be the "official" rate but no-one actually pays that (not even close).

Another half page ad in Daily Telegraph today - 2 Scottish Island cruises (Aug 23 & 27) and 1 Wales & The West Country (Aug 21).

Getting pretty short notice now and includes Suites which I'm not sure the previous ad mentioned. Maybe they're opening up additional accommodation??

" looking at the shelves in my supermarket their sales are booming"

Are they though? If the shares are empty, maybe that's a result of supply chain problems rather than booming sales, in which case that's a concern.

Tesco shelves are empty of milk - that's not because people are suddenly buying twice as much as normal.

I'm doing my bit!
Repeat order for 64 bottles of Refreshingly Light Ginger Beer x 500ml placed today.

Half page ad in Daily Telegraph today for the Scottish cruises. "Last chance to book" and offering 35% discount.

Simon Thompson very positive write up in IC today following yesterday's results. His conclusion:-
"a re-rating to my 400p fair value estimate looks firmly on the cards. Buy."

https://www.investorschronicle.co.uk/ideas/2021/08/09/on-the-bargain-hunt/

WPP, the world’s biggest advertising group, has grown its revenues back to pre-pandemic levels a year sooner than expected because of a record-setting rebound in global marketing spend.

WPP reported that underlying revenues increased by 19.3% in the second quarter, the fastest rate of growth the company has ever recorded, with clients ploughing money into advertising and marketing as the post-pandemic business recovery continued apace.

The group, which raised its full-year guidance after beating City expectations, reported a 16% rise in like-for-like revenues to £6.1bn in the first half of the year.

“We are very pleased,” said Mark Read, the chief executive at WPP. “We expect momentum to continue in the second half of the year. “We have returned to 2019 levels in 2021, a year ahead of our plan, with good momentum into 2022.”

WPP said the global advertising recovery was being driven by clients focusing more of their budgets on digital media. GroupM, the group media buying arm of WPP, is predicting global ad growth of 19% this year. Within that, digital media spend will rise at 21% while TV ad spend will increase by 9%.

Don't have time to read the whole thing? Nice summary:-
https://investor.games-workshop.com/wp-content/uploads/2021/07/Year-End-Presentation-2021-for-IR.pdf

https://www.musicweek.com/digital/read/competition-markets-authority-looking-carefully-at-dcms-committee-streaming-report/083715